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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
   FIRST TRUST ADVISORS LP 162 - 2023-12-31 132,660 $158,611,000 0
   ALLIANZ ASSET MANAGEMENT AG 162 - 2023-12-31 58,640 $70,111,000 0
   THRIVENT FINANCIAL FOR LUTHERANS 338 - 2023-12-31 24,376 $29,136,000 0
   ING INVESTMENT MANAGEMENT LLC 586 - 2023-12-31 8,998 $10,758,000 0
   CONNING ASSET MANAGEMENT CO. 85 - 2024-03-31 6,065 $7,333,000 0
   Penn Mutual Asset Management LLC 1 - 2023-12-31 6,000 $7,174,000 0
   WELLINGTON MANAGEMENT CO LLP 1170 - 2023-12-31 5,766 $6,892,000 0
   HUNTINGTON ASSET ADVISORS INC. 21 - 2024-03-31 5,100 $6,219,000 0
   BESSEMER GROUP INC 379 - 2023-12-31 3,787 $4,528,000 0
   GOLDMAN SACHS GROUP INC/ 2717 - 2023-12-31 3,281 $3,923,000 0
   DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 74 - 2024-03-31 3,102 $3,782,000 0
   MACQUARIE GROUP LTD 1021 - 2023-12-31 3,022 $3,613,000 0
   SG AMERICAS SECURITIES LLC 350 - 2023-12-31 3,000 $3,587,000 0
   WITTENBERG INVESTMENT MANAGEMENT INC. 21 - 2023-12-31 2,629 $3,143,000 0
   CSM Advisors LLC 87 - 2023-12-31 1,750 $2,092,000 0
   Bowie Capital Management LLC 27 - 2023-12-31 1,600 $1,913,000 0
   EVERETT HARRIS & CO /CA/ 105 - 2024-03-31 1,441 $1,757,000 0
   DZ BANK AG Deutsche Zentral Genossenschafts Bank F 504 - 2023-12-31 1,000 $1,196,000 0
   KELLY LAWRENCE W & ASSOCIATES INC/CA 40 - 2023-12-31 987 $1,180,000 0
   CAPTRUST FINANCIAL ADVISORS 1196 - 2023-12-31 916 $1,093,000 0
   LexAurum Advisors LLC 81 - 2024-03-31 876 $1,068,000 0
   CHILTON CAPITAL MANAGEMENT LLC 133 - 2023-12-31 786 $940,000 0
   F/M Investments LLC 35 - 2024-03-31 740 $902,000 0
   ICON ADVISERS INC/CO 149 - 2023-12-31 700 $837,000 0
   ZAZOVE ASSOCIATES LLC 21 - 2023-12-31 687 $822,000 0
   ISLAY CAPITAL MANAGEMENT LLC 56 - 2023-12-31 635 $759,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 369 - 2023-12-31 578 $691,000 0
   Fernwood Investment Management LLC 103 - 2023-12-31 484 $579,000 0
   Marathon Trading Investment Management LLC 77 - 2023-12-31 444 $531,000 0
   ELCO Management Co. LLC 85 - 2023-12-31 353 $422,000 0
   QUEST INVESTMENT MANAGEMENT INC/OR 76 - 2023-12-31 310 $371,000 0
   Cresset Asset Management LLC 1427 - 2023-12-31 270 $323,000 0
   Evanson Asset Management LLC 237 - 2024-03-31 250 $305,000 0
   FTB Advisors Inc. 429 - 2024-03-31 250 $305,000 0
   GABELLI SECURITIES INC 146 - 2023-12-31 250 $299,000 0
   Berger Financial Group Inc 294 - 2024-03-31 221 $269,000 0
   RDA Financial Network 197 - 2024-03-31 212 $259,000 0
   Sawtooth Asset Management Inc. 909 - 2023-12-31 200 $239,000 0
   HB Wealth Management LLC 699 - 2023-12-31 190 $227,000 0
   MONTECITO BANK & TRUST 246 - 2024-03-31 185 $226,000 0
   Northeast Financial Consultants Inc 260 - 2023-12-31 185 $221,000 0
   Bridgewealth Advisory Group LLC 73 - 2024-03-31 172 $210,000 0
   BROWN BROTHERS HARRIMAN & CO 509 - 2023-12-31 150 $179,000 0
   Powell Investment Advisors LLC 126 - 2024-03-31 100 $121,000 0
   HILLSTRUST 264 - 2023-12-31 90 $108,000 0
   FIFTH THIRD BANCORP 1123 - 2024-03-31 81 $99,000 0
   Goss Wealth Management LLC 1949 - 2023-12-31 80 $96,000 0
   Capital Investment Advisory Services LLC 582 - 2024-03-31 70 $85,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 440 - 2022-12-31 45 $53,000 0
   LOGAN CAPITAL MANAGEMENT INC 345 - 2023-12-31 44 $53,000 0
   GPS Wealth Strategies Group LLC 512 - 2023-12-31 38 $45,000 0
   Laurel Wealth Advisors LLC 303 - 2023-12-31 32 $38,000 0
   UNION SAVINGS BANK 226 - 2023-12-31 32 $38,000 0
   ALBION FINANCIAL GROUP /UT 253 - 2024-03-31 25 $30,000 0
   McIlrath & Eck LLC 359 - 2023-12-31 22 $27,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1423 - 2023-12-31 20 $24,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 545 - 2023-12-31 15 $18,000 0
   GoalVest Advisory LLC 277 - 2024-03-31 15 $18,000 0
   Spire Wealth Management 1575 - 2024-03-31 13 $16,000 0
   GLENMEDE TRUST CO NA 1271 - 2023-12-31 10 $12,000 0
   Parallel Advisors LLC 2224 - 2023-12-31 10 $12,000 0
   Financial Advisory Service Inc. - 2023-12-31 9 $11,000 0
   TOWER RESEARCH CAPITAL LLC 4301 - 2023-12-31 8 $10,000 0
   Activest Wealth Management 223 - 2024-03-31 7 $9,000 0
   GHP INVESTMENT ADVISORS INC 686 - 2024-03-31 6 $7,000 0
   Concord Wealth Partners 608 - 2023-12-31 5 $6,000 0
   Hoese & Co LLP 128 - 2024-03-31 5 $6,000 0
   Cribstone Capital Management LLC 290 - 2022-12-31 4 $5,000 0
   Jackson Hole Capital Partners LLC 263 - 2023-12-31 3 $4,000 0
   Asset Dedication LLC 841 - 2024-03-31 3 $4,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 2 $2,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 1042 - 2023-12-31 2 $2,000 0
   LAZARD ASSET MANAGEMENT LLC 2172 - 2023-12-31 83 $0 0
   PROEQUITIES INC. 7473 - 2023-12-31 0 $0 0
  74 Records found
  1    
  Page 1 of 1
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