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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,536,935 | -12.2% | 4,069 | -9.3% | 0.01% | -14.3% |
| Q2 2023 | $5,166,720 | +96240.1% | 4,485 | -1.6% | 0.01% | -12.5% |
| Q1 2023 | $5,363 | -1.5% | 4,559 | -0.8% | 0.02% | -11.1% |
| Q4 2022 | $5,445 | -99.9% | 4,595 | +1.3% | 0.02% | -18.2% |
| Q3 2022 | $5,460,000 | +502.6% | 4,535 | +583.0% | 0.02% | +100.0% |
| Q2 2019 | $906,000 | +29.4% | 664 | +22.5% | 0.01% | +10.0% |
| Q1 2019 | $700,000 | +2.9% | 542 | +0.6% | 0.01% | -16.7% |
| Q4 2018 | $680,000 | -3.1% | 539 | -0.9% | 0.01% | -33.3% |
| Q3 2018 | $702,000 | +4.5% | 544 | +1.9% | 0.02% | -5.3% |
| Q2 2018 | $672,000 | -0.6% | 534 | +1.9% | 0.02% | -20.8% |
| Q1 2018 | $676,000 | +4.3% | 524 | +5.9% | 0.02% | -4.0% |
| Q4 2017 | $648,000 | -0.3% | 495 | -5.7% | 0.02% | -10.7% |
| Q1 2017 | $650,000 | +68.0% | 525 | +61.5% | 0.03% | +55.6% |
| Q4 2016 | $387,000 | +76.7% | 325 | +94.6% | 0.02% | +63.6% |
| Q3 2016 | $219,000 | – | 167 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STONEBRIDGE ADVISORS LLC | 181,740 | $202,640,100 | 50.41% |
| Spectrum Asset Management, Inc. | 42,292 | $47,155,580 | 40.26% |
| AEGON USA Investment Management, LLC | 8,000 | $8,956,000 | 6.46% |
| Penn Mutual Asset Management, LLC | 6,000 | $6,690,000 | 6.27% |
| JRM Investment Counsel, LLC | 10,587 | $11,804,505 | 5.51% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 179,122 | $199,989,713 | 4.65% |
| PIER 88 INVESTMENT PARTNERS LLC | 13,792 | $15,378,080 | 3.83% |
| Western Asset Management Company, LLC | 5,865 | $6,539,475 | 2.98% |
| RB Capital Management, LLC | 8,114 | $9,046,905 | 2.82% |
| Phraction Management LLC | 5,350 | $5,968,848 | 2.82% |