WELLS FARGO MULTI SECTOR INC shareholder history

Current and past WELLS FARGO MULTI SECTOR INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.03%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.00%Q2 2013Q3 202342
COHEN & STEERS, INC. 42420.00%0.01%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 3380.00%0.02%0.12%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.01%0.12%0.38%Q4 2013Q4 202341
GUGGENHEIM CAPITAL LLC 3380.00%0.01%0.06%Q2 2013Q3 202341
Selway Asset Management 3820.19%0.73%1.42%Q3 2013Q3 202340
HOLLENCREST CAPITAL MANAGEMENT 40400.01%0.02%0.07%Q4 2013Q3 202340
Cambridge Investment Research Advisors, Inc. 39390.00%0.01%0.02%Q1 2014Q3 202339
STIFEL FINANCIAL CORP 39390.00%0.01%0.02%Q1 2014Q3 202339
SIT INVESTMENT ASSOCIATES INC 3310.01%0.24%0.99%Q2 2013Q3 202338
NWAM LLC 3260.01%0.83%2.61%Q1 2014Q3 202338
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 35350.00%0.00%0.00%Q1 2015Q3 202335
CITIGROUP INC 34340.00%0.00%0.01%Q2 2013Q3 202134
Focused Wealth Management, Inc 34340.00%0.01%0.02%Q2 2014Q3 202234
TD Capital Management LLC 3120.00%0.00%0.00%Q2 2014Q4 202233
Carroll Financial Associates, Inc. 2820.00%0.00%0.01%Q2 2013Q4 202132
Shaker Financial Services, LLC 810.10%0.60%2.27%Q2 2013Q3 202332
Advisors Asset Management, Inc. 1450.00%0.03%0.18%Q2 2013Q3 202331
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 2610.01%0.19%0.56%Q4 2013Q2 202331
FIRST FOUNDATION ADVISORS 20100.01%0.09%0.21%Q2 2013Q1 202130
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2460.00%0.00%0.00%Q4 2013Q3 202330
Fiera Capital Corp 29290.00%0.00%0.01%Q3 2016Q3 202329
RAYMOND JAMES TRUST N.A. 2630.00%0.02%0.04%Q3 2015Q4 202229
AMERIPRISE FINANCIAL INC 2720.00%0.00%0.00%Q2 2013Q3 202329
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.03%Q2 2013Q4 201927
Uncommon Cents Investing LLC 24240.12%0.23%0.36%Q4 2017Q3 202324
Steward Partners Investment Advisory, LLC 1850.00%0.00%0.01%Q3 2017Q3 202323
Sheaff Brock Investment Advisors, LLC 2210.01%0.02%0.04%Q4 2016Q3 202223
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1210.00%0.01%0.03%Q2 2013Q1 202221
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
COMMONWEALTH EQUITY SERVICES, LLC 21210.00%0.00%0.00%Q3 2018Q3 202321
Sandy Spring Bank 21210.00%0.00%0.01%Q1 2015Q1 202021
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1010.00%0.00%0.00%Q3 2013Q3 202321
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 20200.01%0.06%0.17%Q1 2014Q4 201820
WOLVERINE ASSET MANAGEMENT LLC 1110.00%0.02%0.05%Q2 2013Q2 202320
RIVERNORTH CAPITAL MANAGEMENT, LLC 1810.03%0.73%1.37%Q2 2013Q1 202220
BENJAMIN F. EDWARDS & COMPANY, INC. 20200.04%0.06%0.10%Q4 2018Q3 202320
GOLDMAN SACHS GROUP INC 1210.00%0.00%0.00%Q1 2012Q3 202219
Winch Advisory Services, LLC 1540.00%0.00%0.00%Q4 2018Q3 202319
Saba Capital Management, L.P. 1710.04%3.05%8.02%Q4 2013Q1 202019
SII INVESTMENTS INC/WI 18180.03%0.07%0.15%Q2 2013Q3 201718
ENVESTNET ASSET MANAGEMENT INC 850.00%0.00%0.00%Q1 2014Q3 202318
Thomas J. Herzfeld Advisors, Inc. 1410.00%0.01%0.04%Q4 2013Q2 202018
Janney Montgomery Scott LLC 1030.00%0.00%0.00%Q4 2017Q3 202318
Ancora Advisors LLC 1160.02%0.09%0.18%Q4 2013Q1 201817
FNY Investment Advisers, LLC 710.00%0.01%0.03%Q2 2018Q3 202316
DOLIVER ADVISORS, LP 610.12%0.48%0.91%Q2 2013Q3 201816
Creative Planning 880.00%0.00%0.00%Q2 2013Q2 201716
Winslow, Evans & Crocker, Inc. 15150.02%0.02%0.03%Q4 2013Q2 201715
