How many institutions own WFC-PL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own WFC-PL shares is 309, representing 91.59% of the company's common stock.

Who are the major shareholders selling Wells Fargo & Company stock?

MACKAY SHIELDS LLC, in the last quarter, reduced its stake in WFC-PL by -2.38% restricting it's holding to 15.4 thousand shares of worth nearly $19.08M. SSI INVESTMENT MANAGEMENT LLC also lessened -0.44% of the WFC-PL shares from its portfolio, reducing its holding to 18.01 thousand shares of worth $22.25M. COLONY GROUP, LLC also shunned WFC-PL shares holding by -0.96% last quarter which brought its holding to 18.07 thousand shares worth $22.33M.

Investors who are buying WFC-PL stock?

As per its latest 13F filing, ROYAL BANK OF CANADA increased its stake in WFC-PL by 16.03% in the last quarter. The institutional holder raised its holding to 18.42 thousand shares having worth more than $22.73M. PIER 88 INVESTMENT PARTNERS LLC also added 0.14% more shares of WFC-PL to its portfolio, raising its holding to 21.68 thousand shares of worth $26.76M. WELLINGTON MANAGEMENT GROUP LLP also increased its WFC-PL shares holding by 517.03% which brought its holding to 36.16 thousand shares worth $44.69M.

WFC-PL's major insiders: who are they?

The insider with the most stakes in WFC-PL is Patterson Ellen R , Sr. EVP and General Counsel at the company. Additionally, WFC-PL stock is highly held by Sr. Executive Vice President Santos Kleber and director DAVIS RICHARD K among others.

Did an insider recently sell WFC-PL stock?

Company executives, directors, and other insiders own N/A percent of Wells Fargo & Company's stock. Within the last six months, there have been 0 transaction(s) in which WFC-PL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include SANTOS KLEBER and PATTERSON ELLEN R.

Which insider recently purchased WFC-PL stock?

There have been 0 transaction(s) during the past 6-months in which Wells Fargo & Company insiders have bought stock, totalling 0 shares

How much of WFC-PL does insiders own?

Around 0 Wells Fargo & Company shares are held by insiders, which represents about N/A of WFC-PL stock.

Who is the insider with the largest stake?

WFC-PL Sr. EVP and General Counsel, Patterson Ellen R holds the largest portfolio of the company's shares. WFC-PL shares owned by Patterson total nearly 66.15 thousand.

Which institution holds the most shares in WFC-PL?

NEW ENGLAND ASSET MANAGEMENT INC is the largest institutional owner in WFC-PL which holds 13.28 thousand shares worth $16.39M or 0% of the total WFC-PL shares outstanding followed by MACKAY SHIELDS LLC with ownership of 15.4 thousand shares representing 0% of the WFC-PL ownership. SSI INVESTMENT MANAGEMENT LLC is the third largest stakeholder with 18.01 thousand shares or 0% of the ownership worth more than $22.25M.

Is Wells Fargo & Company stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the WFC-PL is concerned, it is a stock which is optionable.

Is there a short position on WFC-PL's shares?

Number of WFC-PL shares short is N/A. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding WFC-PL shares are there?

As of today, N/A shares of WFC-PL are outstanding.

Is there many float in WFC-PL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, WFC-PL has N/A shares in float.

WFC-PL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for WFC-PL is N/A.

