Wells Fargo 5.5 percent Pfd
CUSIP 94988U672
Wells Fargo 5.5 Percent Pfd has 7 institutional holders in Filings Flow’s 13F database, together reporting 143.4K shares worth $4M as of Q2 2021. The largest reported holders are Chesley Taft & Associates LLC, American Research & Management Co., and Shapiro Capital Management LLC.
Institutional Holders
5
Q2 2021
Reported Value
$4M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| American Research & Management Co.$362M AUM | 0.21% | $902,000 | 35.3K | Q2 2021 |
| Chesley Taft & Associates LLC$2.6B AUM | 0.08% | $1M | 51.2K | Q2 2021 |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.02% | $224,000 | 8.6K | Q4 2020OLDER |
| SHAPIRO CAPITAL MANAGEMENT LLC$1.6B AUM | 0.01% | $638,000 | 25.0K | Q2 2021 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $609,000 | 23.9K | Q2 2021 |
| Sonora Investment Management, LLC$798M AUM | 0.00% | $27,000 | 1.1K | Q1 2021OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.