Q2 2021 13F Holders as of 30 Jun 2021
-
Type / Class
-
Equity / PREFERRED STOCK
-
Number of holders
-
6
-
Total 13F shares, excl. options
-
127,424
-
Shares change
-
-298,619
-
Total reported value, excl. options
-
$3,332,053
-
Value change
-
-$7,629,587
-
Number of buys
-
1
-
Number of sells
-
-3
-
Price
-
$26.15
Significant Holders of WELLS FARGO & 4.75 PFD - PREFERRED STOCK (WFCPRZ) as of Q2 2021
8 filings reported holding WFCPRZ - WELLS FARGO & 4.75 PFD - PREFERRED STOCK as of Q2 2021.
WELLS FARGO & 4.75 PFD - PREFERRED STOCK (WFCPRZ) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 127,424 shares
.
Largest 8 shareholders include FOUNDERS CAPITAL MANAGEMENT, LLC (70,699 shares), D L CARLSON INVESTMENT GROUP INC (28,550 shares), Edge Wealth Management LLC (18,000 shares), PNC Financial Services Group, Inc. (8,750 shares), Steward Partners Investment Advisory, LLC (1,270 shares), TUCKER ASSET MANAGEMENT LLC (155 shares), IAT REINSURANCE CO LTD. (0 shares), and Bramshill Investments, LLC (0 shares).
This table shows the top 6 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.