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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
| $14.2M | -$591K | -21,689 | -4% |
|
| 2 |
FIM
2
Frontier Investment Management
Dallas,
Texas
| $11.3M | +$726K | +26,627 | +7% |
|
| 3 |
SAM
3
Securian Asset Management
St Paul,
Minnesota
| $7.02M | +$7.09M | +260,000 | New |
|
| 4 |
EHC
4
Everett Harris & Co
Los Angeles,
California
| $1.45M | – | – | – |
|
| 5 |
SIM
5
Sonora Investment Management
Tucson,
Arizona
| $627K | -$8.86K | -325 | -1% |
|
| 6 |
PPA
6
Parametric Portfolio Associates
Seattle,
Washington
| $511K | -$85.8K | -3,146 | -14% |
|
| 7 |
LTI
7
Laffer Tengler Investments
Nashville,
Tennessee
| $306K | -$3.35K | -123 | -1% |
|
| 8 |
KIA
8
KCM Investment Advisors
Greenbrae,
California
| $300K | -$38.2K | -1,403 | -11% |
|
| 9 |
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $54K | – | – | – |
|
| 10 |
IP
10
Intellectus Partners
San Francisco,
California
| – | -$65K | -2,373 | Closed |
|
| 11 |
SFG
11
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| – | -$27K | -1,000 | Closed |
|