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 | $644 | -3.3% | 578 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $666 | -2.1% | 578 | 0.0% | 0.03% | -5.9% |
| Q1 2023 | $680 | -3.8% | 578 | -3.2% | 0.03% | -12.8% |
| Q4 2022 | $707 | -99.9% | 597 | -1.3% | 0.04% | -4.9% |
| Q3 2022 | $728,000 | +5.7% | 605 | +6.7% | 0.04% | +7.9% |
| Q2 2022 | $689,000 | -22.6% | 567 | -5.0% | 0.04% | 0.0% |
| Q4 2021 | $890,000 | -9.3% | 597 | -18.3% | 0.04% | -59.6% |
| Q3 2020 | $981,000 | -0.2% | 731 | -3.6% | 0.09% | +1.1% |
| Q2 2020 | $983,000 | -12.2% | 758 | -13.7% | 0.09% | -30.1% |
| Q1 2020 | $1,119,000 | -19.4% | 878 | -8.3% | 0.13% | +8.1% |
| Q4 2019 | $1,388,000 | -6.6% | 957 | -1.9% | 0.12% | -15.2% |
| Q3 2019 | $1,486,000 | +17.3% | 976 | +5.1% | 0.14% | +14.2% |
| Q2 2019 | $1,267,000 | +15.7% | 929 | +9.7% | 0.13% | +7.6% |
| Q1 2019 | $1,095,000 | +9.7% | 847 | +7.1% | 0.12% | -7.8% |
| Q4 2018 | $998,000 | -13.2% | 791 | -11.2% | 0.13% | -1.5% |
| Q3 2018 | $1,150,000 | +12.9% | 891 | +10.1% | 0.13% | +3.2% |
| Q2 2018 | $1,019,000 | -4.5% | 809 | -2.2% | 0.13% | -9.4% |
| Q1 2018 | $1,067,000 | -13.2% | 827 | -11.8% | 0.14% | -7.3% |
| Q4 2017 | $1,229,000 | +7.1% | 938 | +7.6% | 0.15% | +0.7% |
| Q3 2017 | $1,147,000 | -6.9% | 872 | -7.2% | 0.15% | -6.9% |
| Q2 2017 | $1,232,000 | +33.8% | 940 | +26.5% | 0.16% | +28.0% |
| Q1 2017 | $921,000 | +25.0% | 743 | +20.0% | 0.12% | +14.7% |
| Q4 2016 | $737,000 | +42.6% | 619 | +56.7% | 0.11% | +41.6% |
| Q3 2016 | $517,000 | – | 395 | – | 0.08% | – |
Download | ||||||
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% |