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 | 3.3M | $22M | 6% | Mar 2024 |
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| Sit Investment Associates | 1.1M | $7.6M | 86% | Mar 2024 |
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| Rivernorth Capital Management | 1.1M | $7.4M | 1993% | Mar 2024 |
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| Cohen & Steers Capital Management | 998k | $6.6M | -5% | Mar 2024 |
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| Shaker Financial Services | 633k | $4.2M | 12% | Mar 2024 |
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| CNH Partners | 573k | $3.8M | -18% | Mar 2024 |
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| Pathstone Holdings | 569k | $3.8M | 38% | Mar 2024 |
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| City of London Investment Management Company | 540k | $3.6M | 14% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 529k | $3.5M | 14% | Dec 2023 |
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| Thrivent Financial for Lutherans | 383k | $2.5M | 0% | Mar 2024 |
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| UBS Group | 330k | $2.2M | 2% | Mar 2024 |
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| LPL Financial | 325k | $2.2M | 90% | Mar 2024 |
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| Envestnet Asset Management | 314k | $2.1M | 15% | Mar 2024 |
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| Brown Advisory Holdings Incorporated | 221k | $1.5M | 0% | Mar 2024 |
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| Advisor Group Holdings | 215k | $1.4M | -3% | Mar 2024 |
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| Principal Securities | 198k | $1.3M | 4% | Mar 2024 |
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| Cambridge Investment Research Advisors | 187k | $1.2M | -6% | Mar 2024 |
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| Park Avenue Securities | 175k | $1.2M | 0% | Mar 2024 |
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| Marks Group Wealth Management | 168k | $1.1M | 0% | Mar 2024 |
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| Levin Easterly Partners | 145k | $964k | 11% | Mar 2024 |
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| Fiera Capital Corporation | 114k | $758k | 0% | Mar 2024 |
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| Landscape Capital Management | 95k | $629k | -53% | Mar 2024 |
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| Burroughs Hutchinson | 85k | $566k | 0% | Mar 2024 |
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| Stratos Wealth Partners | 81k | $534k | 4% | Mar 2024 |
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| Royal Bank of Canada | 73k | $484k | 21% | Mar 2024 |
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| Goss Wealth Management | 64k | $428k | 5% | Mar 2024 |
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| Ameriprise Financial | 60k | $397k | -72% | Mar 2024 |
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| Lido Advisors | 56k | $376k | 0% | Mar 2024 |
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| PFG Investments | 53k | $351k | 100% | Mar 2024 |
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| Raymond James & Associates | 50k | $335k | 0% | Mar 2024 |
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| Luken Investment Analytics | 42k | $279k | -23% | Mar 2024 |
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| Bank of America Corporation | 36k | $239k | -10% | Mar 2024 |
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| Clear Creek Financial Management | 31k | $207k | -2% | Mar 2024 |
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| Sonora Investment Management Group | 31k | $203k | -1% | Mar 2024 |
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| Boothbay Fund Management | 29k | $193k | 21% | Mar 2024 |
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| Integrated Capital Management | 27k | $179k | 0% | Mar 2024 |
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| Capital Investment Advisors | 23k | $152k | -2% | Mar 2024 |
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| Mariner Wealth Advisors | 23k | $151k | 0% | Mar 2024 |
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| Wolverine Asset Management | 21k | $138k | -28% | Mar 2024 |
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| Collaborative Wealth Managment | 17k | $112k | -48% | Mar 2024 |
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| Sheaff Brock Investment Advisors | 16k | $104k | -62% | Dec 2023 |
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| Genesee Capital Advisors | 16k | $106k | 0% | Mar 2024 |
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| Citadel Advisors | 15k | $97k | 100% | Mar 2024 |
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| Kestra Advisory Services | 14k | $89k | 7% | Dec 2023 |
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| HBK Sorce Advisory | 12k | $76k | -3% | Mar 2024 |
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| Hrt Financial | 12k | $76k | 100% | Mar 2024 |
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| Commonwealth Equity Services | 11k | $74k | 1% | Mar 2024 |
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| Kestra Private Wealth Services | 11k | $73k | 0% | Mar 2024 |
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| Nbc Securities | 7.3k | $48k | 0% | Mar 2024 |
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| Nelson, Van Denburg & Campbell Wealth Management | 6.4k | $42k | 100% | Mar 2024 |
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| Elequin Capital | 5.3k | $35k | 23% | Dec 2023 |
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| Proequities | 4.2k | $28M | -28% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 4.0k | $27k | 0% | Mar 2024 |
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| CWM | 3.0k | $20k | 0% | Mar 2024 |
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| Brian McDonald | 1.8k | $12k | 9% | Mar 2024 |
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| FNY Investment Advisers | 1.8k | $11k | 0% | Mar 2024 |
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| Creative Financial Designs | 1.7k | $11k | 0% | Mar 2024 |
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| Atlantic Trust | 1.4k | $9.1k | 100% | Mar 2024 |
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| Livelsberger Financial Advisory | 1.3k | $8.4k | 100% | Dec 2023 |
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| Pnc Financial Services | 1.3k | $8.3k | 0% | Mar 2024 |
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| HHM Wealth Advisors | 1.2k | $8.0k | 0% | Mar 2024 |
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| Us Bancorp | 409.00 | $2.7k | 0% | Mar 2024 |
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| Tower Research Capital | 326.00 | $2.2k | 9% | Mar 2024 |
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| IFP Advisors | 300.00 | $2.0k | 0% | Dec 2023 |
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| Assetmark | 69.00 | $458.001300 | 100% | Mar 2024 |
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| Harbour Investments | 59.00 | $384.998600 | 0% | Dec 2023 |
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| Cedar Mountain Advisors | 9.00 | $60.000300 | 0% | Mar 2024 |
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| Wells Fargo & Company | 1.00 | $4.000000 | 0% | Mar 2024 |
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Who sold out of Wells Fargo Adv Inc Opport Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bramshill Investments | Sep 2023 | 2.0M | $12M |
| Creative Planning | Dec 2023 | 40k | $258k |
| CTC Alternative Strategies | Dec 2023 | 22k | $141k |
| Flow State Investments | Sep 2023 | 19k | $115k |
| Jane Street | Dec 2023 | 19k | $122k |
| Nomura Holdings | Dec 2023 | 17k | $110k |
| Oppenheimer & Co | Sep 2023 | 16k | $98k |
| Northern Trust | Sep 2023 | 14k | $82k |
| Catalytic Wealth RIA | Dec 2023 | 12k | $78k |
| Thoroughbred Financial Services | Dec 2023 | 11k | $71k |
| Advisory Services Network | Dec 2023 | 5.7k | $37k |
| Farther Finance Advisors | Dec 2023 | 2.0k | $13k |
| FMR | Sep 2023 | 1.00 | $6.000000 |