WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 233 filers reported holding WELLS FARGO CO NEW in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $201,193 | -5.5% | 165 | -13.6% | 0.01% | -25.0% |
| Q3 2023 | $212,965 | +5.9% | 191 | +11.7% | 0.02% | +6.7% |
| Q1 2023 | $201,139 | -11.1% | 171 | -10.5% | 0.02% | -11.8% |
| Q4 2022 | $226,335 | -1.6% | 191 | 0.0% | 0.02% | -10.5% |
| Q3 2022 | $230,000 | -16.1% | 191 | -9.9% | 0.02% | -26.9% |
| Q1 2019 | $274,000 | – | 212 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STONEBRIDGE ADVISORS LLC | 222,324 | $264,336,566 | 60.54% |
| Penn Mutual Asset Management | 6,000 | $7,133,820 | 15.16% |
| Spectrum Asset Management, Inc. | 3,545 | $4,214,899 | 14.92% |
| Ulland Investment Advisors, LLC | 10,532 | $12,522 | 8.70% |
| Western Asset Management Company, LLC | 9,930 | $11,806,472 | 7.26% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 175,720 | $212,154,988 | 5.09% |
| PIER 88 INVESTMENT PARTNERS LLC | 18,152 | $21,582,183 | 4.84% |
| AEGON USA Investment Management, LLC | 4,472 | $5,285,904 | 4.21% |
| JRM Investment Counsel, LLC | 8,710 | $10,355,597 | 3.49% |
| NEW ENGLAND ASSET MANAGEMENT INC | 13,275 | $15,783,577 | 2.62% |