Allspring Income OpportXEADX

13F holders, Q3 2024 (September 30)
77holders +4
11new positions
8sold out
$7.13avg. 13F price*

At the end of Q3 2024, 77 institutions reported holding Allspring Income Opport (XEADX) in their 13F filings, up 4 from Q2 2024. 11 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($27.0M), Rivernorth Capital Management, LLC ($9.8M) and Pathstone Holdings, LLC ($9.1M).

Company
Allspring Income Opport
CUSIP
94987B105
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 76Q1 2024Q2 2024: 73Q2 2024Q3 2024: 77Q3 2024Q4 2024: 77Q4 2024Q1 2025: 83Q1 2025Q2 2025: 77Q2 2025Q3 2025: 81Q3 2025Q4 2025: 85Q4 2025Q1 2026: 92Q1 2026Q2 2026: 98Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions11$828K
Exits8$1.0M

All 13F filers, Q2 2024 → Q3 2024: 1,037,674 shares bought and 696,110 shares sold, net +341,564 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Morgan Stanley 0.00% Add +4.0% 3,787,133 $27.0M
Rivernorth Capital Management, LLC 0.47% Reduce -3.7% 1,377,033 $9.8M
Pathstone Holdings, LLC 0.04% Add +54.9% 1,279,130 $9.1M
Cohen & Steers, Inc. 0.01% No change 968,389 $6.9M
Sit Investment Associates Inc. 0.12% Reduce -12.5% 770,080 $5.5M
Invesco Ltd. 0.00% Reduce -2.4% 747,776 $5.3M
Peak Planning Group, LLC 2.18% Add +22.7% 697,893 $5.0M
Guggenheim Capital LLC 0.04% Add +11.8% 694,345 $5.0M
Shaker Financial Services, LLC 1.68% Add +0.6% 622,241 $4.5M
Thrivent Financial for Lutherans 0.00% Reduce -2.7% 355,575 $2.5M
UBS Group AG 0.00% Add +2.7% 336,320 $2.4M
AQR Arbitrage LLC 0.10% Reduce -31.2% 333,508 $2.4M
LPL Financial LLC 0.00% Reduce -4.6% 330,960 $2.4M
Envestnet Asset Management Inc. 0.00% Reduce -19.7% 271,898 $1.9M
Brown Advisory Inc. 0.00% No change 221,061 $1.6M
Rareview Capital LLC 1.17% Add +45.3% 219,624 $1.6M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.6% 180,024 $1.3M
Marks Group Wealth Management, Inc 0.12% Add +0.4% 176,440 $1.3M
Park Avenue Securities LLC 0.01% Reduce -3.1% 172,007 $1.2M
Principal Securities, Inc. 0.03% Reduce -30.0% 151,571 $1.1M
Easterly Investment Partners LLC 0.08% No change 145,231 $1.0M
Fiera Capital Corp 0.00% Add +0.6% 114,835 $819K
Selway Asset Management 0.19% No change 69,390 $495K
Ameriprise Financial Inc. 0.00% Add +8.8% 65,572 $467K
Stratos Wealth Partners, LTD. 0.01% Reduce -17.2% 62,670 $447K
Osaic Holdings, Inc. 0.00% Add +29.7% 62,650 $447K
Royal Bank of Canada 0.00% Reduce -0.7% 62,543 $446K
Lido Advisors, LLC 0.00% Reduce -1.9% 56,161 $400K
PFG Investments, LLC 0.02% Add +0.3% 52,837 $377K
NewEdge Advisors, LLC 0.00% Reduce -10.1% 50,700 $361K
Raymond James & Associates 0.00% Reduce -10.8% 43,569 $311K
Luken Investment Analytics, LLC 0.14% No change 42,039 $300K
Sowell Financial Services LLC 0.01% New 38,000 $273K
Bank of America Corp. 0.00% Reduce -1.8% 35,716 $255K
City of London Investment Management Co. Ltd. 0.02% Reduce -32.9% 32,595 $232K
MML Investors Services, LLC 0.00% Add +2.4% 31,394 $224K
Integrated Capital Management, Inc. 0.17% Reduce -3.5% 30,664 $219K
Sonora Investment Management Group, LLC 0.02% No change 30,550 $218K
KPP Advisory Services LLC 0.05% Add +1.9% 30,083 $214K
Transcend Capital Advisors, LLC 0.01% New 30,000 $214K
Clear Creek Financial Management, LLC 0.02% No change 29,756 $212K
Choreo, LLC 0.00% Add +3.4% 23,317 $168K
Capital Investment Advisors, LLC 0.00% No change 22,912 $163K
Mariner, LLC 0.00% Reduce -6.5% 21,493 $153K
Collaborative Wealth Managment Inc. 0.05% Reduce -1.7% 16,634 $119K
Sheaff Brock Investment Advisors, LLC 0.01% Add +0.4% 16,257 $116K
Commonwealth Equity Services, LLC 0.00% Add +32.3% 15,385 $110K
Avior Wealth Management, LLC 0.00% Add +58.4% 13,495 $96K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.01% New 13,233 $94K
West Michigan Advisors, LLC 0.03% No change 12,000 $86K
Clearstead Advisors, LLC 0.00% New 11,753 $84K
Kestra Private Wealth Services, LLC 0.00% No change 10,966 $78K
Thoroughbred Financial Services, LLC 0.01% No change 10,930 $77K
Jane Street Group, LLC 0.00% New 10,204 $73K
CIBC Private Wealth Group LLC 0.00% Add +294.1% 10,147 $72K
Lanark Financial, Inc. 0.00% No change 7,325 $52K
CoreCap Advisors, LLC 0.00% No change 5,660 $40K
Concourse Financial Group Securities, Inc. 0.00% No change 5,200 $37K
Northwestern Mutual Wealth Management Co. 0.00% No change 3,847 $27K
Steward Partners Investment Advisory, LLC 0.00% New 3,800 $27K
Jaffetilchin Investment Partners, LLC 0.00% New 3,321 $24K
Geneos Wealth Management Inc. 0.00% New 2,126 $15K
Creative Financial Designs Inc. 0.00% No change 1,700 $12K
FNY Investment Advisers, LLC 0.01% New 1,800 $12K
Comerica Bank 0.00% Add +2.3% 1,353 $10K
PNC Financial Services Group, Inc. 0.00% No change 1,256 $9K
HHM Wealth Advisors, LLC 0.00% No change 1,210 $9K
Trust Co. of Vermont 0.00% New 1,200 $9K
Cwm, LLC 0.00% New 631 $4K
US Bancorp \de 0.00% No change 409 $3K
Tower Research Capital LLC (TRC) 0.00% No change 310 $2K
IFP Advisors, Inc 0.00% No change 300 $2K
Carolinas Wealth Consulting LLC 0.00% No change 167 $1K
Assetmark, Inc. 0.00% No change 69 $492
Harbour Investments, Inc. 0.00% No change 59 $421
Cedar Mountain Advisors, LLC 0.00% No change 9 $64
Wells Fargo & Company 0.00% No change 1 $7

"% of holder's portfolio" is XEADX's weight in each manager's 13F, not the share of Allspring Income Opport the manager owns.