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 |
|---|---|---|---|---|---|
| Pathstone Holdings | 2.0M | $13M | 28% | Jun 2026 |
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| Sit Investment Associates | 1.8M | $11M | 1% | Jun 2026 |
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| Peak Planning Group | 1.1M | $7.1M | -5% | Jun 2026 |
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| Invesco | 961k | $6.2M | -8% | Jun 2026 |
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| Guggenheim Capital, LLC Managers | 938k | $6.1M | 4% | Jun 2026 |
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| Cohen & Steers Capital Management | 865k | $5.6M | 0% | Jun 2026 |
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| LPL Financial | 575k | $3.5M | 47% | Sep 2026 |
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| Logan Stone Capital | 491k | $3.2M | 1085% | Jun 2026 |
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| Wolverine Asset Management | 416k | $2.5M | 76% | Sep 2026 |
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| UBS Group | 360k | $2.3M | -9% | Jun 2026 |
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| Shaker Financial Services | 353k | $2.1M | -41% | Sep 2026 |
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| Thrivent Financial for Lutherans | 327k | $2.0M | 0% | Sep 2026 |
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| Marks Group Wealth Management | 304k | $1.8M | 86% | Sep 2026 |
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| Advisors Asset Management | 293k | $1.9M | -4% | Jun 2026 |
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| Brown Advisory Holdings Incorporated | 205k | $1.3M | 0% | Jun 2026 |
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| Envestnet Asset Management | 194k | $1.3M | -14% | Jun 2026 |
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| Principal Securities | 190k | $1.2M | 10% | Jun 2026 |
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| Fiera Capital Corporation | 171k | $1.0M | 0% | Sep 2026 |
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| Cambridge Investment Research Advisors | 166k | $998k | -2% | Sep 2026 |
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| Levin Easterly Partners | 162k | $1.0M | 2% | Jun 2026 |
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| Sowell Financial Services | 129k | $778k | 0% | Sep 2026 |
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| Luken Investment Analytics | 127k | $763k | -1% | Sep 2026 |
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| Advisor Group Holdings | 126k | $819k | 25% | Jun 2026 |
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| Jane Street | 117k | $759k | 316% | Jun 2026 |
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| Adapt Wealth Advisors | 110k | $715k | -9% | Jun 2026 |
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| Readystate Asset Management | 96k | $625k | 100% | Jun 2026 |
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| Commonwealth Equity Services | 92k | $553k | 9% | Sep 2026 |
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| Marex Group | 91k | $594k | 100% | Jun 2026 |
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| Calamos Advisors | 85k | $513k | 66% | Sep 2026 |
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| Royal Bank of Canada | 73k | $477k | 1% | Jun 2026 |
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| PFG Investments | 70k | $456k | 0% | Jun 2026 |
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| Lido Advisors | 65k | $393k | -2% | Sep 2026 |
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| Wealth Enhancement Advisory Services | 59k | $357k | -6% | Sep 2026 |
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| Raymond James Financial | 59k | $385k | -33% | Jun 2026 |
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| XTX Topco | 45k | $295k | 100% | Jun 2026 |
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| Stratos Wealth Partners | 42k | $270k | 0% | Jun 2026 |
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| Goss Wealth Management | 41k | $267k | 0% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 29k | $187k | 100% | Jun 2026 |
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| Nomura Holdings | 26k | $169k | 22% | Jun 2026 |
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| City of London Investment Management Company | 26k | $153k | 100% | Sep 2026 |
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| Merit Financial Group | 23k | $139k | 3% | Sep 2026 |
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| Landscape Capital Management | 22k | $144k | 100% | Jun 2026 |
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| Accredited Investor Services | 22k | $131k | 2% | Sep 2026 |
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| Rsm Us Wealth Management | 21k | $128k | -10% | Sep 2026 |
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| Ameriprise Financial | 21k | $137k | -7% | Jun 2026 |
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| Citadel Advisors | 21k | $134k | 58% | Jun 2026 |
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| Bank of America Corporation | 20k | $133k | 1% | Jun 2026 |
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| Susquehanna International | 19k | $122k | 65% | Jun 2026 |
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| Global Retirement Partners | 19k | $121k | 100% | Jun 2026 |
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| Mariner Wealth Advisors | 18k | $119k | -3% | Jun 2026 |
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| Cetera Investment Advisers | 18k | $117k | -77% | Jun 2026 |
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| Melfa Wealth Management | 18k | $108k | 0% | Sep 2026 |
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| NWF Advisory Services | 17k | $104k | 0% | Sep 2026 |
