EAD
Wells Fargo Advantage Funds - Allspring Income Opportunities Fund
1W: +0.0%
1M: -5.0%
3M: -6.5%
YTD: -9.6%
1Y: -11.8%
3Y: +21.8%
5Y: -0.5%
$6.03
+0.02 (+0.33%)
Weekly Expected Move ±1.3%
$6
$6
$6
$6
$6
Institutional Ownership — EAD
109
Institutional Holders
+10 vs prior quarter
0.0%
Ownership
+0.00pp
106M
Total Invested
17
New Positions
33
Increased
32
Reduced
10
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (112 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,912,776 | $24M | -19,563 | -0.5% | 60Q | SEC ↗ |
| 2 | Pathstone Holdings, LLC | 1,989,962 | $12M | +431,901 | +27.7% | 11Q | SEC ↗ |
| 3 | SIT INVESTMENT ASSOCIATES INC | 1,754,423 | $11M | +19,340 | +1.1% | 15Q | SEC ↗ |
| 4 | Peak Planning Group, LLC | 1,090,407 | $7M | -52,359 | -4.6% | 3Q | SEC ↗ |
| 5 | Invesco Ltd. | 961,400 | $6M | -83,094 | -8.0% | 64Q | SEC ↗ |
| 6 | GUGGENHEIM CAPITAL LLC | 937,816 | $6M | +38,997 | +4.3% | 64Q | SEC ↗ |
| 7 | COHEN & STEERS, INC. | 864,743 | $5M | — | +0.0% | 64Q | SEC ↗ |
| 8 | Shaker Financial Services, LLC | 595,858 | $4M | +28,263 | +5.0% | 27Q | SEC ↗ |
| 9 | Logan Stone Capital, LLC | 491,240 | $3M | +449,795 | +1085.3% | 3Q | SEC ↗ |
| 10 | LPL Financial LLC | 390,696 | $2M | +4,718 | +1.2% | 34Q | SEC ↗ |
| 11 | UBS Group AG | 359,655 | $2M | -34,325 | -8.7% | 47Q | SEC ↗ |
| 12 | Thrivent Financial for Lutherans | 326,901 | $2M | — | +0.0% | 25Q | SEC ↗ |
| 13 | Advisors Asset Management, Inc. | 292,626 | $2M | -12,551 | -4.1% | 3Q | SEC ↗ |
| 14 | WOLVERINE ASSET MANAGEMENT LLC | 236,134 | $1M | +125,086 | +112.6% | 4Q | SEC ↗ |
| 15 | BROWN ADVISORY INC | 204,649 | $1M | — | +0.0% | 15Q | SEC ↗ |
| 16 | ENVESTNET ASSET MANAGEMENT INC | 193,730 | $1M | -30,354 | -13.5% | 32Q | SEC ↗ |
| 17 | PRINCIPAL SECURITIES, INC. | 190,103 | $1M | +16,561 | +9.5% | 11Q | SEC ↗ |
| 18 | Fiera Capital Corp | 171,092 | $1M | +4,487 | +2.7% | 40Q | SEC ↗ |
| 19 | Cambridge Investment Research Advisors | 169,496 | $1M | +506 | +0.3% | 26Q | SEC ↗ |
| 20 | Marks Group Wealth Management, Inc | 162,945 | $983K | — | +0.0% | 25Q | SEC ↗ |
| 21 | EASTERLY INVESTMENT PARTNERS LLC | 161,456 | $974K | +2,595 | +1.6% | 17Q | SEC ↗ |
| 22 | Sowell Financial Services LLC | 129,400 | $780K | +25,900 | +25.0% | 8Q | SEC ↗ |
| 23 | Luken Investment Analytics, LLC | 128,832 | $777K | -14,609 | -10.2% | 15Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 126,064 | $760K | +25,137 | +24.9% | 26Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 116,742 | $704K | +88,667 | +315.8% | 5Q | SEC ↗ |
| 26 | ADAPT WEALTH ADVISORS, LLC | 109,947 | $663K | -10,957 | -9.1% | 4Q | SEC ↗ |
| 27 | READYSTATE ASSET MANAGEMENT LP NEW | 96,167 | $580K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Marex Group Ltd NEW | 91,443 | $551K | — | +0.0% | 1Q | SEC ↗ |
