Allspring Income OpportXEADX

13F holders, Q4 2024 (December 31)
77holders
4new positions
6sold out
$6.90avg. 13F price*

At the end of Q4 2024, 77 institutions reported holding Allspring Income Opport (XEADX) in their 13F filings, unchanged from Q3 2024. 4 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($26.0M), Pathstone Holdings, LLC ($10.4M) and Sit Investment Associates Inc. ($8.6M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions4$266K
Exits6$273K

All 13F filers, Q3 2024 → Q4 2024: 1,166,574 shares bought and 440,403 shares sold, net +726,171 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Morgan Stanley 0.00% Reduce -0.5% 3,769,291 $26.0M
Pathstone Holdings, LLC 0.05% Add +17.6% 1,504,521 $10.4M
Sit Investment Associates Inc. 0.20% Add +62.5% 1,251,181 $8.6M
Rivernorth Capital Management, LLC 0.41% Reduce -10.9% 1,227,211 $8.5M
Cohen & Steers, Inc. 0.01% No change 968,389 $6.7M
Guggenheim Capital LLC 0.05% Add +23.8% 859,463 $5.9M
Invesco Ltd. 0.00% Add +4.9% 784,111 $5.4M
Peak Planning Group, LLC 2.05% Add +2.4% 714,682 $4.9M
Shaker Financial Services, LLC 1.69% Add +2.2% 635,994 $4.4M
UBS Group AG 0.00% Add +4.7% 352,005 $2.4M
LPL Financial LLC 0.00% Add +1.9% 337,200 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -12.9% 309,575 $2.1M
Envestnet Asset Management Inc. 0.00% Add +3.4% 281,011 $1.9M
Rareview Capital LLC 1.24% Add +9.7% 240,882 $1.7M
Brown Advisory Inc. 0.00% Reduce -0.2% 220,649 $1.5M
Park Avenue Securities LLC 0.01% Add +5.7% 181,824 $1.3M
Marks Group Wealth Management, Inc 0.12% No change 176,440 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -2.1% 176,216 $1.2M
AQR Arbitrage LLC 0.05% Reduce -50.5% 165,062 $1.1M
Principal Securities, Inc. 0.02% Add +2.9% 156,000 $1.1M
Easterly Investment Partners LLC 0.08% Add +2.5% 148,861 $1.0M
Fiera Capital Corp 0.00% Reduce -2.5% 111,997 $772K
Sowell Financial Services LLC 0.03% Add +131.6% 88,000 $606K
Osaic Holdings, Inc. 0.00% Add +24.4% 77,903 $537K
Raymond James Financial Inc. 0.00% — 73,415 $506K
Ameriprise Financial Inc. 0.00% Add +6.3% 69,691 $480K
Selway Asset Management 0.19% Reduce -0.5% 69,020 $476K
Royal Bank of Canada 0.00% Add +10.1% 68,863 $474K
Bank of America Corp. 0.00% Add +88.8% 67,445 $465K
Stratos Wealth Partners, LTD. 0.01% Reduce -3.2% 60,670 $418K
Lido Advisors, LLC 0.00% No change 56,161 $390K
NewEdge Advisors, LLC 0.00% Reduce -3.0% 49,200 $339K
PFG Investments, LLC 0.02% Reduce -15.9% 44,417 $306K
Luken Investment Analytics, LLC 0.13% No change 42,039 $290K
City of London Investment Management Co. Ltd. 0.02% No change 32,595 $227K
Integrated Capital Management, Inc. 0.17% Add +3.0% 31,571 $217K
MML Investors Services, LLC 0.00% Reduce -2.1% 30,722 $212K
KPP Advisory Services LLC 0.05% Add +1.9% 30,661 $211K
Sonora Investment Management Group, LLC 0.02% No change 30,550 $210K
Transcend Capital Advisors, LLC 0.01% No change 30,000 $207K
Clear Creek Financial Management, LLC 0.02% No change 29,756 $205K
Choreo, LLC 0.00% Add +9.0% 25,408 $176K
Capital Investment Advisors, LLC 0.00% No change 22,912 $158K
Mariner, LLC 0.00% Add +5.1% 22,590 $156K
Clearstead Advisors, LLC 0.00% Add +43.6% 16,873 $116K
Collaborative Wealth Managment Inc. 0.05% No change 16,634 $115K
Sheaff Brock Investment Advisors, LLC 0.01% Add +0.7% 16,366 $113K
Commonwealth Equity Services, LLC 0.00% Add +5.9% 16,287 $112K
Avior Wealth Management, LLC 0.00% Add +4.1% 14,043 $97K
Siligmueller & Norvid Wealth Advisors LLC 0.04% — 13,250 $91K
Landscape Capital Management, L.L.C. 0.01% New 12,637 $87K
West Michigan Advisors, LLC 0.03% Add +1.5% 12,184 $85K
Apollon Wealth Management, LLC 0.00% New 11,950 $82K
Susquehanna International Group, LLP 0.00% New 11,117 $77K
Kestra Private Wealth Services, LLC 0.00% No change 10,966 $76K
Thoroughbred Financial Services, LLC 0.00% No change 10,930 $75K
VSM Wealth Advisory, LLC 0.02% — 8,277 $57K
CoreCap Advisors, LLC 0.00% No change 5,660 $39K
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% No change 3,800 $26K
WPG Advisers, LLC 0.02% — 3,583 $25K
MAI Capital Management 0.00% New 2,970 $20K
Geneos Wealth Management Inc. 0.00% Add +9.3% 2,324 $16K
FNY Investment Advisers, LLC 0.01% No change 1,800 $12K
Creative Financial Designs Inc. 0.00% No change 1,700 $12K
Comerica Bank 0.00% Add +6.4% 1,439 $10K
PNC Financial Services Group, Inc. 0.00% No change 1,256 $9K
HHM Wealth Advisors, LLC 0.00% No change 1,210 $8K
Cwm, LLC 0.00% No change 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
Assetmark, Inc. 0.00% No change 69 $475
Harbour Investments, Inc. 0.00% No change 59 $407
Lanark Financial, Inc. 0.01% — 9 $65
Cedar Mountain Advisors, LLC 0.00% No change 9 $62

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