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 15150.06%1.51%2.53%Q3 2013Q1 201715
HUNTINGTON NATIONAL BANK 1410.00%0.00%0.00%Q3 2010Q3 201515
Advisor Group, Inc. 15150.00%0.00%0.01%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
AQR Arbitrage LLC 610.00%0.01%0.02%Q1 2015Q2 202314
Private Advisor Group, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
IFP Advisors, Inc 810.00%0.00%0.01%Q4 2015Q3 202213
SeaCrest Wealth Management, LLC 13130.02%0.02%0.03%Q4 2019Q4 202213
CUE ADVISORY SERVICES, INC. 13130.16%0.67%1.30%Q4 2014Q4 201713
RPG Investment Advisory, LLC 13130.00%0.01%0.01%Q3 2018Q3 202113
Kovitz Investment Group Partners, LLC 930.02%0.13%0.26%Q1 2016Q1 201912
CoreFirst Bank & Trust 12120.02%0.02%0.02%Q4 2020Q3 202312
OPPENHEIMER & CO INC 750.00%0.01%0.01%Q2 2013Q4 201812
RMB Capital Management, LLC 410.00%0.03%0.10%Q2 2015Q3 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Laurion Capital Management LP 1110.00%0.03%0.07%Q4 2014Q2 201812
Legacy Wealth Planning, LLC 12120.31%0.38%0.43%Q4 2019Q3 202212
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.02%0.07%0.11%Q4 2018Q3 202112
Kingsview Wealth Management, LLC 660.01%0.01%0.01%Q3 2020Q3 202312
1607 Capital Partners, LLC 12120.11%0.16%0.30%Q3 2013Q2 201612
Vident Investment Advisory, LLC 11110.18%0.33%0.49%Q2 2015Q4 201711
WOODWARD DIVERSIFIED CAPITAL, LLC 11110.08%0.09%0.11%Q1 2021Q3 202311
Capital Wealth Alliance, LLC 10100.08%0.13%0.18%Q2 2021Q3 202310
Tower Research Capital LLC (TRC) 610.00%0.00%0.00%Q2 2013Q1 202110
Dynamic Advisor Solutions LLC 510.01%0.02%0.03%Q1 2018Q3 202310
Investors Capital Advisory Services 10100.03%0.04%0.04%Q1 2014Q2 201610
Sowell Financial Services LLC 640.09%0.13%0.18%Q1 2021Q3 202310
TRUSTCORE FINANCIAL SERVICES, LLC 990.00%0.00%0.01%Q4 2018Q4 20209
MUFG Americas Holdings Corp 610.00%0.00%0.00%Q4 2013Q3 20229
CLOUGH CAPITAL PARTNERS L P 720.03%0.11%0.26%Q4 2016Q1 20199
Geneos Wealth Management Inc. 810.00%0.00%0.00%Q1 2021Q3 20239
Aviance Capital Partners, LLC 990.09%0.13%0.17%Q1 2016Q1 20189
PANAGORA ASSET MANAGEMENT INC 410.00%0.00%0.00%Q1 2015Q2 20218
NewEdge Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
BANK OF MONTREAL /CAN/ 320.00%0.00%0.00%Q4 2013Q4 20178
Penserra Capital Management LLC 880.00%0.00%0.00%Q4 2015Q3 20178
WASHINGTON TRUST Co 880.00%0.00%0.00%Q1 2020Q4 20218
Oxbow Advisors, LLC 880.03%0.03%0.04%Q4 2013Q3 20158
PEAPACK GLADSTONE FINANCIAL CORP 310.01%0.02%0.03%Q2 2021Q3 20237
American Portfolios Advisors 430.00%0.01%0.01%Q4 2017Q2 20207
THOMPSON DAVIS & CO., INC. 660.00%0.00%0.00%Q1 2014Q2 20156
MILLENNIUM MANAGEMENT LLC 310.00%0.00%0.00%Q4 2016Q3 20196
Kestra Advisory Services, LLC 510.00%0.00%0.00%Q3 2020Q4 20226
PRIVATE TRUST CO NA 660.00%0.00%0.00%Q2 2022Q3 20236
Global Wealth Management Investment Advisory, Inc. 660.00%0.00%0.01%Q4 2018Q1 20206
AQR Capital Management 660.00%0.01%0.01%Q3 2013Q4 20146
ROPES WEALTH ADVISORS LLC 510.00%0.00%0.00%Q2 2017Q3 20206
Arkadios Wealth Advisors 660.01%0.01%0.02%Q2 2022Q3 20236
MSI Financial Services Inc 660.00%0.00%0.00%Q3 2015Q4 20166
FIRST TRUST ADVISORS LP 310.00%0.00%0.00%Q2 2013Q3 20196
UBS AG 660.00%0.01%0.01%Q2 2013Q3 20146
ADVISORY RESEARCH INC 510.00%0.01%0.01%Q2 2013Q3 20166
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.01%0.03%0.05%Q4 2020Q3 20236
MARINER INVESTMENT GROUP LLC 220.15%0.17%0.20%Q2 2014Q1 20176
