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
Download as csv Download as ExcelTop 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 | 3.1M | $19M | 22% | Sep 2023 |
|
Bramshill Investments | 2.0M | $12M | -36% | Sep 2023 |
|
Cohen & Steers Capital Management | 1.1M | $6.4M | -6% | Sep 2023 |
|
Invesco | 795k | $4.8M | -5% | Sep 2023 |
|
CNH Partners | 702k | $4.6M | 47% | Dec 2023 |
|
Sit Investment Associates | 614k | $3.7M | 18% | Sep 2023 |
|
Shaker Financial Services | 567k | $3.7M | -2% | Dec 2023 |
|
Guggenheim Capital, LLC Managers | 529k | $3.5M | 14% | Dec 2023 |
|
City of London Investment Management Company | 475k | $3.1M | 100% | Dec 2023 |
|
Pathstone Holdings | 413k | $2.7M | 100% | Dec 2023 |
|
Thrivent Financial for Lutherans | 382k | $2.3M | 0% | Sep 2023 |
|
UBS Group | 324k | $2.1M | -4% | Dec 2023 |
|
Envestnet Asset Management | 274k | $1.7M | 17% | Sep 2023 |
|
Brown Advisory Holdings Incorporated | 221k | $1.4M | 0% | Dec 2023 |
|
Advisor Group Holdings | 221k | $1.4M | -5% | Dec 2023 |
|
Ameriprise Financial | 213k | $1.3M | 17% | Sep 2023 |
|
Landscape Capital Management | 200k | $1.3M | 239% | Dec 2023 |
|
Cambridge Investment Research Advisors | 200k | $1.3M | -3% | Dec 2023 |
|
Principal Securities | 190k | $1.2M | 100% | Dec 2023 |
|
Park Avenue Securities | 175k | $1.1M | 10% | Dec 2023 |
|
LPL Financial | 171k | $1.0M | 6% | Sep 2023 |
|
Marks Group Wealth Management | 168k | $1.1M | 0% | Dec 2023 |
|
Levin Easterly Partners | 131k | $851k | -9% | Dec 2023 |
|
Advisor Partners Ii | 115k | $701k | 100% | Sep 2023 |
|
Fiera Capital Corporation | 114k | $742k | 0% | Dec 2023 |
|
Burroughs Hutchinson | 85k | $555k | -16% | Dec 2023 |
|
Stratos Wealth Partners | 78k | $505k | -32% | Dec 2023 |
|
Goss Wealth Management | 62k | $375k | -15% | Sep 2023 |
|
Royal Bank of Canada | 60k | $393k | 1% | Dec 2023 |
|
Lido Advisors | 56k | $369k | 100% | Dec 2023 |
|
Claybrook Capital | 56k | $343k | 0% | Sep 2023 |
|
Luken Investment Analytics | 55k | $357k | -69% | Dec 2023 |
|
Rivernorth Capital Management | 53k | $347k | 100% | Dec 2023 |
|
Raymond James & Associates | 50k | $329k | -1% | Dec 2023 |
|
Eschler Asset Management | 44k | $268k | 100% | Sep 2023 |
|
Bank of America Corporation | 40k | $260k | 35% | Dec 2023 |
|
Creative Planning | 40k | $258k | -41% | Dec 2023 |
|
Financial Network Investment Corporation | 39k | $240k | -4% | Sep 2023 |
|
Collaborative Wealth Managment | 33k | $213k | -6% | Dec 2023 |
|
Clear Creek Financial Management | 32k | $207k | -14% | Dec 2023 |
|
Sonora Investment Management Group | 31k | $188k | -39% | Sep 2023 |
|
Wolverine Asset Management | 29k | $188k | -86% | Dec 2023 |
|
