Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / PREFERRED STOCK
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
426,043
-
Shares change
-
+3,352
-
Total reported value, excl. options
-
$10,877,957
-
Value change
-
+$85,843
-
Number of buys
-
2
-
Number of sells
-
-2
-
Price
-
$25.53
Significant Holders of WELLS FARGO & 4.75 PFD - PREFERRED STOCK (WFCPRZ) as of Q1 2021
7 filings reported holding WFCPRZ - WELLS FARGO & 4.75 PFD - PREFERRED STOCK as of Q1 2021.
WELLS FARGO & 4.75 PFD - PREFERRED STOCK (WFCPRZ) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 426,043 shares
.
Largest 7 shareholders include Bramshill Investments, LLC (275,231 shares), FOUNDERS CAPITAL MANAGEMENT, LLC (80,357 shares), D L CARLSON INVESTMENT GROUP INC (28,550 shares), Edge Wealth Management LLC (18,000 shares), IAT REINSURANCE CO LTD. (15,000 shares), The PNC Financial Services Group, Inc. (8,750 shares), and TUCKER ASSET MANAGEMENT LLC (155 shares).
This table shows the top 7 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.