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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
   VICTORY CAPITAL MANAGEMENT INC 227 - 2023-12-31 86,218 $103,084,000 -6,761
   STATE STREET CORP 1441 - 2023-12-31 66,345 $79,325,000 -21,400
   INVESCO LTD 833 - 2023-12-31 64,312 $76,893,000 -8,003
   MORGAN STANLEY 1639 - 2023-12-31 45,496 $54,527,000 -14,817
   BANK OF AMERICA CORP /DE/ 1314 - 2023-12-31 32,554 $38,922,000 -2,374
   MACKAY SHIELDS LLC 8 - 2023-12-31 28,711 $34,423,000 -364
   ARNHOLD & S BLEICHROEDER ADVISERS LLC 71 - 2023-12-31 23,391 $27,967,000 -1,500
   SSI INVESTMENT MANAGEMENT INC 2 - 2023-12-31 20,441 $24,432,000 -632
   FIRST MANHATTAN CO 99 - 2023-12-31 16,382 $19,587,000 -1,640
   KCM INVESTMENT ADVISORS LLC 39 - 2023-12-31 15,645 $18,706,000 -1,322
   LOOMIS SAYLES & CO L P 252 - 2023-12-31 377,759 $18,593,000 -255,129
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 5 - 2023-12-31 13,275 $15,872,000 -300
   OXBOW ADVISORS, LLC 7 - 2023-12-31 12,753 $15,248,000 -960
   Galvin Gaustad & Stein LLC 33 - 2024-03-31 11,617 $14,165,000 -761
   CITIGROUP INC 770 - 2023-12-31 10,318 $12,336,000 -859
   LORD ABBETT & CO LLC 329 - 2023-12-31 9,756 $11,664,000 -776
   PALISADE CAPITAL MANAGEMENT LLC/NJ 110 - 2023-12-31 8,275 $9,872,000 -238
   UBS Group AG 1651 - 2023-12-31 6,147 $7,349,000 -30
   J P MORGAN CHASE & CO 2265 - 2023-12-31 5,668 $6,777,000 -367
   NORRIS PERNE & FRENCH LLP/MI 56 - 2024-03-31 5,485 $6,688,000 -137
   WESTERN ASSET MANAGEMENT CO 3 - 2023-12-31 4,965 $5,936,000 -900
   Phraction Management LLC 19 - 2023-12-31 4,784 $5,722,000 -566
   SPECTRUM ASSET MANAGEMENT INC 4 - 2023-12-31 4,748 $5,677,000 -37,544
   AMUNDI 928 - 2023-12-31 4,799 $5,664,000 -655,427
   LEUCADIA NATIONAL CORP -- Notable Guru -- 214 - 2023-12-31 4,547 $5,436,000 -234
   NEUBERGER BERMAN GROUP LLC 914 - 2023-12-31 4,130 $4,938,000 -159
   EDGEMOOR CAPITAL MANAGEMENT INC 48 - 2023-12-31 3,544 $4,237,000 -40
   MARINER WEALTH ADVISORS, LLC 761 - 2023-12-31 3,416 $4,084,000 -653
   WELLS FARGO & CO/MN 2060 - 2023-12-31 3,349 $4,004,000 -78
   Advisor Group Holdings Inc. 1361 - 2023-12-31 3,323 $3,985,000 -1,157
   Laffer Tengler Investments 31 - 2023-12-31 3,310 $3,949,000 -361
   CALAMOS ADVISORS LLC 349 - 2023-12-31 2,574 $3,078,000 -5,588
   GOLUB GROUP LLC 49 - 2023-12-31 2,353 $2,813,000 -24
   CI Private Wealth LLC 913 - 2023-12-31 2,034 $2,432,000 -51
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 108 - 2023-12-31 2,026 $2,422,000 -500
   ENVESTNET ASSET MANAGEMENT INC 2371 - 2023-12-31 1,936 $2,315,000 -404
   Sailer Financial LLC 19 - 2023-12-31 1,602 $1,915,000 -365
   SCHNIEDERS CAPITAL MANAGEMENT LLC 52 - 2024-03-31 1,477 $1,801,000 -8
   JNB Advisors LLC 121 - 2023-12-31 1,422 $1,700,000 -1,100
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1734 - 2024-03-31 1,341 $1,635,000 -10
   MARATHON CAPITAL MANAGEMENT 63 - 2023-12-31 1,247 $1,491,000 -227
   SEI INVESTMENTS CO 1743 - 2023-12-31 1,181 $1,412,000 -247
   FOUNDERS CAPITAL MANAGEMENT LLC 40 - 2024-03-31 1,076 $1,312,000 -83
