Chicago Partners Investment Group LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 235 filers reported holding WELLS FARGO CO NEW in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$858,903
-29.0%
812
-21.4%
0.05%
-27.0%
Q2 2023$1,210,550
+11.2%
1,033
+11.3%
0.06%
-1.6%
Q1 2023$1,088,789
-8.6%
928
-2.9%
0.06%
-12.3%
Q4 2022$1,191,041
+14.6%
956
+4.3%
0.07%
-1.4%
Q3 2022$1,039,000
-5.5%
917
+5.8%
0.07%
-7.5%
Q2 2022$1,100,000
+9.8%
867
+5.0%
0.08%
+5.3%
Q1 2022$1,002,000
-10.4%
826
-1.1%
0.08%
-3.8%
Q4 2021$1,118,000
+1.1%
835
+3.0%
0.08%
-39.7%
Q3 2020$1,106,000
+4.0%
811
+2.4%
0.13%
-1.5%
Q2 2020$1,063,000
+1.4%
792
+0.6%
0.13%
-17.9%
Q1 2020$1,048,000
-9.5%
787
+1.9%
0.16%
+14.1%
Q4 2019$1,158,000
+33.7%
772
+33.8%
0.14%
+16.4%
Q3 2019$866,000
+2.2%
577
-5.4%
0.12%
+0.8%
Q2 2019$847,000
-8.7%
610
-14.2%
0.12%
-11.7%
Q1 2019$928,000
+8.3%
711
+7.7%
0.14%
+7.9%
Q4 2018$857,000
+8.3%
660
+5.1%
0.13%
+7.6%
Q3 2018$791,000
-47.3%
628
-47.3%
0.12%
-49.4%
Q2 2018$1,500,000
+6421.7%
1,191
+6516.7%
0.23%
+5725.0%
Q1 2018$23,000
-4.2%
180.0%0.00%0.0%
Q4 2017$24,000180.00%
Other shareholders
WELLS FARGO CO NEW shareholders Q1 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