West Oak 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
West Oak Capital, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q4 2017$2,620,000
-0.4%
20.0%0.00%0.0%
Q3 2017$2,630,000
+0.3%
20.0%0.00%0.0%
Q2 2017$2,622,000
+5.8%
20.0%0.00%0.0%
Q1 2017$2,478,000
+4.1%
20.0%0.00%0.0%
Q4 2016$2,380,000
-9.1%
20.0%0.00%0.0%
Q3 2016$2,619,000
+0.8%
20.0%0.00%0.0%
Q2 2016$2,598,000
+7.8%
20.0%0.00%0.0%
Q1 2016$2,410,000
+3.8%
20.0%0.00%0.0%
Q4 2015$2,322,000
-0.6%
20.0%0.00%0.0%
Q3 2015$2,336,000
-0.6%
20.0%0.00%0.0%
Q2 2015$2,350,000
-3.7%
20.0%0.00%0.0%
Q1 2015$2,440,000
+0.5%
20.0%0.00%0.0%
Q4 2014$2,429,000
+1.0%
20.0%0.00%0.0%
Q3 2014$2,405,000
-1.0%
20.0%0.00%0.0%
Q2 2014$2,429,000
+3.5%
20.0%0.00%0.0%
Q1 2014$2,346,000
+5.7%
20.0%0.00%0.0%
Q4 2013$2,220,000
-2.4%
20.0%0.00%0.0%
Q3 2013$2,275,000
-4.7%
20.0%0.00%0.0%
Q2 2013$2,388,00020.00%
Other shareholders
WELLS FARGO CO NEW shareholders Q3 2023
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. 67,990$90,087,00055.40%
STONEBRIDGE ADVISORS LLC 171,935$228,000,00052.56%
Ulland Investment Advisors, LLC 5,828$7,722,0005.79%
AEGON USA Investment Management, LLC 8,000$10,440,0004.88%
RB Capital Management, LLC 8,940$11,845,0003.80%
CAMDEN ASSET MANAGEMENT L P /CA 76,960$100,240,0002.98%
JRM Investment Counsel, LLC 5,287$7,005,0002.81%
Western Asset Management Company, LLC 6,865$9,096,0002.68%
Hudson Capital Management LLC 3,511$4,652,0001.84%
F/M Investments LLC 1,717$2,275,0001.83%
View complete list of WELLS FARGO CO NEW shareholders