Wells Fargo 5.5 percent Pfd (WFCPRX)
Institutional ownership reported to the SEC as of Q2 2021, across 11 quarters.
5
Reporting holders
$3.7M
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 |
|---|---|---|---|---|---|
| Chesley Taft & Associates LLC | $1.3M | 51,232 | 0.08% | 11q | HELD |
| American Research & Management Co. | $902.0K | 35,325 | 0.21% | 11q | -6.0%-$57.5K |
| SHAPIRO CAPITAL MANAGEMENT LLC | $638.0K | 25,000 | 0.01% | 11q | HELD |
| Steward Partners Investment Advisory, LLC | $609.0K | 23,851 | 0.01% | new | NEW |
| CSM Advisors, LLC | $204.0K | 8,000 | 0.01% | new | NEW |
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 2021 | 5 | $3.7M | 143,408 | 2 | 0 | 1 | 0.0% |
| Q1 2021 | 4 | $3.0M | 114,867 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 5 | $3.2M | 123,417 | 0 | 1 | 2 | 0.0% |
| Q3 2020 | 5 | $3.2M | 124,442 | 0 | 1 | 1 | 0.0% |
| Q2 2020 | 5 | $3.2M | 126,442 | 1 | 1 | 1 | 0.0% |
| Q1 2020 | 5 | $2.8M | 115,492 | 1 | 1 | 0 | 0.0% |
| Q4 2019 | 4 | $2.9M | 112,482 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 7 | $3.4M | 132,977 | 3 | 1 | 1 | 0.0% |
| Q2 2019 | 5 | $3.0M | 118,329 | 1 | 0 | 1 | 0.0% |
| Q1 2019 | 7 | $3.0M | 119,781 | 2 | 1 | 0 | 0.0% |
| Q4 2018 | 4 | $2.6M | 111,119 | 0 | 0 | 0 | 0.0% |