FIRST FOUNDATION ADVISORS - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 207 filers reported holding WELLS FARGO CO NEW in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
FIRST FOUNDATION ADVISORS ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$2,816,490
-13.2%
2,526
-10.3%
0.13%
-5.7%
Q2 2023$3,244,032
-0.6%
2,816
+1.5%
0.14%
-6.7%
Q1 2023$3,264,094
-11.3%
2,775
-10.7%
0.15%
-14.8%
Q4 2022$3,680,610
-3.6%
3,106
-2.1%
0.18%
-5.9%
Q3 2022$3,819,000
+4.0%
3,172
+5.0%
0.19%
+15.4%
Q2 2022$3,671,000
-9.9%
3,020
-1.8%
0.16%
+10.2%
Q1 2022$4,076,000
-16.8%
3,076
-6.4%
0.15%
-12.5%
Q4 2021$4,898,000
+11.7%
3,286
+0.6%
0.17%
-17.2%
Q3 2020$4,385,000
+6.1%
3,268
+2.6%
0.20%
-4.7%
Q2 2020$4,131,000
+5.8%
3,185
+3.9%
0.21%
-10.9%
Q1 2020$3,906,000
-12.6%
3,066
-0.6%
0.24%
+8.1%
Q4 2019$4,470,000
-6.1%
3,083
-1.4%
0.22%
-13.0%
Q3 2019$4,761,000
-1.0%
3,127
-11.3%
0.25%
-5.6%
Q2 2019$4,809,000
+7.3%
3,525
+1.6%
0.27%
+1.1%
Q1 2019$4,481,000
+9.2%
3,468
+6.6%
0.27%
+2.7%
Q4 2018$4,104,000
-2.2%
3,252
+0.0%
0.26%
+11.6%
Q3 2018$4,197,000
+3.1%
3,251
+0.6%
0.23%
-2.9%
Q2 2018$4,070,000
-4.6%
3,233
-2.2%
0.24%
+0.4%
Q1 2018$4,265,000
-2.9%
3,306
-1.4%
0.24%
+0.4%
Q4 2017$4,393,000
-0.8%
3,354
-0.4%
0.24%
-5.6%
Q3 2017$4,429,000
+12.7%
3,368
+12.4%
0.25%
+8.7%
Q2 2017$3,929,000
+3.5%
2,996
-2.2%
0.23%
-1.7%
Q1 2017$3,796,000
+327.0%
3,064
+310.2%
0.24%
+305.2%
Q4 2016$889,000
+127.9%
747
+149.0%
0.06%
+114.8%
Q3 2016$390,0003000.03%
Other shareholders
WELLS FARGO CO NEW shareholders Q1 2022
NameSharesValueWeighting ↓
STONEBRIDGE ADVISORS LLC 181,740$202,640,10050.41%
Spectrum Asset Management, Inc. 42,292$47,155,58040.26%
AEGON USA Investment Management, LLC 8,000$8,956,0006.46%
Penn Mutual Asset Management, LLC 6,000$6,690,0006.27%
JRM Investment Counsel, LLC 10,587$11,804,5055.51%
ADVENT CAPITAL MANAGEMENT /DE/ 179,122$199,989,7134.65%
PIER 88 INVESTMENT PARTNERS LLC 13,792$15,378,0803.83%
Western Asset Management Company, LLC 5,865$6,539,4752.98%
RB Capital Management, LLC 8,114$9,046,9052.82%
Phraction Management LLC 5,350$5,968,8482.82%
View complete list of WELLS FARGO CO NEW shareholders