Wells Fargo & Company Ownership 2024 | Who Owns Wells Fargo & Company Now?
Institutional Ownership
72.04%
Insider Ownership
0.08%
Retail Ownership
27.89%
Institutional Holders
2.24K
Wells Fargo & Company Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 8.73% | 0.35% | 310,728,134 | -6,960,432 | -2.19% | 18,454,143,880 | Jun 30, 2024 |
BLACKROCK INC. | 7.13% | 0.34% | 253,970,381 | -5,439,005 | -2.10% | 15,083,300,913 | Jun 30, 2024 |
FMR LLC | 5.31% | 0.72% | 189,083,392 | 2,292,084 | 1.23% | 11,229,662,633 | Jun 30, 2024 |
STATE STREET CORP | 4.02% | 0.37% | 143,150,029 | -3,488,303 | -2.38% | 8,501,680,222,000 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 3.25% | 0.56% | 115,539,588 | 1,690,572 | 1.48% | 6,861,896,456 | Jun 30, 2024 |
DODGE & COX | 2.59% | 3.29% | 92,277,487 | -22,898,565 | -19.88% | 5,480,359,966 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 2.02% | 0.76% | 71,836,965 | 11,660,483 | 19.38% | 4,266,397,353 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.01% | 0.37% | 71,496,873 | -252,161 | -0.35% | 4,236,790,724 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 1.56% | 0.68% | 55,693,277 | -3,681,356 | -6.20% | 3,306,496,216 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.29% | 0.33% | 45,899,607 | -13,399,286 | -22.60% | 2,725,979,000 | Jun 30, 2024 |
NORGES BANK | 1.27% | 0.40% | 45,037,587 | 45,037,587 | 100.00% | 2,674,782,292 | Jun 30, 2024 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 1.25% | 2.38% | 44,349,138 | -1,025,904 | -2.26% | 2,633,895,306 | Jun 30, 2024 |
MORGAN STANLEY | 1.15% | 0.19% | 40,982,975 | 1,464,330 | 3.71% | 2,433,979,061 | Jun 30, 2024 |
INVESCO LTD. | 1.07% | 0.48% | 38,003,510 | -1,977,714 | -4.95% | 2,257,028,469 | Jun 30, 2024 |
PRIMECAP MANAGEMENT CO/CA/ | 1.04% | 1.60% | 37,202,871 | -5,216,519 | -12.30% | 2,209,478,509 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 1.01% | 0.58% | 35,869,641 | -1,639,034 | -4.37% | 2,130,280,201 | Jun 30, 2024 |
NORTHERN TRUST CORP | 0.92% | 0.33% | 32,760,294 | -542,824 | -1.63% | 1,945,633,860,000 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.85% | 1.58% | 30,232,288 | -780,083 | -2.52% | 1,795,496,000 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.82% | 0.51% | 29,239,351 | -519,119 | -1.74% | 1,736,525,026 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.68% | 0.32% | 24,202,322 | -874,341 | -3.49% | 1,437,375,232 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
LATASH INVESTMENTS, LLC | 0.05% | 80.87% | 1,681,165 | -325,013 | -16.20% | 99,844,389 | Jun 30, 2024 |
AMERICAN ASSETS INC | 0.04% | 34.94% | 1,600,626 | - | - | 95,061,178 | Jun 30, 2024 |
MOUNT CAPITAL LTD | 0.02% | 18.22% | 765,576 | - | - | 45,467,559 | Jun 30, 2024 |
RWWM, INC. | 0.06% | 14.15% | 2,194,541 | -33,609 | -1.51% | 130,307,124 | Jun 30, 2024 |
THELEME PARTNERS LLP | 0.13% | 13.25% | 4,651,610 | -1,255,000 | -21.25% | 276,259,118 | Jun 30, 2024 |
BLACK CYPRESS CAPITAL MANAGEMENT, LLC | 0.00% | 9.41% | 166,051 | -32,564 | -16.40% | 9,861,776 | Jun 30, 2024 |
WILSEY ASSET MANAGEMENT INC | 0.02% | 7.39% | 592,637 | -8,270 | -1.38% | 35,196,738 | Jun 30, 2024 |
HARBOR ISLAND CAPITAL LLC | 0.01% | 7.16% | 279,964 | - | - | 16,627,062 | Jun 30, 2024 |
LOUNTZIS ASSET MANAGEMENT, LLC | 0.01% | 7.00% | 252,233 | -338 | -0.13% | 14,980,118 | Jun 30, 2024 |
TEEWINOT CAPITAL ADVISERS, L.L.C. | 0.03% | 6.67% | 1,139,084 | 604,197 | 112.96% | 67,650,199 | Jun 30, 2024 |
NORTH REEF CAPITAL MANAGEMENT LP | 0.06% | 6.05% | 2,200,000 | -100,000 | -4.35% | 130,658,000 | Jun 30, 2024 |
SALZHAUER MICHAEL | 0.00% | 5.68% | 123,033 | -5,800 | -4.50% | 7,306,930 | Jun 30, 2024 |
HST VENTURES, LLC | 0.01% | 5.58% | 207,927 | 207,927 | 100.00% | 12,348,785 | Jun 30, 2024 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 0.02% | 5.46% | 876,884 | -1,950 | -0.22% | 52,078,141 | Jun 30, 2024 |
DAVIS SELECTED ADVISERS | 0.43% | 5.30% | 15,350,126 | -8,153,385 | -34.69% | 911,644,000 | Jun 30, 2024 |
REGAL PARTNERS LTD | 0.02% | 5.23% | 850,617 | -70,196 | -7.62% | 50,518,144 | Jun 30, 2024 |
CONSILIUM WEALTH ADVISORY, LLC | 0.00% | 5.05% | 155,632 | -8,605 | -5.24% | 9,242,970 | Jun 30, 2024 |
REMPART ASSET MANAGEMENT INC. | 0.01% | 4.71% | 402,335 | -12,570 | -3.03% | 23,894,676 | Jun 30, 2024 |
MALTESE CAPITAL MANAGEMENT LLC | 0.01% | 4.66% | 424,651 | 144,651 | 51.66% | 25,220,023 | Jun 30, 2024 |
M3F, INC. | 0.01% | 4.40% | 200,000 | -60,000 | -23.08% | 11,878,000 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.27% | 0.40% | 45,037,587 | 45,037,587 | 100.00% | 2,674,782,292 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 2.02% | 0.76% | 71,836,965 | 11,660,483 | 19.38% | 4,266,397,353 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.39% | 0.38% | 13,769,630 | 10,960,831 | 390.23% | 817,778,326 | Jun 30, 2024 |
AMUNDI | 0.32% | 0.27% | 11,523,934 | 6,135,472 | 113.86% | 699,040,491 | Jun 30, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.13% | 0.50% | 4,787,613 | 4,754,383 | 14307.50% | 284,336,336 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.59% | 0.36% | 20,862,796 | 3,764,738 | 22.02% | 1,239,041,455 | Jun 30, 2024 |
BARCLAYS PLC | 0.10% | 0.07% | 3,707,300 | 3,561,600 | 2444.47% | 220,175,000 | Jun 30, 2024 |
MARSHALL WACE, LLP | 0.07% | 0.18% | 2,331,925 | 2,321,898 | 23156.46% | 138,493,026 | Jun 30, 2024 |
FMR LLC | 5.31% | 0.72% | 189,083,392 | 2,292,084 | 1.23% | 11,229,662,633 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.08% | 0.26% | 2,820,632 | 2,219,414 | 369.15% | 167,517,334 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.06% | 0.73% | 2,187,218 | 1,749,204 | 399.35% | 129,898,000 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 3.25% | 0.56% | 115,539,588 | 1,690,572 | 1.48% | 6,861,896,456 | Jun 30, 2024 |
CAPITAL FUND MANAGEMENT S.A. | 0.05% | 0.29% | 1,660,574 | 1,631,023 | 5519.35% | 98,621,489 | Jun 30, 2024 |
KBC GROUP NV | 0.05% | 0.34% | 1,878,172 | 1,589,966 | 551.68% | 111,544,000 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 0.04% | 0.02% | 1,562,438 | 1,562,438 | 100.00% | 92,793,193 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.04% | 0.23% | 1,470,718 | 1,470,718 | 100.00% | 87,345,942 | Jun 30, 2024 |
MORGAN STANLEY | 1.15% | 0.19% | 40,982,975 | 1,464,330 | 3.71% | 2,433,979,061 | Jun 30, 2024 |
UBS GROUP AG | 0.24% | 0.13% | 8,627,136 | 1,443,349 | 20.09% | 512,365,607 | Jun 30, 2024 |
NATIONAL BANK OF CANADA /FI/ | 0.09% | 0.27% | 3,225,053 | 1,337,431 | 70.85% | 195,380,777 | Jun 30, 2024 |
D. E. SHAW & CO., INC. | 0.06% | 0.12% | 2,210,097 | 1,321,796 | 148.80% | 131,257,661 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SANDERS CAPITAL, LLC | 0.00% | 0.01% | 150,500 | -24,896,326 | -99.40% | 8,938,195 | Jun 30, 2024 |
DODGE & COX | 2.59% | 3.29% | 92,277,487 | -22,898,565 | -19.88% | 5,480,359,966 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1.29% | 0.33% | 45,899,607 | -13,399,286 | -22.60% | 2,725,979,000 | Jun 30, 2024 |
EAGLE CAPITAL MANAGEMENT LLC | 0.33% | 2.61% | 11,832,971 | -8,873,937 | -42.85% | 702,760,148 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 0.39% | 0.13% | 13,833,147 | -8,769,961 | -38.80% | 821,441,089 | Jun 30, 2024 |
DAVIS SELECTED ADVISERS | 0.43% | 5.30% | 15,350,126 | -8,153,385 | -34.69% | 911,644,000 | Jun 30, 2024 |
VANGUARD GROUP INC | 8.73% | 0.35% | 310,728,134 | -6,960,432 | -2.19% | 18,454,143,880 | Jun 30, 2024 |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.34% | 0.74% | 12,076,830 | -6,484,281 | -34.93% | 717,242,930 | Jun 30, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 0.05% | 0.12% | 1,727,363 | -6,046,833 | -77.78% | 102,588,089 | Jun 30, 2024 |
