Allspring Income Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 3.93 M | $25.48 M | -0.76% | 6.65% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 1.74 M | $11.24 M | 7.12% | 2.94% |
| PATHSTONE HOLDINGS, LLC | 05/11/2026 | 1.56 M | $10.10 M | 2.30% | 2.64% |
| 04/22/2026 | 1.14 M | $7.41 M | -3.90% | 1.93% | |
| INVESCO LTD. | 05/12/2026 | 1.04 M | $6.77 M | 8.44% | 1.77% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 898.82 K | $5.82 M | -13.88% | 1.52% |
| COHEN & STEERS, INC. | 05/15/2026 | 864.74 K | $5.60 M | 0.00% | 1.46% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 567.60 K | $3.71 M | -3.28% | 0.96% |
| UBS GROUP AG | 05/05/2026 | 393.98 K | $2.55 M | 6.95% | 0.67% |
| LPL FINANCIAL LLC | 05/06/2026 | 385.98 K | $2.50 M | 11.16% | 0.65% |
| THRIVENT FINANCIAL FOR LUTHERANS | 05/01/2026 | 326.90 K | $2.12 M | 5.60% | 0.55% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 305.18 K | $1.98 M | 148.83% | 0.52% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 224.08 K | $1.45 M | 63.43% | 0.38% |
| BROWN ADVISORY INC | 05/15/2026 | 204.65 K | $1.33 M | 0.00% | 0.35% |
| PRINCIPAL SECURITIES, INC. | 05/13/2026 | 173.54 K | $1.12 M | 3.09% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 168.99 K | $1.10 M | 0.20% | 0.29% |
| FIERA CAPITAL CORP | 05/12/2026 | 166.61 K | $1.08 M | -3.59% | 0.28% |
| MARKS GROUP WEALTH MANAGEMENT, INC | 05/05/2026 | 162.95 K | $1.06 M | -7.65% | 0.28% |
| EASTERLY INVESTMENT PARTNERS LLC | 05/11/2026 | 158.86 K | $1.03 M | 0.00% | 0.27% |
| LUKEN INVESTMENT ANALYTICS, LLC | 05/12/2026 | 143.44 K | $929.50 K | 1.39% | 0.24% |
| ADAPT WEALTH ADVISORS, LLC | 05/11/2026 | 120.90 K | $783.46 K | 0.00% | 0.20% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 117.23 K | $759.68 K | -2.90% | 0.20% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 111.05 K | $719.59 K | 30.04% | 0.19% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 103.50 K | $670.68 K | 0.00% | 0.18% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 100.93 K | $654.01 K | -1.09% | 0.17% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 87.99 K | $570.19 K | -0.37% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 84.41 K | $546.99 K | -3.96% | 0.14% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 05/15/2026 | 83.03 K | $538.03 K | -71.44% | 0.14% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 77.37 K | $501.37 K | 399.88% | 0.13% |
| ROYAL BANK OF CANADA | 05/15/2026 | 72.17 K | $468.00 K | 3.02% | 0.12% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 69.99 K | $453.50 K | 0.13% | 0.12% |
| LIDO ADVISORS, LLC | 05/13/2026 | 66.78 K | $436.23 K | 2.24% | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 64.11 K | $415.44 K | -3.98% | 0.11% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 55.90 K | $394.65 K | 0.00% | 0.09% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 41.49 K | $268.86 K | 0.00% | 0.07% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 41.45 K | $268.56 K | 4.31% | 0.07% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 40.90 K | $265.03 K | -13.53% | 0.07% |
| JANE STREET GROUP, LLC | 05/12/2026 | 28.08 K | $181.93 K | -42.22% | 0.05% |
| CHOREO, LLC | 05/13/2026 | 25.55 K | $166.96 K | 0.54% | 0.04% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 22.58 K | $146.30 K | -4.07% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 21.94 K | $142.18 K | -1.29% | 0.04% |
| NOMURA HOLDINGS INC | 05/15/2026 | 21.34 K | $138.25 K | 100.00% | 0.04% |
| FINGERLAKES WEALTH MANAGEMENT, INC. | 04/21/2026 | 21.25 K | $137.70 K | 2.37% | 0.04% |
| ACCREDITED INVESTOR SERVICES, LLC | 04/21/2026 | 21.12 K | $136.83 K | -4.96% | 0.04% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 20.80 K | $134.75 K | -2.92% | 0.04% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 20.14 K | $130.52 K | -5.91% | 0.03% |
| MARINER, LLC | 05/13/2026 | 18.93 K | $119.82 K | -7.66% | 0.03% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 17.92 K | $116.14 K | 0.00% | 0.03% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 17.30 K | $112.10 K | 0.00% | 0.03% |
| CATALYTIC WEALTH RIA, LLC | 05/14/2026 | 16.94 K | $109.75 K | -10.00% | 0.03% |
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Allspring Income Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 128 institutional investors and hedge funds held shares of Allspring Income Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 3.93 M
SIT INVESTMENT ASSOCIATES INC: 1.74 M
Pathstone Holdings, LLC: 1.56 M
Invesco Ltd.: 1.04 M
GUGGENHEIM CAPITAL LLC: 898,819
COHEN & STEERS, INC.: 864,743
27.75% of Allspring Income Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 18.98 M shares in the last 24 months. This purchase volume represents approximately $126.42 M in transactions.