INCOME RESEARCH & MANAGEMENT - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 232 filers reported holding WELLS FARGO CO NEW in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
INCOME RESEARCH & MANAGEMENT ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q2 2023$981,930
-40.2%
852
-40.2%
0.61%
-28.1%
Q1 2023$1,642,313
-2.7%
1,4250.0%0.85%
+6.4%
Q4 2022$1,688,569
+1.4%
1,4250.0%0.80%
+1.9%
Q3 2022$1,666,000
-3.0%
1,4250.0%0.78%
+6.1%
Q2 2022$1,717,000
-7.5%
1,4250.0%0.74%
+0.4%
Q1 2022$1,856,000
-12.6%
1,4250.0%0.73%
-13.1%
Q4 2021$2,124,000
-22.6%
1,425
-30.3%
0.84%
-13.4%
Q3 2020$2,744,000
-12.8%
2,045
-15.7%
0.98%
-12.9%
Q2 2020$3,145,000
-29.9%
2,426
-26.2%
1.12%
-50.1%
Q1 2020$4,488,000
+12.0%
3,287
+18.9%
2.24%
+39.6%
Q4 2019$4,006,000
-10.7%
2,765
-15.9%
1.61%
-10.0%
Q2 2019$4,488,000
+5.5%
3,2870.0%1.79%
+13.4%
Q1 2019$4,255,000
+2.7%
3,2870.0%1.58%
+14.5%
Q4 2018$4,145,000
-2.0%
3,2870.0%1.38%
+2.8%
Q3 2018$4,228,000
+2.2%
3,2870.0%1.34%
+4.9%
Q2 2018$4,138,000
-2.4%
3,2870.0%1.28%
+5.0%
Q1 2018$4,240,000
-1.9%
3,287
-0.4%
1.22%
+7.8%
Q4 2017$4,322,000
-0.4%
3,2990.0%1.13%
-6.9%
Q3 2017$4,338,000
+0.3%
3,2990.0%1.21%
+3.6%
Q2 2017$4,326,000
-33.9%
3,299
-37.6%
1.17%
-31.3%
Q1 2017$6,549,000
-31.7%
5,287
-34.4%
1.70%
-20.6%
Q4 2016$9,594,000
-54.9%
8,062
-50.7%
2.14%
-38.1%
Q3 2016$21,264,000
-1.8%
16,357
-1.9%
3.46%
-10.0%
Q2 2016$21,657,000
+2.8%
16,667
-4.7%
3.85%
+6.4%
Q1 2016$21,068,000
+4.0%
17,4840.0%3.62%
+10.2%
Q4 2015$20,249,000
-11.2%
17,484
-10.5%
3.29%
-11.2%
Q3 2015$22,808,000
+8.7%
19,536
+9.4%
3.70%
+16.1%
Q2 2015$20,981,000
-9.8%
17,856
-6.3%
3.19%
-19.7%
Q1 2015$23,248,000
+12.7%
19,056
+12.2%
3.97%
+13.0%
Q4 2014$20,632,000
+1.0%
16,9810.0%3.51%
+10.6%
Q3 2014$20,420,000
-0.9%
16,9810.0%3.18%
+9.1%
Q2 2014$20,600,000
+10.6%
16,981
+6.3%
2.91%
+10.1%
Q1 2014$18,618,000
+10.3%
15,981
+5.1%
2.64%
-3.0%
Q4 2013$16,883,000
-0.0%
15,210
+2.5%
2.73%
-4.3%
Q3 2013$16,886,000
+1.5%
14,845
+6.0%
2.85%
-7.9%
Q2 2013$16,642,00014,0003.09%
Other shareholders
WELLS FARGO CO NEW shareholders Q2 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 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