BLACKROCK INC. | - | - | - | -5,611,100 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | 7.13% | 0.34% | 253,970,381 | -5,439,005 | -2.10% | 15,083,300,913 | Jun 30, 2024 |
PRIMECAP MANAGEMENT CO/CA/ | 1.04% | 1.60% | 37,202,871 | -5,216,519 | -12.30% | 2,209,478,509 | Jun 30, 2024 |
1832 ASSET MANAGEMENT L.P. | 0.04% | 0.08% | 1,589,826 | -4,262,938 | -72.84% | 94,419,766 | Jun 30, 2024 |
ALLIANCEBERNSTEIN L.P. | 0.50% | 0.37% | 17,718,199 | -3,964,480 | -18.28% | 1,052,283,839 | Jun 30, 2024 |
VAN ECK ASSOCIATES CORP | - | - | - | -3,937,124 | -100.00% | - | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 1.56% | 0.68% | 55,693,277 | -3,681,356 | -6.20% | 3,306,496,216 | Jun 30, 2024 |
STATE STREET CORP | 4.02% | 0.37% | 143,150,029 | -3,488,303 | -2.38% | 8,501,680,222,000 | Jun 30, 2024 |
CANOE FINANCIAL LP | - | - | - | -2,946,348 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | 0.31% | 0.20% | 11,131,055 | -2,773,668 | -19.95% | 661,073,000 | Jun 30, 2024 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 0.39% | 2.90% | 13,981,080 | -2,361,497 | -14.45% | 830,336,341 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.27% | 0.40% | 45,037,587 | 45,037,587 | 100.00% | 2,674,782,292 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 0.04% | 0.02% | 1,562,438 | 1,562,438 | 100.00% | 92,793,193 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.04% | 0.23% | 1,470,718 | 1,470,718 | 100.00% | 87,345,942 | Jun 30, 2024 |
TWO SIGMA INVESTMENTS, LP | 0.03% | 0.17% | 1,238,127 | 1,238,127 | 100.00% | 73,532,363 | Jun 30, 2024 |
TWINBEECH CAPITAL LP | 0.03% | 1.22% | 1,047,960 | 1,047,960 | 100.00% | 62,238,344 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.02% | 0.28% | 863,981 | 863,981 | 100.00% | 51,311,832 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.02% | 0.48% | 709,008 | 709,008 | 100.00% | 42,107,985 | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | 0.02% | 1.42% | 646,600 | 646,600 | 100.00% | 38,401,574 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.02% | 0.08% | 565,733 | 565,733 | 100.00% | 33,598,883 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.38% | 559,845 | 559,845 | 100.00% | 33,249,000 | Jun 30, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | 0.01% | 0.14% | 421,412 | 421,412 | 100.00% | 25,027,659 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.01% | 0.04% | 331,900 | 331,900 | 100.00% | 19,711,541 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.35% | 268,809 | 268,809 | 100.00% | 15,964,566 | Jun 30, 2024 |
POINT72 (DIFC) LTD | 0.01% | 0.48% | 228,843 | 228,843 | 100.00% | 13,590,986 | Jun 30, 2024 |
OMERS ADMINISTRATION CORP | 0.01% | 0.13% | 221,343 | 221,343 | 100.00% | 13,145,561 | Jun 30, 2024 |
HST VENTURES, LLC | 0.01% | 5.58% | 207,927 | 207,927 | 100.00% | 12,348,785 | Jun 30, 2024 |
ELEMENT CAPITAL MANAGEMENT LLC | 0.00% | 0.80% | 174,496 | 174,496 | 100.00% | 10,363,317 | Jun 30, 2024 |
F/M INVESTMENTS LLC | 0.00% | 0.36% | 166,196 | 166,196 | 100.00% | 9,866,609 | Jun 30, 2024 |
ELDRED ROCK PARTNERS, LLC | 0.00% | 3.61% | 145,635 | 145,635 | 100.00% | 8,649,263 | Jun 30, 2024 |
NATWEST GROUP PLC | 0.00% | 2.81% | 138,498 | 138,498 | 100.00% | 8,225,396 | Jun 30, 2024 |
RIVERFRONT INVESTMENT GROUP, LLC | 0.00% | 0.18% | 116,630 | 116,630 | 100.00% | 6,927,000 | Jun 30, 2024 |
LAURION CAPITAL MANAGEMENT LP | 0.00% | 0.07% | 98,231 | 98,231 | 100.00% | 5,833,939 | Jun 30, 2024 |
LEUTHOLD GROUP, LLC | 0.00% | 0.66% | 95,501 | 95,501 | 100.00% | 5,671,804 | Jun 30, 2024 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 0.00% | 0.30% | 88,500 | 88,500 | 100.00% | 5,256,015 | Jun 30, 2024 |
0.00% | 1.38% | 87,791 | 87,791 | 100.00% | 5,213,882 | Jun 30, 2024 | |
NWK GROUP, INC. | 0.00% | 2.01% | 80,703 | 80,703 | 100.00% | 4,792,951 | Jun 30, 2024 |
DRW SECURITIES, LLC | 0.00% | 0.17% | 72,875 | 72,875 | 100.00% | 4,325,720 | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.00% | 0.17% | 72,708 | 72,708 | 100.00% | 4,318,128 | Jun 30, 2024 |
CMT CAPITAL MARKETS TRADING GMBH | 0.00% | 0.06% | 71,684 | 71,684 | 100.00% | 4,257,000 | Jun 30, 2024 |
ABNER HERRMAN & BROCK LLC | 0.00% | 0.54% | 71,350 | 71,350 | 100.00% | 4,237,000 | Jun 30, 2024 |
LEE DANNER & BASS INC | 0.00% | 0.27% | 59,196 | 59,196 | 100.00% | 3,516,000 | Jun 30, 2024 |
COPPELL ADVISORY SOLUTIONS LLC | 0.00% | 0.44% | 44,643 | 44,643 | 100.00% | 2,651,323 | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.00% | 0.01% | 44,533 | 44,533 | 100.00% | 2,644,815 | Jun 30, 2024 |
MIZUHO MARKETS AMERICAS LLC | 0.00% | 0.06% | 42,800 | 42,800 | 100.00% | 2,541,892 | Jun 30, 2024 |
LGT FUND MANAGEMENT CO LTD. | 0.00% | 0.31% | 41,716 | 41,716 | 100.00% | 2,477,513 | Jun 30, 2024 |
CHIRON INVESTMENT MANAGEMENT, LLC | 0.00% | 0.92% | 39,525 | 39,525 | 100.00% | 2,347,390 | Jun 30, 2024 |
SCIENCAST MANAGEMENT LP | 0.00% | 0.75% | 36,261 | 36,261 | 100.00% | 2,153,541 | Jun 30, 2024 |
APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.09% | 34,566 | 34,566 | 100.00% | 2,052,875 | Jun 30, 2024 |
ISAM FUNDS (UK) LTD | 0.00% | 1.49% | 33,382 | 33,382 | 100.00% | 1,982,557 | Jun 30, 2024 |
NEBULA RESEARCH & DEVELOPMENT LLC | 0.00% | 0.32% | 32,818 | 32,818 | 100.00% | 1,949,061 | Jun 30, 2024 |
GOLDEN STATE EQUITY PARTNERS | 0.00% | 0.41% | 32,791 | 32,791 | 100.00% | 1,947,463 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.00% | 0.07% | 28,937 | 28,937 | 100.00% | 114,871,000 | Jun 30, 2024 |
CTC ALTERNATIVE STRATEGIES, LTD. | 0.00% | 0.71% | 28,347 | 28,347 | 100.00% | 1,683,528 | Jun 30, 2024 |
NATIONALE-NEDERLANDEN POWSZECHNE TOWARZYSTWO EMERYTALNE S.A. | 0.00% | 0.27% | 28,277 | 28,277 | 100.00% | 1,679,371 | Jun 30, 2024 |
LPL FINANCIAL LLC | 0.00% | 0.00% | 27,300 | 27,300 | 100.00% | 1,621,347 | Jun 30, 2024 |
0.00% | 0.16% | 24,242 | 24,242 | 100.00% | 1,263,496 | Jun 30, 2024 | |
FIRST MERCHANTS CORP | 0.00% | 0.05% | 21,000 | 21,000 | 100.00% | 1,247,190 | Jun 30, 2024 |
IMC-CHICAGO, LLC | 0.00% | 0.00% | 19,064 | 19,064 | 100.00% | 1,132,211 | Jun 30, 2024 |
EMPIRICAL ASSET MANAGEMENT, LLC | 0.00% | 0.28% | 18,760 | 18,760 | 100.00% | 740,084 | Jun 30, 2024 |
0.00% | 0.70% | 18,009 | 18,009 | 100.00% | 1,069,555 | Jun 30, 2024 | |
AXIOM ADVISORY, LLC | 0.00% | 0.01% | 17,262 | 17,262 | 100.00% | 1,019,066 | Jun 30, 2024 |
0.00% | 1.03% | 17,108 | 17,108 | 100.00% | 1,585,660 | Jun 30, 2024 | |
GLAXIS CAPITAL MANAGEMENT, LLC | 0.00% | 1.54% | 15,000 | 15,000 | 100.00% | 890,850 | Jun 30, 2024 |
KNOLLWOOD INVESTMENT ADVISORY, LLC | 0.00% | 0.10% | 14,587 | 14,587 | 100.00% | 866,322 | Jun 30, 2024 |
WILLIAMS FINANCIAL, LLC | 0.00% | 0.21% | 14,184 | 14,184 | 100.00% | 828,724 | Jun 30, 2024 |
HERITAGE FAMILY OFFICES, LLP | 0.00% | 0.42% | 12,833 | 12,833 | 100.00% | 762,181 | Jun 30, 2024 |
FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.18% | 12,559 | 12,559 | 100.00% | 756,569 | Jun 30, 2024 |
TAIKA CAPITAL, LP | 0.00% | 0.58% | 12,450 | 12,450 | 100.00% | 739,406 | Jun 30, 2024 |
GREENLAND CAPITAL MANAGEMENT LP | 0.00% | 0.11% | 12,055 | 12,055 | 100.00% | 715,946 | Jun 30, 2024 |
PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.23% | 11,395 | 11,395 | 100.00% | 676,729 | Jun 30, 2024 |
SAN LUIS WEALTH ADVISORS LLC | 0.00% | 0.16% | 11,323 | 11,323 | 100.00% | 672,000 | Jun 30, 2024 |
0.00% | 0.40% | 11,171 | 11,171 | 100.00% | 663,446 | Jun 30, 2024 | |
