HolderBook

Wells Fargo B 5.25 Pfd (WFCPRP)

Institutional ownership reported to the SEC as of Q4 2020, across 9 quarters.

3
Reporting holders
$573.0K
Reported value
0.0%
Held as options
+0
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
QUEST INVESTMENT MANAGEMENT LLC$542.0K20,7850.05%9qHELD
SONORA INVESTMENT MANAGEMENT, LLC$16.0K5980.00%9qHELD
DIVIDEND ASSETS CAPITAL, LLC$15.0K5660.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q4 20203$573.0K21,9491000.0%
Q3 20203$566.0K22,3081000.0%
Q2 20203$733.0K29,5231000.0%
Q1 20202$497.0K21,3830000.0%
Q4 20193$751.0K29,5230000.0%
Q3 20193$734.0K29,5230100.0%
Q2 20194$736.0K29,3481000.0%
Q1 20193$519.0K21,2080000.0%
Q4 20185$513.0K23,2680000.0%