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Get Institutions for : 
Wells Fargo Adv Global Div (EOD)  
$4.62 0.05 (1.09%) as of 4:30 Thu 5/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    9
Total shares held : 
 8,049,049  
% of shares held : 
 17.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 505,846  
% of shares held change : 
   1.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $4.00  
Last Quarter's Ending Price : 
 $4.34  
Last Quarter's Average Price : 
 $4.10  
Change from last quarter's     
avg. price to the last closing  : 
0.52 (12.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 458,331
 5.69%
 
Increased Positions :
15
 875,430
 10.88%
 
Unchanged Positions :
9
 190,992
 2.37%
 
Decreased Positions :
12
-798,001
-9.91%
 
Closed Positions :
2
-29,914
-0.37%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF MONTREAL /CAN/ 2358 - 2023-12-31 60,000 $302,000 0
   Spire Wealth Management 947 - 2024-03-31 24,051 $115,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3182 - 2024-03-31 22,882 $110,000 0
   CENTAURUS FINANCIAL INC. 764 - 2023-12-31 22,103 $96,000 0
   RAYMOND JAMES & ASSOCIATES 3680 - 2024-03-31 18,492 $89,000 0
   Armor Investment Advisors LLC 115 - 2024-03-31 17,022 $82,000 0
   Capital Investment Advisors LLC 610 - 2024-03-31 16,613 $80,000 0
   SFI Advisors LLC 92 - 2023-12-31 12,372 $54,000 0
   NATIONAL ASSET MANAGEMENT, INC. 1344 - 2023-12-31 11,944 $53,000 0
   Kercheville Advisors LLC 86 - 2024-03-31 10,050 $48,000 0
   CAPTRUST FINANCIAL ADVISORS 2575 - 2023-12-31 11,054 $48,000 0
   FNY Investment Advisers LLC 212 - 2023-12-31 7,500 $32,000 0
   CWM LLC 3891 - 2024-03-31 500 $2,000 0
   PROEQUITIES INC. 7472 - 2023-12-31 0 $0 0
  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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