CAPTRUST FINANCIAL ADVISORS - 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
CAPTRUST FINANCIAL ADVISORS ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$1,020,054
-3.9%
916
-0.5%
0.00%0.0%
Q2 2023$1,060,992
-4.7%
921
-3.7%
0.00%
-20.0%
Q1 2023$1,113,403
+3.0%
956
+4.8%
0.01%0.0%
Q4 2022$1,080,785
-2.1%
912
-1.1%
0.01%
-16.7%
Q3 2022$1,104,0009220.01%
Other shareholders
WELLS FARGO CO NEW shareholders Q3 2023
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, LLC 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