Wells Fargo & (WFC-PL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

91.59% Percentage of Shares held by All Institutions

91.59% Percentage of Float held by Institutions

309

Number of Institutions Holding Shares

Institutional Ownership

About 91.59% of WFC-PL shares are held by financial institutions. NEW ENGLAND ASSET MANAGEMENT INC is the top corporate investor, holding 13.28K shares valued at $16.39M. A 0% stake in Wells Fargo & Company is owned by the company. MACKAY SHIELDS LLC owns 15.4K shares valued at $19.08M, which translates its holding of 0% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	13.28K	16.39M	0	0
Sep 30, 2025	MACKAY SHIELDS LLC	0%	15.4K	19.08M	-375	-2.38%
Sep 30, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	18.01K	22.25M	-80	-0.44%
Sep 30, 2025	COLONY GROUP, LLC	0%	18.07K	22.33M	-176	-0.96%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	18.42K	22.73M	2.55K	+16.03%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	20.69K	25.54M	0	0
Sep 30, 2025	PIER 88 INVESTMENT PARTNERS LLC	0%	21.68K	26.76M	30	+0.14%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	27.15K	33.51M	-285	-1.04%
Sep 30, 2025	CAMDEN ASSET MANAGEMENT L P /CA	0%	28.31K	34.97M	-2.95K	-9.44%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	30.58K	37.75M	-163	-0.53%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0%	36.16K	44.69M	30.3K	+517.03%
Sep 30, 2025	FMR LLC	0%	42.84K	52.93M	-5.31K	-11.02%
Sep 30, 2025	NUVEEN, LLC	0%	46.33K	57.18M	-108	-0.23%
Sep 30, 2025	MORGAN STANLEY	0%	48.22K	59.51M	1.89K	+4.08%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	51.35K	63.38M	1.64K	+3.30%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0%	53.94K	66.58M	0	0
Sep 30, 2025	STATE STREET CORP	0%	54.41K	67.25M	1.6K	+3.03%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	57.63K	71.43M	-1.94K	-3.25%
Sep 30, 2025	INVESCO LTD.	0%	61.69K	76.14M	0	0
Sep 30, 2025	STONEBRIDGE ADVISORS LLC	0%	64.6K	79.75M	1.4K	+2.22%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	69.79K	86.14M	-1.89K	-2.64%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.01%	158.76K	195.95M	0	0
Sep 30, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0.01%	175.05K	215.83M	-4.96K	-2.76%
Sep 30, 2025	BLACKROCK, INC.	0.01%	291.72K	360.06M	3.3K	+1.15%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.02%	590.74K	729.14M	10.04K	+1.73%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.11%	3.64M	4.49M	0	0
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.18%	5.66M	7.02M	4.82M	+575.66%
Sep 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0%	4.73K	5.84M	53	+1.13%
Sep 30, 2025	CALAMOS ADVISORS LLC	0%	2.08K	2.57M	-75	-3.48%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0%	2.17K	2.68M	100	+4.82%
Sep 30, 2025	BESSEMER GROUP INC	0%	2.27K	2.8M	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	2.46K	3.03M	-10	-0.41%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0%	2.47K	3.04M	424	+20.77%
Sep 30, 2025	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	2.87K	3.55M	-200	-6.51%
Sep 30, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0%	3.01K	3.71M	-10	-0.33%
Sep 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0%	3.02K	3.72M	240	+8.65%
Sep 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0%	3.03K	3.74M	-86	-2.76%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	3.06K	3.77M	54	+1.80%
Sep 30, 2025	LAFFER TENGLER INVESTMENTS	0%	3.31K	4.09M	10	+0.30%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	3.41K	4.21M	-140	-3.94%
Sep 30, 2025	LM ADVISORS LLC	0%	3.46K	4.27M	16	+0.46%
Sep 30, 2025	SPECTRUM ASSET MANAGEMENT, INC.	0%	3.49K	4.3M	0	0
Sep 30, 2025	NORRIS PERNE & FRENCH LLP/MI	0%	3.89K	4.8M	-393	-9.18%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	4.65K	5.74M	-134	-2.80%
Sep 30, 2025	PHRACTION MANAGEMENT LLC	0%	4.67K	5.76M	0	0
Sep 30, 2025	WESTERN ASSET MANAGEMENT COMPANY, LLC	0%	4.97K	6.13M	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0%	5.38K	6.64M	108	+2.05%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	5.44K	6.71M	106	+1.99%
Sep 30, 2025	PENN MUTUAL ASSET MANAGEMENT, LLC	0%	6K	7.41M	0	0
Sep 30, 2025	CONNING INC.	0%	6.07K	7.49M	0	0
Sep 30, 2025	CITIGROUP INC	0%	6.49K	8.01M	29	+0.45%
Sep 30, 2025	UBS GROUP AG	0%	6.87K	8.48M	-619	-8.27%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	6.93K	8.55M	-3.19K	-31.49%
Sep 30, 2025	LPL FINANCIAL LLC	0%	7.29K	9M	435	+6.35%
Sep 30, 2025	LORD, ABBETT & CO. LLC	0%	7.33K	9.05M	-265	-3.49%
Sep 30, 2025	FIRST MANHATTAN CO. LLC.	0%	7.44K	9.18M	45	+0.61%
Sep 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0%	7.9K	9.76M	-17	-0.21%
Sep 30, 2025	RB CAPITAL MANAGEMENT, LLC	0%	8.14K	10.04M	19	+0.23%
Sep 30, 2025	RATIONAL ADVISORS LLC	0%	8.2K	10.12M	0	0
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0%	8.24K	10.17M	-355	-4.13%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	8.38K	10.35M	-83	-0.98%
Sep 30, 2025	STIFEL FINANCIAL CORP	0%	8.45K	10.43M	574	+7.29%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	8.66K	10.69M	91	+1.06%
Sep 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0%	8.79K	10.82M	-38	-0.43%
Sep 30, 2025	COHEN & STEERS, INC.	0%	9.39K	11.59M	0	0
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0%	11.73K	14.48M	93	+0.80%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	13.07K	16.13M	-6.05K	-31.65%
Sep 30, 2025	GALVIN, GAUSTAD & STEIN, LLC	0%	13.44K	16.58M	1.21K	+9.85%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	27.43K	32.21M	1.31K	+5.01%
Jun 30, 2025	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	0%	5.8K	6.81M	340	+6.23%
Jun 30, 2025	NUVEEN, LLC	0%	46.43K	54.52M	-104	-0.22%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	30.75K	36.1M	-202	-0.65%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0%	5.86K	6.84M	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0%	7.88K	9.25M	287	+3.78%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0%	8.6K	10.09M	-400	-4.45%
Jun 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0%	8.83K	10.32M	-444	-4.79%
Jun 30, 2025	COHEN & STEERS, INC.	0%	9.39K	11.02M	-7.46K	-44.29%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	10.11K	11.88M	174	+1.75%
Jun 30, 2025	MACKAY SHIELDS LLC	0%	15.78K	18.57M	-12.34K	-43.88%
Jun 30, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	18.09K	21.22M	-567	-3.04%
Jun 30, 2025	COLONY GROUP, LLC	0%	18.25K	21.41M	49	+0.27%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	19.11K	22.44M	0	0
Jun 30, 2025	MORGAN STANLEY	0%	46.33K	54.39M	1.56K	+3.48%
Jun 30, 2025		0%	46.43K	54.52M	-104	-0.22%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	49.71K	58.36M	-32.06K	-39.21%
Jun 30, 2025	STATE STREET CORP	0%	52.81K	61.66M	-5K	-8.65%
Jun 30, 2025	STONEBRIDGE ADVISORS LLC	0%	63.2K	74.21M	-1.93K	-2.97%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0%	53.94K	63.33M	0	0
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	59.56K	70.11M	-2.32K	-3.75%
Jun 30, 2025	INVESCO LTD.	0%	61.69K	72.43M	-1.6K	-2.53%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	71.68K	84.16M	-409	-0.57%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	96K	111.49K	96K	+100.00%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0%	158.76K	186.4M	0	0
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.02%	580.7K	681.81M	-9.4K	-1.59%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.11%	3.64M	4.27M	250K	+7.38%
Jun 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0%	3.12K	3.66M	-105	-3.26%
Jun 30, 2025	CAMDEN ASSET MANAGEMENT L P /CA	0%	31.26K	36.67M	28.94K	+1,250.73%
Jun 30, 2025	PIER 88 INVESTMENT PARTNERS LLC	0%	21.65K	25.42M	400	+1.88%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	20.69K	24.29M	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	8.57K	10.06M	-144	-1.65%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	8.46K	9.94M	65	+0.77%
Jun 30, 2025	RATIONAL ADVISORS LLC	0%	8.2K	9.63M	400	+5.13%
Jun 30, 2025	RB CAPITAL MANAGEMENT, LLC	0%	8.12K	9.53M	64	+0.79%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	5.33K	6.26M	-81	-1.50%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0%	5.27K	6.19M	135	+2.63%
Jun 30, 2025	WESTERN ASSET MANAGEMENT COMPANY, LLC	0%	4.97K	5.83M	0	0
Jun 30, 2025	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	3.07K	3.59M	0	0
Jun 30, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0%	3.02K	3.55M	30	+1.00%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0%	2.91K	3.42M	-83	-2.78%
Jun 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0%	2.78K	3.26M	331	+13.54%
Jun 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0%	7.91K	9.28M	-64	-0.80%
Jun 30, 2025	LORD, ABBETT & CO. LLC	0%	7.6K	8.92M	-249	-3.17%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.03%	838K	986.44K	838K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.01%	288.41K	338.63M	-4.56K	-1.56%
Jun 30, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0.01%	180.01K	210.77M	289	+0.16%
Jun 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0%	81.6K	351.42K	-120	-0.15%
Jun 30, 2025	ROYAL BANK OF CANADA	0%	15.87K	18.64M	909	+6.08%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0%	2.77K	3.14M	140	+5.33%
Jun 30, 2025	FMR LLC	0%	48.15K	56.49M	3.7K	+8.32%
Jun 30, 2025	LAFFER TENGLER INVESTMENTS	0%	3.3K	3.83M	-90	-2.65%
Jun 30, 2025	LM ADVISORS LLC	0%	3.44K	4.04M	-25	-0.72%
Jun 30, 2025	SPECTRUM ASSET MANAGEMENT, INC.	0%	3.49K	4.09M	-45	-1.27%
Jun 30, 2025	MARINER, LLC	0%	3.7K	4.35M	-340	-8.41%
Jun 30, 2025	NORRIS PERNE & FRENCH LLP/MI	0%	4.28K	5.02M	-425	-9.03%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0%	4.28K	5.03M	1.99K	+87.14%
Jun 30, 2025	PHRACTION MANAGEMENT LLC	0%	4.67K	5.48M	-24	-0.51%
Jun 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0%	4.68K	5.49M	-1	-0.02%
Jun 30, 2025	LPL FINANCIAL LLC	0%	6.85K	8.05M	94	+1.39%
Jun 30, 2025	PENN MUTUAL ASSET MANAGEMENT, LLC	0%	6K	7.04M	0	0
Jun 30, 2025	CONNING INC.	0%	6.07K	7.09M	0	0
Jun 30, 2025	CITIGROUP INC	0%	6.46K	7.59M	-97	-1.48%
Jun 30, 2025	ULLAND INVESTMENT ADVISORS, LLC	0%	7.21K	8.47M	3.81K	+112.12%
Jun 30, 2025	FIRST MANHATTAN CO. LLC.	0%	7.4K	8.68M	-290	-3.77%
Jun 30, 2025	UBS GROUP AG	0%	7.49K	8.79M	109	+1.48%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0%	11.64K	13.66M	-12	-0.10%
Jun 30, 2025	GALVIN, GAUSTAD & STEIN, LLC	0%	12.23K	14.36M	-199	-1.60%
Jun 30, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	13.28K	15.59M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0%	14.96K	17.97M	343	+2.35%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	20.69K	24.85M	0	0
Mar 31, 2025	INVESCO LTD.	0%	63.29K	76M	0	0
Mar 31, 2025	UBS GROUP AG	0%	7.38K	8.86M	-48	-0.65%
Mar 31, 2025	OXBOW ADVISORS, LLC	0%	7.18K	8.62M	320	+4.66%
Mar 31, 2025	JRM INVESTMENT COUNSEL, LLC	0%	6.82K	8.19M	-38	-0.55%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	61.88K	74.59M	0	0
Mar 31, 2025	STATE STREET CORP	0%	57.81K	69.21M	-8K	-12.16%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0%	53.94K	64.77M	0	0
