Creative Planning - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 200 filers reported holding WELLS FARGO CO NEW in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Creative Planning ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$501,702
+9.4%
450
+13.1%
0.00%0.0%
Q2 2023$458,446
-24.6%
398
-23.0%
0.00%0.0%
Q1 2023$608,070
-15.1%
517
-14.4%
0.00%0.0%
Q4 2022$716,320
-17.9%
604
-16.7%
0.00%
-50.0%
Q3 2022$873,000
-10.5%
725
-9.6%
0.00%0.0%
Q2 2022$975,000
-21.1%
802
-14.0%
0.00%0.0%
Q1 2022$1,236,000
+168.7%
933
+202.9%
0.00%
+100.0%
Q4 2021$460,000
+4.3%
308
-6.1%
0.00%0.0%
Q3 2020$441,000
+4.5%
328
+0.9%
0.00%0.0%
Q2 2020$422,000
-16.1%
325
-17.7%
0.00%
-50.0%
Q1 2020$503,000
+8.6%
395
+23.8%
0.00%
+100.0%
Q4 2019$463,000
-8.7%
319
-4.2%
0.00%
-50.0%
Q3 2019$507,000
+69.0%
333
+51.4%
0.00%
+100.0%
Q2 2019$300,000
-8.3%
220
-13.0%
0.00%0.0%
Q1 2019$327,000
+5.8%
253
+3.3%
0.00%0.0%
Q4 2018$309,000
+28.2%
245
+31.0%
0.00%0.0%
Q3 2018$241,000
+97.5%
187
+101.1%
0.00%0.0%
Q2 2017$122,000
+45.2%
93
+36.8%
0.00%
Q1 2017$84,000
+12.0%
68
+7.9%
0.00%
Q4 2016$75,000
-34.2%
63
-27.6%
0.00%
-100.0%
Q3 2016$114,000
+6.5%
87
+6.1%
0.00%0.0%
Q2 2016$107,000
+1.9%
82
-5.7%
0.00%0.0%
Q1 2016$105,000
+28.0%
87
+22.5%
0.00%0.0%
Q4 2015$82,000
+6.5%
71
+7.6%
0.00%0.0%
Q3 2015$77,000
+37.5%
66
+43.5%
0.00%0.0%
Q1 2015$56,000
-98.3%
46
-98.3%
0.00%
-97.1%
Q4 2014$3,232,000
+64540.0%
2,661
+66425.0%
0.03%
Q3 2014$5,0000.0%40.0%0.00%
Q2 2014$5,000
-82.1%
4
-83.3%
0.00%
Q1 2014$28,000
+3.7%
240.0%0.00%
Q4 2013$27,0000.0%240.0%0.00%
-100.0%
Q3 2013$27,000
+440.0%
24
+500.0%
0.00%
Q2 2013$5,00040.00%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2018
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