US94974BGL80 - Wells Fargo & Co Acţiuni - Preţ acţiuni, Proprietate instituţională, Acţionari

Statistici de bază

Proprietari instituționali	2 total, 2 long only, 0 short only, 0 long/short - change of -2,33% MRQ
Alocarea medie a portofoliului	0.1156 % - change of -1,02% MRQ

Acțiuni instituționale (lung)	1.500.000 (ex 13D/G) - change of -0,02MM shares -1,32% MRQ
Valoare instituțională (lungă)	$ 1.500 USD ($1000)

Proprietatea instituțională și acționarii

Wells Fargo & Co (US:US94974BGL80) are 2 proprietarii instituționali și acționarii care au depus formulare 13D/G sau 13F la Securities Exchange Commission (SEC). Aceste instituții dețin un total de 1,500,000 acțiuni. Cei mai mari acționari includ MXFDX - Great-West Core Bond Fund Investor Class, and MXBIX - Great-West Bond Index Fund Investor Class .

Wells Fargo & Co (US94974BGL80) Structura de proprietate instituțională arată pozițiile curente în companie în funcție de instituții și fonduri, precum și cele mai recente modificări ale dimensiunii poziției. Acţionarii majori pot include investitori individuali, fonduri mutuale, fonduri speculative sau instituţii. Anexa 13D indică faptul că investitorul deține (sau deține) mai mult de 5% din companie și intenționează (sau intenționează) să urmărească în mod activ o schimbare în strategia de afaceri. Schedule 13G indică o investiție pasivă de peste 5%.

US94974BGL80 / Wells Fargo & Co - 4.3% 2027-07-22 Institutional Ownership

Depuneri 13F și NPORT

Detaliile privind depunerile 13F sunt gratuite. Detaliile privind depunerea NP necesită un abonament premium. Rândurile verzi indică poziții noi. Rândurile roșii indică poziții închise. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.

Actualizare pentru a debloca date premium și a exporta în Excel Premium Registration Required .

Data efectivă :

