LPL Financial LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 62 filers reported holding WELLS FARGO CO NEW in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$4,402,107
+22.6%
3,948
+26.7%
0.00%0.0%
Q2 2023$3,591,177
+0.7%
3,117
+2.8%
0.00%0.0%
Q1 2023$3,566,898
+3.7%
3,032
+4.4%
0.00%0.0%
Q4 2022$3,439,970
-8.8%
2,903
-7.4%
0.00%
-25.0%
Q3 2022$3,773,000
-0.8%
3,134
+0.2%
0.00%0.0%
Q2 2022$3,803,000
+58.3%
3,129
+74.8%
0.00%0.0%
Q3 2020$2,402,000
-8.8%
1,790
-11.9%
0.00%
-20.0%
Q2 2020$2,634,000
+15.8%
2,031
+13.8%
0.01%0.0%
Q1 2020$2,274,000
-16.6%
1,785
-5.1%
0.01%0.0%
Q4 2019$2,727,000
-10.7%
1,880
-6.3%
0.01%
-16.7%
Q3 2019$3,055,000
+18.0%
2,007
+5.8%
0.01%0.0%
Q2 2019$2,588,000
+9.4%
1,897
+3.6%
0.01%
+20.0%
Q1 2019$2,366,000
+12.6%
1,831
+9.9%
0.01%
-16.7%
Q4 2018$2,102,000
-5.1%
1,666
-3.0%
0.01%
+20.0%
Q3 2018$2,216,000
+5.4%
1,717
+2.9%
0.01%
-16.7%
Q2 2018$2,102,000
-12.3%
1,669
-10.2%
0.01%
-14.3%
Q1 2018$2,397,000
-6.7%
1,858
-5.3%
0.01%
-12.5%
Q4 2017$2,569,000
+5.5%
1,961
+5.9%
0.01%
-11.1%
Q3 2017$2,434,000
+2.2%
1,851
+1.9%
0.01%0.0%
Q2 2017$2,382,000
+14.3%
1,817
+8.5%
0.01%
-35.7%
Q1 2017$2,084,000
+57.3%
1,675
+51.3%
0.01%
+40.0%
Q4 2016$1,325,000
-6.6%
1,107
+1.0%
0.01%
-23.1%
Q3 2016$1,419,000
-1.4%
1,096
+3.9%
0.01%
+8.3%
Q2 2016$1,439,000
-41.7%
1,055
-48.7%
0.01%
+71.4%
Q1 2016$2,470,000
+12.1%
2,055
+9.7%
0.01%
+16.7%
Q4 2015$2,203,000
+113.1%
1,873
+111.4%
0.01%0.0%
Q3 2015$1,034,000
-9.6%
886
-8.8%
0.01%0.0%
Q2 2015$1,144,000
-6.8%
972
-2.6%
0.01%0.0%
Q1 2015$1,227,000
+8.2%
998
+6.9%
0.01%0.0%
Q4 2014$1,134,000
-3.9%
934
-5.0%
0.01%
-14.3%
Q3 2014$1,180,000
-1.3%
983
-0.2%
0.01%0.0%
Q2 2014$1,196,000
+17.6%
985
+13.6%
0.01%
+16.7%
Q1 2014$1,017,000
+14.4%
867
+8.2%
0.01%0.0%
Q4 2013$889,000
+5.8%
801
+6.9%
0.01%0.0%
Q3 2013$840,000
-6.2%
749
-0.3%
0.01%0.0%
Q2 2013$896,0007510.01%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2020
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