| 29 | IMC-Chicago, LLC NEW | 86,618 | $522K | — | +0.0% | 1Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 84,402 | $509K | -10 | -0.0% | 33Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 72,687 | $438K | +521 | +0.7% | 64Q | SEC ↗ |
| 32 | PFG Investments, LLC | 70,081 | $423K | +96 | +0.1% | 10Q | SEC ↗ |
| 33 | Lido Advisors, LLC | 66,816 | $403K | +36 | +0.1% | 11Q | SEC ↗ |
| 34 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 63,010 | $380K | -1,102 | -1.7% | 6Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 59,219 | $357K | -28,773 | -32.7% | 7Q | SEC ↗ |
| 36 | Calamos Advisors LLC NEW | 51,617 | $311K | — | +0.0% | 1Q | SEC ↗ |
| 37 | XTX Topco Ltd NEW | 45,443 | $274K | — | +0.0% | 1Q | SEC ↗ |
| 38 | Stratos Wealth Partners, LTD. | 41,490 | $250K | — | +0.0% | 35Q | SEC ↗ |
| 39 | NewEdge Advisors, LLC | 41,000 | $247K | +100 | +0.2% | 19Q | SEC ↗ |
| 40 | &PARTNERS NEW | 28,748 | $173K | — | +0.0% | 1Q | SEC ↗ |
| 41 | NOMURA HOLDINGS INC | 26,000 | $157K | +4,665 | +21.9% | 2Q | SEC ↗ |
| 42 | CHOREO, LLC | 23,594 | $142K | -1,960 | -7.7% | 9Q | SEC ↗ |
| 43 | Merit Financial Group, LLC | 22,544 | $136K | +602 | +2.7% | 6Q | SEC ↗ |
| 44 | LANDSCAPE CAPITAL MANAGEMENT, L.L.C. NEW | 22,130 | $133K | — | +0.0% | 1Q | SEC ↗ |
| 45 | Fingerlakes Wealth Management, Inc. | 21,769 | $131K | +519 | +2.4% | 4Q | SEC ↗ |
| 46 | ACCREDITED INVESTOR SERVICES, LLC | 21,401 | $129K | +285 | +1.3% | 6Q | SEC ↗ |
| 47 | Clearstead Advisors, LLC NEW | 21,299 | $128K | — | +0.0% | 1Q | SEC ↗ |
| 48 | AMERIPRISE FINANCIAL INC | 21,033 | $127K | -1,545 | -6.8% | 16Q | SEC ↗ |
| 49 | CITADEL ADVISORS LLC | 20,616 | $124K | +7,587 | +58.2% | 2Q | SEC ↗ |
| 50 | BANK OF AMERICA CORP /DE | 20,384 | $123K | +242 | +1.2% | 15Q | SEC ↗ |
Recent Activity
New Positions (17)
| Holder | Shares | Value |
|---|---|---|
| READYSTATE ASSET MANAGEMENT LP | 96,167 | $580K |
| Marex Group Ltd | 91,443 | $551K |
| IMC-Chicago, LLC | 86,618 | $522K |
| Calamos Advisors LLC | 51,617 | $311K |
| XTX Topco Ltd | 45,443 | $274K |
| &PARTNERS | 28,748 | $173K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 22,130 | $133K |
| Clearstead Advisors, LLC | 21,299 | $128K |
| Global Retirement Partners, LLC | 18,602 | $112K |
| Balyasny Asset Management L.P. | 15,843 | $96K |
| HBK Sorce Advisory LLC | 12,450 | $75K |
| AQR CAPITAL MANAGEMENT LLC | 11,162 | $67K |
| Silver Grove Financial Group, Inc. | 490 | $3K |
| TRUST CO OF VERMONT | 465 | $3K |
| Integrated Wealth Concepts LLC | 442 | $3K |
| Clear Street Group Inc. | 62 | $0K |
| Ameritas Advisory Services, LLC | 60 | $0K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Corient Private Wealth LLC | 117,234 | $707K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 83,030 | $501K |
