Institutional Owners for WFC
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
LAZARI CAPITAL MANAGEMENT INC COM 1401 $923,505 22,602 0.00 0.00 -156 -0.69 09-30-2023
MONETA GROUP INVESTMENT ADVISORS LLC COM 1402 $1,111,149 22,575 0.00 0.00 -720 -3.09 12-31-2023
PFLUG KOORY LLC COM 1403 $1,307,230 22,554 0.00 0.00 -100 -0.44 03-31-2024
CITADEL INVESTMENT ADVISORY INC WFC 1404 $1,300,000 22,436 0.73 0.74 -2,250 -9.11 03-31-2024
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