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Wells Fargo & Co New PFD SER X CL A

Q1 2021 vs Q2 2021

Comparing institutional holders between quarters

Quarters

Q2 2021Q1 2021Q4 2020Q3 2020Q2 2020
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Chesley Taft & Associates LLC
UNCHANGED
Shares51,232 from 51,232
Change0 (0%)
Value$1.3K (-$16)
Filed 2021-07-07
American Research & Management Co.
DECREASED
Shares35,325 from 37,575
Change-2,250 (-6%)
Value$902 (-$67)
Filed 2021-07-16
Shapiro Capital Management LLC
UNCHANGED
Shares25,000 from 25,000
Change0 (0%)
Value$638 (-$7)
Filed 2021-08-16
Steward Partners Investment Advisory, LLC
NEW
Shares23,851
Change+23,851
Value$609
Filed 2021-08-13
CSM Advisors, LLC
NEW
Shares8,000
Change+8,000
Value$204
Filed 2021-08-16
Sonora Investment Management, LLC
CLOSED
Shares0 from 1,060
Change-1,060 (-100%)
Value$0 (-$27)
Filed 2021-10-20
Status
Chesley Taft & Associates LLC
UNCHANGED51,23251,23200%$1.3K$1.3K-$162021-07-07
American Research & Management Co.
DECREASED35,32537,575-2,250-6%$969$902-$672021-07-16
Shapiro Capital Management LLC
UNCHANGED25,00025,00000%$645$638-$72021-08-16
Steward Partners Investment Advisory, LLC
NEW23,851—+23,851——$609—2021-08-13
CSM Advisors, LLC
NEW8,000—+8,000——$204—2021-08-16
Sonora Investment Management, LLC
CLOSED01,060-1,060-100%$27$0-$272021-10-20
Showing 6 of 6 institutions