0.00% | 0.42% | 9,591 | 9,591 | 100.00% | 569,609 | Jun 30, 2024 | |
TRADEWINDS, LLC. | 0.00% | 0.17% | 9,077 | 9,077 | 100.00% | 539,100 | Jun 30, 2024 |
CONCENTRIC CAPITAL STRATEGIES, LP | 0.00% | 0.03% | 8,907 | 8,907 | 100.00% | 528,987 | Jun 30, 2024 |
SILVER LAKE ADVISORY, LLC | 0.00% | 0.07% | 8,196 | 8,196 | 100.00% | 486,733 | Jun 30, 2024 |
OLD WEST INVESTMENT MANAGEMENT, LLC | 0.00% | 0.21% | 8,037 | 8,037 | 100.00% | 477,317 | Jun 30, 2024 |
DESTINATION WEALTH MANAGEMENT | 0.00% | 0.02% | 8,021 | 8,021 | 100.00% | 476,392 | Jun 30, 2024 |
INTEGRITY FINANCIAL CORP /WA | 0.00% | 0.28% | 7,498 | 7,498 | 100.00% | 445,306 | Jun 30, 2024 |
INTELLIGENCE DRIVEN ADVISERS, LLC | 0.00% | 0.06% | 7,385 | 7,385 | 100.00% | 438,595 | Jun 30, 2024 |
CTC LLC | 0.00% | 0.00% | 7,314 | 7,314 | 100.00% | 434,378 | Jun 30, 2024 |
UNITED ADVISOR GROUP, LLC | 0.00% | 0.13% | 7,280 | 7,280 | 100.00% | 432,359 | Jun 30, 2024 |
WEALTH MANAGEMENT PARTNERS, LLC | 0.00% | 0.20% | 7,073 | 7,073 | 100.00% | 420,086 | Jun 30, 2024 |
SEQUENT ASSET MANAGEMENT, LLC | 0.00% | 0.21% | 7,073 | 7,073 | 100.00% | 420,066 | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | 0.00% | 0.00% | 7,000 | 7,000 | 100.00% | 415,730 | Jun 30, 2024 |
ALERA INVESTMENT ADVISORS, LLC | 0.00% | 0.05% | 6,940 | 6,940 | 100.00% | 412,175 | Jun 30, 2024 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 0.00% | - | 6,900 | 6,900 | 100.00% | 18,906 | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | 0.00% | 0.00% | 6,900 | 6,900 | 100.00% | 409,791 | Jun 30, 2024 |
SPIDERROCK ADVISORS, LLC | 0.00% | 0.01% | 6,900 | 6,900 | 100.00% | 409,791 | Jun 30, 2024 |
TRADELINK CAPITAL LLC | 0.00% | 1.13% | 6,600 | 6,600 | 100.00% | 392,000 | Jun 30, 2024 |
BORDEAUX WEALTH ADVISORS LLC | 0.00% | 0.07% | 6,517 | 6,517 | 100.00% | 387,029 | Jun 30, 2024 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 0.00% | 0.01% | 6,470 | 6,470 | 100.00% | 384,275 | Jun 30, 2024 |
DEMPZE NANCY E | 0.00% | 0.26% | 6,302 | 6,302 | 100.00% | 374,276 | Jun 30, 2024 |
CAMDEN NATIONAL BANK | 0.00% | 0.06% | 6,194 | 6,194 | 100.00% | 367,861 | Jun 30, 2024 |
INDEX FUND ADVISORS, INC. | 0.00% | 0.02% | 6,186 | 6,186 | 100.00% | 367,399 | Jun 30, 2024 |
LAKERIDGE WEALTH MANAGEMENT LLC | 0.00% | 0.22% | 6,079 | 6,079 | 100.00% | 361,056 | Jun 30, 2024 |
LONGVIEW WEALTH MANAGEMENT | 0.00% | 0.13% | 5,981 | 5,981 | 100.00% | 355,212 | Jun 30, 2024 |
180 WEALTH ADVISORS, LLC | 0.00% | 0.06% | 5,936 | 5,936 | 100.00% | 357,110 | Jun 30, 2024 |
MAGNOLIA CAPITAL ADVISORS LLC | 0.00% | 0.11% | 5,774 | 5,774 | 100.00% | 342,925 | Jun 30, 2024 |
PENSIONMARK FINANCIAL GROUP, LLC | 0.00% | 0.02% | 5,531 | 5,531 | 100.00% | 328,498 | Jun 30, 2024 |
IBEX WEALTH ADVISORS | 0.00% | 0.05% | 5,410 | 5,410 | 100.00% | 321,297 | Jun 30, 2024 |
NELSON CAPITAL MANAGEMENT, LLC | 0.00% | 0.06% | 5,370 | 5,370 | 100.00% | 318,913 | Jun 30, 2024 |
0.00% | 0.02% | 5,358 | 5,358 | 100.00% | 318,158 | Jun 30, 2024 | |
GSA CAPITAL PARTNERS LLP | 0.00% | 0.02% | 4,949 | 4,949 | 100.00% | 294,000 | Jun 30, 2024 |
BRAVE ASSET MANAGEMENT INC | 0.00% | 0.07% | 4,905 | 4,905 | 100.00% | 291,308 | Jun 30, 2024 |
BLACKDIAMOND WEALTH MANAGEMENT INC. | 0.00% | 0.17% | 4,818 | 4,818 | 100.00% | 254,211 | Jun 30, 2024 |
AXQ CAPITAL, LP | 0.00% | 0.07% | 4,799 | 4,799 | 100.00% | 285,013 | Jun 30, 2024 |
CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.11% | 4,642 | 4,642 | 100.00% | 275,689 | Jun 30, 2024 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 0.00% | 0.09% | 4,489 | 4,489 | 100.00% | 266,627 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.00% | 0.00% | 4,419 | 4,419 | 100.00% | 262,444 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | - | - | - | -5,611,100 | -100.00% | - | Jun 30, 2024 |
VAN ECK ASSOCIATES CORP | - | - | - | -3,937,124 | -100.00% | - | Jun 30, 2024 |
CANOE FINANCIAL LP | - | - | - | -2,946,348 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -911,525 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -689,300 | -100.00% | - | Jun 30, 2024 |
POPLAR FOREST CAPITAL LLC | - | - | - | -437,556 | -100.00% | - | Jun 30, 2024 |
HOLOWESKO PARTNERS LTD. | - | - | - | -383,981 | -100.00% | - | Jun 30, 2024 |
KILTEARN PARTNERS LLP | - | - | - | -345,499 | -100.00% | - | Jun 30, 2024 |
JANNEY MONTGOMERY SCOTT LLC | - | - | - | -311,850 | -100.00% | - | Jun 30, 2024 |
MARSHALL WACE, LLP | - | - | - | -282,900 | -100.00% | - | Jun 30, 2024 |
WEISS ASSET MANAGEMENT LP | - | - | - | -263,625 | -100.00% | - | Jun 30, 2024 |
ICICI PRUDENTIAL ASSET MANAGEMENT CO LTD | - | - | - | -249,118 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -145,153 | -100.00% | - | Jun 30, 2024 |
ARGA INVESTMENT MANAGEMENT, LP | - | - | - | -141,752 | -100.00% | - | Jun 30, 2024 |
BLUECREST CAPITAL MANAGEMENT LTD | - | - | - | -111,800 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -102,200 | -100.00% | - | Jun 30, 2024 |
SCHONFELD STRATEGIC ADVISORS LLC | - | - | - | -100,000 | -100.00% | - | Jun 30, 2024 |
ENTROPY TECHNOLOGIES, LP | - | - | - | -74,183 | -100.00% | - | Jun 30, 2024 |
GENUS CAPITAL MANAGEMENT INC. | - | - | - | -72,400 | -100.00% | - | Jun 30, 2024 |
LIGHTHOUSE INVESTMENT PARTNERS, LLC | - | - | - | -54,200 | -100.00% | - | Jun 30, 2024 |
ALLY FINANCIAL INC. | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
IAT REINSURANCE CO LTD. | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -46,786 | -100.00% | - | Jun 30, 2024 |
COASTAL BRIDGE ADVISORS, LLC | - | - | - | -35,200 | -100.00% | - | Jun 30, 2024 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | - | - | - | -33,566 | -100.00% | - | Jun 30, 2024 |
MYDA ADVISORS LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
STRATEGIC PLANNING GROUP, LLC | - | - | - | -28,025 | -100.00% | - | Jun 30, 2024 |
TEALWOOD ASSET MANAGEMENT INC | - | - | - | -24,730 | -100.00% | - | Jun 30, 2024 |
ONEASCENT FINANCIAL SERVICES LLC | - | - | - | -24,549 | -100.00% | - | Jun 30, 2024 |
BNP PARIBAS | - | - | - | -22,000 | -100.00% | - | Jun 30, 2024 |
RETIREFUL, LLC | - | - | - | -21,623 | -100.00% | - | Jun 30, 2024 |
FOX RUN MANAGEMENT, L.L.C. | - | - | - | -19,758 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (UK) LTD. | - | - | - | -19,317 | -100.00% | - | Jun 30, 2024 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | - | - | - | -18,106 | -100.00% | - | Jun 30, 2024 |
RELATIVE VALUE PARTNERS GROUP, LLC | - | - | - | -17,993 | -100.00% | - | Jun 30, 2024 |
HARTLINE INVESTMENT CORP/ | - | - | - | -15,678 | -100.00% | - | Jun 30, 2024 |
ALTERNA WEALTH MANAGEMENT, INC | - | - | - | -15,028 | -100.00% | - | Jun 30, 2024 |
MCDANIEL TERRY & CO | - | - | - | -14,700 | -100.00% | - | Jun 30, 2024 |
TEAM HEWINS, LLC | - | - | - | -13,871 | -100.00% | - | Jun 30, 2024 |
ROCKPORT WEALTH LLC | - | - | - | -13,846 | -100.00% | - | Jun 30, 2024 |
DF DENT & CO INC | - | - | - | -13,438 | -100.00% | - | Jun 30, 2024 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | - | - | - | -13,334 | -100.00% | - | Jun 30, 2024 |
GAGNON SECURITIES LLC | - | - | - | -13,056 | -100.00% | - | Jun 30, 2024 |
WORLD EQUITY GROUP, INC. | - | - | - | -11,344 | -100.00% | - | Jun 30, 2024 |
RADNOR CAPITAL MANAGEMENT, LLC | - | - | - | -10,816 | -100.00% | - | Jun 30, 2024 |
PRIVATE PORTFOLIO PARTNERS LLC | - | - | - | -10,548 | -100.00% | - | Jun 30, 2024 |
ONEASCENT WEALTH MANAGEMENT LLC | - | - | - | -9,725 | -100.00% | - | Jun 30, 2024 |
EAGLE STRATEGIES LLC | - | - | - | -9,293 | -100.00% | - | Jun 30, 2024 |
XTX TOPCO LTD | - | - | - | -8,988 | -100.00% | - | Jun 30, 2024 |
