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 | 05/15/2026 | 497.67 K | $6.02 M | 5.67% | 5.62% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 318.46 K | $3.85 M | 0.44% | 3.60% |
| COHEN & STEERS, INC. | 05/15/2026 | 133.16 K | $1.61 M | 6.53% | 1.50% |
| ZIMMER PARTNERS, LP | 05/15/2026 | 128.80 K | $1.56 M | 0.00% | 1.45% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 89.59 K | $1.08 M | 2.72% | 1.01% |
| LPL FINANCIAL LLC | 05/06/2026 | 27.65 K | $334.50 K | 6.17% | 0.31% |
| LEVEL FOUR ADVISORY SERVICES, LLC | 05/14/2026 | 25.36 K | $306.80 K | 21.50% | 0.29% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 24.11 K | $291.70 K | 2.23% | 0.27% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 16.58 K | $200.58 K | 523.43% | 0.19% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 14.22 K | $172.00 K | 2.66% | 0.16% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 13.45 K | $162.76 K | -66.09% | 0.15% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 11.33 K | $137.13 K | -1.96% | 0.13% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 11.28 K | $136.44 K | 100.00% | 0.13% |
| 04/22/2026 | 11.05 K | $133.71 K | 0.00% | 0.12% | |
| UBS GROUP AG | 05/05/2026 | 10.83 K | $131.04 K | 1.79% | 0.12% |
| GOLDEN STATE EQUITY PARTNERS | 04/28/2026 | 9.76 K | $118.04 K | 100.00% | 0.11% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 8.23 K | $99.60 K | 0.54% | 0.09% |
| CITY HOLDING CO | 04/15/2026 | 4.12 K | $49.82 K | 0.00% | 0.05% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 4.05 K | $49.03 K | 0.00% | 0.05% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 2.29 K | $27.71 K | 0.00% | 0.03% |
| BRYN MAWR TRUST CO | 04/30/2026 | 1.00 K | $12.10 K | 100.00% | 0.01% |
| FNY INVESTMENT ADVISERS, LLC | 04/15/2026 | 400 | $4.00 K | 100.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 333 | $4.03 K | 100.00% | 0.00% |
| HIGHLINE WEALTH PARTNERS LLC | 04/06/2026 | 250 | $3.03 K | 0.00% | 0.00% |
| GAMMA INVESTING LLC | 04/06/2026 | 9 | $109 | 0.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 0 | $0 | -100.00% | 0.00% |
| CWM, LLC | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 0 | $0 | -100.00% | 0.00% |
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Allspring Utilities and High Income Fund institutional Ownership - FAQ's
During the previous two years, 40 institutional investors and hedge funds held shares of Allspring Utilities and High Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 497,666
1607 Capital Partners, LLC: 318,463
COHEN & STEERS, INC.: 133,159
Zimmer Partners, LP: 128,803
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC: 89,594
LPL Financial LLC: 27,645
15.44% of Allspring Utilities and High Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.53 M shares in the last 24 months. This purchase volume represents approximately $18.80 M in transactions.