Quad-Cities Investment Group, LLC 660.03%0.03%0.05%Q2 2018Q3 20196
High Net Worth Advisory Group LLC 550.03%0.04%0.07%Q4 2021Q4 20225
CTC Capital Management, LLC 410.10%0.23%0.47%Q4 2021Q1 20235
IMA Wealth, Inc. 550.08%0.08%0.08%Q2 2013Q2 20145
SEI INVESTMENTS CO 310.00%0.00%0.00%Q1 2016Q4 20185
Virtu KCG Holdings LLC 410.00%0.01%0.01%Q3 2014Q2 20165
Yorktown Management & Research Co Inc 550.16%0.18%0.20%Q1 2015Q1 20165
David J Yvars Group 550.10%0.11%0.11%Q4 2020Q4 20215
FIFTH THIRD BANCORP 210.00%0.00%0.00%Q1 2016Q1 20215
BLACKROCK ADVISORS LLC 550.00%0.00%0.00%Q1 2015Q1 20165
FMR LLC 310.00%0.00%0.00%Q1 2019Q2 20235
Zullo Investment Group, Inc. 550.01%0.01%0.01%Q4 2021Q4 20225
COUNTRY TRUST BANK 550.00%0.00%0.00%Q1 2015Q1 20165
Alexandria Capital, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
McIlrath & Eck, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 440.01%0.01%0.02%Q2 2013Q1 20144
DEUTSCHE BANK AG\ 440.00%0.00%0.00%Q3 2015Q2 20164
Diversified Investment Strategies, LLC 440.57%1.00%1.18%Q1 2016Q4 20164
Cetera Investment Advisers 440.00%0.00%0.00%Q4 2022Q3 20234
Semus Wealth Partners LLC 440.14%0.16%0.19%Q4 2022Q3 20234
BlackRock Inc. 440.00%0.00%0.00%Q2 2018Q1 20194
Index Management Solutions, LLC 440.05%0.08%0.11%Q1 2014Q4 20144
CWM, LLC 310.00%0.01%0.03%Q4 2018Q4 20224
TFS CAPITAL LLC 310.01%0.03%0.05%Q2 2013Q2 20144
UNITED CAPITAL FINANCIAL ADVISORS, LLC 440.00%0.01%0.01%Q2 2014Q1 20154
Kamunting Street Capital Management, L.P. 440.85%1.21%1.66%Q2 2014Q1 20154
Apollo Management Holdings, L.P. 440.01%0.01%0.02%Q3 2016Q2 20174
US BANCORP \DE\ 210.00%0.00%0.00%Q4 2013Q3 20234
JANE STREET GROUP, LLC 110.00%0.00%0.00%Q1 2020Q2 20213
Coppell Advisory Solutions LLC 210.00%0.00%0.01%Q4 2022Q3 20233
Virtu Financial LLC 110.02%0.02%0.02%Q3 2018Q1 20223
ICON ADVISERS INC/CO 330.16%0.22%0.29%Q2 2016Q4 20163
Advisors Preferred, LLC 330.05%0.08%0.09%Q4 2013Q2 20143
CoreCap Advisors, LLC 110.00%0.00%0.01%Q4 2021Q4 20223
SG Americas Securities, LLC 110.00%0.00%0.00%Q4 2013Q4 20153
TWO SIGMA SECURITIES, LLC 210.01%0.03%0.05%Q4 2016Q3 20213
NEXT Financial Group, Inc 210.00%0.00%0.00%Q3 2014Q4 20163
WFG Advisors, LP 330.01%0.02%0.02%Q3 2014Q1 20153
Weiss Asset Management LP 210.01%0.05%0.10%Q4 2015Q1 20193
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
Integrated Wealth Management 220.01%0.01%0.01%Q3 2015Q4 20152
Moors & Cabot, Inc. 220.01%0.01%0.02%Q2 2023Q3 20232
Cornerstone Wealth Management, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
State of New Jersey Common Pension Fund D 220.00%0.00%0.00%Q1 2016Q2 20162
CSS LLC/IL 220.02%0.02%0.02%Q4 2016Q1 20172
Vectors Research Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Fortitude Advisory Group L.L.C. 220.02%0.03%0.03%Q4 2021Q1 20222
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Mariner, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
BOOTHBAY FUND MANAGEMENT, LLC 110.00%0.15%0.30%Q4 2014Q2 20232
Quadrant Private Wealth Management, LLC 220.12%0.12%0.12%Q3 2019Q4 20192
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q2 2014Q3 20162
Elequin Capital, LP 110.00%0.01%0.02%Q1 2023Q3 20232
JFS WEALTH ADVISORS, LLC 220.00%0.00%0.00%Q3 2015Q4 20152
MGO ONE SEVEN LLC 220.01%0.02%0.02%Q4 2017Q1 20182
Matisse Capital 110.24%0.31%0.39%Q4 2015Q1 20222
Bramshill Investments, LLC 220.00%0.00%0.01%Q3 2018Q4 20182
NATIONAL PLANNING CORP 110.01%0.01%0.01%Q4 2014Q4 20152
