Who owns Wells Fargo Adv Inc Opport Fund?
- Ticker: EAD
- CUSIP Number: 94987B105
Tip: Access positions for across all investors
Analyze quarterly positions in Wells Fargo Adv Inc Opport Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Wells Fargo Adv Inc Opport Fund stock
Who bought or sold Wells Fargo Adv Inc Opport Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 3.9M | $26M | -1% | Mar 2026 |
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| Sit Investment Associates | 1.7M | $11M | 7% | Mar 2026 |
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| Pathstone Holdings | 1.6M | $10M | 2% | Mar 2026 |
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| Peak Planning Group | 1.1M | $7.4M | 100% | Mar 2026 |
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| Invesco | 1.0M | $6.8M | 8% | Mar 2026 |
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| Guggenheim Capital, LLC Managers | 899k | $5.8M | -14% | Mar 2026 |
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| Cohen & Steers Capital Management | 865k | $5.6M | 0% | Mar 2026 |
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| Shaker Financial Services | 596k | $3.9M | 5% | Jun 2026 |
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| UBS Group | 394k | $2.6M | 7% | Mar 2026 |
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| LPL Financial | 386k | $2.5M | 11% | Mar 2026 |
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| Thrivent Financial for Lutherans | 327k | $2.1M | 6% | Mar 2026 |
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| Advisors Asset Management | 305k | $2.0M | 149% | Mar 2026 |
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| Envestnet Asset Management | 224k | $1.5M | 63% | Mar 2026 |
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| Brown Advisory Holdings Incorporated | 205k | $1.3M | 0% | Mar 2026 |
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| Principal Securities | 190k | $1.2M | 10% | Jun 2026 |
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| Cambridge Investment Research Advisors | 170k | $1.1M | 0% | Jun 2026 |
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| Fiera Capital Corporation | 167k | $1.1M | -4% | Mar 2026 |
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| Marks Group Wealth Management | 163k | $1.1M | 0% | Jun 2026 |
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| Levin Easterly Partners | 162k | $1.0M | 2% | Jun 2026 |
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| Luken Investment Analytics | 129k | $837k | -10% | Jun 2026 |
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| Adapt Wealth Advisors | 121k | $784k | 0% | Mar 2026 |
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| CI Private Wealth | 117k | $760k | -3% | Mar 2026 |
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| Wolverine Asset Management | 111k | $720k | 30% | Mar 2026 |
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| Sowell Financial Services | 104k | $671k | 0% | Mar 2026 |
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| Advisor Group Holdings | 101k | $654k | -1% | Mar 2026 |
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| Raymond James Financial | 88k | $570k | 0% | Mar 2026 |
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| Commonwealth Equity Services | 84k | $549k | 0% | Jun 2026 |
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| Rivernorth Capital Management | 83k | $538k | -71% | Mar 2026 |
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| Cetera Investment Advisers | 77k | $501k | 400% | Mar 2026 |
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| Royal Bank of Canada | 72k | $473k | 100% | Mar 2026 |
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| PFG Investments | 70k | $456k | 0% | Jun 2026 |
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| Lido Advisors | 67k | $436k | 2% | Mar 2026 |
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| Calamos Advisors | 52k | $336k | 100% | Jun 2026 |
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| Stratos Wealth Partners | 42k | $269k | 0% | Mar 2026 |
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| Logan Stone Capital | 41k | $269k | 4% | Mar 2026 |
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| Goss Wealth Management | 41k | $265k | -14% | Mar 2026 |
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| Jane Street | 28k | $182k | -42% | Mar 2026 |
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| Rsm Us Wealth Management | 24k | $155k | -8% | Jun 2026 |
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| Ameriprise Financial | 23k | $146k | -4% | Mar 2026 |
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| Merit Financial Group | 23k | $147k | 3% | Jun 2026 |
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| Fingerlakes Wealth Management | 22k | $142k | 2% | Jun 2026 |
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| Nomura Holdings | 21k | $138k | 100% | Mar 2026 |
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| Accredited Investor Services | 21k | $137k | -5% | Mar 2026 |
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| Capital Investment Advisors | 21k | $135k | -3% | Mar 2026 |
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| Bank of America Corporation | 20k | $131k | 100% | Mar 2026 |
