Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Wells Fargo & Co. Prfd L (WFC.PL)  
$1,155.00 0.38 (0.03%) as of 4:30 Fri 4/26


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 237    3
Total shares held : 
 2,566,695  
% of shares held : 
 0.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -29  
Amount of shares held : 
 -1,724,114  
% of shares held change : 
   -0.43%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $1,100.00  
Last Quarter's Ending Price : 
 $1,195.62  
Last Quarter's Average Price : 
 $1,114.26  
Change from last quarter's     
avg. price to the last closing  : 
40.74 (3.66%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
18
 35,718
 1.39%
 
Increased Positions :
55
 233,915
 9.11%
 
Unchanged Positions :
77
 275,525
 10.73%
 
Decreased Positions :
87
-1,032,392
-40.22%
 
Closed Positions :
15
-961,355
-37.45%
 
Guru Positions :
2
4,547
 0.18%
 
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
   VERITION FUND MANAGEGMENT LLC 366 *New 2023-12-31 3,599 $4,316,000 3,599
   WHALEROCK POINT PARTNERS LLC 29 *New 2023-12-31 2,667 $3,189,000 2,667
   Magnus Financial Group LLC 88 *New 2023-12-31 1,249 $1,493,000 1,249
   RIA Advisory Group LLC 24 *New 2023-12-31 24,391 $1,201,000 24,391
   MEADOWBROOK INVESTMENT ADVISORS LLC 36 *New 2023-12-31 753 $900,000 753
   JT Stratford LLC 138 *New 2023-12-31 663 $793,000 663
   NORTHERN TRUST CORP 3528 *New 2023-12-31 425 $508,000 425
   IEQ CAPITAL LLC 679 *New 2023-12-31 300 $359,000 300
   BROWN ADVISORY HOLDINGS INC 1031 *New 2024-03-31 285 $348,000 285
   PFG Investments LLC 695 *New 2024-03-31 275 $335,000 275
   HPM Partners LLC *New 2023-12-31 268 $320,000 268
   Simplicity WealthLLC 994 *New 2024-03-31 200 $244,000 200
   Ameritas Advisory Services LLC 627 *New 2023-12-31 195 $236,000 195
   Financial Advocates Investment Management 678 *New 2023-12-31 171 $205,000 171
   INCOME RESEARCH & MANAGEMENT 1 *New 2024-03-31 165 $201,000 165
   MILESTONE GROUP INC 226 *New 2023-12-31 50 $60,000 50
   PHOENIX INVESTMENT COUNSEL INC 263 *New 2023-12-31 41 $49,000 41
   Fortitude Family Office LLC 354 *New 2024-03-31 10 $12,000 10
   HOWE & RUSLING INC 322 *New 2023-12-31 10 $12,000 10
   ADVISORY SERVICES NETWORK, LLC 2993 *New 2023-12-31 5 $6,000 5
   Center for Financial Planning Inc. 459 *New 2024-03-31 5 $6,000 5
   MATHER GROUP, INC. 1315 *New 2024-03-31 5 $6,000 5
  22 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us