Mar 31, 2025		0%	46.54K	55.88M	46.54K	+100.00%
Mar 31, 2025	MACKAY SHIELDS LLC	0%	28.12K	33.89M	0	0
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	25.76K	30.93M	-176	-0.68%
Mar 31, 2025	PIER 88 INVESTMENT PARTNERS LLC	0%	21.25K	25.52M	400	+1.92%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	8.71K	10.46M	22	+0.25%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	8.4K	10.09M	69	+0.83%
Mar 31, 2025	RATIONAL ADVISORS LLC	0%	7.8K	9.37M	400	+5.41%
Mar 31, 2025	COHEN & STEERS, INC.	0%	16.85K	20.23M	0	0
Mar 31, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0.01%	179.72K	215.4M	5.85K	+3.37%
Mar 31, 2025	MORGAN STANLEY	0%	44.77K	53.76M	-189	-0.42%
Mar 31, 2025	FMR LLC	0%	44.45K	53.4M	26K	+140.92%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	30.95K	37.16M	149	+0.48%
Mar 31, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	13.28K	15.94M	0	0
Mar 31, 2025	GALVIN, GAUSTAD & STEIN, LLC	0%	12.43K	14.92M	108	+0.88%
Mar 31, 2025	PALISADE CAPITAL MANAGEMENT, LP	0%	9.27K	11.17M	21	+0.23%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0%	9K	10.8M	-1.21K	-11.81%
Mar 31, 2025	FIRST MANHATTAN CO. LLC.	0%	7.69K	9.23M	7.69K	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0%	158.76K	190.63M	0	0
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	81.77K	98.19M	-3.69K	-4.32%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0%	9.94K	11.94M	-1.3K	-11.59%
Mar 31, 2025	LPL FINANCIAL LLC	0%	6.76K	8.12M	-397	-5.55%
Mar 31, 2025	CITIGROUP INC	0%	6.56K	7.88M	408	+6.63%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.1%	3.39M	4.07M	3.39M	+100.00%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.02%	590.1K	708.59M	-7.5K	-1.25%
Mar 31, 2025	BLACKROCK, INC.	0.01%	292.97K	351.8M	-1.64K	-0.56%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	19.11K	22.95M	0	0
Mar 31, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	18.66K	22.42M	-1.01K	-5.15%
Mar 31, 2025	COLONY GROUP, LLC	0%	18.2K	21.86M	-620	-3.29%
Mar 31, 2025	RB CAPITAL MANAGEMENT, LLC	0%	8.06K	9.67M	-39	-0.48%
Mar 31, 2025	KCM INVESTMENT ADVISORS LLC	0%	11.65K	13.99M	184	+1.60%
Mar 31, 2025	CRAWFORD INVESTMENT COUNSEL INC	0%	7.98K	9.58M	-67	-0.83%
Mar 31, 2025	LORD, ABBETT & CO. LLC	0%	7.85K	9.42M	-56	-0.71%
Mar 31, 2025	STIFEL FINANCIAL CORP	0%	7.59K	9.12M	-572	-7.01%
Mar 31, 2025	CONNING INC.	0%	6.07K	7.22M	0	0
Mar 31, 2025	PENN MUTUAL ASSET MANAGEMENT, LLC	0%	6K	7.2M	0	0
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0%	5.86K	7.02M	-1.15K	-16.43%
Mar 31, 2025	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	0%	5.46K	6.55M	306	+5.94%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	5.41K	6.5M	27	+0.50%
Mar 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0%	81.72K	501.65K	-214	-0.26%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	72.09K	86.56M	1.53K	+2.17%
Mar 31, 2025	STONEBRIDGE ADVISORS LLC	0%	65.13K	78.21M	28.64K	+78.46%
Mar 31, 2024	COASTWISE CAPITAL GROUP, LLC	0%	25.97K	1.51M	-307	-1.17%
Mar 31, 2024	STATE STREET CORP	0%	64.45K	77.66M	-1.9K	-2.86%
Mar 31, 2024	NORRIS PERNE & FRENCH LLP/MI	0%	5.49K	6.69M	-137	-2.44%
Mar 31, 2024	PENN MUTUAL ASSET MANAGEMENT, LLC	0%	6K	7.32M	0	0
Mar 31, 2024	CITIGROUP INC	0%	6K	6.88M	-4.31K	-41.81%
Mar 31, 2024	CONNING INC.	0%	6.07K	7.33M	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0%	6.18K	7.53M	405	+7.02%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0%	6.36K	7.75M	411	+6.91%
Mar 31, 2024	CRAWFORD INVESTMENT COUNSEL INC	0%	6.41K	7.82M	70	+1.10%
Mar 31, 2024	UBS GROUP AG	0%	6.7K	8.16M	549	+8.93%
Mar 31, 2024	PALISADE CAPITAL MANAGEMENT, LP	0%	7.02K	8.47M	-1.26K	-15.19%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0%	7.05K	8.6M	1.29K	+22.34%
Mar 31, 2024	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	8K	9.67M	0	0
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0%	9K	10.97M	0	0
Mar 31, 2024	CAMDEN ASSET MANAGEMENT L P /CA	0%	9K	10.98M	-40.36K	-81.76%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	9.14K	10.99M	-7.97K	-46.60%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0%	9.53K	11.62M	785	+8.98%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0%	9.56K	11.66M	-197	-2.02%
Mar 31, 2024	JRM INVESTMENT COUNSEL, LLC	0%	10.97K	13.37M	-160	-1.44%
Mar 31, 2024	GALVIN, GAUSTAD & STEIN, LLC	0%	11.62K	14.17M	-761	-6.15%
Mar 31, 2024	OXBOW ADVISORS, LLC	0%	13K	15.84M	242	+1.90%
Mar 31, 2024	NEW ENGLAND ASSET MANAGEMENT INC	0%	13.28K	16.19M	0	0
Mar 31, 2024	KCM INVESTMENT ADVISORS LLC	0%	13.36K	16.29M	-2.28K	-14.59%
Mar 31, 2024	FIRST MANHATTAN CO. LLC.	0%	14.18K	17.29M	-2.2K	-13.43%
Mar 31, 2024	ROYAL BANK OF CANADA	0%	15.55K	18.96M	1.56K	+11.15%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0%	18.35K	22.38M	0	0
Mar 31, 2024	SSI INVESTMENT MANAGEMENT LLC	0%	20.7K	25.01M	257	+1.26%
Mar 31, 2024	KEYNOTE FINANCIAL SERVICES LLC	0%	23.25K	504.53K	23.25K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	32.24K	39.31M	-319	-0.98%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0%	58.64K	71.5M	0	0
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	61.48K	75.25M	116	+0.19%
Mar 31, 2024	INVESCO LTD.	0%	64.89K	79.12M	578	+0.90%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	75.71K	84.34M	-18.89K	-19.97%
Mar 31, 2024		0%	23.25K	504.53K	23.25K	+100.00%
Mar 31, 2024	MORGAN STANLEY	0%	47.63K	57.6M	2.14K	+4.70%
Mar 31, 2024	ADVENT CAPITAL MANAGEMENT /DE/	0.01%	184.76K	227.11M	-9.06K	-4.67%
Mar 31, 2024	STONEBRIDGE ADVISORS LLC	0.01%	217K	264.6M	35.99K	+19.88%
Mar 31, 2024	LOOMIS SAYLES & CO L P	0.01%	279.78K	16.22M	-97.98K	-25.94%
Mar 31, 2024	BLACKROCK INC.	0.01%	291.45K	355.37M	31.95K	+12.31%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	22.69K	27.67M	-700	-2.99%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0%	24.38K	29.74M	0	0
Mar 31, 2024	FMR LLC	0%	52.74K	64.33M	6.9K	+15.05%
Mar 31, 2024	VALEO FINANCIAL ADVISORS, LLC	0%	81.77K	542.71K	47	+0.06%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0%	3.44K	4.16M	-4	-0.12%
Mar 31, 2024	BESSEMER GROUP INC	0%	3.79K	4.62M	0	0
Mar 31, 2024	EDGEMOOR INVESTMENT ADVISORS, INC.	0%	3.8K	4.64M	258	+7.28%
Mar 31, 2024	AGF MANAGEMENT LTD	0%	4K	4.88M	800	+25.00%
Mar 31, 2024	HUDSON CAPITAL MANAGEMENT LLC	0%	4.3K	5.24M	1.56K	+57.16%
Mar 31, 2024	JEFFERIES FINANCIAL GROUP INC.	0%	4.39K	5.36M	-155	-3.41%
Mar 31, 2024	PHRACTION MANAGEMENT LLC	0%	4.64K	5.65M	-146	-3.05%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	4.68K	5.7M	-991	-17.48%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	4.86K	5.93M	1.52K	+45.24%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0%	4.89K	5.96M	4.89K	+100.00%
Mar 31, 2024	WESTERN ASSET MANAGEMENT COMPANY, LLC	0%	4.97K	6.05M	0	0
Mar 31, 2024	RATIONAL ADVISORS LLC	0%	5.1K	6.22M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0%	5.3K	6.46M	457	+9.45%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0%	7.95K	9.7M	747	+10.37%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0%	10.75K	13.11M	-725	-6.32%
Mar 31, 2024	PIER 88 INVESTMENT PARTNERS LLC	0%	17.85K	21.77M	0	0
Mar 31, 2024	RB CAPITAL MANAGEMENT, LLC	0%	8.15K	9.93M	10	+0.12%
Mar 31, 2024	MACKAY SHIELDS LLC	0%	28.71K	35.13M	-1	0.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0%	39.2K	47.77M	-498	-1.25%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0%	92.62K	112.94M	6.4K	+7.43%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0%	149.45K	182.23M	16.79K	+12.66%
Dec 31, 2023	BLACKROCK INC.	0.01%	259.49K	310.25M	6.56K	+2.59%
Dec 31, 2023	STIFEL FINANCIAL CORP	0%	5.77K	6.9M	941	+19.48%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0%	5.94K	7.11M	-49	-0.82%
Dec 31, 2023	PENN MUTUAL ASSET MANAGEMENT, LLC	0%	6K	7.17M	0	0
Dec 31, 2023	CONNING INC.	0%	6.07K	7.25M	-1.4K	-18.75%
Dec 31, 2023	UBS GROUP AG	0%	6.15K	7.35M	-30	-0.49%
Dec 31, 2023	CRAWFORD INVESTMENT COUNSEL INC	0%	6.34K	7.58M	704	+12.49%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0%	7.21K	8.61M	687	+10.54%
Dec 31, 2023	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	8K	9.66M	0	0
Dec 31, 2023	RB CAPITAL MANAGEMENT, LLC	0%	8.14K	9.73M	21	+0.26%
Dec 31, 2023	PALISADE CAPITAL MANAGEMENT, LP	0%	8.28K	9.87M	-238	-2.80%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0%	8.74K	10.45M	1.01K	+13.04%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0%	9K	10.76M	0	0
Dec 31, 2023	LORD, ABBETT & CO. LLC	0%	9.76K	11.66M	-776	-7.37%
Dec 31, 2023	LOOMIS SAYLES & CO L P	0.01%	377.76K	18.59M	-255.13K	-40.31%
Dec 31, 2023	CITIGROUP INC	0%	10.32K	12.34M	-859	-7.69%
Dec 31, 2023	JRM INVESTMENT COUNSEL, LLC	0%	11.13K	13.3M	540	+5.10%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0%	11.48K	13.72M	605	+5.56%
Dec 31, 2023	GALVIN, GAUSTAD & STEIN, LLC	0%	12.38K	14.8M	-379	-2.97%
Dec 31, 2023	OXBOW ADVISORS, LLC	0%	12.75K	15.25M	-960	-7.00%
Dec 31, 2023	NEW ENGLAND ASSET MANAGEMENT INC	0%	13.28K	15.87M	-300	-2.21%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	13.99K	16.73M	642	+4.81%
Dec 31, 2023	KCM INVESTMENT ADVISORS LLC	0%	15.65K	18.71M	-1.32K	-7.79%
Dec 31, 2023	FIRST MANHATTAN CO. LLC.	0%	16.38K	19.59M	-1.64K	-9.10%
Dec 31, 2023	JANE STREET GROUP, LLC	0%	17.11K	20.46M	2.77K	+19.34%
Dec 31, 2023	PIER 88 INVESTMENT PARTNERS LLC	0%	17.85K	21.34M	4.06K	+29.44%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0%	18.35K	21.94M	2.29K	+14.22%
Dec 31, 2023	SSI INVESTMENT MANAGEMENT LLC	0%	20.44K	24.43M	-632	-3.00%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	23.39K	27.97M	-1.5K	-6.03%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0%	24.38K	29.14M	0	0
Dec 31, 2023	RIA ADVISORY GROUP LLC	0%	24.39K	1.2M	24.39K	+100.00%
Dec 31, 2023	COASTWISE CAPITAL GROUP, LLC	0%	26.28K	1.29M	-899	-3.31%
Dec 31, 2023	MACKAY SHIELDS LLC	0%	28.71K	34.42B	-364	-1.25%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	32.55K	38.92M	-2.37K	-6.80%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0%	39.7K	47.46M	1.45K	+3.79%
Dec 31, 2023	MORGAN STANLEY	0%	45.5K	54.53M	-14.82K	-24.57%
Dec 31, 2023	FMR LLC	0%	45.84K	54.79M	31.7K	+224.22%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	47.83K	40K	-3.22K	-6.30%
Dec 31, 2023	CAMDEN ASSET MANAGEMENT L P /CA	0%	49.36K	58.99M	13.32K	+36.97%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0%	58.64K	70.11M	0	0
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	61.37K	73.59M	11	+0.02%
Dec 31, 2023	INVESCO LTD.	0%	64.31K	76.89M	-8K	-11.07%
Dec 31, 2023	STATE STREET CORP	0%	66.35K	79.33M	-21.4K	-24.39%
Dec 31, 2023	VALEO FINANCIAL ADVISORS, LLC	0%	81.72K	498.64K	-116	-0.14%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0%	86.22K	103.08M	-6.76K	-7.27%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	94.59K	113.09M	4.06K	+4.49%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0%	100K	120.5K	100K	+100.00%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0%	132.66K	158.61M	0	0
Dec 31, 2023	STONEBRIDGE ADVISORS LLC	0.01%	181.01K	216.42M	-728	-0.40%
Dec 31, 2023	ADVENT CAPITAL MANAGEMENT /DE/	0.01%	193.82K	232.44B	14.7K	+8.21%

