WFC.PRQ

Wells Fargo & Co.
WFC.PRQ

Overview Fund Activity
Delisted

WFC.PRQ was delisted on the 14th of September, 2023.

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8 hedge funds and large institutions have $3.29M invested in Wells Fargo & Co. in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
8
Holders Change
+1
Holders Change %
+14.29%
% of All Funds
0.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
–
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIG
1
Kessler Investment Group
Indiana
$1.3M
2
SPIA
2
Steward Partners Investment Advisory
New York
$755K
3
TWM
3
Tradition Wealth Management
Minnesota
$14K

Top Sellers

1
UB
1
UMB Bank
Missouri
$522K
2
LTI
2
Laffer Tengler Investments
Tennessee
$0
3
SWP
3
Strategic Wealth Partners
Ohio
$353K
4
SIM
4
Sonora Investment Management
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KIG
1
Kessler Investment Group
Indiana
$1.3M 47,337 +47,337 New
SPIA
2
Steward Partners Investment Advisory
New York
$755K 27,397 +27,397 New
UB
3
UMB Bank
Missouri
$522K 18,951 -4,673 -20%
SWP
4
Strategic Wealth Partners
Ohio
$353K 12,822 -2,881 -18%
DCM
5
Delta Capital Management
New Jersey
$266K 9,650 – –
PNC Financial Services Group
6
PNC Financial Services Group
Pennsylvania
$69K 2,516 – –
TWM
7
Tradition Wealth Management
Minnesota
$14K 501 +501 New
FFA
8
Freedman Financial Associates
Massachusetts
$3K 100 – –
LTI
9
Laffer Tengler Investments
Tennessee
– – -4,170 Closed
SIM
10
Sonora Investment Management
Arizona
– – -149 Closed