DELTA FINANCIAL GROUP, INC. | - | - | - | -8,892 | -100.00% | - | Jun 30, 2024 |
FORTIS CAPITAL ADVISORS, LLC | - | - | - | -7,996 | -100.00% | - | Jun 30, 2024 |
MAVERICK CAPITAL LTD | - | - | - | -7,818 | -100.00% | - | Jun 30, 2024 |
EVOKE WEALTH, LLC | - | - | - | -7,663 | -100.00% | - | Jun 30, 2024 |
TRAYNOR CAPITAL MANAGEMENT, INC. | - | - | - | -7,626 | -100.00% | - | Jun 30, 2024 |
AGF MANAGEMENT LTD | - | - | - | -7,463 | -100.00% | - | Jun 30, 2024 |
CEDAR BROOK FINANCIAL PARTNERS, LLC | - | - | - | -7,282 | -100.00% | - | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | - | - | - | -7,178 | -100.00% | - | Jun 30, 2024 |
STEVENS CAPITAL MANAGEMENT LP | - | - | - | -6,795 | -100.00% | - | Jun 30, 2024 |
ARBOR INVESTMENT ADVISORS, LLC | - | - | - | -6,671 | -100.00% | - | Jun 30, 2024 |
CM WEALTH ADVISORS LLC | - | - | - | -6,662 | -100.00% | - | Jun 30, 2024 |
NEW VERNON CAPITAL HOLDINGS II LLC | - | - | - | -6,584 | -100.00% | - | Jun 30, 2024 |
CHARLES SCHWAB TRUST CO | - | - | - | -6,400 | -100.00% | - | Jun 30, 2024 |
ANGELES INVESTMENT ADVISORS, LLC | - | - | - | -5,962 | -100.00% | - | Jun 30, 2024 |
NEXUS INVESTMENT MANAGEMENT ULC | - | - | - | -5,500 | -100.00% | - | Jun 30, 2024 |
NWAM LLC | - | - | - | -5,454 | -100.00% | - | Jun 30, 2024 |
PORTFOLIO STRATEGIES, INC. | - | - | - | -5,349 | -100.00% | - | Jun 30, 2024 |
BRAVE WARRIOR ADVISORS, LLC | - | - | - | -5,250 | -100.00% | - | Jun 30, 2024 |
BLUEPATH CAPITAL MANAGEMENT, LLC | - | - | - | -5,182 | -100.00% | - | Jun 30, 2024 |
BANK JULIUS BAER & CO. LTD, ZURICH | - | - | - | -5,056 | -100.00% | - | Jun 30, 2024 |
FINANCIAL ARCHITECTS, LLC | - | - | - | -5,002 | -100.00% | - | Jun 30, 2024 |
1858 WEALTH MANAGEMENT, LLC | - | - | - | -4,963 | -100.00% | - | Jun 30, 2024 |
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. | - | - | - | -4,894 | -100.00% | - | Jun 30, 2024 |
CATALYTIC WEALTH RIA, LLC | - | - | - | -4,599 | -100.00% | - | Jun 30, 2024 |
MONOGRAPH WEALTH ADVISORS, LLC | - | - | - | -4,500 | -100.00% | - | Jun 30, 2024 |
AMPLIUS WEALTH ADVISORS, LLC | - | - | - | -4,476 | -100.00% | - | Jun 30, 2024 |
J. L. BAINBRIDGE & CO., INC. | - | - | - | -4,457 | -100.00% | - | Jun 30, 2024 |
JOHNSON & WHITE WEALTH MANAGEMENT, LLC | - | - | - | -4,436 | -100.00% | - | Jun 30, 2024 |
ACORN WEALTH ADVISORS, LLC | - | - | - | -4,329 | -100.00% | - | Jun 30, 2024 |
SYVERSON STREGE & CO | - | - | - | -4,133 | -100.00% | - | Jun 30, 2024 |
SKYLINE ADVISORS, INC. | - | - | - | -4,132 | -100.00% | - | Jun 30, 2024 |
HBW ADVISORY SERVICES LLC | - | - | - | -4,109 | -100.00% | - | Jun 30, 2024 |
QVR LLC | - | - | - | -4,066 | -100.00% | - | Jun 30, 2024 |
PRELUDE CAPITAL MANAGEMENT, LLC | - | - | - | -4,000 | -100.00% | - | Jun 30, 2024 |
EXECUTIVE WEALTH MANAGEMENT, LLC | - | - | - | -3,981 | -100.00% | - | Jun 30, 2024 |
HFG ADVISORS, INC. | - | - | - | -3,953 | -100.00% | - | Jun 30, 2024 |
HOLISTIC FINANCIAL PARTNERS | - | - | - | -3,947 | -100.00% | - | Jun 30, 2024 |
DARK FOREST CAPITAL MANAGEMENT LP | - | - | - | -3,911 | -100.00% | - | Jun 30, 2024 |
DEMARS FINANCIAL GROUP, LLC | - | - | - | -3,875 | -100.00% | - | Jun 30, 2024 |
DENALI ADVISORS LLC | - | - | - | -3,800 | -100.00% | - | Jun 30, 2024 |
SPINNAKER INVESTMENT GROUP, LLC | - | - | - | -3,784 | -100.00% | - | Jun 30, 2024 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | - | - | - | -3,768 | -100.00% | - | Jun 30, 2024 |
SOVEREIGN FINANCIAL GROUP, INC. | - | - | - | -3,761 | -100.00% | - | Jun 30, 2024 |
WASHINGTON CAPITAL MANAGEMENT, INC | - | - | - | -3,760 | -100.00% | - | Jun 30, 2024 |
INDEPENDENT WEALTH NETWORK INC. | - | - | - | -3,679 | -100.00% | - | Jun 30, 2024 |
WEST WEALTH GROUP, LLC | - | - | - | -3,595 | -100.00% | - | Jun 30, 2024 |
HERITAGE INVESTORS MANAGEMENT CORP | - | - | - | -3,585 | -100.00% | - | Jun 30, 2024 |
ECHO45 ADVISORS LLC | - | - | - | -3,522 | -100.00% | - | Jun 30, 2024 |
CORECAP ADVISORS, LLC | - | - | - | -3,416 | -100.00% | - | Jun 30, 2024 |
HENDERSHOT INVESTMENTS INC. | - | - | - | -3,266 | -100.00% | - | Jun 30, 2024 |
BKM WEALTH MANAGEMENT, LLC | - | - | - | -2,523 | -100.00% | - | Jun 30, 2024 |
Wells Fargo & Company Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
HIGHLAND FUNDS II | 53.72% | 795,000 | - | - | Dec 31, 2023 |
Manager Directed Portfolios | 45.74% | 7,490,000 | - | - | Jan 31, 2024 |
HIGHLAND FUNDS II | 33.79% | 500,000 | - | - | Dec 31, 2023 |
Manager Directed Portfolios | 27.48% | 4,500,000 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 15.33% | 8,000,000 | - | - | Mar 31, 2024 |
Manager Directed Portfolios | 15.27% | 2,500,000 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 12.84% | 6,700,000 | - | - | Mar 31, 2024 |
EAGLE CAPITAL GROWTH FUND, INC. | 10.30% | 492,200 | - | - | Mar 31, 2024 |
BNY MELLON ULTRA SHORT INCOME FUND | 10.08% | 4,500,000 | - | - | Nov 30, 2021 |
VANGUARD VALLEY FORGE FUNDS | 9.58% | 5,000,000 | - | - | Mar 31, 2024 |
Clough Global Dividend & Income Fund | 9.52% | 1,000,000 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 8.06% | 4,205,000 | - | - | Mar 31, 2024 |
Uncommon Investment Funds Trust | 6.70% | 16,818 | - | - | Jun 30, 2022 |
VANGUARD VALLEY FORGE FUNDS | 6.52% | 3,400,000 | - | - | Mar 31, 2024 |
YCG Funds | 6.42% | 288,656 | - | - | Feb 29, 2024 |
John Hancock Collateral Trust | 6.37% | 61,333,000 | - | - | Sep 30, 2021 |
UBS Series Funds | 5.98% | 25,704,000 | - | - | Jan 31, 2024 |
AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 5.87% | 123,534,000 | - | - | Mar 31, 2024 |
MATRIX ADVISORS VALUE FUND INC | 5.81% | 35,600 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 5.75% | 3,000,000 | - | - | Mar 31, 2024 |
Manager Directed Portfolios | 5.65% | 925,000 | - | - | Jan 31, 2024 |
John Hancock Collateral Trust | 5.19% | 50,000,000 | - | - | Sep 30, 2021 |
VANGUARD VALLEY FORGE FUNDS | 4.87% | 2,543,184 | - | - | Mar 31, 2024 |
VICTORY VARIABLE INSURANCE FUNDS | 4.86% | 2,488,000 | - | - | Mar 31, 2024 |
PIONEER EQUITY INCOME FUND | 4.70% | 1,045,942 | -115,729 | -9.96% | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 4.70% | 2,450,000 | - | - | Mar 31, 2024 |
Clipper Funds Trust | 4.59% | 1,708,382 | -56,560 | -3.20% | Dec 31, 2023 |
ALTABA INC. | 4.52% | 35,000,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 4.30% | 2,243,000 | - | - | Mar 31, 2024 |
DAVIS VARIABLE ACCOUNT FUND INC | 4.26% | 233,264 | -4,950 | -2.08% | Dec 31, 2023 |
Matrix Advisors Funds Trust | 4.21% | 23,000 | - | - | Mar 31, 2024 |
SELECTED AMERICAN SHARES INC | 4.14% | 2,575,190 | -123,270 | -4.57% | Dec 31, 2023 |
DAVIS NEW YORK VENTURE FUND INC | 3.93% | 10,501,317 | -669,850 | -6.00% | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 3.83% | 2,000,000 | - | - | Mar 31, 2024 |
Eaton Vance Tax-Managed Diversified Equity Income Fund | 3.77% | 431,895 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 3.55% | 1,850,000 | - | - | Mar 31, 2024 |
AB EQUITY INCOME FUND INC | 3.50% | 350,310 | -57,530 | -14.11% | Feb 29, 2024 |
HILLMAN CAPITAL MANAGEMENT INVESTMENT TRUST | 3.46% | 155,000 | 23,000 | 17.42% | Dec 31, 2020 |
Atlas U.S. Tactical Income Fund | 3.32% | 2,200,000 | - | - | Mar 31, 2024 |
TRUST FOR CREDIT UNIONS | 3.03% | 13,829,000 | - | - | Feb 28, 2023 |
PIONEER SERIES TRUST XI | 2.91% | 1,466,845 | - | - | Mar 28, 2024 |
ALGER FUNDS II | 2.88% | 651,687 | - | - | Jan 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 2.88% | 1,500,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 2.73% | 1,425,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 2.73% | 1,425,000 | - | - | Mar 31, 2024 |
