ROOSEVELT INVESTMENT GROUP LLC - WELLS FARG ownership

WELLS FARG's ticker is WFCPRQ and the CUSIP is 949746556. A total of 6 filers reported holding WELLS FARG in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of WELLS FARG
ValueSharesWeighting
Q4 2018$10,655,000
-14.4%
433,678
-10.2%
1.17%
+3.0%
Q3 2018$12,442,000
-4.2%
482,825
-3.7%
1.13%
-6.8%
Q2 2018$12,986,000
-4.2%
501,406
-2.8%
1.22%
-5.0%
Q1 2018$13,561,000
-4.3%
515,828
-1.7%
1.28%
-1.5%
Q4 2017$14,167,000
-5.0%
524,685
-4.0%
1.30%
-5.4%
Q3 2017$14,905,000
-3.2%
546,374
-1.8%
1.37%
-3.0%
Q2 2017$15,392,000
-0.6%
556,486
-4.4%
1.42%
+0.6%
Q1 2017$15,491,000
+8.6%
582,377
+3.0%
1.41%
+11.1%
Q4 2016$14,270,000
-3.7%
565,378
+2.0%
1.27%
+8.1%
Q3 2016$14,824,000
+6.5%
554,150
+9.8%
1.17%
+8.4%
Q2 2016$13,923,000
+104.1%
504,645
+95.0%
1.08%
+77.9%
Q1 2016$6,820,000
+2.2%
258,742
+1.3%
0.61%
+38.6%
Q4 2015$6,671,000
+15.2%
255,408
+12.4%
0.44%
+16.5%
Q3 2015$5,793,000
+11.8%
227,162
+11.8%
0.38%
+22.5%
Q2 2015$5,182,000
+97.6%
203,225
+98.8%
0.31%
+108.8%
Q4 2014$2,622,000
+28.3%
102,237
+28.2%
0.15%
+34.9%
Q3 2014$2,044,000
-7.7%
79,760
-6.5%
0.11%
+16.0%
Q2 2014$2,214,000
-99.8%
85,341
+129.7%
0.09%
+118.6%
Q1 2014$925,184,00037,1560.04%
Other shareholders
WELLS FARG shareholders Q2 2014
NameSharesValueWeighting ↓
ROOSEVELT INVESTMENT GROUP LLC 515,828$13,561,0001.28%
FRONTIER INVESTMENT MGMT CO 420,491$11,054,711,0000.92%
SECURIAN ASSET MANAGEMENT, INC 200,000$5,258,0000.14%
EVERETT HARRIS & CO /CA/ 90,850$2,388,0000.07%
KCM INVESTMENT ADVISORS LLC 23,444$616,0000.02%
Sonora Investment Management, LLC 1,095$28,788,0000.01%
Private Capital Group, LLC 179$5,0000.00%
PARAMETRIC PORTFOLIO ASSOCIATES LLC 20,495$539,0000.00%
PNC FINANCIAL SERVICES GROUP, INC. 2,000$53,0000.00%
View complete list of WELLS FARG shareholders