GUGGENHEIM CAPITAL LLC - WELLS FARGO CO NEW ownership

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
GUGGENHEIM CAPITAL LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q1 2018$3,324,000
-7.1%
2,577
-5.3%
0.01%0.0%
Q3 2017$3,577,000
-8.4%
2,720
-8.7%
0.01%
-20.0%
Q2 2017$3,907,000
-7.2%
2,980
-12.3%
0.01%
-9.1%
Q1 2017$4,212,000
+0.9%
3,397
-3.2%
0.01%
-8.3%
Q4 2016$4,175,000
-3.4%
3,508
+6.2%
0.01%
-7.7%
Q3 2016$4,321,000
-10.8%
3,302
-11.4%
0.01%
-13.3%
Q2 2016$4,842,000
+4.4%
3,727
-3.2%
0.02%0.0%
Q1 2016$4,639,000
-17.4%
3,850
-20.6%
0.02%
-6.2%
Q4 2015$5,616,000
+25.0%
4,848
+26.0%
0.02%
+14.3%
Q3 2015$4,494,000
-39.4%
3,848
-39.1%
0.01%
-22.2%
Q2 2015$7,420,000
-24.0%
6,315
-20.9%
0.02%
-21.7%
Q1 2015$9,763,000
+29.2%
7,983
+28.4%
0.02%
+21.1%
Q4 2014$7,554,000
-16.4%
6,216
-17.3%
0.02%
-13.6%
Q3 2014$9,039,000
+7.1%
7,517
+8.1%
0.02%
+4.8%
Q2 2014$8,443,000
-29.5%
6,955
-31.8%
0.02%
-38.2%
Q1 2014$11,968,000
+184.5%
10,203
+168.1%
0.03%
+161.5%
Q4 2013$4,206,000
-64.7%
3,806
-63.7%
0.01%
-69.8%
Q3 2013$11,926,00010,4840.04%
Other shareholders
WELLS FARGO CO NEW shareholders Q3 2023
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