We are live on ! Find out more
WFC.PRL icon

Wells Fargo 7.5% Non Cumv Perp Conv

Name Holding Trade Value Shares
Change
Change in
Stake
Oxbow Advisors
1
Oxbow Advisors
Texas
$15.2M +$1.68M +1,109 +12%
Richard C. Young & Co
2
Richard C. Young & Co
Rhode Island
$7.08M -$53K -35 -0.7%
Deroy & Devereaux Private Investment Counsel
3
Deroy & Devereaux Private Investment Counsel
Michigan
$4.76M – – –
Wittenberg Investment Management
4
Wittenberg Investment Management
Massachusetts
$4.22M – – –
Laffer Tengler Investments
5
Laffer Tengler Investments
Tennessee
$3.37M -$36.3K -24 -1%
CSM Advisors
6
CSM Advisors
Pennsylvania
$2.59M – – –
F/M Investments
7
F/M Investments
District of Columbia
$2.43M +$2.48M +1,638 New
Kelly Lawrence W & Associates
8
Kelly Lawrence W & Associates
California
$1.74M – – –
Knightsbridge Asset Management
9
Knightsbridge Asset Management
California
$1.68M -$4.54M -2,999 -73%
LexAurum Advisors
10
LexAurum Advisors
Kansas
$1.28M – – –
WFA of San Diego
11
WFA of San Diego
California
$948K +$968K +640 New
Greenwich Wealth Management
12
Greenwich Wealth Management
Connecticut
$751K – – –
Ancora Advisors
13
Ancora Advisors
Ohio
$665K +$15.1K +10 +2%
Quest Investment Management
14
Quest Investment Management
Oregon
$476K – – –
Cove Street Capital
15
Cove Street Capital
California
$376K – – –
IFP Advisors
16
IFP Advisors
Florida
$371K – – –
D.L. Carlson Investment Group
17
D.L. Carlson Investment Group
New Hampshire
$296K – – –
FineMark National Bank & Trust
18
FineMark National Bank & Trust
Florida
$277K – – –
A.D. Beadell Investment Counsel
19
A.D. Beadell Investment Counsel
Wisconsin
$220K – – –
Huntington National Bank
20
Huntington National Bank
Ohio
$120K – – –
S.A. Mason
21
S.A. Mason
Michigan
$111K – – –
Baron Financial Group
22
Baron Financial Group
New Jersey
$44.5K – – –
Edge Wealth Management
23
Edge Wealth Management
New York
$36K – – –
West Paces Advisors
24
West Paces Advisors
Georgia
$19.3K +$19.7K +13 New
Cribstone Capital Management
25
Cribstone Capital Management
Maine
$6K – – –