D.A. DAVIDSON & CO. - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 247 filers reported holding WELLS FARGO CO NEW in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
D.A. DAVIDSON & CO. ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q2 2024$1,051,049
+4.4%
884
+7.0%
0.01%0.0%
Q1 2024$1,007,183
+40.9%
826
+38.1%
0.01%
+28.6%
Q4 2023$714,981
+18.5%
598
+10.5%
0.01%0.0%
Q3 2023$603,215
+23.8%
541
+27.9%
0.01%
+40.0%
Q2 2023$487,296
-4.3%
423
-2.3%
0.01%
-16.7%
Q1 2023$508,941
+12.4%
433
+13.4%
0.01%
+20.0%
Q4 2022$452,750
-2.6%
382
-1.3%
0.01%
-16.7%
Q3 2022$465,000
-13.6%
387
-12.6%
0.01%
-14.3%
Q2 2022$538,000
-8.3%
4430.0%0.01%
+16.7%
Q1 2022$587,000
+80.1%
443
+102.3%
0.01%
+100.0%
Q4 2021$326,000
+401.5%
219
+338.0%
0.00%
+200.0%
Q2 2017$65,000
+6.6%
500.0%0.00%0.0%
Q1 2017$61,000
-4.7%
50
-9.1%
0.00%0.0%
Q4 2016$64,000
-9.9%
550.0%0.00%
-50.0%
Q3 2016$71,000
+1083.3%
55
+1000.0%
0.00%
Q2 2016$6,000
+50.0%
5
+25.0%
0.00%
Q1 2016$4,00040.00%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2023
NameSharesValueWeighting ↓
STONEBRIDGE ADVISORS LLC 222,324$264,336,56660.54%
Penn Mutual Asset Management 6,000$7,133,82015.16%
Spectrum Asset Management, Inc. 3,545$4,214,89914.92%
Ulland Investment Advisors, LLC 10,532$12,5228.70%
Western Asset Management Company, LLC 9,930$11,806,4727.26%
ADVENT CAPITAL MANAGEMENT /DE/ 175,720$212,154,9885.09%
PIER 88 INVESTMENT PARTNERS LLC 18,152$21,582,1834.84%
AEGON USA Investment Management, LLC 4,472$5,285,9044.21%
JRM Investment Counsel, LLC 8,710$10,355,5973.49%
NEW ENGLAND ASSET MANAGEMENT INC 13,275$15,783,5772.62%
View complete list of WELLS FARGO CO NEW shareholders