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WFC.PRN
WELLS FARGO & COMPANY Depositary Shares, representing a 1/1,000th interest in a share of Non-Cumulat
WFC.PRN
WFC.PRN
Delisted
WFC.PRN was delisted on the 14th of June, 2021.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 1 |
1
Ameriprise
Minneapolis,
Minnesota
| $1M | -$1.29M | -51,549 | -57% |
|
| 2 |
RIG
2
Roosevelt Investment Group
New York
| $791K | -$22.3K | -895 | -3% |
|
| 3 |
EFS
3
Essex Financial Services
Essex,
Connecticut
| $537K | +$20K | +800 | +4% |
|
| 4 |
SCM
4
Sterling Capital Management
Charlotte,
North Carolina
| $407K | – | – | – |
|
| 5 |
SOAMC
5
Spirit of America Management Corp
Syosset,
New York
| $402K | -$99.8K | -4,000 | -20% |
|
| 6 |
RFA
6
Reilly Financial Advisors
La Mesa,
California
| $353K | -$435K | -17,450 | -56% |
|
| 7 |
PAM
7
Private Asset Management
San Diego,
California
| $206K | +$202K | +8,100 | New |
|
| 8 |
AA
8
Apriem Advisors
Irvine,
California
| $96K | +$50 | +2 | +0.1% |
|
| 9 |
QAM
9
QCI Asset Management
Pittsford,
New York
| $89K | – | – | – |
|
| 10 |
GT
10
Glenmede Trust
Philadelphia,
Pennsylvania
| $30K | – | – | – |
|
| 11 |
11
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3K | – | – | – |
|
| 12 |
NCM
12
Nelson Capital Management
Menlo Park,
California
| – | -$121K | -5,000 | Closed |
|