IMA Wealth, Inc. - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 3 filers reported holding WELLS FARGO CO NEW in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IMA Wealth, Inc. ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$94,775
-3.2%
850.0%0.02%
-4.0%
Q2 2023$97,920
-2.1%
850.0%0.02%
-3.8%
Q1 2023$99,982
-0.7%
850.0%0.03%
-3.7%
Q4 2022$100,725
-1.2%
850.0%0.03%0.0%
Q3 2022$102,000
-1.0%
850.0%0.03%
+8.0%
Q2 2022$103,000
-8.8%
850.0%0.02%
-3.8%
Q1 2022$113,000
-11.0%
850.0%0.03%
-7.1%
Q4 2021$127,000
-9.9%
85
-19.0%
0.03%
-40.4%
Q3 2020$141,000
-13.0%
105
-16.0%
0.05%
-20.3%
Q2 2020$162,000
+1.9%
1250.0%0.06%
-15.7%
Q1 2020$159,000
-12.2%
1250.0%0.07%
+4.5%
Q4 2019$181,000
-4.7%
1250.0%0.07%
-6.9%
Q3 2019$190,000
+11.1%
1250.0%0.07%
+12.5%
Q2 2019$171,000
+5.6%
1250.0%0.06%
+1.6%
Q1 2019$162,000
+2.5%
1250.0%0.06%
-14.9%
Q4 2018$158,000
-1.9%
1250.0%0.07%
+17.5%
Q3 2018$161,000
+2.5%
1250.0%0.06%
-3.1%
Q2 2018$157,0001250.06%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2023
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