AT&T Inc. (t 5 Perp A)Preferred / convertible
13F holders, Q4 2024 (December 31)5holders −1
0new positions
1sold out
$20.87avg. 13F price*
At the end of Q4 2024, 5 institutions reported holding AT&T Inc. (t 5 Perp A) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Kelly Lawrence W & Associates Inc. ($817K), Ethos Financial Group, LLC ($226K) 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $13K |
All 13F filers, Q3 2024 → Q4 2024: 62 shares bought and 600 shares sold, net −538 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Kelly Lawrence W & Associates Inc. | — | No change | 39,300 | $817K |
| Ethos Financial Group, LLC | — | No change | 10,750 | $226K |
| Estabrook Capital Management | — | No change | 4,000 | $84K |
| PNC Financial Services Group, Inc. | — | Add +5.9% | 1,110 | $23K |
| 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.