Q2 2021 13F Holders as of 30 Jun 2021
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Type / Class
-
Equity / PERP PFD CNV A
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Number of holders
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27
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Total 13F shares, excl. options
-
37,311
-
Shares change
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+3,222
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Total reported value, excl. options
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$56,871,780
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Value change
-
+$5,435,577
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Number of buys
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8
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Number of sells
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-12
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Price
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$1,526.12
Significant Holders of WELLS FARGO CO NEW - PERP PFD CNV A (WFCPRL) as of Q2 2021
34 filings reported holding WFCPRL - WELLS FARGO CO NEW - PERP PFD CNV A as of Q2 2021.
WELLS FARGO CO NEW - PERP PFD CNV A (WFCPRL) has 27 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 37,311 shares
.
Largest 10 shareholders include Oxbow Advisors, LLC (9,148 shares), Richard C. Young & CO., LTD. (4,816 shares), KNIGHTSBRIDGE ASSET MANAGEMENT, LLC (4,134 shares), DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC (3,213 shares), WITTENBERG INVESTMENT MANAGEMENT, INC. (2,844 shares), Laffer Tengler Investments (2,308 shares), CSM Advisors, LLC (1,750 shares), FOUNDERS CAPITAL MANAGEMENT, LLC (1,621 shares), WHALEROCK POINT PARTNERS, LLC (1,436 shares), and Van Hulzen Asset Management, LLC (1,275 shares).
This table shows the top 27 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.