Insiders

Among the WFC-PL insiders holding of N/A of the stake in company, PATTERSON ELLEN R, Sr. EVP and General Counsel, holds the largest shares of 66.15K. SANTOS KLEBER, Sr. Executive Vice President, is the second largest WFC-PL insider with ownership of 19.59K shares. DAVIS RICHARD K, director, stands third with possession of 4.24K shares of that stake.

Insiders	Designation	Shares Held
PATTERSON ELLEN R	Sr. EVP and General Counsel	66.15K
SANTOS KLEBER	Sr. Executive Vice President	19.59K
DAVIS RICHARD K	director	4.24K
NORWOOD FELICIA F	director	228

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 09, 2023	DAVIS RICHARD K	PURCHASE	41.22	3.5K	144.27K	4.24K
Mar 16, 2023	NORWOOD FELICIA F	PURCHASE	18.85	77	1.45K	228
Feb 23, 2023	SANTOS KLEBER	SALE	46.27	34.7K	1.61M	19.59K
Dec 22, 2022	PATTERSON ELLEN R	SALE	40.64	2	81.28	66.15K
Nov 08, 2022	PATTERSON ELLEN R	PURCHASE	47.20	8	377.6	66.15K
Oct 18, 2022	NORWOOD FELICIA F	PURCHASE	18.00	6	107.98	151
Aug 01, 2022	NORWOOD FELICIA F	PURCHASE	1276.63	1	1.28K	11
Jul 27, 2022	PATTERSON ELLEN R	PURCHASE	42.86	89	3.81K	66.14K

