Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Wells Fargo Advantage Funds - Allspring Income Opportunities Fund meliputi NWF Advisory Services Inc., dan Jones Financial Companies Lllp .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 452 | 3.43 | 3 | 50.00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 11,850 | 83 | ||||||
2025-08-13 | 13F | Guggenheim Capital Llc | 996,321 | 6.11 | 7,034 | 9.53 | ||||
2025-08-07 | 13F | Allworth Financial LP | 16,425 | 116 | ||||||
2025-08-15 | 13F | Morgan Stanley | 3,952,688 | 4.28 | 27,906 | 7.63 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 23,526 | 0.81 | 166 | 4.40 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55,379 | 326.81 | 394 | 347.73 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26,137 | 4.71 | 186 | 7.56 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 15,719 | 4.08 | 111 | 6.80 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 22,719 | 58.96 | 160 | 64.95 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 19,948 | 57.68 | 141 | 62.79 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 132,968 | 216.30 | 939 | 226.83 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 24 | 140.00 | 0 | |||||
2025-08-05 | 13F | Shaker Financial Services, LLC | 587,142 | 4.26 | 4,177 | 7.49 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 16,410 | 0.27 | 112 | 0.00 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 59,219 | 36.66 | 418 | 41.22 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 10,011 | 4.15 | 71 | 7.69 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 161,182 | 3.32 | 1,138 | 5.87 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 58,690 | 2.62 | 414 | 5.88 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 12,761 | 2.38 | 91 | 5.88 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 63,828 | 0.70 | 451 | 3.93 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 60 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96,475 | 7.64 | 681 | 11.09 | ||||
2025-08-13 | 13F | Invesco Ltd. | 897,364 | 10.81 | 6,335 | 14.39 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 53,100 | 8.31 | 375 | 11.64 | ||||
2025-08-14 | 13F | Comerica Bank | 2,101 | 80.03 | 15 | 100.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15,748 | 1.18 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 359,795 | 7.33 | 2,540 | 10.82 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 1,888,105 | 3.95 | 13,330 | 6.50 | ||||
2025-08-12 | 13F | MAI Capital Management | 3,110 | 2.37 | 22 | 5.00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 16,455 | 116 | ||||||
2025-07-25 | 13F | Integrated Capital Management, Inc. | 34,333 | 4.18 | 242 | 7.56 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 16,300 | 111 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 49,820 | 2.93 | 352 | 6.04 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 37,312 | 151.31 | 263 | 160.40 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 300,980 | 2.92 | 2,125 | 6.20 |