| Rareview Capital LLC | 55,900 | $337K |
| Strategic Advocates LLC | 4,603 | $28K |
| Advisory Services Network, LLC | 3,078 | $19K |
| TD Waterhouse Canada Inc. | 3,000 | $18K |
| BlackRock, Inc. | 1,119 | $7K |
| US BANCORP \DE | 409 | $2K |
| Private Wealth Management Group, LL | 200 | $1K |
| JONES FINANCIAL COMPANIES LLLP | 144 | $1K |
| MATHER GROUP, LLC. | 54 | $0K |
| Tower Research Capital LLC (TRC) | 46 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Logan Stone Capital, LLC | +449,795 | +1085.3% | 491,240 |
| Pathstone Holdings, LLC | +431,901 | +27.7% | 1,989,962 |
| WOLVERINE ASSET MANAGEMENT LLC | +125,086 | +112.6% | 236,134 |
| JANE STREET GROUP, LLC | +88,667 | +315.8% | 116,742 |
| GUGGENHEIM CAPITAL LLC | +38,997 | +4.3% | 937,816 |
| Shaker Financial Services, LLC | +28,263 | +5.0% | 595,858 |
| Sowell Financial Services LLC | +25,900 | +25.0% | 129,400 |
| OSAIC HOLDINGS, INC. | +25,137 | +24.9% | 126,064 |
| SIT INVESTMENT ASSOCIATES INC | +19,340 | +1.1% | 1,754,423 |
| PRINCIPAL SECURITIES, INC. | +16,561 | +9.5% | 190,103 |
| CITADEL ADVISORS LLC | +7,587 | +58.2% | 20,616 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +7,436 | +65.4% | 18,801 |
| LPL Financial LLC | +4,718 | +1.2% | 390,696 |
| NOMURA HOLDINGS INC | +4,665 | +21.9% | 26,000 |
| VSM Wealth Advisory, LLC | +4,546 | +39.6% | 16,026 |
| Fiera Capital Corp | +4,487 | +2.7% | 171,092 |
| EASTERLY INVESTMENT PARTNERS LLC | +2,595 | +1.6% | 161,456 |
| Arax Advisory Partners | +1,000 | +100.0% | 2,000 |
| Merit Financial Group, LLC | +602 | +2.7% | 22,544 |
| ROYAL BANK OF CANADA | +521 | +0.7% | 72,687 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | -83,094 | -8.0% | 961,400 |
| Cetera Investment Advisers | -59,418 | -76.8% | 17,954 |
| Peak Planning Group, LLC | -52,359 | -4.6% | 1,090,407 |
| UBS Group AG | -34,325 | -8.7% | 359,655 |
| ENVESTNET ASSET MANAGEMENT INC | -30,354 | -13.5% | 193,730 |
| RAYMOND JAMES FINANCIAL INC | -28,773 | -32.7% | 59,219 |
| MORGAN STANLEY | -19,563 | -0.5% | 3,912,776 |
| Luken Investment Analytics, LLC | -14,609 | -10.2% | 128,832 |
| Advisors Asset Management, Inc. | -12,551 | -4.1% | 292,626 |
| ADAPT WEALTH ADVISORS, LLC | -10,957 | -9.1% | 109,947 |
| Capital Investment Advisors, LLC | -2,625 | -12.6% | 18,170 |
| CHOREO, LLC | -1,960 | -7.7% | 23,594 |
| Noble Wealth Management PBC | -1,900 | -65.5% | 1,000 |
| AMERIPRISE FINANCIAL INC | -1,545 | -6.8% | 21,033 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -1,102 | -1.7% | 63,010 |
| Mariner, LLC | -602 | -3.2% | 18,325 |
| PARK AVENUE SECURITIES LLC | -571 | -3.7% | 14,983 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -500 | -4.2% | 11,400 |
| OPPENHEIMER & CO INC | -220 | -1.3% | 16,428 |
| COMMONWEALTH EQUITY SERVICES, LLC | -10 | -0.0% | 84,402 |