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 2023 | $353,455 | +14.9% | 317 | +18.7% | 0.01% | +20.0% |
| Q2 2023 | $307,584 | -16.7% | 267 | -15.0% | 0.01% | -28.6% |
| Q1 2023 | $369,339 | -5.3% | 314 | -4.6% | 0.01% | -12.5% |
| Q4 2022 | $389,865 | -8.7% | 329 | -7.3% | 0.01% | -11.1% |
| Q3 2022 | $427,000 | -0.9% | 355 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $431,000 | -13.5% | 355 | -5.6% | 0.01% | +12.5% |
| Q1 2022 | $498,000 | -8.3% | 376 | +3.3% | 0.01% | -11.1% |
| Q4 2021 | $543,000 | -2.2% | 364 | -12.1% | 0.01% | -30.8% |
| Q3 2020 | $555,000 | -2.1% | 414 | -5.3% | 0.01% | -18.8% |
| Q2 2020 | $567,000 | -14.7% | 437 | -16.3% | 0.02% | -27.3% |
| Q1 2020 | $665,000 | -14.6% | 522 | -2.8% | 0.02% | +10.0% |
| Q4 2019 | $779,000 | -59.1% | 537 | -57.1% | 0.02% | -63.6% |
| Q3 2019 | $1,906,000 | +8.7% | 1,252 | -2.6% | 0.06% | +7.8% |
| Q2 2019 | $1,753,000 | +3.6% | 1,285 | -1.8% | 0.05% | -1.9% |
| Q1 2019 | $1,692,000 | +1.1% | 1,309 | -1.3% | 0.05% | -10.3% |
| Q4 2018 | $1,673,000 | -22.5% | 1,326 | -20.6% | 0.06% | -13.4% |
| Q3 2018 | $2,158,000 | -12.8% | 1,671 | -15.0% | 0.07% | -18.3% |
| Q2 2018 | $2,474,000 | -6.3% | 1,965 | -4.0% | 0.08% | -7.9% |
| Q1 2018 | $2,639,000 | +0.4% | 2,046 | +1.9% | 0.09% | -3.3% |
| Q4 2017 | $2,629,000 | -10.5% | 2,007 | -10.2% | 0.09% | -14.0% |
| Q3 2017 | $2,939,000 | +5.0% | 2,235 | +4.6% | 0.11% | -0.9% |
| Q2 2017 | $2,800,000 | -16.9% | 2,136 | -21.4% | 0.11% | -20.6% |
| Q1 2017 | $3,368,000 | +11.6% | 2,718 | +7.2% | 0.14% | +6.2% |
| Q4 2016 | $3,017,000 | +140.2% | 2,535 | +164.3% | 0.13% | +132.7% |
| Q3 2016 | $1,256,000 | +6.1% | 959 | +5.3% | 0.06% | +5.8% |
| Q2 2016 | $1,184,000 | +51.0% | 911 | +39.9% | 0.05% | +48.6% |
| Q1 2016 | $784,000 | -28.4% | 651 | -30.8% | 0.04% | -30.0% |
| Q4 2015 | $1,095,000 | -1.4% | 941 | -1.1% | 0.05% | -7.4% |
| Q3 2015 | $1,111,000 | -1.6% | 951 | -1.0% | 0.05% | +8.0% |
| Q2 2015 | $1,129,000 | -4.7% | 961 | -1.0% | 0.05% | -7.4% |
| Q1 2015 | $1,185,000 | +0.4% | 971 | 0.0% | 0.05% | -3.6% |
| Q4 2014 | $1,180,000 | +1.0% | 971 | 0.0% | 0.06% | -1.8% |
| Q3 2014 | $1,168,000 | -1.0% | 971 | 0.0% | 0.06% | -1.7% |
| Q2 2014 | $1,180,000 | +3.6% | 971 | 0.0% | 0.06% | 0.0% |
| Q1 2014 | $1,139,000 | +5.8% | 971 | 0.0% | 0.06% | +5.5% |
| Q4 2013 | $1,077,000 | -6.8% | 971 | -4.4% | 0.06% | -12.7% |
| Q3 2013 | $1,156,000 | -5.2% | 1,016 | -0.5% | 0.06% | -7.4% |
| Q2 2013 | $1,219,000 | – | 1,021 | – | 0.07% | – |
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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, LLC | 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% |