Mml Investors Services | 28k | $169k | 2% | Sep 2023 |
|
Integrated Capital Management | 27k | $176k | 6% | Dec 2023 |
|
Boothbay Fund Management | 24k | $146k | 52% | Sep 2023 |
|
Capital Investment Advisors | 23k | $152k | -2% | Dec 2023 |
|
Mariner Wealth Advisors | 23k | $148k | -4% | Dec 2023 |
|
CTC Alternative Strategies | 22k | $141k | 100% | Dec 2023 |
|
Flow State Investments | 19k | $115k | 100% | Sep 2023 |
|
Jane Street | 19k | $122k | 100% | Dec 2023 |
|
Nomura Holdings | 17k | $110k | 100% | Dec 2023 |
|
Oppenheimer & Co | 16k | $98k | -20% | Sep 2023 |
|
Sheaff Brock Investment Advisors | 16k | $104k | -62% | Dec 2023 |
|
Genesee Capital Advisors | 16k | $104k | 100% | Dec 2023 |
|
Kestra Advisory Services | 14k | $89k | 7% | Dec 2023 |
|
Northern Trust | 14k | $82k | -5% | Sep 2023 |
|
Cetera Investment Advisers | 13k | $80k | -5% | Sep 2023 |
|
Catalytic Wealth RIA | 12k | $78k | 100% | Dec 2023 |
|
HBK Sorce Advisory | 12k | $78k | 0% | Dec 2023 |
|
Commonwealth Equity Services | 11k | $72k | -49% | Dec 2023 |
|
Kestra Private Wealth Services | 11k | $72k | 0% | Dec 2023 |
|
Thoroughbred Financial Services | 11k | $71k | 0% | Dec 2023 |
|
Nbc Securities | 7.3k | $47k | 108% | Dec 2023 |
|
Proequities | 5.8k | $38M | 0% | Dec 2023 |
|
Advisory Services Network | 5.7k | $37k | 100% | Dec 2023 |
|
Elequin Capital | 5.3k | $35k | 23% | Dec 2023 |
|
Northwestern Mutual Wealth Management Company | 4.0k | $25k | -34% | Sep 2023 |
|
CWM | 3.0k | $20k | 0% | Dec 2023 |
|
Farther Finance Advisors | 2.0k | $13k | 100% | Dec 2023 |
|
FNY Investment Advisers | 1.8k | $11k | 0% | Dec 2023 |
|
Creative Financial Designs | 1.7k | $11k | 0% | Dec 2023 |
|
Brian McDonald | 1.7k | $10k | 100% | Sep 2023 |
|
Pnc Financial Services | 1.3k | $8.2k | 0% | Dec 2023 |
|
HHM Wealth Advisors | 1.2k | $7.4k | 0% | Sep 2023 |
|
Us Bancorp | 409.00 | $2.7k | 0% | Dec 2023 |
|
IFP Advisors | 300.00 | $2.0k | 0% | Dec 2023 |
|
Tower Research Capital | 300.00 | $1.8k | -1% | Sep 2023 |
|
Harbour Investments | 59.00 | $384.998600 | 0% | Dec 2023 |
|
Cedar Mountain Advisors | 9.00 | $59.000400 | 0% | Dec 2023 |
|
Wells Fargo & Company | 1.00 | $5.000000 | 0% | Dec 2023 |
|
FMR | 1.00 | $6.000000 | 100% | Sep 2023 |
|
Who sold out of Wells Fargo Adv Inc Opport Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Logan Stone Capital | Sep 2023 | 85k | $516k |
Susquehanna International | Jun 2023 | 21k | $134k |
Jpmorgan Chase & Co | Sep 2023 | 16k | $100k |
Samalin Investment Counsel | Jun 2023 | 11k | $71k |
Ieq Capital | Sep 2023 | 11k | $66k |
Cary Street Partner Investment Advisory | Sep 2023 | 3.2k | $20k |
Hanson McClain Advisors | Sep 2023 | 495.00 | $3.0k |
Hollencrest Securities | Sep 2023 | 300.00 | $1.8k |