Evanson Asset Management, 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
Evanson Asset Management, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$278,750
-3.2%
2500.0%0.03%0.0%
Q2 2023$288,000
-2.1%
2500.0%0.03%
-10.3%
Q1 2023$294,063
-0.7%
2500.0%0.03%
-9.4%
Q4 2022$296,250
-1.6%
2500.0%0.03%
-8.6%
Q3 2022$301,000
-1.0%
2500.0%0.04%
+6.1%
Q2 2022$304,000
-8.2%
2500.0%0.03%
+3.1%
Q1 2022$331,000
-11.3%
2500.0%0.03%
-3.0%
Q4 2021$373,000
+9.7%
250
-1.2%
0.03%
-45.9%
Q3 2020$340,000
+4.9%
253
+1.2%
0.06%
-4.7%
Q2 2020$324,000
+27.1%
250
+25.0%
0.06%
+4.9%
Q1 2020$255,000
-12.1%
2000.0%0.06%
+7.0%
Q4 2019$290,000
-29.4%
200
-25.9%
0.06%
-32.1%
Q3 2019$411,000
+50.5%
270
+35.0%
0.08%
+52.7%
Q2 2019$273,000
+5.8%
2000.0%0.06%
+3.8%
Q1 2019$258,000
+2.4%
2000.0%0.05%
-8.6%
Q4 2018$252,000
-2.3%
2000.0%0.06%
+11.5%
Q3 2018$258,000
+2.4%
2000.0%0.05%
+4.0%
Q2 2018$252,000
-2.3%
2000.0%0.05%
-5.7%
Q1 2018$258,000
-1.5%
2000.0%0.05%0.0%
Q4 2017$262,000
-0.4%
2000.0%0.05%
-5.4%
Q3 2017$263,000
+0.4%
2000.0%0.06%
-6.7%
Q2 2017$262,000
+5.6%
2000.0%0.06%
-1.6%
Q1 2017$248,000
+4.2%
2000.0%0.06%
-7.6%
Q4 2016$238,000
-9.2%
2000.0%0.07%
-12.0%
Q3 2016$262,000
+0.8%
2000.0%0.08%
-5.1%
Q2 2016$260,000
+7.9%
2000.0%0.08%
-3.7%
Q1 2016$241,000
+3.9%
2000.0%0.08%
-3.5%
Q4 2015$232,000
-0.9%
2000.0%0.08%
-3.4%
Q3 2015$234,000
-0.4%
2000.0%0.09%
+7.3%
Q2 2015$235,000
-3.7%
2000.0%0.08%
-5.7%
Q1 2015$244,000
+0.4%
2000.0%0.09%
-3.3%
Q4 2014$243,000
+0.8%
2000.0%0.09%
-8.2%
Q3 2014$241,000
-0.8%
2000.0%0.10%
+4.3%
Q2 2014$243,000
+3.4%
2000.0%0.09%
-8.7%
Q1 2014$235,000
+5.9%
2000.0%0.10%
+4.0%
Q4 2013$222,0002000.10%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2021
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. 67,990$90,087,00055.40%
STONEBRIDGE ADVISORS LLC 171,935$228,000,00052.56%
Ulland Investment Advisors, LLC 5,828$7,722,0005.79%
AEGON USA Investment Management, LLC 8,000$10,440,0004.88%
RB Capital Management, LLC 8,940$11,845,0003.80%
CAMDEN ASSET MANAGEMENT L P /CA 76,960$100,240,0002.98%
JRM Investment Counsel, LLC 5,287$7,005,0002.81%
Western Asset Management Company, LLC 6,865$9,096,0002.68%
Hudson Capital Management LLC 3,511$4,652,0001.84%
F/M Investments LLC 1,717$2,275,0001.83%
View complete list of WELLS FARGO CO NEW shareholders