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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 |
RIG
1
Roosevelt Investment Group
New York
| $544K | -$204K | -8,450 | -28% |
|
| 2 |
SOAMC
2
Spirit of America Management Corp
Syosset,
New York
| $388K | – | – | – |
|
| 3 |
KSA
3
Ken Stern & Associates
San Diego,
California
| $355K | +$27.9K | +1,155 | +9% |
|
| 4 |
EFS
4
Essex Financial Services
Essex,
Connecticut
| $331K | -$244K | -10,110 | -43% |
|
| 5 |
PAM
5
Private Asset Management
San Diego,
California
| $240K | – | – | – |
|
| 6 |
QAM
6
QCI Asset Management
Pittsford,
New York
| $86K | – | – | – |
|
| 7 |
AA
7
Apriem Advisors
Irvine,
California
| $44K | +$48 | +2 | +0.1% |
|
| 8 |
GT
8
Glenmede Trust
Philadelphia,
Pennsylvania
| $29K | – | – | – |
|
| 9 |
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | +$3.81K | +158 | +158% |
|
| 10 |
10
Ameriprise
Minneapolis,
Minnesota
| – | -$1.15M | -49,721 | Closed |
|