Strategic Advisors LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 120 filers reported holding WELLS FARGO CO NEW in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Strategic Advisors LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$226,755
-2.9%
2030.0%0.04%0.0%
Q2 2023$233,634
-1.8%
203
+0.5%
0.04%
-6.2%
Q1 2023$237,904
-0.5%
2020.0%0.05%
-9.4%
Q4 2022$239,012
-34.0%
202
-32.9%
0.05%
-33.8%
Q3 2022$362,000
-0.8%
301
+0.3%
0.08%
+5.3%
Q2 2022$365,000
-21.5%
300
-14.5%
0.08%
-6.2%
Q1 2022$465,000
-29.3%
351
-20.4%
0.08%
-13.8%
Q4 2021$658,000
-54.5%
441
-58.7%
0.09%
-80.6%
Q3 2020$1,447,000
-5.2%
1,068
-6.6%
0.48%
-14.8%
Q2 2020$1,526,000
+3.8%
1,143
+0.4%
0.57%
-11.1%
Q1 2020$1,470,000
-15.0%
1,138
-4.5%
0.64%
+6.3%
Q4 2019$1,729,000
-1.4%
1,192
+3.5%
0.60%
-8.5%
Q3 2019$1,754,000
+17.3%
1,152
+5.1%
0.66%
+15.4%
Q2 2019$1,495,000
+6.0%
1,096
+0.5%
0.57%
+4.6%
Q1 2019$1,410,000
+20.1%
1,091
+17.3%
0.54%
+6.4%
Q4 2018$1,174,000
+16.4%
930
+18.9%
0.51%
+38.8%
Q3 2018$1,009,000
+5.1%
782
+2.6%
0.37%
-4.2%
Q2 2018$960,000
-1.8%
762
+0.5%
0.38%
-4.9%
Q1 2018$978,000
-1.2%
758
+0.4%
0.40%0.0%
Q4 2017$990,000
+0.3%
755
+0.5%
0.40%
-5.4%
Q3 2017$987,000
+52.8%
751
+52.3%
0.43%
+45.1%
Q2 2017$646,000
-66.5%
493
-69.0%
0.30%
-76.2%
Q1 2015$1,931,000
+19.9%
1,590
+18.7%
1.24%
+17.0%
Q3 2014$1,611,000
-16.6%
1,340
-15.7%
1.06%
-14.3%
Q2 2014$1,931,000
-0.5%
1,590
-3.9%
1.24%
-5.1%
Q1 2014$1,941,000
-0.4%
1,655
-5.8%
1.30%
-1.8%
Q4 2013$1,949,000
-3.0%
1,756
-0.6%
1.33%
-19.6%
Q3 2013$2,009,000
-5.9%
1,766
-0.6%
1.65%
-13.5%
Q2 2013$2,134,0001,7761.91%
Other shareholders
WELLS FARGO CO NEW shareholders Q1 2014
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