Ota Financial Group L.P. Allspring Income Opportunities Fund Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	BUY	$6.48 - $8.13 $445,603 - $559,067	68,766 New	68,766 $446,000
Q1 2018 Apr 19, 2018	SELL	$8.0 - $8.51 $416,464 - $443,013	-52,058 Closed	0 $0
Q4 2017 Feb 22, 2018	BUY	$8.29 - $8.72 $431,560 - $453,945	52,058	52,058 $437,000

Others Institutions Holding EAD

# of Institutions

80

Shares Held

14.5M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

3.79M
Shares

$26.4 Million
0.0% of portfolio
Rivernorth Capital Management, LLC West Palm Beach, FL

1.38M
Shares

$9.58 Million
0.54% of portfolio
Pathstone Holdings, LLC Englewood, NJ

1.28M
Shares

$8.9 Million
0.04% of portfolio
Cohen & Steers, Inc. New York, NY

968K
Shares

$6.74 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

770K
Shares

$5.36 Million
0.12% of portfolio

About ALLSPRING INCOME OPPORTUNITIES FUND

Ticker EAD
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Wells Fargo Advantage Funds - Allspring Income Opportunities Fund is a closed-ended fixed income mutual fund launched and managed by Wells Fargo Funds Management, LLC. It is co-managed by Wells Capital Management Incorporated. The fund invests in the fixed income markets of the United States. It primarily invests in below investment grade debt s...

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