Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Wells Fargo Adv Global Div (EOD)  
$4.62 0.05 (1.09%) as of 4:30 Thu 5/2


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 47    9
Total shares held : 
8,049,049  
% of shares held : 
17.72%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
505,846  
% of shares held change : 
  1.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$4.00  
Last Quarter's Ending Price : 
$4.34  
Last Quarter's Average Price
$4.10  
Change from last quarter's     
avg. price to the last closing  : 
0.52 (12.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 458,331
 5.69%
 
Increased Positions :
15
 875,430
 10.88%
 
Unchanged Positions :
9
 190,992
 2.37%
 
Decreased Positions :
12
-798,001
-9.91%
 
Closed Positions :
2
-29,914
-0.37%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 3253 - 2023-12-31 2,453,495 $10,648,000 -76,619
   Bensler LLC - 2023-12-31 1,311,543 $5,692,000 -220,473
   Advisor Group Holdings Inc. 2095 - 2023-12-31 348,574 $1,513,000 -209,267
   UBS Group AG 3154 - 2023-12-31 318,737 $1,383,000 -10,170
   LPL FINANCIAL CORP 3993 - 2023-12-31 71,232 $309,000 -1,222
   GUGGENHEIM CAPITAL LLC 1728 - 2023-12-31 58,262 $253,000 -268,386
   HARBOUR INVESTMENTS INC. 787 - 2023-12-31 56,006 $243,000 -62
   JANNEY MONTGOMERY SCOTT LLC 2424 - 2023-12-31 47,461 $206,000 -1,020
   Financial Advocates Investment Management 709 - 2023-12-31 17,500 $76,000 -5,850
   MULTIFINANCIAL SECURITIES CORP 1715 - 2023-12-31 12,592 $55,000 -2,382
   Steward Partners Investment Advisory LLC 3326 - 2023-12-31 200 $1,000 -50

  11 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results