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WFC.PRR
WELLS FARGO & COMPANY Depositary Shares, each representing a 1/1,000th interest in a share of 6.625% Fixed-to-Floating Rate Non-Cumulative Perpetual Class A Preferred Stock, Series R
WFC.PRR
WFC.PRR
Delisted
WFC.PRR was delisted on the 14th of March, 2024.
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 |
EHC
1
Everett Harris & Co
Los Angeles,
California
| $5.29M | – | – | – |
|
| 2 |
AC
2
Addison Capital
Conshohocken,
Pennsylvania
| $1.62M | +$249K | +8,700 | +19% |
|
| 3 |
PPA
3
Parametric Portfolio Associates
Seattle,
Washington
| $1.59M | +$165K | +5,743 | +12% |
|
| 4 |
FIMS
4
FBL Investment Management Services
West Des Moines,
Iowa
| $1.15M | – | – | – |
|
| 5 |
MCM
5
Mengis Capital Management
Portland,
Oregon
| $683K | -$22.9K | -800 | -3% |
|
| 6 |
SIM
6
Sonora Investment Management
Tucson,
Arizona
| $624K | +$613K | +21,405 | New |
|
| 7 |
CW
7
Cobiz Wealth
Denver,
Colorado
| $279K | – | – | – |
|
| 8 |
GT
8
Glenmede Trust
Philadelphia,
Pennsylvania
| $36K | – | – | – |
|
| 9 |
TCOV
9
Trust Company of Vermont
Brattleboro,
Vermont
| $26K | – | – | – |
|
| 10 |
MWP
10
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| $2K | +$2K | +70 | New |
|
| 11 |
HW
11
Hancock Whitney
Gulfport,
Mississippi
| – | -$575K | -20,000 | Closed |
|