Allspring Utilities and High Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 438.88 K | $5.31 M | -11.81% | 4.97% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 314.50 K | $3.80 M | -1.25% | 3.56% |
| ZIMMER PARTNERS, LP | 08/14/2026 | 128.80 K | $1.56 M | 0.00% | 1.46% |
| COHEN & STEERS, INC. | 08/14/2026 | 123.16 K | $1.49 M | -7.51% | 1.39% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 90.73 K | $1.10 M | 1.27% | 1.03% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 45.21 K | $550.47 K | 100.00% | 0.51% |
| LPL FINANCIAL LLC | 08/07/2026 | 39.47 K | $477.18 K | 42.77% | 0.45% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 29.15 K | $352.41 K | 20.92% | 0.33% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 08/10/2026 | 27.86 K | $336.83 K | 9.88% | 0.32% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 18.39 K | $222.00 K | 29.35% | 0.21% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 13.56 K | $163.91 K | 100.00% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 11.78 K | $142.39 K | 43.06% | 0.13% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 11.36 K | $137.30 K | 0.21% | 0.13% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 11.05 K | $133.60 K | 0.00% | 0.13% |
| UBS GROUP AG | 08/13/2026 | 11.02 K | $133.28 K | 1.79% | 0.12% |
| CITY HOLDING CO | 07/10/2026 | 4.12 K | $49.77 K | 0.00% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 4.05 K | $48.99 K | 0.00% | 0.05% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 3.29 K | $39.78 K | 43.67% | 0.04% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/11/2026 | 2.91 K | $35.23 K | 100.00% | 0.03% |
| INSTITUTE FOR WEALTH MANAGEMENT, LLC. | 07/28/2026 | 562 | $6.80 K | 100.00% | 0.01% |
| TD WATERHOUSE CANADA INC. | 07/27/2026 | 500 | $5.98 K | 100.00% | 0.01% |
| FNY INVESTMENT ADVISERS, LLC | 07/08/2026 | 400 | $4.00 K | 0.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 07/15/2026 | 250 | $3.02 K | 0.00% | 0.00% |
| BUCK WEALTH STRATEGIES, LLC | 07/30/2026 | 200 | $2.42 K | 100.00% | 0.00% |
| GAMMA INVESTING LLC | 07/07/2026 | 9 | $109 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 1 | $12 | 100.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| BRYN MAWR TRUST CO | 07/28/2026 | 0 | $0 | -100.00% | 0.00% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 0 | $0 | -100.00% | 0.00% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 0 | $0 | -100.00% | 0.00% |
| GOLDEN STATE EQUITY PARTNERS | 08/04/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Allspring Utilities and High Income Fund institutional Ownership - FAQ's
During the previous two years, 45 institutional investors and hedge funds held shares of Allspring Utilities and High Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 438,880
1607 Capital Partners, LLC: 314,495
Zimmer Partners, LP: 128,803
COHEN & STEERS, INC.: 123,159
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 90,729
Shaker Financial Services, LLC: 45,205
15.07% of Allspring Utilities and High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.51 M shares in the last 24 months. This purchase volume represents approximately $18.53 M in transactions.