Cohen & Steers MLP Income & Energy Opportunity Fund | 2.53% | 280,000 | - | - | May 31, 2021 |
VANGUARD VALLEY FORGE FUNDS | 2.49% | 1,300,000 | - | - | Mar 31, 2024 |
FIDELITY DESTINY PORTFOLIOS | 2.35% | 5,167,950 | -117,500 | -2.22% | Mar 31, 2024 |
Stock Portfolio | 2.35% | 144,210 | - | - | Mar 31, 2024 |
Stock Dividend Fund, Inc. | 2.31% | 13,500 | - | - | Mar 31, 2024 |
Federated Hermes Equity Income Fund, Inc. | 2.27% | 333,800 | -154,575 | -31.65% | Feb 29, 2024 |
T. Rowe Price Equity Income Fund, Inc. | 2.19% | 9,310,000 | -1,005,000 | -9.74% | Mar 31, 2024 |
TRUST FOR CREDIT UNIONS | 2.19% | 10,000,000 | - | - | Feb 28, 2023 |
DIVIDEND & INCOME FUND | 2.18% | 95,000 | - | - | Dec 31, 2023 |
Davis Fundamental ETF Trust | 2.17% | 968,765 | -12,166 | -1.24% | Jan 31, 2024 |
AllianzGI Institutional Multi-Series Trust | 2.08% | 250,000 | - | - | Sep 30, 2020 |
DAVIS SERIES INC | 2.02% | 2,330,068 | -10,210 | -0.44% | Dec 31, 2023 |
SCM Trust | 2.01% | 5,995,000 | 845,000 | 16.41% | Dec 31, 2023 |
VANGUARD VALLEY FORGE FUNDS | 2.01% | 1,048,000 | - | - | Mar 31, 2024 |
TORRAY FUND | 2.01% | 253,400 | - | - | Sep 30, 2022 |
Tax-Managed Value Portfolio | 1.95% | 188,847 | - | - | Jan 31, 2024 |
BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 1.92% | 1,292,910 | -36,890 | -2.77% | Mar 28, 2024 |
AMERICAN MUTUAL FUND | 1.89% | 17,599,846 | - | - | Jan 31, 2024 |
UBS Series Funds | 1.86% | 8,000,000 | - | - | Jan 31, 2024 |
LORD ABBETT AFFILIATED FUND INC | 1.82% | 2,568,700 | - | - | Jan 31, 2024 |
PIONEER FUND /MA/ | 1.76% | 2,350,337 | - | - | Mar 28, 2024 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1.75% | 569,800 | - | - | Dec 31, 2023 |
Starboard Investment Trust | 1.72% | 1,000,000 | - | - | Feb 29, 2024 |
Capital Group U.S. Equity Fund | 1.69% | 57,870 | -23,033 | -28.47% | Jan 31, 2024 |
JOHN HANCOCK PREMIUM DIVIDEND FUND | 1.68% | 11,301,000 | - | - | Jan 31, 2024 |
LMP CAPITAL & INCOME FUND INC. | 1.68% | 500,000 | - | - | Feb 29, 2024 |
AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 1.66% | 34,997,000 | - | - | Mar 31, 2024 |
First Trust Intermediate Duration Preferred & Income Fund | 1.58% | 24,125,622 | - | - | Jan 31, 2024 |
Eaton Vance Risk-Managed Diversified Equity Income Fund | 1.57% | 167,915 | - | - | Mar 31, 2024 |
Eaton Vance Enhanced Equity Income Fund | 1.57% | 196,060 | - | - | Mar 31, 2024 |
CALIFORNIA FIRST LEASING CORP | 1.57% | 106,400 | - | - | Mar 31, 2024 |
Cohen & Steers Low Duration Preferred & Income Fund, Inc. | 1.57% | 24,981,000 | - | - | Jan 31, 2024 |
John Hancock Collateral Trust | 1.56% | 15,000,000 | - | - | Sep 30, 2021 |
PRUDENTIAL SHORT-TERM CORPORATE BOND FUND, INC. | 1.46% | 126,625,000 | - | - | Mar 28, 2024 |
CHESTNUT STREET EXCHANGE FUND | 1.46% | 55,125 | - | - | Mar 31, 2024 |
JOHN HANCOCK CAPITAL SERIES | 1.44% | 1,521,959 | -108,369 | -6.65% | Jan 31, 2024 |
BlackRock Private Investments Fund | 1.40% | 2,305,000 | - | - | Mar 31, 2024 |
BlackRock Enhanced Equity Dividend Trust | 1.39% | 1,070,108 | -28,860 | -2.63% | Mar 31, 2024 |
SOUND SHORE FUND INC | 1.38% | 707,520 | - | - | Mar 31, 2024 |
T. Rowe Price Financial Services Fund, Inc. | 1.38% | 1,121,941 | -205,000 | -15.45% | Mar 31, 2024 |
SCHRODER GLOBAL SERIES TRUST | 1.38% | 2,809 | -58,554 | -95.42% | Jan 31, 2021 |
VICTORY VARIABLE INSURANCE FUNDS | 1.37% | 700,000 | - | - | Mar 31, 2024 |
MFS SERIES TRUST VII | 1.33% | 214,818 | -1,866 | -0.86% | Jan 31, 2024 |
BRIDGES INVESTMENT FUND INC | 1.32% | 40,000 | - | - | Dec 31, 2022 |
KAVILCO INC/WA/ | 1.31% | 9,540 | 9,540 | - | Mar 31, 2021 |
Pioneer Series Trust III | 1.31% | 376,464 | - | - | Feb 29, 2024 |
Spinnaker ETF Series | 1.30% | 500,000 | 500,000 | - | Mar 31, 2024 |
WASHINGTON MUTUAL INVESTORS FUND | 1.28% | 26,787,020 | 31,285 | 0.12% | Jan 31, 2024 |
JOHN HANCOCK TAX-ADVANTAGED DIVIDEND INCOME FUND | 1.27% | 8,624,000 | - | - | Jan 31, 2024 |
AB CORE OPPORTUNITIES FUND, INC. | 1.26% | 62,620 | - | - | Feb 29, 2024 |
Voya VARIABLE INSURANCE TRUST | 1.24% | 2,930,000 | - | - | Mar 31, 2024 |
T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 1.23% | 2,104,338 | - | - | Mar 31, 2024 |
T. Rowe Price Growth & Income Fund, Inc. | 1.21% | 1,206,840 | 421,540 | 53.68% | Dec 31, 2020 |
UBS Series Funds | 1.19% | 5,130,000 | - | - | Jan 31, 2024 |
DELAWARE GROUP EQUITY FUNDS IV | 1.18% | 1,380,000 | - | - | Mar 28, 2024 |
Wells Fargo & Company Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 2,239 | -0.75% |
31 Mar, 24 | 2,256 | 2.08% |
31 Dec, 23 | 2,210 | 8.49% |
30 Sep, 23 | 2,037 | -1.50% |
30 Jun, 23 | 2,068 | -0.24% |
31 Mar, 23 | 2,073 | -3.13% |
31 Dec, 22 | 2,140 | 5.11% |
30 Sep, 22 | 2,036 | -1.97% |
30 Jun, 22 | 2,077 | -6.53% |
31 Mar, 22 | 2,222 | 2.82% |
31 Dec, 21 | 2,161 | 7.73% |
30 Sep, 21 | 2,006 | -0.99% |
30 Jun, 21 | 2,026 | 3.16% |
31 Mar, 21 | 1,964 | 5.82% |
31 Dec, 20 | 1,856 | 8.47% |
30 Sep, 20 | 1,711 | -6.50% |
30 Jun, 20 | 1,830 | -3.02% |
31 Mar, 20 | 1,887 | -13.48% |
31 Dec, 19 | 2,181 | 7.54% |
30 Sep, 19 | 2,028 | 0.05% |
30 Jun, 19 | 2,027 | -3.11% |
31 Mar, 19 | 2,092 | 0.24% |
31 Dec, 18 | 2,087 | 1.76% |
30 Sep, 18 | 2,051 | -0.68% |
30 Jun, 18 | 2,065 | -1.38% |
31 Mar, 18 | 2,094 | -2.06% |
31 Dec, 17 | 2,138 | 9.98% |
30 Sep, 17 | 1,944 | -2.02% |
30 Jun, 17 | 1,984 | -1.44% |
31 Mar, 17 | 2,013 | -1.42% |
31 Dec, 16 | 2,042 | 3.55% |
30 Sep, 16 | 1,972 | 0.61% |
30 Jun, 16 | 1,960 | -0.46% |
31 Mar, 16 | 1,969 | 0.66% |
31 Dec, 15 | 1,956 | 4.26% |
30 Sep, 15 | 1,876 | 0.11% |
30 Jun, 15 | 1,874 | 2.97% |
31 Mar, 15 | 1,820 | -1.52% |
31 Dec, 14 | 1,848 | 6.94% |
30 Sep, 14 | 1,728 | 0.99% |
30 Jun, 14 | 1,711 | 0.53% |
31 Mar, 14 | 1,702 | 1.86% |
31 Dec, 13 | 1,671 | 7.67% |
30 Sep, 13 | 1,552 | 2.71% |
30 Jun, 13 | 1,511 | 110.74% |
31 Mar, 13 | 717 | 2.72% |
31 Dec, 12 | 698 | 8.55% |
30 Sep, 12 | 643 | 7.71% |
30 Jun, 12 | 597 | -2.29% |
31 Mar, 12 | 611 | 3.56% |
31 Dec, 11 | 590 | 18.47% |
30 Sep, 11 | 498 | 0.40% |
30 Jun, 11 | 496 | -1.59% |
31 Mar, 11 | 504 | 9.09% |
31 Dec, 10 | 462 | 14.93% |
30 Sep, 10 | 402 | -2.43% |
30 Jun, 10 | 412 | -0.96% |
31 Mar, 10 | 416 | -0.48% |
31 Dec, 09 | 418 | 5.56% |
30 Sep, 09 | 396 | 0.76% |
30 Jun, 09 | 393 | 3.69% |
31 Mar, 09 | 379 | - |
31 Dec, 08 | 379 | 6.76% |
30 Sep, 08 | 355 | 10.94% |
30 Jun, 08 | 320 | -3.61% |
31 Mar, 08 | 332 | -5.68% |
31 Dec, 07 | 352 | 8.98% |
30 Sep, 07 | 323 | -1.52% |
30 Jun, 07 | 328 | 2.50% |
31 Mar, 07 | 320 | 0.95% |
31 Dec, 06 | 317 | 7.46% |
30 Sep, 06 | 295 | -1.34% |
30 Jun, 06 | 299 | -1.64% |
31 Mar, 06 | 304 | 1.67% |
31 Dec, 05 | 299 | 7.17% |
30 Sep, 05 | 279 | -1.06% |
30 Jun, 05 | 282 | 5.62% |
31 Mar, 05 | 267 | -2.20% |
31 Dec, 04 | 273 | 16.17% |
30 Sep, 04 | 235 | 1.73% |
30 Jun, 04 | 231 | -6.10% |
31 Mar, 04 | 246 | 9.33% |
31 Dec, 03 | 225 | 3.69% |
30 Sep, 03 | 217 | 16.04% |
30 Jun, 03 | 187 | 1.63% |
31 Mar, 03 | 184 | 3.37% |
31 Dec, 02 | 178 | - |
30 Sep, 02 | 178 | -1.66% |
30 Jun, 02 | 181 | 17.53% |
31 Mar, 02 | 154 | 22.22% |
31 Dec, 01 | 126 | 3.28% |
30 Sep, 01 | 122 | -1.61% |
30 Jun, 01 | 124 | 4.20% |
31 Mar, 01 | 119 | 7.21% |
31 Dec, 00 | 111 | 19.35% |
30 Sep, 00 | 93 | -1.06% |
30 Jun, 00 | 94 | 16.05% |
31 Mar, 00 | 81 | 14.08% |
31 Dec, 99 | 71 | -1.39% |
30 Sep, 99 | 72 | 16.13% |
30 Jun, 99 | 62 | 24.00% |
31 Mar, 99 | 50 | 1150.00% |
31 Dec, 98 | 4 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 2,564,570,119 | -2.33% |
31 Mar, 24 | 2,625,875,774 | -3.20% |
