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Get Institutions for : 
Wells Fargo & Co. Prfd L (WFC.PL)  
$1,155.00 0.38 (0.03%) as of 4:30 Fri 4/26


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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
   BLACKROCK INC. 1339 - 2023-12-31 259,492 $310,254,000 6,559
   STONEBRIDGE ADVISORS LLC 1 - 2024-03-31 217,004 $264,604,000 35,992
   ADVENT CAPITAL MANAGEMENT /DE/ 1 - 2023-12-31 193,824 $232,445,000 14,702
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 94,591 $113,095,000 4,063
   MANUFACTURERES LIFE INSURANCE CO 248 - 2023-12-31 61,367 $73,595,000 11
   CAMDEN ASSET MANAGEMENT L P /CA 3 - 2023-12-31 49,355 $58,992,000 13,321
   FMR LLC 1251 - 2023-12-31 45,838 $54,788,000 31,700
   NUVEEN ASSET MANAGEMENT, LLC 624 - 2023-12-31 39,696 $47,461,000 39,696
   NEW YORK STATE COMMON RETIREMENT FUND 487 - 2023-12-31 18,351 $21,941,000 2,285
   PIER 88 INVESTMENT PARTNERS LLC 2 - 2023-12-31 17,852 $21,344,000 4,060
   JANE STREET GROUP LLC 528 - 2023-12-31 17,110 $20,457,000 2,773
   ALLIANCEBERNSTEIN L.P. 1002 - 2023-12-31 11,477 $13,722,000 605
   JRM Investment Counsel LLC 7 - 2023-12-31 11,127 $13,304,000 540
   Kestra Advisory Services LLC 261 - 2023-12-31 8,744 $10,455,000 1,009
   RB Capital Management LLC 4 - 2023-12-31 8,135 $9,726,000 21
   Stratos Wealth Partners LTD. 133 - 2024-03-31 7,952 $9,697,000 747
   RAYMOND JAMES & ASSOCIATES 1299 - 2024-03-31 6,355 $7,749,000 411
   CRAWFORD INVESTMENT COUNSEL INC 102 - 2023-12-31 6,341 $7,579,000 704
   STIFEL FINANCIAL CORP 937 - 2023-12-31 5,771 $6,900,000 941
   COMMONWEALTH EQUITY SERVICES LLC. 999 - 2023-12-31 4,906 $5,866,000 121
   LPL FINANCIAL CORP 1588 - 2023-12-31 4,838 $5,785,000 890
   Hudson Capital Management LLC 15 - 2024-03-31 4,300 $5,243,000 1,564
   KNIGHTSBRIDGE ASSET MANAGEMENT LLC 31 - 2023-12-31 3,848 $4,601,000 168
   COHEN & STEERS INC 150 - 2023-12-31 3,467 $4,145,000 2,317
   Relative Value Partners Group LLC 73 - 2023-12-31 3,445 $4,119,000 646
   AGF MANAGEMENT LTD 294 - 2023-12-31 3,200 $3,826,000 700
   JANNEY MONTGOMERY SCOTT LLC 837 - 2023-12-31 3,091 $3,695,000 175
   Keystone Financial Group 41 - 2023-12-31 2,593 $3,101,000 8
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1085 - 2024-03-31 2,196 $2,677,000 484
   Atlantic Trust Group LLC 491 - 2023-12-31 1,990 $2,379,000 20
   AMERICAN CENTURY COMPANIES INC 1755 - 2023-12-31 1,779 $2,133,000 666
   Baird Financial Group Inc. 933 - 2023-12-31 1,678 $2,006,000 148
   NATIONAL BANK OF CANADA /FI/ 926 - 2023-12-31 1,248 $1,488,000 20
   US BANCORP 1035 - 2023-12-31 978 $1,169,000 200
   FIRST HAWAIIAN BANK 361 - 2024-03-31 921 $1,123,000 384
   Ulland Investment Advisors LLC 25 - 2024-03-31 901 $1,099,000 254
   Searle & Co. 85 - 2023-12-31 654 $782,000 654
   DAVIDSON D A & CO 811 - 2023-12-31 598 $715,000 57
   Independent Advisor Alliance 372 - 2023-12-31 578 $673,000 227
   Consolidated Portfolio Review Corp 154 - 2023-12-31 503 $601,000 105
   Wambolt & Associates LLC 152 - 2023-12-31 480 $574,000 264
   Valeo Financial Advisors LLC 354 - 2024-03-31 81,767 $543,000 47
   NewEdge Wealth LLC 492 - 2023-12-31 453 $542,000 16
   Vestmark Advisory Solutions Inc. 334 - 2023-12-31 453 $542,000 16
   Resources Investment Advisors Inc. 715 - 2023-12-31 411 $491,000 2
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3848 - 2023-12-31 394 $471,000 394
   Principle Wealth Partners LLC 231 - 2024-03-31 374 $456,000 124
   PNC FINANCIAL SERVICES GROUP INC 1640 - 2023-12-31 345 $412,000 80
   AlphaCore Capital LLC 164 - 2023-12-31 327 $391,000 135
   MULTIFINANCIAL SECURITIES CORP 1283 - 2023-12-31 313 $374,000 29
   NEWMAN DIGNAN & SHEERAR, INC. 127 - 2023-12-31 278 $333,000 2
   PRIVATE TRUST CO NA 562 - 2024-03-31 206 $251,000 22
   Riverview Trust Co 95 - 2024-03-31 167 $204,000 167
   MILLENNIUM MANAGEMENT LLC 3540 - 2023-12-31 100,000 $121,000 100,000
   CWM LLC 1795 - 2024-03-31 92 $112,000 27
   HUNTINGTON NATIONAL BANK 626 - 2023-12-31 75 $90,000 7
   EverSource Wealth Advisors LLC 1297 - 2023-12-31 14 $17,000 9
   Financial Synergies Wealth Advisors Inc. 215 - 2024-03-31 13 $16,000 13
  58 Records found
  1    
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