WELLS FARG (WFCPRQ)
Institutional ownership reported to the SEC as of Q2 2023, across 19 quarters.
5
Reporting holders
$2.9M
Reported value
0.0%
Held as options
+1
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
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| IAT REINSURANCE CO LTD. | $2.5M | 100,000 | 0.49% | new | NEW |
| Laffer Tengler Investments, Inc. | $104.3K | 4,170 | 0.03% | 8q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $92.5K | 3,700 | 0.00% | 6q | HELD |
| Westside Investment Management, Inc. | $75.2K | 3,000 | 0.02% | 3q | HELD |
| PNC Financial Services Group, Inc. | $62.2K | 2,488 | 0.00% | 19q | +4.8%+$2.9K |
| DELTA CAPITAL MANAGEMENT LLC | $301 | 12,035 | 0.21% | 10q | HELD |
| Bartlett & Co. LLC | $93 | 3,700 | 0.00% | 6q | HELD |
| COMERICA BANK | $8 | 721 | 0.00% | new | NEW |
| Tradition Wealth Management, LLC | $7 | 263 | 0.00% | 9q | HELD |
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.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2023 | 5 | $2.9M | 113,358 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 4 | $308.1K | 13,244 | 0 | 1 | 1 | 0.0% |
| Q4 2022 | 4 | $303.5K | 13,155 | 1 | 1 | 1 | 0.0% |
| Q3 2022 | 7 | $3.0M | 133,467 | 1 | 0 | 0 | 0.0% |
| Q2 2022 | 8 | $1.3M | 54,377 | 1 | 0 | 1 | 0.0% |
| Q1 2022 | 9 | $1.4M | 57,005 | 3 | 0 | 0 | 0.0% |
| Q4 2021 | 6 | $514.7K | 19,205 | 0 | 2 | 0 | 0.0% |
| Q3 2021 | 6 | $982.0K | 35,888 | 1 | 0 | 0 | 0.0% |
| Q2 2021 | 8 | $3.3M | 119,274 | 3 | 0 | 2 | 0.0% |
| Q1 2021 | 7 | $1.5M | 55,912 | 1 | 0 | 1 | 0.0% |
| Q4 2020 | 6 | $1.2M | 46,376 | 0 | 0 | 1 | 0.0% |
| Q3 2020 | 6 | $1.5M | 58,772 | 2 | 0 | 1 | 0.0% |
| Q2 2020 | 5 | $1.3M | 51,361 | 0 | 1 | 3 | 0.0% |
| Q1 2020 | 8 | $1.9M | 74,231 | 1 | 2 | 0 | 0.0% |
| Q4 2019 | 10 | $26.8M | 979,180 | 0 | 4 | 1 | 0.0% |
| Q3 2019 | 11 | $23.8M | 899,327 | 3 | 2 | 0 | 0.0% |
| Q2 2019 | 9 | $22.2M | 843,833 | 1 | 1 | 1 | 0.0% |
| Q1 2019 | 11 | $28.5M | 1,097,177 | 3 | 2 | 1 | 0.0% |
| Q4 2018 | 10 | $29.0M | 1,177,267 | 0 | 0 | 0 | 0.0% |