WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 231 filers reported holding WELLS FARGO CO NEW in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $216,000 | -4.8% | 149 | 0.0% | 0.14% | -19.4% |
| Q3 2019 | $227,000 | +11.8% | 149 | 0.0% | 0.17% | +24.1% |
| Q2 2019 | $203,000 | +5.7% | 149 | 0.0% | 0.14% | +44.2% |
| Q3 2018 | $192,000 | +2.1% | 149 | 0.0% | 0.10% | -32.1% |
| Q2 2018 | $188,000 | -2.1% | 149 | 0.0% | 0.14% | -1.4% |
| Q1 2018 | $192,000 | -1.5% | 149 | 0.0% | 0.14% | -25.3% |
| Q4 2017 | $195,000 | – | 149 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STONEBRIDGE ADVISORS LLC | 181,740 | $202,640,100 | 50.41% |
| Spectrum Asset Management, Inc. | 42,292 | $47,155,580 | 40.26% |
| AEGON USA Investment Management, LLC | 8,000 | $8,956,000 | 6.46% |
| Penn Mutual Asset Management | 6,000 | $6,690,000 | 6.27% |
| JRM Investment Counsel, LLC | 10,587 | $11,804,505 | 5.51% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 179,122 | $199,989,713 | 4.65% |
| PIER 88 INVESTMENT PARTNERS LLC | 13,792 | $15,378,080 | 3.83% |
| Western Asset Management Company, LLC | 5,865 | $6,539,475 | 2.98% |
| RB Capital Management, LLC | 8,114 | $9,046,905 | 2.82% |
| Phraction Management LLC | 5,350 | $5,968,848 | 2.82% |