Who owns Wells Fargo Adv Multi-Sector Inco Fund?
- Ticker: ERC
- CUSIP Number: 94987D101
Tip: Access positions for across all investors
Analyze quarterly positions in Wells Fargo Adv Multi-Sector Inco Fund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Wells Fargo Adv Multi-Sector Inco Fund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Invesco | 508k | $4.9M | 21% | Sep 2024 |
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Royal Bank of Canada | 471k | $4.5M | 16% | Sep 2024 |
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Shaker Financial Services | 463k | $4.5M | -6% | Sep 2024 |
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Raymond James & Associates | 339k | $3.2M | -1% | Sep 2024 |
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1607 Capital Partners | 337k | $3.2M | 93% | Sep 2024 |
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Morgan Stanley | 323k | $3.9M | 23% | Jun 2024 |
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International Assets Investment Management | 310k | $32M | 921% | Sep 2024 |
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Pathstone Holdings | 307k | $2.9M | 100% | Sep 2024 |
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Raymond James Financial Services Advisors | 292k | $2.8M | 18% | Sep 2024 |
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Landscape Capital Management | 231k | $2.2M | 0% | Sep 2024 |
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Sowell Financial Services | 159k | $1.5M | -6% | Sep 2024 |
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Wolverine Asset Management | 152k | $1.5M | 47% | Sep 2024 |
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Stifel Financial | 150k | $1.3M | -6% | Jun 2024 |
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Benjamin Edwards | 149k | $1.4M | 100% | Sep 2024 |
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Cohen & Steers Capital Management | 144k | $1.3M | 0% | Jun 2024 |
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CNH Partners | 141k | $1.3M | 33% | Sep 2024 |
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Envestnet Asset Management | 139k | $1.3M | 14% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 137k | $1.3M | -1% | Sep 2024 |
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Thomas J. Herzfeld Advisors | 129k | $1.2M | 6% | Sep 2024 |
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Benjamin F. Edwards & Company | 124k | $1.1M | 6% | Jun 2024 |
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Fiera Capital Corporation | 114k | $1.1M | 3% | Sep 2024 |
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Advisors Asset Management | 90k | $863k | -26% | Sep 2024 |
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Rareview Capital | 73k | $697k | 100% | Sep 2024 |
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Bank of America Corporation | 65k | $623k | 0% | Sep 2024 |
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Advisor Group Holdings | 51k | $484k | -76% | Sep 2024 |
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City of London Investment Management Company | 49k | $471k | 100% | Sep 2024 |
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Capital Investment Advisors | 47k | $454k | -3% | Sep 2024 |
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Calamos Advisors | 47k | $452k | 225% | Sep 2024 |
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Peapack Gladstone Financial Corp | 45k | $429k | -2% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 39k | $371k | -41% | Sep 2024 |
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Goss Wealth Management | 37k | $332k | 2% | Jun 2024 |
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Uncommon Cents Investing | 35k | $336k | 0% | Sep 2024 |
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Cambridge Investment Research Advisors | 30k | $284k | 0% | Sep 2024 |
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Burroughs Hutchinson | 27k | $260k | 0% | Sep 2024 |
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Mariner Wealth Advisors | 27k | $254k | 0% | Sep 2024 |
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Rsm Us Wealth Management | 25k | $239k | 10% | Sep 2024 |
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Private Advisor | 25k | $238k | -8% | Sep 2024 |
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LPL Financial | 23k | $222k | -4% | Sep 2024 |
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Moors & Cabot | 18k | $172k | 31% | Sep 2024 |
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Cetera Investment Advisers | 16k | $141k | 4% | Jun 2024 |
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Kingsview Wealth Management | 15k | $145k | 0% | Sep 2024 |
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Concurrent Investment Advisors | 14k | $132k | 0% | Sep 2024 |
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Commonwealth Equity Services | 13k | $129k | -1% | Sep 2024 |
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Dynamic Advisors Solutions | 13k | $128k | 4% | Sep 2024 |
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Encompass More Asset Management | 13k | $127k | 100% | Sep 2024 |
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Nwam | 13k | $123k | 0% | Sep 2024 |
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Bessemer | 12k | $115k | 100% | Sep 2024 |
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Heritage Wealth Management | 11k | $108k | 100% | Sep 2024 |
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Arkadios Wealth Advisors | 11k | $105k | 0% | Sep 2024 |
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Catalina Capital Group | 11k | $104k | -5% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 6.4k | $62k | 672% | Sep 2024 |
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Gilliland Jeter Wealth Management | 5.6k | $52k | -2% | Sep 2024 |
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Hollencrest Securities | 5.0k | $48k | 0% | Sep 2024 |
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Brian McDonald | 4.7k | $45k | -50% | Sep 2024 |
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CoreCap Advisors | 3.1k | $30k | -24% | Sep 2024 |
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Coppell Advisory Solutions | 2.7k | $25k | 78% | Sep 2024 |
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Private Trust Co Na | 2.7k | $24k | 0% | Jun 2024 |
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FNY Investment Advisers | 1.6k | $15k | 100% | Sep 2024 |
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McIlrath & Eck | 1.5k | $15k | 0% | Sep 2024 |
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Trust Co Of Vermont | 1.2k | $12k | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 770.00 | $6.9k | 0% | Jun 2024 |
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Pnc Financial Services | 602.00 | $5.8k | 0% | Sep 2024 |
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Geneos Wealth Management | 586.00 | $5.3k | 0% | Jun 2024 |
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Hanson McClain Advisors | 150.00 | $1.4k | 0% | Sep 2024 |
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Who sold out of Wells Fargo Adv Multi-Sector Inco Fund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Aquire Wealth Advisors | Mar 2024 | 27k | $255k |
Custom Index Systems | Jun 2024 | 22k | $198k |
Capital Wealth Alliance | Jun 2024 | 18k | $157k |
Logan Stone Capital | Jun 2024 | 13k | $113k |
CoreFirst Bank & Trust | Mar 2024 | 2.6k | $24k |
Us Bancorp | Jun 2024 | 1.5k | $13k |
Winch Advisory Services | Jun 2024 | 167.00 | $1.5k |
Hantz Financial Services | Mar 2024 | 152.00 | $999.992800 |