Meadow Brook Investment Advisors LLC Wells Fargo Conv Pfd Transaction History

Meadow Brook Investment Advisors LLC

  • $116 Billion
  • Q3 2025
Number of Shares
805
Previous 780 3.21%
Holding current value
$994 Million
Previous $916 Million 8.49%
% of portfolio
0.85%
Previous 0.82%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
N/A
25 Added 3.21%
805 $994 Million
Q2 2025

Aug 04, 2025
SELL
N/A
-4 Reduced 0.51%
780 $916 Million
Q1 2025

Apr 30, 2025
BUY
N/A
10 Added 1.29%
784 $941 Million
Q4 2024

Jan 29, 2025
BUY
N/A
12 Added 1.57%
774 $924 Million
Q3 2024

Nov 06, 2024
SELL
N/A
-5 Reduced 0.65%
762 $977 Million
Q2 2024

Jul 23, 2024
BUY
N/A
1 Added 0.13%
767 $912 Million
Q1 2024

Apr 30, 2024
BUY
N/A
13 Added 1.73%
766 $934 Million
Q4 2023

Feb 06, 2024
BUY
N/A
753 New
753 $900 Million
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