CTC Alternative Strategies, Ltd. 220.16%0.21%0.25%Q2 2023Q3 20232
Yakira Capital Management, Inc. 220.19%0.22%0.25%Q4 2016Q1 20172
Riggs Asset Managment Co. Inc. 220.00%0.00%0.00%Q2 2019Q3 20192
STEEL GROVE CAPITAL ADVISORS, LLC 220.03%0.03%0.03%Q2 2015Q3 20152
NINE MASTS CAPITAL Ltd 220.05%0.19%0.33%Q2 2018Q3 20182
WHITTIER TRUST CO 220.00%0.00%0.00%Q1 2017Q2 20172
COMERICA BANK 110.00%0.00%0.01%Q3 2013Q3 20232
Advisory Services Network, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Confluence Wealth Services, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Hedeker Wealth, LLC 110.06%0.06%0.06%Q3 2016Q3 20161
LIBERTY WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q1 2020Q1 20201
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
ROBINSON CAPITAL MANAGEMENT, LLC 110.23%0.23%0.23%Q4 2015Q4 20151
Walleye Capital LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BlueCrest Capital Management LLP 110.02%0.02%0.02%Q1 2014Q1 20141
Rockefeller Capital Management L.P. 110.00%0.00%0.00%Q2 2022Q2 20221
PERRY CAPITAL 110.00%0.00%0.00%Q3 2013Q3 20131
PATHSTONE FAMILY OFFICE, LLC 110.03%0.03%0.03%Q1 2017Q1 20171
Avior Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
Trust Asset Management LLC 110.03%0.03%0.03%Q3 2011Q3 20111
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
CENTAURUS FINANCIAL, INC. 110.00%0.00%0.00%Q2 2018Q2 20181
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
GEODE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Cetera Advisor Networks LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Coppell Advisory Solutions Corp. 110.01%0.01%0.01%Q4 2022Q4 20221
COHEN & STEERS CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q1 2015Q1 20151
Allred Capital Management, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
AdvisorNet Financial, Inc 110.00%0.00%0.00%Q4 2019Q4 20191
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Eudaimonia Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Independent Portfolio Consultants, Inc. 110.00%0.00%0.00%Q4 2016Q4 20161
Kovitz Investment Group, LLC 110.09%0.09%0.09%Q4 2015Q4 20151
Citadel Advisors 110.00%0.00%0.00%Q4 2017Q4 20171
Merrion Investment Management Co, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
OTA Financial Group L.P. 110.16%0.16%0.16%Q4 2013Q4 20131
Venture Visionary Partners LLC 110.00%0.00%0.00%Q2 2022Q2 20221
US FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
WEDBUSH SECURITIES INC 110.02%0.02%0.02%Q4 2016Q4 20161
PrairieView Partners, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2023Q1 20231
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
TradeLink Global Equity LLC 110.13%0.13%0.13%Q4 2014Q4 20141
Scissortail Wealth Management, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Rafferty Asset Management, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Paloma Partners Management Co 110.02%0.02%0.02%Q4 2013Q4 20131
LVW Advisors, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
Gradient Investments LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Atlas Private Wealth Advisors 110.02%0.02%0.02%Q3 2021Q3 20211
Allworth Financial LP 110.00%0.00%0.00%Q1 2017Q1 20171
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
External links

This page lists all the filers that currently own WELLS FARGO MULTI SECTOR INC or have owned WELLS FARGO MULTI SECTOR INC in the past.