Data fișierului	Sursă	Investitor	Acțiuni	Δ Acțiuni (%)	Raportat Valoare (1000 USD)	Valoarea Δ (%)
2025-04-25	NP	FLTB - Fidelity Limited Term Bond ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			170	0,59
2025-07-29	NP	BSCR - Invesco BulletShares 2027 Corporate Bond ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			18.996	15,07
2025-08-26	NP	GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service			50	2,04
2025-07-17	13F	Vermillion Wealth Management, Inc.	0	-100,00	0
2025-07-28	NP	IIGD - Invesco Investment Grade Defensive ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			139	-12,58
2025-06-26	NP	IBDS - iShares iBonds Dec 2027 Term Corporate ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			13.965	2,99
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			475	0,64
2025-08-26	NP	JRBEX - JPMorgan SmartRetirement* Blend 2030 Fund Class I			1.500	0,47
2025-08-28	NP	NCICX - New Covenant Income Fund			200	0,50
2025-08-28	NP	DODIX - Dodge & Cox Income Fund			156.531	0,44
2025-08-27	NP	VBINX - Vanguard Balanced Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1.500	0,54
2025-08-26	NP	JBSSX - JPMorgan SmartRetirement* Blend 2025 Fund Class I			1.701	0,47
2025-08-20	NP	NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y			200	0,50
2025-07-24	NP	FDIAX - Fidelity Advisor Limited Term Bond Fund Class A This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			6.968	0,10
2025-06-26	NP	BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1.666	0,91
2025-08-27	NP	VBISX - Vanguard Short-Term Bond Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			15.956	3,56
2025-07-30	NP	UNIY - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A			278	34,47
2025-08-28	NP	SPIB - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4.850	-15,33
2025-07-25	NP	IGSB - iShares Short-Term Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			14.017	-18,14
2025-07-23	NP	DBOAX - BNY Mellon Balanced Opportunity Fund Class A			319	0,00
2025-06-26	NP	ISTB - iShares Core 1-5 Year USD Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			709	-29,73
2025-04-01	NP	AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6			173	0,58
2025-08-28	NP	SPAB - SPDR(R) Portfolio Aggregate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			704	0,57
2025-07-28	NP	HLIPX - JPMorgan Core Plus Bond Fund Class I			167	0,00
2025-08-26	NP	GMDYX - MEDIUM-DURATION BOND FUND Institutional			1.125	0,45
2025-06-30	NP	VCPSX - Vanguard STAR Core-Plus Bond Fund Institutional Shares			1.301
2025-08-25	NP	SCHZ - Schwab U.S. Aggregate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			710	0,57
2025-07-25	NP	LQDB - iShares BBB Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			119	0,00
2025-07-25	NP	AGG - iShares Core U.S. Aggregate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			12.301	3,73
2025-07-28	NP	BBAG - JPMorgan U.S. Aggregate Bond ETF			1.171	-26,68
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1			4.795	0,86
2025-08-27	NP	VTBIX - Vanguard Total Bond Market II Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			10.722	0,51
2025-07-30	NP	SHAG - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A			20	0,00
2025-08-28	NP	JIBFX - Johnson Institutional Core Bond Fund Class I			14.200	0,52
2025-07-25	NP	GVI - iShares Intermediate Government/Credit Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			516	-0,77
2025-07-24	NP	FBNDX - Fidelity Investment Grade Bond Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			16.109	0,11
2025-06-25	NP	DBMIX - BNY Mellon Bond Market Index Fund Investor Shares			500	0,81
2025-08-26	NP	ILUAX - Voya U.S. Bond Index Portfolio Class ADV			140	0,72
2025-07-24	NP	FTHRX - Fidelity Intermediate Bond Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			6.142	0,10
2025-08-25	NP	SCHJ - Schwab 1-5 Year Corporate Bond ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			430	0,47
2025-07-29	NP	VCEB - Vanguard ESG U.S. Corporate Bond ETF ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			726	12,38
2025-07-23	NP	ARMZX - Western Asset Adjustable Rate Income Fund Class A			1.463	0,14
2025-07-30	NP	FIWGX - Strategic Advisers Fidelity Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			28.569	0,11
2025-08-26	NP	JIJSX - JPMorgan SmartRetirement* Blend Income Fund Class I			580	0,52
2025-08-27	NP	VBMFX - Vanguard Total Bond Market Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			27.252	0,90
2025-07-25	NP	SWSBX - Schwab Short-Term Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			398	0,25
2025-08-26	NP	MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio			257	0,78
2025-08-28	NP	SPSB - SPDR(R) Portfolio Short Term Corporate Bond ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			16.295	1,88
2025-07-30	NP	FPCIX - Strategic Advisers Core Income Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			21.784	0,11
2025-07-25	NP	SUSB - iShares ESG 1-5 Year USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			358	-1,10
2025-08-26	NP	Forethought Variable Insurance Trust - Global Atlantic Goldman Sachs Core Fixed Income Portfolio Class I Shares			100	1,01
2025-07-25	NP	USIG - iShares Broad USD Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			4.009	9,78
2025-08-26	NP	WATFX - Western Asset Core Bond Fund Class I			3.908	0,44
2025-08-19	NP	GSFIX - Goldman Sachs Core Fixed Income Fund Institutional			325	0,62
2025-07-22	NP	GIGB - Goldman Sachs Access Investment Grade Corporate Bond ETF			233	-14,71
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Western Asset Core Bond Fund Standard Class			204	0,49
2025-08-28	NP	DODBX - Dodge & Cox Balanced Fund			13.148	0,44
2025-08-29	NP	QSIG - WisdomTree U.S. Short-Term Corporate Bond Fund N/A			151	0,67
2025-07-28	NP	WOBDX - JPMorgan Core Bond Fund Class I			2.912	0,10
2025-07-25	NP	SWAGX - Schwab U.S. Aggregate Bond Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			478	0,00
2025-07-24	NP	FIBUX - Fidelity Flex U.S. Bond Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2.469
2025-07-23	NP	WATIX - Western Asset Intermediate Bond Fund Class I			209	0,48
2025-08-29	NP	QIG - WisdomTree U.S. Corporate Bond Fund N/A			23	4,55
2025-08-28	NP	TBIIX - TIAA-CREF Bond Index Fund Institutional Class			1.200	0,42
2025-08-28	NP	SSAFX - State Street Aggregate Bond Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			50	2,04
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class			750	0,54
2025-08-21	NP	MXFDX - Great-West Core Bond Fund Investor Class	750.000	0,00	750	0,54
2025-07-25	NP	SUSC - iShares ESG USD Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			676	0,15
2025-06-30	NP	VFSTX - Vanguard Short-Term Investment-Grade Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			24.295	-4,21
2025-08-27	NP	VUSB - Vanguard Ultra-Short Bond ETF ETF Shares			2.000
2025-06-26	NP	SLQD - iShares 0-5 Year Investment Grade Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			2.132	-2,78
2025-08-21	NP	MXBIX - Great-West Bond Index Fund Investor Class	750.000	0,00	750	0,54
2025-08-28	NP	JCPLX - Johnson Core Plus Bond Fund			635	0,63
2025-06-26	NP	QLTA - iShares Aaa - A Rated Corporate Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			1.040	3,90
2025-05-28	NP	JPSRX - JPMorgan SmartRetirement* Blend 2035 Fund Class I			343	0,88
2025-08-26	NP	EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB			100	0,00
2025-07-29	NP	JSNRX - John Hancock Short Duration Bond Fund Class NAV			3.384	0,12
2025-07-28	NP	VCBDX - Core Bond Fund			3.287	0,09
2025-08-06	NP	LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Core Bond Fund Service Class			670	0,45
2025-07-30	NP	AGGY - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A			146	0,00
2025-08-27	NP	VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			800	0,63
2025-06-24	NP	PGGIX - PUTNAM GLOBAL INCOME TRUST Class C Shares			200	0,51
2025-07-29	NP	VSCSX - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			54.752	4,10
2025-06-26	NP	NUAG - Nuveen Enhanced Yield U.S. Aggregate Bond ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value			100	-10,81
2025-08-19	NP	GSFAX - Goldman Sachs Bond Fund Class A			600	0,67