Frequently Asked Questions

Stock Outstanding Shares

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

91.59% Percentage of Shares held by All Institutions

91.59% Percentage of Float held by Institutions

309

Number of Institutions Holding Shares

Institutional Ownership

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	13.28K	16.39M	0	0
Sep 30, 2025	MACKAY SHIELDS LLC	0%	15.4K	19.08M	-375	-2.38%
Sep 30, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	18.01K	22.25M	-80	-0.44%
Sep 30, 2025	COLONY GROUP, LLC	0%	18.07K	22.33M	-176	-0.96%
Sep 30, 2025	ROYAL BANK OF CANADA	0%	18.42K	22.73M	2.55K	+16.03%
Sep 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	20.69K	25.54M	0	0
Sep 30, 2025	PIER 88 INVESTMENT PARTNERS LLC	0%	21.68K	26.76M	30	+0.14%
Sep 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	27.15K	33.51M	-285	-1.04%
Sep 30, 2025	CAMDEN ASSET MANAGEMENT L P /CA	0%	28.31K	34.97M	-2.95K	-9.44%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0%	30.58K	37.75M	-163	-0.53%
Sep 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0%	36.16K	44.69M	30.3K	+517.03%
Sep 30, 2025	FMR LLC	0%	42.84K	52.93M	-5.31K	-11.02%
Sep 30, 2025	NUVEEN, LLC	0%	46.33K	57.18M	-108	-0.23%
Sep 30, 2025	MORGAN STANLEY	0%	48.22K	59.51M	1.89K	+4.08%
Sep 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	51.35K	63.38M	1.64K	+3.30%
Sep 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0%	53.94K	66.58M	0	0
Sep 30, 2025	STATE STREET CORP	0%	54.41K	67.25M	1.6K	+3.03%
Sep 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	57.63K	71.43M	-1.94K	-3.25%
Sep 30, 2025	INVESCO LTD.	0%	61.69K	76.14M	0	0
Sep 30, 2025	STONEBRIDGE ADVISORS LLC	0%	64.6K	79.75M	1.4K	+2.22%
Sep 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	69.79K	86.14M	-1.89K	-2.64%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.01%	158.76K	195.95M	0	0
Sep 30, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0.01%	175.05K	215.83M	-4.96K	-2.76%
Sep 30, 2025	BLACKROCK, INC.	0.01%	291.72K	360.06M	3.3K	+1.15%
Sep 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.02%	590.74K	729.14M	10.04K	+1.73%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.11%	3.64M	4.49M	0	0
Sep 30, 2025	VERITION FUND MANAGEMENT LLC	0.18%	5.66M	7.02M	4.82M	+575.66%
Sep 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0%	4.73K	5.84M	53	+1.13%
Sep 30, 2025	CALAMOS ADVISORS LLC	0%	2.08K	2.57M	-75	-3.48%
Sep 30, 2025	NEUBERGER BERMAN GROUP LLC	0%	2.17K	2.68M	100	+4.82%
Sep 30, 2025	BESSEMER GROUP INC	0%	2.27K	2.8M	0	0
Sep 30, 2025	JANNEY MONTGOMERY SCOTT LLC	0%	2.46K	3.03M	-10	-0.41%
Sep 30, 2025	RMB CAPITAL MANAGEMENT, LLC	0%	2.47K	3.04M	424	+20.77%
Sep 30, 2025	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	2.87K	3.55M	-200	-6.51%
Sep 30, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0%	3.01K	3.71M	-10	-0.33%
Sep 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0%	3.02K	3.72M	240	+8.65%
Sep 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0%	3.03K	3.74M	-86	-2.76%
Sep 30, 2025	ENVESTNET ASSET MANAGEMENT INC	0%	3.06K	3.77M	54	+1.80%
Sep 30, 2025	LAFFER TENGLER INVESTMENTS	0%	3.31K	4.09M	10	+0.30%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0%	3.41K	4.21M	-140	-3.94%
Sep 30, 2025	LM ADVISORS LLC	0%	3.46K	4.27M	16	+0.46%
Sep 30, 2025	SPECTRUM ASSET MANAGEMENT, INC.	0%	3.49K	4.3M	0	0
Sep 30, 2025	NORRIS PERNE & FRENCH LLP/MI	0%	3.89K	4.8M	-393	-9.18%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0%	4.65K	5.74M	-134	-2.80%
Sep 30, 2025	PHRACTION MANAGEMENT LLC	0%	4.67K	5.76M	0	0
Sep 30, 2025	WESTERN ASSET MANAGEMENT COMPANY, LLC	0%	4.97K	6.13M	0	0
Sep 30, 2025	BAIRD FINANCIAL GROUP, INC.	0%	5.38K	6.64M	108	+2.05%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	5.44K	6.71M	106	+1.99%
Sep 30, 2025	PENN MUTUAL ASSET MANAGEMENT, LLC	0%	6K	7.41M	0	0
Sep 30, 2025	CONNING INC.	0%	6.07K	7.49M	0	0
Sep 30, 2025	CITIGROUP INC	0%	6.49K	8.01M	29	+0.45%
Sep 30, 2025	UBS GROUP AG	0%	6.87K	8.48M	-619	-8.27%
Sep 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	6.93K	8.55M	-3.19K	-31.49%
Sep 30, 2025	LPL FINANCIAL LLC	0%	7.29K	9M	435	+6.35%
Sep 30, 2025	LORD, ABBETT & CO. LLC	0%	7.33K	9.05M	-265	-3.49%
Sep 30, 2025	FIRST MANHATTAN CO. LLC.	0%	7.44K	9.18M	45	+0.61%
Sep 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0%	7.9K	9.76M	-17	-0.21%
Sep 30, 2025	RB CAPITAL MANAGEMENT, LLC	0%	8.14K	10.04M	19	+0.23%
Sep 30, 2025	RATIONAL ADVISORS LLC	0%	8.2K	10.12M	0	0
Sep 30, 2025	ALLIANCEBERNSTEIN L.P.	0%	8.24K	10.17M	-355	-4.13%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	8.38K	10.35M	-83	-0.98%
Sep 30, 2025	STIFEL FINANCIAL CORP	0%	8.45K	10.43M	574	+7.29%
Sep 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	8.66K	10.69M	91	+1.06%
Sep 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0%	8.79K	10.82M	-38	-0.43%
Sep 30, 2025	COHEN & STEERS, INC.	0%	9.39K	11.59M	0	0
Sep 30, 2025	KCM INVESTMENT ADVISORS LLC	0%	11.73K	14.48M	93	+0.80%
Sep 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	13.07K	16.13M	-6.05K	-31.65%
Sep 30, 2025	GALVIN, GAUSTAD & STEIN, LLC	0%	13.44K	16.58M	1.21K	+9.85%
Jun 30, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	27.43K	32.21M	1.31K	+5.01%
Jun 30, 2025	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	0%	5.8K	6.81M	340	+6.23%
Jun 30, 2025	NUVEEN, LLC	0%	46.43K	54.52M	-104	-0.22%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0%	30.75K	36.1M	-202	-0.65%
Jun 30, 2025	WELLINGTON MANAGEMENT GROUP LLP	0%	5.86K	6.84M	0	0
Jun 30, 2025	STIFEL FINANCIAL CORP	0%	7.88K	9.25M	287	+3.78%
Jun 30, 2025	ALLIANCEBERNSTEIN L.P.	0%	8.6K	10.09M	-400	-4.45%
Jun 30, 2025	PALISADE CAPITAL MANAGEMENT, LP	0%	8.83K	10.32M	-444	-4.79%
Jun 30, 2025	COHEN & STEERS, INC.	0%	9.39K	11.02M	-7.46K	-44.29%
Jun 30, 2025	KESTRA ADVISORY SERVICES, LLC	0%	10.11K	11.88M	174	+1.75%
Jun 30, 2025	MACKAY SHIELDS LLC	0%	15.78K	18.57M	-12.34K	-43.88%
Jun 30, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	18.09K	21.22M	-567	-3.04%
Jun 30, 2025	COLONY GROUP, LLC	0%	18.25K	21.41M	49	+0.27%
Jun 30, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	19.11K	22.44M	0	0
Jun 30, 2025	MORGAN STANLEY	0%	46.33K	54.39M	1.56K	+3.48%
Jun 30, 2025		0%	46.43K	54.52M	-104	-0.22%
Jun 30, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	49.71K	58.36M	-32.06K	-39.21%
Jun 30, 2025	STATE STREET CORP	0%	52.81K	61.66M	-5K	-8.65%
Jun 30, 2025	STONEBRIDGE ADVISORS LLC	0%	63.2K	74.21M	-1.93K	-2.97%
Jun 30, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0%	53.94K	63.33M	0	0
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	59.56K	70.11M	-2.32K	-3.75%
Jun 30, 2025	INVESCO LTD.	0%	61.69K	72.43M	-1.6K	-2.53%
Jun 30, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	71.68K	84.16M	-409	-0.57%
Jun 30, 2025	MILLENNIUM MANAGEMENT LLC	0%	96K	111.49K	96K	+100.00%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0%	158.76K	186.4M	0	0
Jun 30, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.02%	580.7K	681.81M	-9.4K	-1.59%
Jun 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.11%	3.64M	4.27M	250K	+7.38%
