Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Wells Fargo Advantage Funds - Allspring Global Dividend Opportunity Fund meliputi NWF Advisory Services Inc., Concurrent Investment Advisors, LLC, dan New England Private Wealth Advisors LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 93,086 | 9.11 | 502 | 18.72 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 2,386,322 | 11.40 | 12,862 | 21.31 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 77,010 | 101.58 | 415 | 119.58 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 31,480 | 3.02 | 31 | 3.33 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 25,855 | 139 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13,707 | 74 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 780,541 | 0.28 | 4,207 | 9.22 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 23,632 | 19.76 | 127 | 30.93 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 259,349 | 176.63 | 1,398 | 201.08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 18,500 | 85.00 | 100 | 102.04 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 55,428 | 13.33 | 299 | 23.14 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 145,159 | 228.90 | 791 | 250.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 12,275 | 22.75 | 66 | 34.69 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 13,339 | 74 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 8,146 | 44 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 255,725 | 3.45 | 1,378 | 12.67 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 695,819 | 5.32 | 3,750 | 14.68 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 787,542 | 22.23 | 4,245 | 33.08 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 137,484 | 5.06 | 741 | 14.53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 317,811 | 2.66 | 1,713 | 11.81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 323,211 | 1.02 | 1,742 | 10.04 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 10,819 | 58 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21,574 | 116 | ||||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 50,311 | 1.50 | 271 | 10.61 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 82,451 | 7.24 | 444 | 16.84 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 198,800 | 984 |
