AT&T Inc. (t 5 Perp A)Preferred / convertible
13F holders, Q2 2024 (June 30)6holders +1
1new positions
0sold out
$21.09avg. 13F price*
At the end of Q2 2024, 6 institutions reported holding AT&T Inc. (t 5 Perp A) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Kelly Lawrence W & Associates Inc. ($618K), Ethos Financial Group, LLC ($227K) and Estabrook Capital Management ($84K).
- Company
- AT&T Inc. (t 5 Perp A)
- CUSIP
- 00206R508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $13K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 607 shares bought, net +607 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Kelly Lawrence W & Associates Inc. | — | No change | 29,300 | $618K |
| Ethos Financial Group, LLC | — | No change | 10,750 | $227K |
| Estabrook Capital Management | — | No change | 4,000 | $84K |
| PNC Financial Services Group, Inc. | — | Add +0.7% | 1,066 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 600 | $13K |
| Tucker Asset Management LLC | — | No change | 200 | $4K |
"% of holder's portfolio" is AT&T INC (T 5 PERP A)'s weight in each manager's 13F, not the share of AT&T Inc. (t 5 Perp A) the manager owns.