Jun 30, 2025	EDGEMOOR INVESTMENT ADVISORS, INC.	0%	3.12K	3.66M	-105	-3.26%
Jun 30, 2025	CAMDEN ASSET MANAGEMENT L P /CA	0%	31.26K	36.67M	28.94K	+1,250.73%
Jun 30, 2025	PIER 88 INVESTMENT PARTNERS LLC	0%	21.65K	25.42M	400	+1.88%
Jun 30, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	20.69K	24.29M	0	0
Jun 30, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	8.57K	10.06M	-144	-1.65%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0%	8.46K	9.94M	65	+0.77%
Jun 30, 2025	RATIONAL ADVISORS LLC	0%	8.2K	9.63M	400	+5.13%
Jun 30, 2025	RB CAPITAL MANAGEMENT, LLC	0%	8.12K	9.53M	64	+0.79%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	5.33K	6.26M	-81	-1.50%
Jun 30, 2025	BAIRD FINANCIAL GROUP, INC.	0%	5.27K	6.19M	135	+2.63%
Jun 30, 2025	WESTERN ASSET MANAGEMENT COMPANY, LLC	0%	4.97K	5.83M	0	0
Jun 30, 2025	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	3.07K	3.59M	0	0
Jun 30, 2025	DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC	0%	3.02K	3.55M	30	+1.00%
Jun 30, 2025	AMERICAN CENTURY COMPANIES INC	0%	2.91K	3.42M	-83	-2.78%
Jun 30, 2025	SEVEN SPRINGS WEALTH GROUP, LLC	0%	2.78K	3.26M	331	+13.54%
Jun 30, 2025	CRAWFORD INVESTMENT COUNSEL INC	0%	7.91K	9.28M	-64	-0.80%
Jun 30, 2025	LORD, ABBETT & CO. LLC	0%	7.6K	8.92M	-249	-3.17%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.03%	838K	986.44K	838K	+100.00%
Jun 30, 2025	BLACKROCK, INC.	0.01%	288.41K	338.63M	-4.56K	-1.56%
Jun 30, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0.01%	180.01K	210.77M	289	+0.16%
Jun 30, 2025	VALEO FINANCIAL ADVISORS, LLC	0%	81.6K	351.42K	-120	-0.15%
Jun 30, 2025	ROYAL BANK OF CANADA	0%	15.87K	18.64M	909	+6.08%
Jun 30, 2025	KEYSTONE FINANCIAL GROUP	0%	2.77K	3.14M	140	+5.33%
Jun 30, 2025	FMR LLC	0%	48.15K	56.49M	3.7K	+8.32%
Jun 30, 2025	LAFFER TENGLER INVESTMENTS	0%	3.3K	3.83M	-90	-2.65%
Jun 30, 2025	LM ADVISORS LLC	0%	3.44K	4.04M	-25	-0.72%
Jun 30, 2025	SPECTRUM ASSET MANAGEMENT, INC.	0%	3.49K	4.09M	-45	-1.27%
Jun 30, 2025	MARINER, LLC	0%	3.7K	4.35M	-340	-8.41%
Jun 30, 2025	NORRIS PERNE & FRENCH LLP/MI	0%	4.28K	5.02M	-425	-9.03%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0%	4.28K	5.03M	1.99K	+87.14%
Jun 30, 2025	PHRACTION MANAGEMENT LLC	0%	4.67K	5.48M	-24	-0.51%
Jun 30, 2025	HUDSON CAPITAL MANAGEMENT LLC	0%	4.68K	5.49M	-1	-0.02%
Jun 30, 2025	LPL FINANCIAL LLC	0%	6.85K	8.05M	94	+1.39%
Jun 30, 2025	PENN MUTUAL ASSET MANAGEMENT, LLC	0%	6K	7.04M	0	0
Jun 30, 2025	CONNING INC.	0%	6.07K	7.09M	0	0
Jun 30, 2025	CITIGROUP INC	0%	6.46K	7.59M	-97	-1.48%
Jun 30, 2025	ULLAND INVESTMENT ADVISORS, LLC	0%	7.21K	8.47M	3.81K	+112.12%
Jun 30, 2025	FIRST MANHATTAN CO. LLC.	0%	7.4K	8.68M	-290	-3.77%
Jun 30, 2025	UBS GROUP AG	0%	7.49K	8.79M	109	+1.48%
Jun 30, 2025	KCM INVESTMENT ADVISORS LLC	0%	11.64K	13.66M	-12	-0.10%
Jun 30, 2025	GALVIN, GAUSTAD & STEIN, LLC	0%	12.23K	14.36M	-199	-1.60%
Jun 30, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	13.28K	15.59M	0	0
Mar 31, 2025	ROYAL BANK OF CANADA	0%	14.96K	17.97M	343	+2.35%
Mar 31, 2025	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	20.69K	24.85M	0	0
Mar 31, 2025	INVESCO LTD.	0%	63.29K	76M	0	0
Mar 31, 2025	UBS GROUP AG	0%	7.38K	8.86M	-48	-0.65%
Mar 31, 2025	OXBOW ADVISORS, LLC	0%	7.18K	8.62M	320	+4.66%
Mar 31, 2025	JRM INVESTMENT COUNSEL, LLC	0%	6.82K	8.19M	-38	-0.55%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	61.88K	74.59M	0	0
Mar 31, 2025	STATE STREET CORP	0%	57.81K	69.21M	-8K	-12.16%
Mar 31, 2025	ALLIANZ ASSET MANAGEMENT GMBH	0%	53.94K	64.77M	0	0
Mar 31, 2025		0%	46.54K	55.88M	46.54K	+100.00%
Mar 31, 2025	MACKAY SHIELDS LLC	0%	28.12K	33.89M	0	0
Mar 31, 2025	THRIVENT FINANCIAL FOR LUTHERANS	0%	25.76K	30.93M	-176	-0.68%
Mar 31, 2025	PIER 88 INVESTMENT PARTNERS LLC	0%	21.25K	25.52M	400	+1.92%
Mar 31, 2025	STRATOS WEALTH PARTNERS, LTD.	0%	8.71K	10.46M	22	+0.25%
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0%	8.4K	10.09M	69	+0.83%
Mar 31, 2025	RATIONAL ADVISORS LLC	0%	7.8K	9.37M	400	+5.41%
Mar 31, 2025	COHEN & STEERS, INC.	0%	16.85K	20.23M	0	0
Mar 31, 2025	ADVENT CAPITAL MANAGEMENT /DE/	0.01%	179.72K	215.4M	5.85K	+3.37%
Mar 31, 2025	MORGAN STANLEY	0%	44.77K	53.76M	-189	-0.42%
Mar 31, 2025	FMR LLC	0%	44.45K	53.4M	26K	+140.92%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0%	30.95K	37.16M	149	+0.48%
Mar 31, 2025	NEW ENGLAND ASSET MANAGEMENT INC	0%	13.28K	15.94M	0	0
Mar 31, 2025	GALVIN, GAUSTAD & STEIN, LLC	0%	12.43K	14.92M	108	+0.88%
Mar 31, 2025	PALISADE CAPITAL MANAGEMENT, LP	0%	9.27K	11.17M	21	+0.23%
Mar 31, 2025	ALLIANCEBERNSTEIN L.P.	0%	9K	10.8M	-1.21K	-11.81%
Mar 31, 2025	FIRST MANHATTAN CO. LLC.	0%	7.69K	9.23M	7.69K	+100.00%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0%	158.76K	190.63M	0	0
Mar 31, 2025	MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.	0%	81.77K	98.19M	-3.69K	-4.32%
Mar 31, 2025	KESTRA ADVISORY SERVICES, LLC	0%	9.94K	11.94M	-1.3K	-11.59%
Mar 31, 2025	LPL FINANCIAL LLC	0%	6.76K	8.12M	-397	-5.55%
Mar 31, 2025	CITIGROUP INC	0%	6.56K	7.88M	408	+6.63%
Mar 31, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0.1%	3.39M	4.07M	3.39M	+100.00%
Mar 31, 2025	VOYA INVESTMENT MANAGEMENT LLC	0.02%	590.1K	708.59M	-7.5K	-1.25%
Mar 31, 2025	BLACKROCK, INC.	0.01%	292.97K	351.8M	-1.64K	-0.56%
Mar 31, 2025	NEW YORK STATE COMMON RETIREMENT FUND	0%	19.11K	22.95M	0	0
Mar 31, 2025	SSI INVESTMENT MANAGEMENT LLC	0%	18.66K	22.42M	-1.01K	-5.15%
Mar 31, 2025	COLONY GROUP, LLC	0%	18.2K	21.86M	-620	-3.29%
Mar 31, 2025	RB CAPITAL MANAGEMENT, LLC	0%	8.06K	9.67M	-39	-0.48%
Mar 31, 2025	KCM INVESTMENT ADVISORS LLC	0%	11.65K	13.99M	184	+1.60%
Mar 31, 2025	CRAWFORD INVESTMENT COUNSEL INC	0%	7.98K	9.58M	-67	-0.83%
Mar 31, 2025	LORD, ABBETT & CO. LLC	0%	7.85K	9.42M	-56	-0.71%
Mar 31, 2025	STIFEL FINANCIAL CORP	0%	7.59K	9.12M	-572	-7.01%
Mar 31, 2025	CONNING INC.	0%	6.07K	7.22M	0	0
Mar 31, 2025	PENN MUTUAL ASSET MANAGEMENT, LLC	0%	6K	7.2M	0	0
Mar 31, 2025	WELLINGTON MANAGEMENT GROUP LLP	0%	5.86K	7.02M	-1.15K	-16.43%
Mar 31, 2025	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	0%	5.46K	6.55M	306	+5.94%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0%	5.41K	6.5M	27	+0.50%
Mar 31, 2025	VALEO FINANCIAL ADVISORS, LLC	0%	81.72K	501.65K	-214	-0.26%
Mar 31, 2025	VICTORY CAPITAL MANAGEMENT INC	0%	72.09K	86.56M	1.53K	+2.17%
Mar 31, 2025	STONEBRIDGE ADVISORS LLC	0%	65.13K	78.21M	28.64K	+78.46%
Mar 31, 2024	COASTWISE CAPITAL GROUP, LLC	0%	25.97K	1.51M	-307	-1.17%
Mar 31, 2024	STATE STREET CORP	0%	64.45K	77.66M	-1.9K	-2.86%
Mar 31, 2024	NORRIS PERNE & FRENCH LLP/MI	0%	5.49K	6.69M	-137	-2.44%
Mar 31, 2024	PENN MUTUAL ASSET MANAGEMENT, LLC	0%	6K	7.32M	0	0
Mar 31, 2024	CITIGROUP INC	0%	6K	6.88M	-4.31K	-41.81%
Mar 31, 2024	CONNING INC.	0%	6.07K	7.33M	0	0
Mar 31, 2024	STIFEL FINANCIAL CORP	0%	6.18K	7.53M	405	+7.02%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0%	6.36K	7.75M	411	+6.91%
Mar 31, 2024	CRAWFORD INVESTMENT COUNSEL INC	0%	6.41K	7.82M	70	+1.10%
Mar 31, 2024	UBS GROUP AG	0%	6.7K	8.16M	549	+8.93%
Mar 31, 2024	PALISADE CAPITAL MANAGEMENT, LP	0%	7.02K	8.47M	-1.26K	-15.19%
Mar 31, 2024	WELLINGTON MANAGEMENT GROUP LLP	0%	7.05K	8.6M	1.29K	+22.34%