31 Dec, 23 | 2,712,583,117 | 3.65% |
30 Sep, 23 | 2,617,095,792 | -3.34% |
30 Jun, 23 | 2,707,451,472 | -2.15% |
31 Mar, 23 | 2,767,001,440 | -1.75% |
31 Dec, 22 | 2,816,295,126 | 0.43% |
30 Sep, 22 | 2,804,122,032 | 1.18% |
30 Jun, 22 | 2,771,372,973 | 0.51% |
31 Mar, 22 | 2,757,256,043 | -1.93% |
31 Dec, 21 | 2,811,549,583 | -2.69% |
30 Sep, 21 | 2,889,291,017 | -1.82% |
30 Jun, 21 | 2,942,975,575 | 1.54% |
31 Mar, 21 | 2,898,328,193 | 0.63% |
31 Dec, 20 | 2,880,252,661 | 2.27% |
30 Sep, 20 | 2,816,239,255 | 0.14% |
30 Jun, 20 | 2,812,247,801 | -7.08% |
31 Mar, 20 | 3,026,575,418 | -3.38% |
31 Dec, 19 | 3,132,425,274 | -3.22% |
30 Sep, 19 | 3,236,652,003 | -3.70% |
30 Jun, 19 | 3,361,172,246 | -2.16% |
31 Mar, 19 | 3,435,289,613 | -2.61% |
31 Dec, 18 | 3,527,178,766 | -2.62% |
30 Sep, 18 | 3,622,066,243 | -3.15% |
30 Jun, 18 | 3,740,033,656 | -0.85% |
31 Mar, 18 | 3,772,008,253 | -0.35% |
31 Dec, 17 | 3,785,277,533 | 0.11% |
30 Sep, 17 | 3,781,120,316 | 0.01% |
30 Jun, 17 | 3,780,657,972 | -1.74% |
31 Mar, 17 | 3,847,505,163 | 0.50% |
31 Dec, 16 | 3,828,530,715 | 1.91% |
30 Sep, 16 | 3,756,796,861 | -1.04% |
30 Jun, 16 | 3,796,150,149 | -2.77% |
31 Mar, 16 | 3,904,120,114 | 0.20% |
31 Dec, 15 | 3,896,199,655 | -0.40% |
30 Sep, 15 | 3,911,940,132 | -0.83% |
30 Jun, 15 | 3,944,704,694 | -0.41% |
31 Mar, 15 | 3,960,926,871 | -1.92% |
31 Dec, 14 | 4,038,475,773 | 3.07% |
30 Sep, 14 | 3,918,164,094 | -2.77% |
30 Jun, 14 | 4,029,672,698 | 1.64% |
31 Mar, 14 | 3,964,796,703 | 0.77% |
31 Dec, 13 | 3,934,456,251 | 0.07% |
30 Sep, 13 | 3,931,606,910 | 3.38% |
30 Jun, 13 | 3,802,941,764 | -43.36% |
31 Mar, 13 | 6,714,747,809 | 363.91% |
31 Dec, 12 | 1,447,430,044 | -8.82% |
30 Sep, 12 | 1,587,369,176 | -12.05% |
30 Jun, 12 | 1,804,823,341 | 45.35% |
31 Mar, 12 | 1,241,667,095 | -19.78% |
31 Dec, 11 | 1,547,884,544 | 0.30% |
30 Sep, 11 | 1,543,190,989 | -77.59% |
30 Jun, 11 | 6,887,666,653 | 337.46% |
31 Mar, 11 | 1,574,466,583 | 25.09% |
31 Dec, 10 | 1,258,653,100 | -80.33% |
30 Sep, 10 | 6,397,418,269 | 419.68% |
30 Jun, 10 | 1,231,018,599 | 1.97% |
31 Mar, 10 | 1,207,292,201 | -4.90% |
31 Dec, 09 | 1,269,550,496 | 12.09% |
30 Sep, 09 | 1,132,665,401 | -79.96% |
30 Jun, 09 | 5,653,026,421 | 374.11% |
31 Mar, 09 | 1,192,332,993 | -4.00% |
31 Dec, 08 | 1,242,015,888 | 87.30% |
30 Sep, 08 | 663,105,557 | 34.41% |
30 Jun, 08 | 493,357,507 | 0.50% |
31 Mar, 08 | 490,879,696 | -12.33% |
31 Dec, 07 | 559,890,287 | 3.48% |
30 Sep, 07 | 541,078,402 | -14.11% |
30 Jun, 07 | 629,936,668 | 92.37% |
31 Mar, 07 | 327,454,065 | -41.75% |
31 Dec, 06 | 562,129,312 | -21.92% |
30 Sep, 06 | 719,961,467 | 121.29% |
30 Jun, 06 | 325,354,730 | 12.97% |
31 Mar, 06 | 287,994,026 | 6.22% |
31 Dec, 05 | 271,121,908 | -92.58% |
30 Sep, 05 | 3,651,742,010 | 1213.05% |
30 Jun, 05 | 278,110,840 | -92.43% |
31 Mar, 05 | 3,672,848,077 | 0.04% |
31 Dec, 04 | 3,671,536,159 | 1376.53% |
30 Sep, 04 | 248,659,768 | -93.17% |
30 Jun, 04 | 3,639,472,867 | 1446.29% |
31 Mar, 04 | 235,367,873 | 14.42% |
31 Dec, 03 | 205,710,458 | -12.38% |
30 Sep, 03 | 234,762,804 | 32.84% |
30 Jun, 03 | 176,723,299 | -4.36% |
31 Mar, 03 | 184,787,818 | -1.21% |
31 Dec, 02 | 187,051,833 | -17.67% |
30 Sep, 02 | 227,207,705 | 9.76% |
30 Jun, 02 | 207,008,455 | -17.27% |
31 Mar, 02 | 250,229,741 | 44.91% |
31 Dec, 01 | 172,677,962 | -95.21% |
30 Sep, 01 | 3,601,284,907 | 1264.68% |
30 Jun, 01 | 263,891,465 | 14.49% |
31 Mar, 01 | 230,486,095 | 6.04% |
31 Dec, 00 | 217,367,860 | -1.80% |
30 Sep, 00 | 221,363,435 | 0.41% |
30 Jun, 00 | 220,469,999 | -1.51% |
31 Mar, 00 | 223,859,198 | -2.17% |
31 Dec, 99 | 228,829,168 | -16.85% |
30 Sep, 99 | 275,184,194 | -2.61% |
30 Jun, 99 | 282,568,540 | 3.38% |
31 Mar, 99 | 273,317,384 | 28965.74% |
31 Dec, 98 | 940,342 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 72.04% | 1.32% |
31 Mar, 24 | 73.76% | 1.31% |
31 Dec, 23 | 74.91% | 1.46% |
30 Sep, 23 | 71.72% | 1.34% |
30 Jun, 23 | 73.18% | 1.37% |
31 Mar, 23 | 73.09% | 1.33% |
31 Dec, 22 | 74.11% | 1.36% |
30 Sep, 22 | 73.86% | 1.38% |
30 Jun, 22 | 73.05% | 1.41% |
31 Mar, 22 | 71.97% | 1.50% |
31 Dec, 21 | 69.22% | 1.39% |
30 Sep, 21 | 70.64% | 1.41% |
30 Jun, 21 | 70.81% | 1.47% |
31 Mar, 21 | 69.49% | 1.42% |
31 Dec, 20 | 69.94% | 1.51% |
30 Sep, 20 | 68.15% | 1.45% |
30 Jun, 20 | 68.50% | 1.41% |
31 Mar, 20 | 69.77% | 1.28% |
31 Dec, 19 | 73.97% | 1.36% |
30 Sep, 19 | 73.76% | 1.32% |
30 Jun, 19 | 74.78% | 1.33% |
31 Mar, 19 | 74.94% | 1.39% |
31 Dec, 18 | 73.49% | 1.30% |
30 Sep, 18 | 75.10% | 1.28% |
30 Jun, 18 | 76.49% | 1.31% |
31 Mar, 18 | 76.51% | 1.34% |
31 Dec, 17 | 75.51% | 1.31% |
30 Sep, 17 | 75.97% | 1.35% |
30 Jun, 17 | 75.05% | 1.30% |
31 Mar, 17 | 75.88% | 1.35% |
31 Dec, 16 | 74.98% | 1.38% |
30 Sep, 16 | 73.80% | 1.34% |
30 Jun, 16 | 74.17% | 1.28% |
31 Mar, 16 | 76.01% | 1.36% |
31 Dec, 15 | 74.79% | 1.31% |
30 Sep, 15 | 75.46% | 1.31% |
30 Jun, 15 | 75.76% | 1.33% |
31 Mar, 15 | 75.54% | 1.31% |
31 Dec, 14 | 75.88% | 1.39% |
30 Sep, 14 | 73.90% | 1.30% |
30 Jun, 14 | 75.31% | 1.37% |
31 Mar, 14 | 74.25% | 1.38% |
31 Dec, 13 | 73.42% | 1.37% |
30 Sep, 13 | 73.20% | 1.46% |
30 Jun, 13 | 70.69% | 0.45% |
31 Mar, 13 | 125.43% | 17.15% |
31 Dec, 12 | 27.05% | 3.00% |
30 Sep, 12 | 30.02% | 2.60% |
30 Jun, 12 | 34.01% | 6.16% |
31 Mar, 12 | 23.50% | 2.73% |
31 Dec, 11 | 29.33% | 3.43% |
30 Sep, 11 | 29.25% | 0.17% |
30 Jun, 11 | 130.29% | 14.65% |
31 Mar, 11 | 29.83% | 5.14% |
31 Dec, 10 | 24.08% | 0.16% |
30 Sep, 10 | 122.09% | 21.95% |
30 Jun, 10 | 23.58% | 4.36% |
31 Mar, 10 | 23.26% | 3.28% |
31 Dec, 09 | 26.64% | 4.55% |
30 Sep, 09 | 24.21% | 0.15% |
30 Jun, 09 | 126.10% | 16.00% |
31 Mar, 09 | 28.07% | 2.08% |
31 Dec, 08 | 36.77% | 9.20% |
30 Sep, 08 | 19.99% | 9.00% |
30 Jun, 08 | 14.91% | 6.75% |
31 Mar, 08 | 14.86% | 5.32% |
31 Dec, 07 | 16.72% | 6.37% |
30 Sep, 07 | 16.20% | 4.59% |
30 Jun, 07 | 18.80% | 19.98% |
31 Mar, 07 | 9.70% | 3.48% |
31 Dec, 06 | 16.69% | 3.66% |
30 Sep, 06 | 21.35% | 22.82% |
30 Jun, 06 | 9.67% | 13.15% |
31 Mar, 06 | 8.58% | 13.16% |
31 Dec, 05 | 8.07% | 0.07% |
30 Sep, 05 | 108.24% | 159.45% |
30 Jun, 05 | 8.24% | 0.07% |
31 Mar, 05 | 108.32% | 0.92% |
31 Dec, 04 | 108.48% | 200.18% |
30 Sep, 04 | 7.36% | 0.06% |
30 Jun, 04 | 107.80% | 224.76% |
31 Mar, 04 | 6.93% | 18.50% |
31 Dec, 03 | 6.12% | 12.49% |
30 Sep, 03 | 7.00% | 25.17% |
30 Jun, 03 | 5.27% | 17.47% |
31 Mar, 03 | 5.49% | 18.18% |
31 Dec, 02 | 5.50% | 12.32% |
30 Sep, 02 | 6.68% | 18.24% |
30 Jun, 02 | 6.05% | 11.21% |
31 Mar, 02 | 7.35% | 28.72% |
31 Dec, 01 | 5.06% | 0.05% |
30 Sep, 01 | 105.26% | 177.81% |
30 Jun, 01 | 7.69% | 17.06% |
31 Mar, 01 | 6.72% | 16.74% |
31 Dec, 00 | 6.33% | 13.87% |
30 Sep, 00 | 6.76% | 14.47% |
30 Jun, 00 | 6.83% | 15.70% |
31 Mar, 00 | 6.60% | 13.34% |
31 Dec, 99 | 7.03% | 10.09% |
30 Sep, 99 | 8.35% | 11.40% |
30 Jun, 99 | 8.56% | 12.43% |
31 Mar, 99 | 8.30% | 986689.31% |
31 Dec, 98 | 0.03% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 925 | -0.64% |
31 Mar, 24 | 931 | -3.62% |
31 Dec, 23 | 966 | 18.67% |
30 Sep, 23 | 814 | 1.62% |
30 Jun, 23 | 801 | -10.30% |
31 Mar, 23 | 893 | -7.94% |
31 Dec, 22 | 970 | 9.11% |
30 Sep, 22 | 889 | 6.21% |
30 Jun, 22 | 837 | -17.21% |
31 Mar, 22 | 1,011 | 3.59% |
31 Dec, 21 | 976 | 23.86% |
30 Sep, 21 | 788 | -9.01% |
30 Jun, 21 | 866 | -4.84% |
31 Mar, 21 | 910 | 18.18% |
31 Dec, 20 | 770 | 18.46% |
30 Sep, 20 | 650 | -18.65% |
30 Jun, 20 | 799 | -5.33% |
31 Mar, 20 | 844 | -12.27% |
31 Dec, 19 | 962 | 15.21% |
30 Sep, 19 | 835 | 9.44% |
30 Jun, 19 | 763 | -13.30% |
31 Mar, 19 | 880 | 18.28% |
