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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
| $518K | -$39.6K | -1,590 | -7% |
|
| 2 |
SOAMC
2
Spirit of America Management Corp
Syosset,
New York
| $398K | – | – | – |
|
| 3 |
EFS
3
Essex Financial Services
Essex,
Connecticut
| $390K | +$49.8K | +2,000 | +15% |
|
| 4 |
PAM
4
Private Asset Management
San Diego,
California
| $304K | +$57.3K | +2,300 | +23% |
|
| 5 |
QAM
5
QCI Asset Management
Pittsford,
New York
| $88K | – | – | – |
|
| 6 |
VIA
6
Vantage Investment Advisors
State College,
Pennsylvania
| $60K | +$59.8K | +2,400 | New |
|
| 7 |
GT
7
Glenmede Trust
Philadelphia,
Pennsylvania
| $29K | – | – | – |
|
| 8 |
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | – | – | – |
|
| 9 |
KSA
9
Ken Stern & Associates
San Diego,
California
| – | -$355K | -14,346 | Closed |
|
| 10 |
AA
10
Apriem Advisors
Irvine,
California
| – | -$44K | -1,776 | Closed |
|