LEVEL FOUR ADVISORY SERVICES, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 232 filers reported holding WELLS FARGO CO NEW in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$644,470
-19.5%
578
-16.8%
0.04%
-12.5%
Q2 2023$800,640
+2.4%
695
+4.5%
0.05%
-5.9%
Q1 2023$782,206
+2.3%
665
+3.1%
0.05%
-10.5%
Q4 2022$764,325
-10.3%
645
-8.9%
0.06%
-31.3%
Q3 2022$852,000
-1.0%
7080.0%0.08%
+2.5%
Q2 2022$861,000
-9.0%
708
-0.8%
0.08%
+9.5%
Q1 2022$946,000
-8.8%
714
+2.6%
0.07%
-6.3%
Q4 2021$1,037,000
+204.1%
696
+163.6%
0.08%
+113.5%
Q3 2018$341,000
-0.9%
264
-3.3%
0.04%
+48.0%
Q2 2018$344,0002730.02%
Other shareholders
WELLS FARGO CO NEW shareholders Q2 2022
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