WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 231 filers reported holding WELLS FARGO CO NEW in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $775,000 | -15.1% | 600 | -17.2% | 0.38% | -24.5% |
| Q2 2018 | $913,000 | -63.0% | 725 | -62.1% | 0.50% | -63.4% |
| Q1 2018 | $2,468,000 | -1.6% | 1,913 | -0.1% | 1.36% | +2.8% |
| Q4 2017 | $2,509,000 | -0.9% | 1,915 | -0.6% | 1.32% | -1.8% |
| Q3 2017 | $2,533,000 | -2.7% | 1,926 | -3.0% | 1.35% | -1.6% |
| Q2 2017 | $2,602,000 | +22.2% | 1,985 | +15.5% | 1.37% | +26.0% |
| Q1 2017 | $2,130,000 | +557.4% | 1,719 | +532.0% | 1.09% | +542.6% |
| Q4 2016 | $324,000 | +6.6% | 272 | +17.2% | 0.17% | +5.0% |
| Q3 2016 | $304,000 | +1.0% | 232 | 0.0% | 0.16% | +8.1% |
| Q2 2016 | $301,000 | +14.4% | 232 | +6.4% | 0.15% | -0.7% |
| Q1 2016 | $263,000 | +14.3% | 218 | +10.1% | 0.15% | +31.6% |
| Q4 2015 | $230,000 | – | 198 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STONEBRIDGE ADVISORS LLC | 181,740 | $202,640,100 | 50.41% |
| Spectrum Asset Management, Inc. | 42,292 | $47,155,580 | 40.26% |
| AEGON USA Investment Management, LLC | 8,000 | $8,956,000 | 6.46% |
| Penn Mutual Asset Management | 6,000 | $6,690,000 | 6.27% |
| JRM Investment Counsel, LLC | 10,587 | $11,804,505 | 5.51% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 179,122 | $199,989,713 | 4.65% |
| PIER 88 INVESTMENT PARTNERS LLC | 13,792 | $15,378,080 | 3.83% |
| Western Asset Management Company, LLC | 5,865 | $6,539,475 | 2.98% |
| RB Capital Management, LLC | 8,114 | $9,046,905 | 2.82% |
| Phraction Management LLC | 5,350 | $5,968,848 | 2.82% |