LEVEL FOUR ADVISORY SERVICES, LLC historic quarter change: USA Preferred Shares, Sold out
In preferred shares (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, LEVEL FOUR ADVISORY SERVICES, LLC opened 2 positions, added to 25, reduced 24 and sold out of 2.
- Q1 2025: Stock BANK AMERICA CORP; Country of operation United States; Class 7.25%CNV PFD L; Shares before 172.
- Q4 2024: Stock WELLS FARGO CO NEW; Country of operation United States; Class PERP PFD CNV A; Shares before 292.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1696715), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-13); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-13); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-12); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Edgestream Partners, L.P. | United States | $3.048B | 859 |
| ARGA Investment Management, LP | United States | $3.045B | 109 |
| SUSQUEHANNA ADVISORS GROUP, INC. | United States | $3.048B | 127 |
| COOPERMAN LEON G | United States | $3.048B | 41 |
| MKP Capital Management, L.L.C. | United States | $3.043B | 19 |
| MUFG Bank, Ltd. | United States | $3.040B | 5 |
| MASTERS CAPITAL MANAGEMENT LLC | United States | $3.026B | 98 |
| CASTLEARK MANAGEMENT LLC | United States | $3.022B | 292 |
| Empyrean Capital Partners, LP | United States | $3.071B | 124 |
| Maple Rock Capital Partners Inc. | Canada | $3.073B | 44 |