31 Dec, 18 | 744 | 0.27% |
30 Sep, 18 | 742 | -3.01% |
30 Jun, 18 | 765 | -0.65% |
31 Mar, 18 | 770 | -16.12% |
31 Dec, 17 | 918 | 25.07% |
30 Sep, 17 | 734 | -12.41% |
30 Jun, 17 | 838 | 6.35% |
31 Mar, 17 | 788 | -6.19% |
31 Dec, 16 | 840 | -5.51% |
30 Sep, 16 | 889 | -10.56% |
30 Jun, 16 | 994 | -2.74% |
31 Mar, 16 | 1,022 | 1.49% |
31 Dec, 15 | 1,007 | 11.15% |
30 Sep, 15 | 906 | 4.26% |
30 Jun, 15 | 869 | 6.63% |
31 Mar, 15 | 815 | -2.86% |
31 Dec, 14 | 839 | 17.34% |
30 Sep, 14 | 715 | -8.68% |
30 Jun, 14 | 783 | 3.03% |
31 Mar, 14 | 760 | -3.68% |
31 Dec, 13 | 789 | 11.60% |
30 Sep, 13 | 707 | -35.67% |
30 Jun, 13 | 1,099 | 172.03% |
31 Mar, 13 | 404 | 4.12% |
31 Dec, 12 | 388 | 14.45% |
30 Sep, 12 | 339 | 4.31% |
30 Jun, 12 | 325 | -4.13% |
31 Mar, 12 | 339 | 7.96% |
31 Dec, 11 | 314 | 18.05% |
30 Sep, 11 | 266 | 4.72% |
30 Jun, 11 | 254 | -7.30% |
31 Mar, 11 | 274 | 9.16% |
31 Dec, 10 | 251 | 20.10% |
30 Sep, 10 | 209 | -5.86% |
30 Jun, 10 | 222 | -2.20% |
31 Mar, 10 | 227 | -5.02% |
31 Dec, 09 | 239 | 26.46% |
30 Sep, 09 | 189 | -10.43% |
30 Jun, 09 | 211 | -14.23% |
31 Mar, 09 | 246 | -1.99% |
31 Dec, 08 | 251 | 27.41% |
30 Sep, 08 | 197 | 12.57% |
30 Jun, 08 | 175 | -4.89% |
31 Mar, 08 | 184 | -4.66% |
31 Dec, 07 | 193 | 14.88% |
30 Sep, 07 | 168 | -8.70% |
30 Jun, 07 | 184 | 3.95% |
31 Mar, 07 | 177 | 0.57% |
31 Dec, 06 | 176 | -38.46% |
30 Sep, 06 | 286 | 90.67% |
30 Jun, 06 | 150 | -1.96% |
31 Mar, 06 | 153 | -12.07% |
31 Dec, 05 | 174 | 12.99% |
30 Sep, 05 | 154 | 9.22% |
30 Jun, 05 | 141 | - |
31 Mar, 05 | 141 | -5.37% |
31 Dec, 04 | 149 | 14.62% |
30 Sep, 04 | 130 | 6.56% |
30 Jun, 04 | 122 | -17.57% |
31 Mar, 04 | 148 | 12.12% |
31 Dec, 03 | 132 | 3.13% |
30 Sep, 03 | 128 | 13.27% |
30 Jun, 03 | 113 | 6.60% |
31 Mar, 03 | 106 | 9.28% |
31 Dec, 02 | 97 | 6.59% |
30 Sep, 02 | 91 | -7.14% |
30 Jun, 02 | 98 | -8.41% |
31 Mar, 02 | 107 | 46.58% |
31 Dec, 01 | 73 | 7.35% |
30 Sep, 01 | 68 | -27.66% |
30 Jun, 01 | 94 | 27.03% |
31 Mar, 01 | 74 | -2.63% |
31 Dec, 00 | 76 | 18.75% |
30 Sep, 00 | 64 | -1.54% |
30 Jun, 00 | 65 | 20.37% |
31 Mar, 00 | 54 | 17.39% |
31 Dec, 99 | 46 | 2.22% |
30 Sep, 99 | 45 | 18.42% |
30 Jun, 99 | 38 | -17.39% |
31 Mar, 99 | 46 | 1050.00% |
31 Dec, 98 | 4 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 894 | -5.30% |
31 Mar, 24 | 944 | 7.03% |
31 Dec, 23 | 882 | 7.04% |
30 Sep, 23 | 824 | -7.10% |
30 Jun, 23 | 887 | 11.01% |
31 Mar, 23 | 799 | -0.37% |
31 Dec, 22 | 802 | 7.36% |
30 Sep, 22 | 747 | -10.86% |
30 Jun, 22 | 838 | 1.58% |
31 Mar, 22 | 825 | 2.48% |
31 Dec, 21 | 805 | -1.83% |
30 Sep, 21 | 820 | 6.77% |
30 Jun, 21 | 768 | 6.37% |
31 Mar, 21 | 722 | -13.84% |
31 Dec, 20 | 838 | 3.33% |
30 Sep, 20 | 811 | -1.58% |
30 Jun, 20 | 824 | 0.12% |
31 Mar, 20 | 823 | -7.42% |
31 Dec, 19 | 889 | 1.72% |
30 Sep, 19 | 874 | -8.00% |
30 Jun, 19 | 950 | 6.98% |
31 Mar, 19 | 888 | -13.53% |
31 Dec, 18 | 1,027 | 10.55% |
30 Sep, 18 | 929 | -4.52% |
30 Jun, 18 | 973 | -7.33% |
31 Mar, 18 | 1,050 | 12.42% |
31 Dec, 17 | 934 | 2.98% |
30 Sep, 17 | 907 | 4.98% |
30 Jun, 17 | 864 | -8.28% |
31 Mar, 17 | 942 | -3.78% |
31 Dec, 16 | 979 | 18.38% |
30 Sep, 16 | 827 | 17.97% |
30 Jun, 16 | 701 | 1.45% |
31 Mar, 16 | 691 | 5.18% |
31 Dec, 15 | 657 | -1.20% |
30 Sep, 15 | 665 | -6.86% |
30 Jun, 15 | 714 | 0.14% |
31 Mar, 15 | 713 | -1.38% |
31 Dec, 14 | 723 | -0.96% |
30 Sep, 14 | 730 | 10.11% |
30 Jun, 14 | 663 | -3.35% |
31 Mar, 14 | 686 | 8.03% |
31 Dec, 13 | 635 | 7.08% |
30 Sep, 13 | 593 | 111.03% |
30 Jun, 13 | 281 | 33.18% |
31 Mar, 13 | 211 | -9.05% |
31 Dec, 12 | 232 | 5.94% |
30 Sep, 12 | 219 | 12.31% |
30 Jun, 12 | 195 | -3.47% |
31 Mar, 12 | 202 | -1.46% |
31 Dec, 11 | 205 | 15.82% |
30 Sep, 11 | 177 | - |
30 Jun, 11 | 177 | 6.63% |
31 Mar, 11 | 166 | - |
31 Dec, 10 | 166 | 12.93% |
30 Sep, 10 | 147 | -3.92% |
30 Jun, 10 | 153 | 3.38% |
31 Mar, 10 | 148 | -0.67% |
31 Dec, 09 | 149 | -10.24% |
30 Sep, 09 | 166 | 12.16% |
30 Jun, 09 | 148 | 28.70% |
31 Mar, 09 | 115 | 8.49% |
31 Dec, 08 | 106 | -21.48% |
30 Sep, 08 | 135 | 14.41% |
30 Jun, 08 | 118 | -7.81% |
31 Mar, 08 | 128 | -1.54% |
31 Dec, 07 | 130 | 11.11% |
30 Sep, 07 | 117 | -2.50% |
30 Jun, 07 | 120 | 13.21% |
31 Mar, 07 | 106 | 4.95% |
31 Dec, 06 | 101 | 1342.86% |
30 Sep, 06 | 7 | -93.81% |
30 Jun, 06 | 113 | -4.24% |
31 Mar, 06 | 118 | 26.88% |
31 Dec, 05 | 93 | 10.71% |
30 Sep, 05 | 84 | -16.00% |
30 Jun, 05 | 100 | 4.17% |
31 Mar, 05 | 96 | 7.87% |
31 Dec, 04 | 89 | 15.58% |
30 Sep, 04 | 77 | -6.10% |
30 Jun, 04 | 82 | 9.33% |
31 Mar, 04 | 75 | 4.17% |
31 Dec, 03 | 72 | 12.50% |
30 Sep, 03 | 64 | 18.52% |
30 Jun, 03 | 54 | -6.90% |
31 Mar, 03 | 58 | -3.33% |
31 Dec, 02 | 60 | -7.69% |
30 Sep, 02 | 65 | -1.52% |
30 Jun, 02 | 66 | 78.38% |
31 Mar, 02 | 37 | -15.91% |
31 Dec, 01 | 44 | -2.22% |
30 Sep, 01 | 45 | 104.55% |
30 Jun, 01 | 22 | -24.14% |
31 Mar, 01 | 29 | 11.54% |
31 Dec, 00 | 26 | 23.81% |
30 Sep, 00 | 21 | 5.00% |
30 Jun, 00 | 20 | -13.04% |
31 Mar, 00 | 23 | 27.78% |
31 Dec, 99 | 18 | -5.26% |
30 Sep, 99 | 19 | 35.71% |
30 Jun, 99 | 14 | 600.00% |
31 Mar, 99 | 2 | - |
31 Dec, 98 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 2,239 | -0.75% | 2,564,570,119 | -2.33% | 72.04% | 1.32% | 925 | -0.64% | 894 | -5.30% |
31 Mar, 24 | 2,256 | 2.08% | 2,625,875,774 | -3.20% | 73.76% | 1.31% | 931 | -3.62% | 944 | 7.03% |
31 Dec, 23 | 2,210 | 8.49% | 2,712,583,117 | 3.65% | 74.91% | 1.46% | 966 | 18.67% | 882 | 7.04% |
30 Sep, 23 | 2,037 | -1.50% | 2,617,095,792 | -3.34% | 71.72% | 1.34% | 814 | 1.62% | 824 | -7.10% |
30 Jun, 23 | 2,068 | -0.24% | 2,707,451,472 | -2.15% | 73.18% | 1.37% | 801 | -10.30% | 887 | 11.01% |
31 Mar, 23 | 2,073 | -3.13% | 2,767,001,440 | -1.75% | 73.09% | 1.33% | 893 | -7.94% | 799 | -0.37% |
31 Dec, 22 | 2,140 | 5.11% | 2,816,295,126 | 0.43% | 74.11% | 1.36% | 970 | 9.11% | 802 | 7.36% |
30 Sep, 22 | 2,036 | -1.97% | 2,804,122,032 | 1.18% | 73.86% | 1.38% | 889 | 6.21% | 747 | -10.86% |
30 Jun, 22 | 2,077 | -6.53% | 2,771,372,973 | 0.51% | 73.05% | 1.41% | 837 | -17.21% | 838 | 1.58% |
31 Mar, 22 | 2,222 | 2.82% | 2,757,256,043 | -1.93% | 71.97% | 1.50% | 1,011 | 3.59% | 825 | 2.48% |
31 Dec, 21 | 2,161 | 7.73% | 2,811,549,583 | -2.69% | 69.22% | 1.39% | 976 | 23.86% | 805 | -1.83% |
30 Sep, 21 | 2,006 | -0.99% | 2,889,291,017 | -1.82% | 70.64% | 1.41% | 788 | -9.01% | 820 | 6.77% |
30 Jun, 21 | 2,026 | 3.16% | 2,942,975,575 | 1.54% | 70.81% | 1.47% | 866 | -4.84% | 768 | 6.37% |
31 Mar, 21 | 1,964 | 5.82% | 2,898,328,193 | 0.63% | 69.49% | 1.42% | 910 | 18.18% | 722 | -13.84% |
31 Dec, 20 | 1,856 | 8.47% | 2,880,252,661 | 2.27% | 69.94% | 1.51% | 770 | 18.46% | 838 | 3.33% |
30 Sep, 20 | 1,711 | -6.50% | 2,816,239,255 | 0.14% | 68.15% | 1.45% | 650 | -18.65% | 811 | -1.58% |
30 Jun, 20 | 1,830 | -3.02% | 2,812,247,801 | -7.08% | 68.50% | 1.41% | 799 | -5.33% | 824 | 0.12% |
31 Mar, 20 | 1,887 | -13.48% | 3,026,575,418 | -3.38% | 69.77% | 1.28% | 844 | -12.27% | 823 | -7.42% |
31 Dec, 19 | 2,181 | 7.54% | 3,132,425,274 | -3.22% | 73.97% | 1.36% | 962 | 15.21% | 889 | 1.72% |
30 Sep, 19 | 2,028 | 0.05% | 3,236,652,003 | -3.70% | 73.76% | 1.32% | 835 | 9.44% | 874 | -8.00% |
30 Jun, 19 | 2,027 | -3.11% | 3,361,172,246 | -2.16% | 74.78% | 1.33% | 763 | -13.30% | 950 | 6.98% |
31 Mar, 19 | 2,092 | 0.24% | 3,435,289,613 | -2.61% | 74.94% | 1.39% | 880 | 18.28% | 888 | -13.53% |
31 Dec, 18 | 2,087 | 1.76% | 3,527,178,766 | -2.62% | 73.49% | 1.30% | 744 | 0.27% | 1,027 | 10.55% |
30 Sep, 18 | 2,051 | -0.68% | 3,622,066,243 | -3.15% | 75.10% | 1.28% | 742 | -3.01% | 929 | -4.52% |
