Who owns Wells Fargo Adv Inc Opport Fund?

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