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| Catalytic Wealth RIA | 17k | $102k | 0% | Sep 2026 |
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| Capital Investment Advisors | 17k | $100k | -9% | Sep 2026 |
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| Oppenheimer & Co | 17k | $99k | 0% | Sep 2026 |
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| VSM Wealth Advisory | 16k | $104k | 40% | Jun 2026 |
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| Hanson McClain Advisors | 16k | $104k | 0% | Sep 2026 |
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| Balyasny Asset Management | 16k | $103k | 100% | Jun 2026 |
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| Collaborative Wealth Managment | 15k | $93k | 0% | Sep 2026 |
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| Park Avenue Securities | 15k | $92k | 3% | Sep 2026 |
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| Tactive Advisors | 15k | $87k | 100% | Sep 2026 |
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| West Michigan Advisors | 14k | $92k | 2% | Jun 2026 |
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| Sentinus | 14k | $88k | 2% | Jun 2026 |
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| Colony | 13k | $85k | 0% | Jun 2026 |
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| Deschutes Portfolio Strategy | 13k | $75k | 100% | Sep 2026 |
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| HBK Sorce Advisory | 13k | $75k | 0% | Sep 2026 |
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| Northwestern Mutual Wealth Management Company | 11k | $74k | -4% | Jun 2026 |
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| AQR Capital Management | 11k | $73k | 100% | Jun 2026 |
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| Kestra Private Wealth Services | 11k | $66k | 0% | Sep 2026 |
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| Curated Wealth Partners | 10k | $61k | 100% | Sep 2026 |
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| Retiremitten Financial | 10k | $60k | 0% | Sep 2026 |
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| Pinnacle Wealth Planning Services | 6.2k | $37k | -5% | Sep 2026 |
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| Rockefeller Capital Management | 5.8k | $38k | 2% | Jun 2026 |
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| IFG Advisory | 4.0k | $26k | 0% | Jun 2026 |
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| Harbour Investments | 3.4k | $22k | 0% | Jun 2026 |
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| CoreCap Advisors | 3.3k | $20k | 0% | Sep 2026 |
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| WPG Advisers | 3.1k | $18k | 9% | Sep 2026 |
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| Cassaday & Co Wealth Management | 2.9k | $18k | 100% | Sep 2026 |
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| SRS Capital Advisors | 2.0k | $13k | 100% | Jun 2026 |
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| FNY Investment Advisers | 1.8k | $10k | 0% | Sep 2026 |
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| BFC Planning | 1.5k | $9.5k | 0% | Jun 2026 |
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| Berthel, Fisher & Company Financial Services | 1.5k | $9.5k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 1.4k | $8.3k | -2% | Sep 2026 |
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| Blue Bell Private Wealth Management | 1.3k | $7.9k | 100% | Sep 2026 |
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| Livelsberger Financial Advisory | 1.3k | $7.8k | 100% | Sep 2026 |
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| Pnc Financial Services | 1.3k | $7.5k | -72% | Sep 2026 |
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| HHM Wealth Advisors | 1.2k | $7.9k | 0% | Jun 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 | $4.8k | 0% | Sep 2026 |
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| Silver Grove Financial Group | 490.00 | $2.9k | 0% | Sep 2026 |
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| Trust Co Of Vermont | 465.00 | $2.8k | 0% | Sep 2026 |
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| Highline Wealth Partners | 440.00 | $2.6k | 0% | Sep 2026 |
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| IFP Advisors | 300.00 | $1.8k | 0% | Sep 2026 |
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| Compass Financial Management | 157.00 | $946.992600 | 100% | Sep 2026 |
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| Bryn Mawr Trust | 100.00 | $601.000000 | -50% | Sep 2026 |
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| Clear Street Group | 62.00 | $403.000000 | 100% | Jun 2026 |
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| Ameritas Advisory Services | 60.00 | $390.000000 | 100% | Jun 2026 |
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| Chevoit Value Management | 19.00 | $123.999700 | 0% | Jun 2026 |
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| Assetmark | 9.00 | $54.000000 | 0% | Sep 2026 |
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| Advocate Investing Services | 1.00 | $6.000000 | 0% | Sep 2026 |
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| Wells Fargo & Company | 1.00 | $4.000000 | 100% | Jun 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 |
|---|---|---|---|
| CI Private Wealth | Mar 2026 | 117k | $760k |
| IMC-Chicago | Jun 2026 | 87k | $563k |
| Rivernorth Capital Management | Mar 2026 | 83k | $538k |
| Fingerlakes Wealth Management | Jun 2026 | 22k | $142k |
| Hartland & Co | Jun 2026 | 21k | $138k |
| Advisory Services Network | Mar 2026 | 3.1k | $20k |
| Axiom Investment Management | Jun 2026 | 2.9k | $19k |
| BlackRock | Mar 2026 | 1.1k | $7.3k |
| Noble Wealth Management PBC | Jun 2026 | 1.0k | $6.5k |
| Jones Financial Companies, L.L | Mar 2026 | 144.00 | $906.004800 |
| Tower Research Capital | Mar 2026 | 46.00 | $298.001800 |