Edgemoor Investment Advisors, Inc. - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 188 filers reported holding WELLS FARGO CO NEW in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Edgemoor Investment Advisors, Inc. ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q2 2024$4,237,489
-8.6%
3,564
-6.3%
0.39%
-10.0%
Q1 2024$4,635,969
+9.4%
3,802
+7.3%
0.44%
-1.1%
Q4 2023$4,237,277
+6.0%
3,544
-1.1%
0.44%
-6.1%
Q3 2023$3,996,160
-0.8%
3,584
+2.5%
0.47%
+3.7%
Q2 2023$4,029,696
-3.6%
3,498
-1.5%
0.46%
-10.4%
Q1 2023$4,179,216
-0.2%
3,553
+0.5%
0.51%
-3.2%
Q4 2022$4,188,975
-1.4%
3,535
+0.1%
0.52%
-7.2%
Q3 2022$4,250,000
+2.8%
3,530
+3.7%
0.57%
+8.6%
Q2 2022$4,136,000
-9.4%
3,403
-1.2%
0.52%
+8.3%
Q1 2022$4,566,000
-5.9%
3,446
-4.6%
0.48%
-19.8%
Q3 2020$4,850,000
+9.5%
3,614
+5.8%
0.60%
+0.7%
Q2 2020$4,429,000
+4.5%
3,415
+2.6%
0.60%
-13.7%
Q1 2020$4,240,000
-17.8%
3,328
-6.5%
0.69%
+17.5%
Q4 2019$5,159,000
-5.8%
3,558
-1.1%
0.59%
-13.1%
Q3 2019$5,475,000
+9.2%
3,596
-2.2%
0.68%
+7.0%
Q2 2019$5,015,000
+4.7%
3,676
-0.8%
0.63%
+0.5%
Q1 2019$4,789,000
+4.1%
3,706
+1.6%
0.63%
-8.3%
Q4 2018$4,601,000
-2.4%
3,646
-0.1%
0.69%
+17.4%
Q3 2018$4,713,000
+2.3%
3,651
-0.3%
0.58%
-5.0%
Q2 2018$4,609,000
-3.6%
3,661
-1.2%
0.62%
-3.1%
Q1 2018$4,779,000
+0.8%
3,7050.0%0.64%
+6.2%
Q4 2017$4,743,000
-5.0%
3,705
-2.4%
0.60%
-11.3%
Q3 2017$4,994,000
-0.8%
3,798
-1.1%
0.68%
-1.7%
Q2 2017$5,036,000
+6.8%
3,841
+0.9%
0.69%
+2.4%
Q1 2017$4,717,000
+3.6%
3,807
-0.5%
0.67%
-3.0%
Q4 2016$4,554,000
-11.2%
3,827
-2.3%
0.69%
-12.3%
Q3 2016$5,131,000
+1.2%
3,919
+0.4%
0.79%
-1.5%
Q2 2016$5,071,000
+7.5%
3,903
-0.3%
0.80%
+9.0%
Q1 2016$4,717,000
+2.4%
3,915
-1.3%
0.74%
+6.4%
Q4 2015$4,606,000
-0.2%
3,967
+0.4%
0.69%
-1.6%
Q3 2015$4,616,000
-0.6%
3,9520.0%0.70%
+3.7%
Q2 2015$4,644,000
-4.6%
3,952
-1.0%
0.68%
-1.9%
Q1 2015$4,868,000
+0.0%
3,990
-0.4%
0.69%
-3.4%
Q4 2014$4,867,000
+0.4%
4,007
-0.6%
0.71%
+0.4%
Q3 2014$4,846,000
-1.3%
4,030
-0.3%
0.71%
-1.7%
Q2 2014$4,910,000
+1.4%
4,042
-2.1%
0.72%
-5.4%
Q1 2014$4,841,000
+5.4%
4,127
-0.2%
0.76%
+4.9%
Q4 2013$4,592,000
-2.6%
4,137
-0.2%
0.73%
-11.4%
Q3 2013$4,714,000
-6.1%
4,144
-1.5%
0.82%
-7.6%
Q2 2013$5,022,0004,2060.89%
Other shareholders
WELLS FARGO CO NEW shareholders Q3 2017
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. 60,551$72,903,00058.46%
STONEBRIDGE ADVISORS LLC 170,946$205,819,07258.30%
Penn Mutual Asset Management 6,000$7,224,0009.45%
JRM Investment Counsel, LLC 14,202$17,099,0007.29%
AEGON USA Investment Management, LLC 8,000$9,370,0005.47%
PIER 88 INVESTMENT PARTNERS LLC 16,195$19,498,0004.64%
RB Capital Management, LLC 9,396$11,312,0004.34%
Western Asset Management Company, LLC 5,865$7,061,0003.17%
Phraction Management LLC 3,243$3,898,0002.94%
ADVENT CAPITAL MANAGEMENT /DE/ 117,009$137,053,0002.48%
View complete list of WELLS FARGO CO NEW shareholders