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WFC.PRQ
Wells Fargo & Co.
WFC.PRQ
WFC.PRQ
Delisted
WFC.PRQ was delisted on the 14th of September, 2023.
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
| $6.67M | +$727K | +28,246 | +12% |
|
| 2 |
MPWT
2
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| $2.76M | +$1.88M | +72,975 | +224% |
|
| 3 |
EHC
3
Everett Harris & Co
Los Angeles,
California
| $1.4M | +$5.15K | +200 | +0.4% |
|
| 4 |
4
Ameriprise
Minneapolis,
Minnesota
| $1.02M | -$266K | -10,349 | -21% |
|
| 5 |
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $837K | +$11.6K | +450 | +1% |
|
| 6 |
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $818K | +$806K | +31,325 | New |
|
| 7 |
KIA
7
KCM Investment Advisors
Greenbrae,
California
| $228K | +$225K | +8,731 | New |
|
| 8 |
8
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $52K | – | – | – |
|
| 9 |
MWP
9
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| – | -$16K | -640 | Closed |
|