Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Allspring Multi-Sector Income Fund include Wealth Enhancement Advisory Services, Llc, Readystate Asset Management Lp, and Global Retirement Partners, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 11,063 | 0.20 | 102 | 0.99 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 11,073 | 105 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 22,534 | 2.58 | 213 | 4.95 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 55,958 | 0.97 | 529 | 3.53 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 334,994 | 94.56 | 3,166 | 99.43 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 44,717 | 6.53 | 423 | 9.04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 67,756 | 9.91 | 640 | 12.68 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 13,711 | 0.65 | 130 | 3.20 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21,717 | 207 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,034 | 39.60 | 19 | 46.15 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 783,634 | 3.27 | 7,405 | 5.85 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,028 | 23.37 | 293 | 26.84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42,469 | 52.54 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 6,187 | 4.85 | 58 | 7.41 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 193,427 | 10.77 | 1,828 | 13.48 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 18,570 | 36.85 | 175 | 40.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 305,503 | 6.67 | 2,887 | 9.36 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 2,455,899 | 10.00 | 23 | 15.00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5,490 | 258.36 | 52 | 264.29 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 803,542 | 10.23 | 7,593 | 12.99 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,000 | 9 | ||||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 14,800 | 140 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 10,440 | 1.23 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 522,545 | 3.84 | 4,938 | 6.45 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,341 | 6.08 | 50 | 8.70 | ||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 305,503 | 6.67 | 2,887 | 9.36 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 34,402 | 6.17 | 325 | 9.06 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 668,724 | 20.34 | 6,319 | 23.32 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 75,808 | 7.98 | 716 | 10.66 |
