WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 233 filers reported holding WELLS FARGO CO NEW in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $380,547 | -2.5% | 320 | 0.0% | 0.01% | -7.1% |
Q1 2024 | $390,272 | -42.0% | 320 | -44.6% | 0.01% | -41.7% |
Q4 2023 | $672,845 | +71.9% | 578 | +64.7% | 0.02% | +33.3% |
Q3 2023 | $391,437 | -7.2% | 351 | -4.1% | 0.02% | -5.3% |
Q2 2023 | $421,632 | -2.1% | 366 | 0.0% | 0.02% | -9.5% |
Q1 2023 | $430,509 | – | 366 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
STONEBRIDGE ADVISORS LLC | 222,324 | $264,336,566 | 60.54% |
Penn Mutual Asset Management | 6,000 | $7,133,820 | 15.16% |
Spectrum Asset Management, Inc. | 3,545 | $4,214,899 | 14.92% |
Ulland Investment Advisors, LLC | 10,532 | $12,522 | 8.70% |
Western Asset Management Company, LLC | 9,930 | $11,806,472 | 7.26% |
ADVENT CAPITAL MANAGEMENT /DE/ | 175,720 | $212,154,988 | 5.09% |
PIER 88 INVESTMENT PARTNERS LLC | 18,152 | $21,582,183 | 4.84% |
AEGON USA Investment Management, LLC | 4,472 | $5,285,904 | 4.21% |
JRM Investment Counsel, LLC | 8,710 | $10,355,597 | 3.49% |
NEW ENGLAND ASSET MANAGEMENT INC | 13,275 | $15,783,577 | 2.62% |