Mar 31, 2024	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	8K	9.67M	0	0
Mar 31, 2024	VOYA INVESTMENT MANAGEMENT LLC	0%	9K	10.97M	0	0
Mar 31, 2024	CAMDEN ASSET MANAGEMENT L P /CA	0%	9K	10.98M	-40.36K	-81.76%
Mar 31, 2024	JANE STREET GROUP, LLC	0%	9.14K	10.99M	-7.97K	-46.60%
Mar 31, 2024	KESTRA ADVISORY SERVICES, LLC	0%	9.53K	11.62M	785	+8.98%
Mar 31, 2024	LORD, ABBETT & CO. LLC	0%	9.56K	11.66M	-197	-2.02%
Mar 31, 2024	JRM INVESTMENT COUNSEL, LLC	0%	10.97K	13.37M	-160	-1.44%
Mar 31, 2024	GALVIN, GAUSTAD & STEIN, LLC	0%	11.62K	14.17M	-761	-6.15%
Mar 31, 2024	OXBOW ADVISORS, LLC	0%	13K	15.84M	242	+1.90%
Mar 31, 2024	NEW ENGLAND ASSET MANAGEMENT INC	0%	13.28K	16.19M	0	0
Mar 31, 2024	KCM INVESTMENT ADVISORS LLC	0%	13.36K	16.29M	-2.28K	-14.59%
Mar 31, 2024	FIRST MANHATTAN CO. LLC.	0%	14.18K	17.29M	-2.2K	-13.43%
Mar 31, 2024	ROYAL BANK OF CANADA	0%	15.55K	18.96M	1.56K	+11.15%
Mar 31, 2024	NEW YORK STATE COMMON RETIREMENT FUND	0%	18.35K	22.38M	0	0
Mar 31, 2024	SSI INVESTMENT MANAGEMENT LLC	0%	20.7K	25.01M	257	+1.26%
Mar 31, 2024	KEYNOTE FINANCIAL SERVICES LLC	0%	23.25K	504.53K	23.25K	+100.00%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	0%	32.24K	39.31M	-319	-0.98%
Mar 31, 2024	ALLIANZ ASSET MANAGEMENT GMBH	0%	58.64K	71.5M	0	0
Mar 31, 2024	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	61.48K	75.25M	116	+0.19%
Mar 31, 2024	INVESCO LTD.	0%	64.89K	79.12M	578	+0.90%
Mar 31, 2024	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	75.71K	84.34M	-18.89K	-19.97%
Mar 31, 2024		0%	23.25K	504.53K	23.25K	+100.00%
Mar 31, 2024	MORGAN STANLEY	0%	47.63K	57.6M	2.14K	+4.70%
Mar 31, 2024	ADVENT CAPITAL MANAGEMENT /DE/	0.01%	184.76K	227.11M	-9.06K	-4.67%
Mar 31, 2024	STONEBRIDGE ADVISORS LLC	0.01%	217K	264.6M	35.99K	+19.88%
Mar 31, 2024	LOOMIS SAYLES & CO L P	0.01%	279.78K	16.22M	-97.98K	-25.94%
Mar 31, 2024	BLACKROCK INC.	0.01%	291.45K	355.37M	31.95K	+12.31%
Mar 31, 2024	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	22.69K	27.67M	-700	-2.99%
Mar 31, 2024	THRIVENT FINANCIAL FOR LUTHERANS	0%	24.38K	29.74M	0	0
Mar 31, 2024	FMR LLC	0%	52.74K	64.33M	6.9K	+15.05%
Mar 31, 2024	VALEO FINANCIAL ADVISORS, LLC	0%	81.77K	542.71K	47	+0.06%
Mar 31, 2024	RELATIVE VALUE PARTNERS GROUP, LLC	0%	3.44K	4.16M	-4	-0.12%
Mar 31, 2024	BESSEMER GROUP INC	0%	3.79K	4.62M	0	0
Mar 31, 2024	EDGEMOOR INVESTMENT ADVISORS, INC.	0%	3.8K	4.64M	258	+7.28%
Mar 31, 2024	AGF MANAGEMENT LTD	0%	4K	4.88M	800	+25.00%
Mar 31, 2024	HUDSON CAPITAL MANAGEMENT LLC	0%	4.3K	5.24M	1.56K	+57.16%
Mar 31, 2024	JEFFERIES FINANCIAL GROUP INC.	0%	4.39K	5.36M	-155	-3.41%
Mar 31, 2024	PHRACTION MANAGEMENT LLC	0%	4.64K	5.65M	-146	-3.05%
Mar 31, 2024	JPMORGAN CHASE & CO	0%	4.68K	5.7M	-991	-17.48%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0%	4.86K	5.93M	1.52K	+45.24%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0%	4.89K	5.96M	4.89K	+100.00%
Mar 31, 2024	WESTERN ASSET MANAGEMENT COMPANY, LLC	0%	4.97K	6.05M	0	0
Mar 31, 2024	RATIONAL ADVISORS LLC	0%	5.1K	6.22M	0	0
Mar 31, 2024	LPL FINANCIAL LLC	0%	5.3K	6.46M	457	+9.45%
Mar 31, 2024	STRATOS WEALTH PARTNERS, LTD.	0%	7.95K	9.7M	747	+10.37%
Mar 31, 2024	ALLIANCEBERNSTEIN L.P.	0%	10.75K	13.11M	-725	-6.32%
Mar 31, 2024	PIER 88 INVESTMENT PARTNERS LLC	0%	17.85K	21.77M	0	0
Mar 31, 2024	RB CAPITAL MANAGEMENT, LLC	0%	8.15K	9.93M	10	+0.12%
Mar 31, 2024	MACKAY SHIELDS LLC	0%	28.71K	35.13M	-1	0.00%
Mar 31, 2024	NUVEEN ASSET MANAGEMENT, LLC	0%	39.2K	47.77M	-498	-1.25%
Mar 31, 2024	VICTORY CAPITAL MANAGEMENT INC	0%	92.62K	112.94M	6.4K	+7.43%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0%	149.45K	182.23M	16.79K	+12.66%
Dec 31, 2023	BLACKROCK INC.	0.01%	259.49K	310.25M	6.56K	+2.59%
Dec 31, 2023	STIFEL FINANCIAL CORP	0%	5.77K	6.9M	941	+19.48%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0%	5.94K	7.11M	-49	-0.82%
Dec 31, 2023	PENN MUTUAL ASSET MANAGEMENT, LLC	0%	6K	7.17M	0	0
Dec 31, 2023	CONNING INC.	0%	6.07K	7.25M	-1.4K	-18.75%
Dec 31, 2023	UBS GROUP AG	0%	6.15K	7.35M	-30	-0.49%
Dec 31, 2023	CRAWFORD INVESTMENT COUNSEL INC	0%	6.34K	7.58M	704	+12.49%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0%	7.21K	8.61M	687	+10.54%
Dec 31, 2023	AEGON USA INVESTMENT MANAGEMENT, LLC	0%	8K	9.66M	0	0
Dec 31, 2023	RB CAPITAL MANAGEMENT, LLC	0%	8.14K	9.73M	21	+0.26%
Dec 31, 2023	PALISADE CAPITAL MANAGEMENT, LP	0%	8.28K	9.87M	-238	-2.80%
Dec 31, 2023	KESTRA ADVISORY SERVICES, LLC	0%	8.74K	10.45M	1.01K	+13.04%
Dec 31, 2023	VOYA INVESTMENT MANAGEMENT LLC	0%	9K	10.76M	0	0
Dec 31, 2023	LORD, ABBETT & CO. LLC	0%	9.76K	11.66M	-776	-7.37%
Dec 31, 2023	LOOMIS SAYLES & CO L P	0.01%	377.76K	18.59M	-255.13K	-40.31%
Dec 31, 2023	CITIGROUP INC	0%	10.32K	12.34M	-859	-7.69%
Dec 31, 2023	JRM INVESTMENT COUNSEL, LLC	0%	11.13K	13.3M	540	+5.10%
Dec 31, 2023	ALLIANCEBERNSTEIN L.P.	0%	11.48K	13.72M	605	+5.56%
Dec 31, 2023	GALVIN, GAUSTAD & STEIN, LLC	0%	12.38K	14.8M	-379	-2.97%
Dec 31, 2023	OXBOW ADVISORS, LLC	0%	12.75K	15.25M	-960	-7.00%
Dec 31, 2023	NEW ENGLAND ASSET MANAGEMENT INC	0%	13.28K	15.87M	-300	-2.21%
Dec 31, 2023	ROYAL BANK OF CANADA	0%	13.99K	16.73M	642	+4.81%
Dec 31, 2023	KCM INVESTMENT ADVISORS LLC	0%	15.65K	18.71M	-1.32K	-7.79%
Dec 31, 2023	FIRST MANHATTAN CO. LLC.	0%	16.38K	19.59M	-1.64K	-9.10%
Dec 31, 2023	JANE STREET GROUP, LLC	0%	17.11K	20.46M	2.77K	+19.34%
Dec 31, 2023	PIER 88 INVESTMENT PARTNERS LLC	0%	17.85K	21.34M	4.06K	+29.44%
Dec 31, 2023	NEW YORK STATE COMMON RETIREMENT FUND	0%	18.35K	21.94M	2.29K	+14.22%
Dec 31, 2023	SSI INVESTMENT MANAGEMENT LLC	0%	20.44K	24.43M	-632	-3.00%
Dec 31, 2023	FIRST EAGLE INVESTMENT MANAGEMENT, LLC	0%	23.39K	27.97M	-1.5K	-6.03%
Dec 31, 2023	THRIVENT FINANCIAL FOR LUTHERANS	0%	24.38K	29.14M	0	0
Dec 31, 2023	RIA ADVISORY GROUP LLC	0%	24.39K	1.2M	24.39K	+100.00%
Dec 31, 2023	COASTWISE CAPITAL GROUP, LLC	0%	26.28K	1.29M	-899	-3.31%
Dec 31, 2023	MACKAY SHIELDS LLC	0%	28.71K	34.42B	-364	-1.25%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	0%	32.55K	38.92M	-2.37K	-6.80%
Dec 31, 2023	NUVEEN ASSET MANAGEMENT, LLC	0%	39.7K	47.46M	1.45K	+3.79%
Dec 31, 2023	MORGAN STANLEY	0%	45.5K	54.53M	-14.82K	-24.57%
Dec 31, 2023	FMR LLC	0%	45.84K	54.79M	31.7K	+224.22%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0%	47.83K	40K	-3.22K	-6.30%
Dec 31, 2023	CAMDEN ASSET MANAGEMENT L P /CA	0%	49.36K	58.99M	13.32K	+36.97%
Dec 31, 2023	ALLIANZ ASSET MANAGEMENT GMBH	0%	58.64K	70.11M	0	0
Dec 31, 2023	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0%	61.37K	73.59M	11	+0.02%
Dec 31, 2023	INVESCO LTD.	0%	64.31K	76.89M	-8K	-11.07%
Dec 31, 2023	STATE STREET CORP	0%	66.35K	79.33M	-21.4K	-24.39%
Dec 31, 2023	VALEO FINANCIAL ADVISORS, LLC	0%	81.72K	498.64K	-116	-0.14%
Dec 31, 2023	VICTORY CAPITAL MANAGEMENT INC	0%	86.22K	103.08M	-6.76K	-7.27%
Dec 31, 2023	MIRAE ASSET GLOBAL INVESTMENTS CO., LTD.	0%	94.59K	113.09M	4.06K	+4.49%
Dec 31, 2023	MILLENNIUM MANAGEMENT LLC	0%	100K	120.5K	100K	+100.00%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0%	132.66K	158.61M	0	0
Dec 31, 2023	STONEBRIDGE ADVISORS LLC	0.01%	181.01K	216.42M	-728	-0.40%
Dec 31, 2023	ADVENT CAPITAL MANAGEMENT /DE/	0.01%	193.82K	232.44B	14.7K	+8.21%