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| Mariner Wealth Advisors | 19k | $120k | -8% | Mar 2026 |
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| Melfa Wealth Management | 18k | $117k | 0% | Jun 2026 |
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| NWF Advisory Services | 17k | $113k | 0% | Jun 2026 |
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| Catalytic Wealth RIA | 17k | $110k | 0% | Jun 2026 |
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| Oppenheimer & Co | 17k | $108k | 1% | Mar 2026 |
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| Hanson McClain Advisors | 16k | $104k | 0% | Mar 2026 |
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| Park Avenue Securities | 16k | $101k | -10% | Mar 2026 |
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| Collaborative Wealth Managment | 15k | $100k | 0% | Mar 2026 |
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| West Michigan Advisors | 14k | $89k | 0% | Jun 2026 |
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| Sentinus | 13k | $86k | 0% | Mar 2026 |
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| Colony | 13k | $85k | 0% | Mar 2026 |
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| Citadel Advisors | 13k | $84k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 12k | $77k | -25% | Mar 2026 |
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| VSM Wealth Advisory | 12k | $74k | 100% | Mar 2026 |
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| Susquehanna International | 11k | $74k | 100% | Mar 2026 |
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| Kestra Private Wealth Services | 11k | $71k | 0% | Jun 2026 |
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| Pinnacle Wealth Planning Services | 6.5k | $42k | -9% | Mar 2026 |
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| Rockefeller Capital Management | 5.7k | $37k | 7% | Mar 2026 |
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| Pnc Financial Services | 4.5k | $29k | 2% | Mar 2026 |
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| IFG Advisory | 4.0k | $26k | 100% | Mar 2026 |
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| Harbour Investments | 3.4k | $22k | 5720% | Mar 2026 |
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| CoreCap Advisors | 3.3k | $22k | 0% | Jun 2026 |
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| Advisory Services Network | 3.1k | $20k | 100% | Mar 2026 |
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| TD Waterhouse Canada | 3.0k | $20k | 100% | Mar 2026 |
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| Axiom Investment Management | 2.9k | $19k | 0% | Jun 2026 |
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| WPG Advisers | 2.8k | $18k | 5% | Mar 2026 |
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| FNY Investment Advisers | 1.8k | $11k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 1.3k | $8.7k | 100% | Mar 2026 |
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| HHM Wealth Advisors | 1.2k | $7.8k | 0% | Mar 2026 |
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| BlackRock | 1.1k | $7.3k | 100% | Mar 2026 |
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| Noble Wealth Management PBC | 1.0k | $6.5k | -66% | Jun 2026 |
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| SRS Capital Advisors | 1.0k | $6.5k | 0% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 850.00 | $5.5k | 0% | Jun 2026 |
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| Farther Finance Advisors | 798.00 | $5.2k | 0% | Jun 2026 |
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| CWM | 631.00 | $4.1k | 0% | Mar 2026 |
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| Highline Wealth Partners | 440.00 | $2.9k | 10% | Mar 2026 |
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| IFP Advisors | 300.00 | $1.9k | 0% | Mar 2026 |
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| Bryn Mawr Trust | 200.00 | $1.3k | 0% | Jun 2026 |
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| Jones Financial Companies, L.L | 144.00 | $906.004800 | 100% | Mar 2026 |
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| Tower Research Capital | 46.00 | $298.001800 | 100% | Mar 2026 |
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| Chevoit Value Management | 19.00 | $123.000300 | 0% | Mar 2026 |
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| Assetmark | 9.00 | $59.000400 | 0% | Jun 2026 |
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| Advocate Investing Services | 1.00 | $7.000000 | 0% | Jun 2026 |
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| Wells Fargo & Company | 0 | $0 | -100% | Mar 2026 |
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Who sold out of Wells Fargo Adv Inc Opport Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Readystate Asset Management | Dec 2025 | 88k | $594k |
| Wealth Enhancement Advisory Services | Dec 2025 | 67k | $455k |
| Rareview Capital | Mar 2026 | 56k | $395k |
| Landscape Capital Management | Dec 2025 | 24k | $160k |
| Marex Group | Dec 2025 | 18k | $121k |
| Hartland & Co | Dec 2025 | 13k | $90k |
| Strategic Advocates | Dec 2025 | 4.6k | $31k |
| Private Wealth Management Group | Dec 2025 | 200.00 | $1.4k |
| Smithfield Trust Company | Dec 2025 | 122.00 | $0 |
| Mather Group | Mar 2026 | 54.00 | $350.001000 |