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Wells Fargo & Co

Q4 2019 vs Q1 2020

Comparing institutional holders between quarters

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Wells Fargo & Company
INCREASED
Shares52,000 from 42,000
Change+10,000 (+24%)
Value$100 (+$11)
Filed 2020-05-14
Creative Planning
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$58 (-$5)
Filed 2020-05-05
Old Port Advisors
UNCHANGED
Shares20,000 from 20,000
Change0 (0%)
Value$38 (-$3)
Filed 2020-04-17
Bank of America Corp
UNCHANGED
Shares17,000 from 17,000
Change0 (0%)
Value$33 (-$3)
Filed 2020-05-15
Verdence Capital Advisors LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$23 (-$2)
Filed 2020-05-13
FMR LLC
UNCHANGED
Shares12,000 from 12,000
Change0 (0%)
Value$23 (-$2)
Filed 2020-05-14
Commonwealth Equity Services, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$19 (-$2)
Filed 2020-05-11
Chevy Chase Trust Holdings, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$19 (-$2)
Filed 2020-05-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-05-13
Status
Wells Fargo & Company
INCREASED52,00042,000+10,000+24%$89$100+$112020-05-14
Creative Planning
UNCHANGED30,00030,00000%$63$58-$52020-05-05
Old Port Advisors
UNCHANGED20,00020,00000%$41$38-$32020-04-17
Bank of America Corp
UNCHANGED17,00017,00000%$36$33-$32020-05-15
Verdence Capital Advisors LLC
UNCHANGED12,00012,00000%$25$23-$22020-05-13
FMR LLC
UNCHANGED12,00012,00000%$25$23-$22020-05-14
Commonwealth Equity Services, LLC
UNCHANGED10,00010,00000%$21$19-$22020-05-11
Chevy Chase Trust Holdings, LLC
UNCHANGED10,00010,00000%$21$19-$22020-05-13
Proequities, Inc.
UNCHANGED000—$0$0$02020-05-13
Showing 9 of 9 institutions