ROOSEVELT INVESTMENT GROUP LLC - Wells Fargo & Co ownership

Wells Fargo & Co's ticker is WFCPRN and the CUSIP is 949746747. A total of 7 filers reported holding Wells Fargo & Co in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
ROOSEVELT INVESTMENT GROUP LLC ownership history of Wells Fargo & Co
ValueSharesWeighting
Q1 2018$503,000
-2.3%
20,5200.0%0.05%0.0%
Q4 2017$515,000
-1.7%
20,520
-2.1%
0.05%
-2.1%
Q3 2017$524,000
+1.2%
20,970
+1.7%
0.05%0.0%
Q2 2017$518,000
-4.8%
20,620
-7.2%
0.05%
-2.0%
Q1 2017$544,000
-23.3%
22,210
-27.6%
0.05%
-22.2%
Q4 2016$709,000
-8.4%
30,6600.0%0.06%
+3.3%
Q3 2016$774,000
-2.1%
30,660
+0.7%
0.06%0.0%
Q2 2016$791,000
+2.3%
30,460
+0.9%
0.06%
-11.6%
Q1 2016$773,000
-2.3%
30,190
-3.2%
0.07%
+32.7%
Q4 2015$791,000
+1.8%
31,175
-2.8%
0.05%
+4.0%
Q3 2015$777,000
+10.4%
32,070
+5.6%
0.05%
+19.0%
Q2 2015$704,000
+25.9%
30,370
+26.0%
0.04%
+35.5%
Q4 2014$559,000
+2.0%
24,1050.0%0.03%
+6.9%
Q3 2014$548,000
+0.9%
24,105
+1.9%
0.03%
+26.1%
Q2 2014$543,000
-99.9%
23,6550.0%0.02%0.0%
Q1 2014$503,378,000
+105874.3%
23,6550.0%0.02%
+9.5%
Q4 2013$475,000
-31.1%
23,655
-27.8%
0.02%
-32.3%
Q3 2013$689,000
-5.4%
32,785
+5.4%
0.03%
-6.1%
Q2 2013$728,00031,1150.03%
Other shareholders
Wells Fargo & Co shareholders Q1 2018
NameSharesValueWeighting ↓
Ken Stern & Associates, Inc. 13,191$305,0000.16%
Essex Financial Services, Inc. 23,634$546,0000.12%
ROOSEVELT INVESTMENT GROUP LLC 30,660$709,0000.06%
SPIRIT OF AMERICA MANAGEMENT CORP/NY 15,850$366,0000.04%
PRIVATE ASSET MANAGEMENT INC 9,800$227,0000.04%
Apriem Advisors 1,774$41,0000.01%
QCI ASSET MANAGEMENT INC/NY 3,500$81,0000.01%
AMERIPRISE FINANCIAL INC 49,721$1,150,0000.00%
GLENMEDE TRUST CO NA 1,200$27,0000.00%
PNC FINANCIAL SERVICES GROUP, INC. 100$2,0000.00%
View complete list of Wells Fargo & Co shareholders