Insiders

Insiders	Designation	Shares Held
PATTERSON ELLEN R	Sr. EVP and General Counsel	66.15K
SANTOS KLEBER	Sr. Executive Vice President	19.59K
DAVIS RICHARD K	director	4.24K
NORWOOD FELICIA F	director	228

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Nov 09, 2023	DAVIS RICHARD K	PURCHASE	41.22	3.5K	144.27K	4.24K
Mar 16, 2023	NORWOOD FELICIA F	PURCHASE	18.85	77	1.45K	228
Feb 23, 2023	SANTOS KLEBER	SALE	46.27	34.7K	1.61M	19.59K
Dec 22, 2022	PATTERSON ELLEN R	SALE	40.64	2	81.28	66.15K
Nov 08, 2022	PATTERSON ELLEN R	PURCHASE	47.20	8	377.6	66.15K
Oct 18, 2022	NORWOOD FELICIA F	PURCHASE	18.00	6	107.98	151
Aug 01, 2022	NORWOOD FELICIA F	PURCHASE	1276.63	1	1.28K	11
Jul 27, 2022	PATTERSON ELLEN R	PURCHASE	42.86	89	3.81K	66.14K

WFC-PL Stock Ownership Breakdown

Wells Fargo &

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions

Stock Outstanding Shares

Market Insider

Institutional Ownership

Insiders

Buying/Selling by Insiders

Frequently Asked Questions