   Coastwise Capital Group LLC 18 - 2023-12-31 26,281 $1,294,000 -899
   BB&T CORP 1458 - 2023-12-31 1,061 $1,269,000 -373
   Granite Springs Asset Management LLC - 2023-12-31 955 $1,142,000 -81
   MONTAG A & ASSOCIATES INC 222 - 2023-12-31 850 $1,016,000 -140
   SCOTIA CAPITAL INC. 456 - 2023-12-31 822 $983,000 -40
   Chicago Partners Investment Group LLC 318 - 2024-03-31 841 $980,000 -83
   PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 38 - 2023-12-31 785 $939,000 -40
   Van Hulzen Asset Management LLC 172 - 2023-12-31 753 $900,000 -30
   HIGHTOWER ADVISORS, LLC 1992 - 2023-12-31 598 $718,000 -30
   BUCKINGHAM ASSET MANAGEMENT, LLC 375 - 2023-12-31 600 $717,000 -2
   INGALLS & SNYDER LLC 234 - 2023-12-31 594 $710,000 -49
   WHITTIER TRUST CO OF NEVADA INC 304 - 2023-12-31 583 $697,000 -27
   WEDBUSH MORGAN SECURITIES INC 454 - 2023-12-31 564 $674,000 -14
   COMERICA BANK 1766 - 2023-12-31 524 $627,000 -33
   Independent Wealth Network Inc. 16 - 2024-03-31 500 $610,000 -4
   BANK OF MONTREAL /CAN/ 1958 - 2023-12-31 463 $554,000 -471
   UNITED CAPITAL FINANCIAL ADVISERS,INC. 703 - 2023-12-31 450 $538,000 -120
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1528 - 2024-03-31 440 $537,000 -178
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 186 - 2023-12-31 445 $532,000 -70
   Crew Capital Management Ltd. 40 - 2023-12-31 422 $505,000 -5
   AMERIPRISE FINANCIAL INC 3390 - 2023-12-31 401 $479,000 -890
   CREATIVE PLANNING 1747 - 2023-12-31 392 $469,000 -58
   WFA of San Diego LLC 49 - 2023-09-30 381 $425,000 -21
   AULL & MONROE INVESTMENT MANAGEMENT CORP - 2023-12-31 353 $422,000 -50
   BLAIR WILLIAM & CO/IL 1122 - 2023-12-31 342 $409,000 -11
   Heirloom Wealth Management 41 - 2024-03-31 313 $382,000 -3
   SMITH MOORE & CO. 299 - 2023-12-31 310 $371,000 -15
   Westshore Wealth LLC 49 - 2023-12-31 291 $348,000 -4
   Equitable Holdings Inc. 895 - 2023-12-31 284 $340,000 -16
   WHITTIER TRUST CO 556 - 2023-12-31 276 $330,000 -41
   iA Global Asset Management Inc. 461 - 2023-12-31 273 $327,000 -187
   Bank of Marin 97 - 2023-12-31 264 $316,000 -80
   CHILTON INVESTMENT CO LLC 143 - 2023-12-31 239 $286,000 -492
   FINEMARK NATIONAL BANK & TRUST 377 - 2023-12-31 187 $224,000 -2
   IFP Advisors Inc 992 - 2023-12-31 145 $173,000 -5
   COVE STREET CAPITAL, LLC 58 - 2023-12-31 115 $137,000 -105
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 103 $123,000 -27
   Steward Partners Investment Advisory LLC 1590 - 2023-12-31 101 $121,000 -2
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1812 - 2023-12-31 75 $90,000 -6
   FRANKLIN RESOURCES INC 2446 - 2023-12-31 48 $57,000 -15
   Farther Finance Advisors LLC 1088 - 2023-12-31 36 $43,000 -448
   HANSON MCCLAIN, INC. 1382 - 2024-03-31 33 $40,000 -10
   NBC SECURITIES INC. 1202 - 2024-03-31 32 $39,000 -20
   Planning Capital Management Corp 397 - 2024-03-31 10 $12,000 -18
   Tyler-Stone Wealth Management 852 - 2023-12-31 1 $1,000 -1
  88 Records found
  1    
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