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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
| $14.9M | -$277K | -10,112 | -2% |
|
| 2 |
FIM
2
Frontier Investment Management
Dallas,
Texas
| $10.7M | +$949K | +34,675 | +10% |
|
| 3 |
EHC
3
Everett Harris & Co
Los Angeles,
California
| $1.46M | – | – | – |
|
| 4 |
SIM
4
Sonora Investment Management
Tucson,
Arizona
| $642K | -$3.86K | -141 | -0.6% |
|
| 5 |
PPA
5
Parametric Portfolio Associates
Seattle,
Washington
| $602K | +$11.8K | +433 | +2% |
|
| 6 |
KIA
6
KCM Investment Advisors
Greenbrae,
California
| $342K | – | – | – |
|
| 7 |
LTI
7
Laffer Tengler Investments
Nashville,
Tennessee
| $312K | -$9.3K | -340 | -3% |
|
| 8 |
IP
8
Intellectus Partners
San Francisco,
California
| $65K | – | – | – |
|
| 9 |
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $55K | – | – | – |
|
| 10 |
SFG
10
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| $27K | +$27.4K | +1,000 | New |
|