UNITED CAPITAL FINANCIAL ADVISORS, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 219 filers reported holding WELLS FARGO CO NEW in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$635,550
-3.2%
5700.0%0.00%0.0%
Q2 2023$656,640
-2.4%
570
-0.3%
0.00%0.0%
Q1 2023$672,815
-22.2%
572
-21.6%
0.00%
-20.0%
Q4 2022$865,050
-13.4%
730
-12.0%
0.01%
-16.7%
Q3 2022$999,000
+2.4%
830
+3.4%
0.01%
+20.0%
Q2 2022$976,000
-9.0%
803
-0.7%
0.01%0.0%
Q1 2022$1,072,000
-11.1%
8090.0%0.01%
-16.7%
Q4 2021$1,206,000
-8.8%
809
-7.1%
0.01%
-25.0%
Q4 2020$1,322,000
+20.7%
871
+6.7%
0.01%
+14.3%
Q3 2020$1,095,000
+3.6%
816
+0.1%
0.01%
-12.5%
Q2 2020$1,057,000
+1.8%
8150.0%0.01%
-11.1%
Q1 2020$1,038,000
-14.3%
815
-2.4%
0.01%
+12.5%
Q4 2019$1,211,000
-8.0%
835
-3.5%
0.01%
-11.1%
Q3 2019$1,317,000
+11.6%
8650.0%0.01%
+12.5%
Q2 2019$1,180,000
+5.5%
8650.0%0.01%0.0%
Q1 2019$1,118,000
+2.4%
8650.0%0.01%
-11.1%
Q4 2018$1,092,000
-4.7%
865
-2.6%
0.01%
+12.5%
Q3 2018$1,146,000
+2.6%
888
+0.1%
0.01%0.0%
Q2 2018$1,117,000
-2.4%
8870.0%0.01%
-11.1%
Q1 2018$1,144,000
+100.4%
887
+103.0%
0.01%
+80.0%
Q4 2017$571,000
-0.5%
437
+0.2%
0.01%0.0%
Q3 2017$574,000
+5.5%
436
+5.1%
0.01%0.0%
Q2 2017$544,000
+5.8%
4150.0%0.01%0.0%
Q1 2017$514,000
+4.0%
4150.0%0.01%0.0%
Q4 2016$494,000
-5.7%
415
+3.8%
0.01%0.0%
Q3 2016$524,000
+0.8%
4000.0%0.01%0.0%
Q2 2016$520,000
+7.9%
4000.0%0.01%0.0%
Q1 2016$482,000
+3.9%
4000.0%0.01%0.0%
Q4 2015$464,000
-4.5%
400
-3.8%
0.01%
-16.7%
Q3 2015$486,000
-32.9%
416
-32.5%
0.01%
-25.0%
Q2 2015$724,000
-2.4%
616
+1.3%
0.01%
-11.1%
Q1 2015$742,000
-49.1%
608
-49.3%
0.01%
-18.2%
Q4 2014$1,458,000
+99.2%
1,200
+100.0%
0.01%
-15.4%
Q3 2014$732,000
-3.9%
600
-7.7%
0.01%
-18.8%
Q1 2014$762,000
-8.5%
650
-13.3%
0.02%
-42.9%
Q4 2013$833,000
-26.5%
750
-21.1%
0.03%
-6.7%
Q2 2013$1,134,0009500.03%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2021
NameSharesValueWeighting ↓
STONEBRIDGE ADVISORS LLC 181,740$202,640,10050.41%
Spectrum Asset Management, Inc. 42,292$47,155,58040.26%
AEGON USA Investment Management, LLC 8,000$8,956,0006.46%
Penn Mutual Asset Management 6,000$6,690,0006.27%
JRM Investment Counsel, LLC 10,587$11,804,5055.51%
ADVENT CAPITAL MANAGEMENT /DE/ 179,122$199,989,7134.65%
PIER 88 INVESTMENT PARTNERS LLC 13,792$15,378,0803.83%
Western Asset Management Company, LLC 5,865$6,539,4752.98%
RB Capital Management, LLC 8,114$9,046,9052.82%
Phraction Management LLC 5,350$5,968,8482.82%
View complete list of WELLS FARGO CO NEW shareholders