AT&T Inc. (t 5 Perp A)Preferred / convertible
13F holders, Q1 2025 (March 31)5holders
1new positions
1sold out
$20.52avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding AT&T Inc. (t 5 Perp A) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Kelly Lawrence W & Associates Inc. ($803K), Ethos Financial Group, LLC ($226K) and Estabrook Capital Management ($81K).
- Company
- AT&T Inc. (t 5 Perp A)
- CUSIP
- 00206R508
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $12K |
| Exits | 1 | $4K |
All 13F filers, Q4 2024 → Q1 2025: 600 shares bought and 261 shares sold, net +339 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 | $803K |
| Ethos Financial Group, LLC | — | No change | 10,750 | $226K |
| Estabrook Capital Management | — | No change | 4,000 | $81K |
| PNC Financial Services Group, Inc. | — | Reduce -5.5% | 1,049 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | — | New | 600 | $12K |
"% 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.