30 Jun, 18 | 2,065 | -1.38% | 3,740,033,656 | -0.85% | 76.49% | 1.31% | 765 | -0.65% | 973 | -7.33% |
31 Mar, 18 | 2,094 | -2.06% | 3,772,008,253 | -0.35% | 76.51% | 1.34% | 770 | -16.12% | 1,050 | 12.42% |
31 Dec, 17 | 2,138 | 9.98% | 3,785,277,533 | 0.11% | 75.51% | 1.31% | 918 | 25.07% | 934 | 2.98% |
30 Sep, 17 | 1,944 | -2.02% | 3,781,120,316 | 0.01% | 75.97% | 1.35% | 734 | -12.41% | 907 | 4.98% |
30 Jun, 17 | 1,984 | -1.44% | 3,780,657,972 | -1.74% | 75.05% | 1.30% | 838 | 6.35% | 864 | -8.28% |
31 Mar, 17 | 2,013 | -1.42% | 3,847,505,163 | 0.50% | 75.88% | 1.35% | 788 | -6.19% | 942 | -3.78% |
31 Dec, 16 | 2,042 | 3.55% | 3,828,530,715 | 1.91% | 74.98% | 1.38% | 840 | -5.51% | 979 | 18.38% |
30 Sep, 16 | 1,972 | 0.61% | 3,756,796,861 | -1.04% | 73.80% | 1.34% | 889 | -10.56% | 827 | 17.97% |
30 Jun, 16 | 1,960 | -0.46% | 3,796,150,149 | -2.77% | 74.17% | 1.28% | 994 | -2.74% | 701 | 1.45% |
31 Mar, 16 | 1,969 | 0.66% | 3,904,120,114 | 0.20% | 76.01% | 1.36% | 1,022 | 1.49% | 691 | 5.18% |
31 Dec, 15 | 1,956 | 4.26% | 3,896,199,655 | -0.40% | 74.79% | 1.31% | 1,007 | 11.15% | 657 | -1.20% |
30 Sep, 15 | 1,876 | 0.11% | 3,911,940,132 | -0.83% | 75.46% | 1.31% | 906 | 4.26% | 665 | -6.86% |
30 Jun, 15 | 1,874 | 2.97% | 3,944,704,694 | -0.41% | 75.76% | 1.33% | 869 | 6.63% | 714 | 0.14% |
31 Mar, 15 | 1,820 | -1.52% | 3,960,926,871 | -1.92% | 75.54% | 1.31% | 815 | -2.86% | 713 | -1.38% |
31 Dec, 14 | 1,848 | 6.94% | 4,038,475,773 | 3.07% | 75.88% | 1.39% | 839 | 17.34% | 723 | -0.96% |
30 Sep, 14 | 1,728 | 0.99% | 3,918,164,094 | -2.77% | 73.90% | 1.30% | 715 | -8.68% | 730 | 10.11% |
30 Jun, 14 | 1,711 | 0.53% | 4,029,672,698 | 1.64% | 75.31% | 1.37% | 783 | 3.03% | 663 | -3.35% |
31 Mar, 14 | 1,702 | 1.86% | 3,964,796,703 | 0.77% | 74.25% | 1.38% | 760 | -3.68% | 686 | 8.03% |
31 Dec, 13 | 1,671 | 7.67% | 3,934,456,251 | 0.07% | 73.42% | 1.37% | 789 | 11.60% | 635 | 7.08% |
30 Sep, 13 | 1,552 | 2.71% | 3,931,606,910 | 3.38% | 73.20% | 1.46% | 707 | -35.67% | 593 | 111.03% |
30 Jun, 13 | 1,511 | 110.74% | 3,802,941,764 | -43.36% | 70.69% | 0.45% | 1,099 | 172.03% | 281 | 33.18% |
31 Mar, 13 | 717 | 2.72% | 6,714,747,809 | 363.91% | 125.43% | 17.15% | 404 | 4.12% | 211 | -9.05% |
31 Dec, 12 | 698 | 8.55% | 1,447,430,044 | -8.82% | 27.05% | 3.00% | 388 | 14.45% | 232 | 5.94% |
30 Sep, 12 | 643 | 7.71% | 1,587,369,176 | -12.05% | 30.02% | 2.60% | 339 | 4.31% | 219 | 12.31% |
30 Jun, 12 | 597 | -2.29% | 1,804,823,341 | 45.35% | 34.01% | 6.16% | 325 | -4.13% | 195 | -3.47% |
31 Mar, 12 | 611 | 3.56% | 1,241,667,095 | -19.78% | 23.50% | 2.73% | 339 | 7.96% | 202 | -1.46% |
31 Dec, 11 | 590 | 18.47% | 1,547,884,544 | 0.30% | 29.33% | 3.43% | 314 | 18.05% | 205 | 15.82% |
30 Sep, 11 | 498 | 0.40% | 1,543,190,989 | -77.59% | 29.25% | 0.17% | 266 | 4.72% | 177 | - |
30 Jun, 11 | 496 | -1.59% | 6,887,666,653 | 337.46% | 130.29% | 14.65% | 254 | -7.30% | 177 | 6.63% |
31 Mar, 11 | 504 | 9.09% | 1,574,466,583 | 25.09% | 29.83% | 5.14% | 274 | 9.16% | 166 | - |
31 Dec, 10 | 462 | 14.93% | 1,258,653,100 | -80.33% | 24.08% | 0.16% | 251 | 20.10% | 166 | 12.93% |
30 Sep, 10 | 402 | -2.43% | 6,397,418,269 | 419.68% | 122.09% | 21.95% | 209 | -5.86% | 147 | -3.92% |
30 Jun, 10 | 412 | -0.96% | 1,231,018,599 | 1.97% | 23.58% | 4.36% | 222 | -2.20% | 153 | 3.38% |
31 Mar, 10 | 416 | -0.48% | 1,207,292,201 | -4.90% | 23.26% | 3.28% | 227 | -5.02% | 148 | -0.67% |
31 Dec, 09 | 418 | 5.56% | 1,269,550,496 | 12.09% | 26.64% | 4.55% | 239 | 26.46% | 149 | -10.24% |
30 Sep, 09 | 396 | 0.76% | 1,132,665,401 | -79.96% | 24.21% | 0.15% | 189 | -10.43% | 166 | 12.16% |
30 Jun, 09 | 393 | 3.69% | 5,653,026,421 | 374.11% | 126.10% | 16.00% | 211 | -14.23% | 148 | 28.70% |
31 Mar, 09 | 379 | - | 1,192,332,993 | -4.00% | 28.07% | 2.08% | 246 | -1.99% | 115 | 8.49% |
31 Dec, 08 | 379 | 6.76% | 1,242,015,888 | 87.30% | 36.77% | 9.20% | 251 | 27.41% | 106 | -21.48% |
30 Sep, 08 | 355 | 10.94% | 663,105,557 | 34.41% | 19.99% | 9.00% | 197 | 12.57% | 135 | 14.41% |
30 Jun, 08 | 320 | -3.61% | 493,357,507 | 0.50% | 14.91% | 6.75% | 175 | -4.89% | 118 | -7.81% |
31 Mar, 08 | 332 | -5.68% | 490,879,696 | -12.33% | 14.86% | 5.32% | 184 | -4.66% | 128 | -1.54% |
31 Dec, 07 | 352 | 8.98% | 559,890,287 | 3.48% | 16.72% | 6.37% | 193 | 14.88% | 130 | 11.11% |
30 Sep, 07 | 323 | -1.52% | 541,078,402 | -14.11% | 16.20% | 4.59% | 168 | -8.70% | 117 | -2.50% |
30 Jun, 07 | 328 | 2.50% | 629,936,668 | 92.37% | 18.80% | 19.98% | 184 | 3.95% | 120 | 13.21% |
31 Mar, 07 | 320 | 0.95% | 327,454,065 | -41.75% | 9.70% | 3.48% | 177 | 0.57% | 106 | 4.95% |
31 Dec, 06 | 317 | 7.46% | 562,129,312 | -21.92% | 16.69% | 3.66% | 176 | -38.46% | 101 | 1342.86% |
30 Sep, 06 | 295 | -1.34% | 719,961,467 | 121.29% | 21.35% | 22.82% | 286 | 90.67% | 7 | -93.81% |
30 Jun, 06 | 299 | -1.64% | 325,354,730 | 12.97% | 9.67% | 13.15% | 150 | -1.96% | 113 | -4.24% |
31 Mar, 06 | 304 | 1.67% | 287,994,026 | 6.22% | 8.58% | 13.16% | 153 | -12.07% | 118 | 26.88% |
31 Dec, 05 | 299 | 7.17% | 271,121,908 | -92.58% | 8.07% | 0.07% | 174 | 12.99% | 93 | 10.71% |
30 Sep, 05 | 279 | -1.06% | 3,651,742,010 | 1213.05% | 108.24% | 159.45% | 154 | 9.22% | 84 | -16.00% |
30 Jun, 05 | 282 | 5.62% | 278,110,840 | -92.43% | 8.24% | 0.07% | 141 | - | 100 | 4.17% |
31 Mar, 05 | 267 | -2.20% | 3,672,848,077 | 0.04% | 108.32% | 0.92% | 141 | -5.37% | 96 | 7.87% |
31 Dec, 04 | 273 | 16.17% | 3,671,536,159 | 1376.53% | 108.48% | 200.18% | 149 | 14.62% | 89 | 15.58% |
30 Sep, 04 | 235 | 1.73% | 248,659,768 | -93.17% | 7.36% | 0.06% | 130 | 6.56% | 77 | -6.10% |
30 Jun, 04 | 231 | -6.10% | 3,639,472,867 | 1446.29% | 107.80% | 224.76% | 122 | -17.57% | 82 | 9.33% |
31 Mar, 04 | 246 | 9.33% | 235,367,873 | 14.42% | 6.93% | 18.50% | 148 | 12.12% | 75 | 4.17% |
31 Dec, 03 | 225 | 3.69% | 205,710,458 | -12.38% | 6.12% | 12.49% | 132 | 3.13% | 72 | 12.50% |
30 Sep, 03 | 217 | 16.04% | 234,762,804 | 32.84% | 7.00% | 25.17% | 128 | 13.27% | 64 | 18.52% |
30 Jun, 03 | 187 | 1.63% | 176,723,299 | -4.36% | 5.27% | 17.47% | 113 | 6.60% | 54 | -6.90% |
31 Mar, 03 | 184 | 3.37% | 184,787,818 | -1.21% | 5.49% | 18.18% | 106 | 9.28% | 58 | -3.33% |
31 Dec, 02 | 178 | - | 187,051,833 | -17.67% | 5.50% | 12.32% | 97 | 6.59% | 60 | -7.69% |
30 Sep, 02 | 178 | -1.66% | 227,207,705 | 9.76% | 6.68% | 18.24% | 91 | -7.14% | 65 | -1.52% |
30 Jun, 02 | 181 | 17.53% | 207,008,455 | -17.27% | 6.05% | 11.21% | 98 | -8.41% | 66 | 78.38% |
31 Mar, 02 | 154 | 22.22% | 250,229,741 | 44.91% | 7.35% | 28.72% | 107 | 46.58% | 37 | -15.91% |
31 Dec, 01 | 126 | 3.28% | 172,677,962 | -95.21% | 5.06% | 0.05% | 73 | 7.35% | 44 | -2.22% |
30 Sep, 01 | 122 | -1.61% | 3,601,284,907 | 1264.68% | 105.26% | 177.81% | 68 | -27.66% | 45 | 104.55% |
30 Jun, 01 | 124 | 4.20% | 263,891,465 | 14.49% | 7.69% | 17.06% | 94 | 27.03% | 22 | -24.14% |
31 Mar, 01 | 119 | 7.21% | 230,486,095 | 6.04% | 6.72% | 16.74% | 74 | -2.63% | 29 | 11.54% |
31 Dec, 00 | 111 | 19.35% | 217,367,860 | -1.80% | 6.33% | 13.87% | 76 | 18.75% | 26 | 23.81% |
30 Sep, 00 | 93 | -1.06% | 221,363,435 | 0.41% | 6.76% | 14.47% | 64 | -1.54% | 21 | 5.00% |
30 Jun, 00 | 94 | 16.05% | 220,469,999 | -1.51% | 6.83% | 15.70% | 65 | 20.37% | 20 | -13.04% |
31 Mar, 00 | 81 | 14.08% | 223,859,198 | -2.17% | 6.60% | 13.34% | 54 | 17.39% | 23 | 27.78% |
31 Dec, 99 | 71 | -1.39% | 228,829,168 | -16.85% | 7.03% | 10.09% | 46 | 2.22% | 18 | -5.26% |
30 Sep, 99 | 72 | 16.13% | 275,184,194 | -2.61% | 8.35% | 11.40% | 45 | 18.42% | 19 | 35.71% |
30 Jun, 99 | 62 | 24.00% | 282,568,540 | 3.38% |