MARATHON CAPITAL MANAGEMENT - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 238 filers reported holding WELLS FARGO CO NEW in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
MARATHON CAPITAL MANAGEMENT ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$1,643,510
-3.2%
1,4740.0%0.41%
-1.2%
Q2 2023$1,698,048
-2.2%
1,474
-0.1%
0.42%
-1.9%
Q1 2023$1,736,145
-1.2%
1,476
-0.5%
0.43%
-11.8%
Q4 2022$1,757,355
-4.8%
1,483
-3.3%
0.48%
-8.2%
Q3 2022$1,846,000
+151.2%
1,533
+179.7%
0.53%
+96.6%
Q3 2020$735,000
-6.8%
548
-9.9%
0.27%
-11.6%
Q2 2020$789,000
+10.0%
608
+8.0%
0.30%
-7.9%
Q1 2020$717,000
+6.9%
563
+21.6%
0.33%
+44.3%
Q4 2019$671,000
+91.7%
463
+101.3%
0.23%
+61.7%
Q3 2019$350,000
+11.8%
2300.0%0.14%
+10.2%
Q2 2019$313,000
+5.4%
2300.0%0.13%
-3.8%
Q1 2019$297,000
+2.4%
2300.0%0.13%
-7.6%
Q4 2018$290,000
-2.0%
2300.0%0.14%
+25.2%
Q3 2018$296,000
-7.8%
230
-9.8%
0.12%
-5.0%
Q2 2018$321,000
-2.1%
2550.0%0.12%
-6.2%
Q1 2018$328,000
-1.8%
2550.0%0.13%
-0.8%
Q4 2017$334,000
-0.3%
2550.0%0.13%
-7.8%
Q3 2017$335,000
+16.3%
255
+15.9%
0.14%
+3.7%
Q2 2017$288,000
+5.5%
2200.0%0.14%
+0.7%
Q1 2017$273,000
+4.6%
2200.0%0.14%
+8.9%
Q4 2016$261,000
-9.4%
2200.0%0.12%
-13.3%
Q3 2016$288,0002200.14%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 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