Valeo Financial Advisors, LLC - WELLS FARGO CO NEW ownership

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
Valeo Financial Advisors, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$599,846
-8.9%
81,836
-0.0%
0.03%
-10.0%
Q2 2023$658,523
-9.7%
81,872
-0.1%
0.03%
-14.3%
Q1 2023$729,485
-13.3%
81,922
-0.1%
0.04%
-23.9%
Q4 2022$841,599
-9.6%
82,012
-0.1%
0.05%
-22.0%
Q3 2022$931,000
+10.7%
82,077
+0.1%
0.06%
+11.3%
Q2 2022$841,000
+1.7%
81,996
+0.1%
0.05%
+26.2%
Q1 2022$827,000
-76.9%
81,934
+2971.0%
0.04%
-86.6%
Q3 2020$3,581,000
+16.9%
2,668
+13.0%
0.31%
+12.2%
Q2 2020$3,063,000
-6.5%
2,361
-2.8%
0.28%
-19.8%
Q1 2020$3,277,000
-7.4%
2,430
-0.4%
0.35%
+1.5%
Q4 2019$3,538,000
-7.9%
2,440
-3.3%
0.34%
-19.1%
Q3 2019$3,842,000
+9.7%
2,524
-1.7%
0.42%
+5.7%
Q2 2019$3,502,000
+13.9%
2,567
+7.9%
0.40%
+7.2%
Q1 2019$3,074,000
+6.6%
2,378
+4.1%
0.37%
-7.4%
Q4 2018$2,883,000
-6.0%
2,285
-5.2%
0.40%
-2.4%
Q3 2018$3,066,000
+5.2%
2,410
+5.2%
0.41%
+1.5%
Q2 2018$2,915,000
-26.8%
2,291
-25.8%
0.41%
-36.2%
Q1 2018$3,981,000
-9.5%
3,086
-8.1%
0.64%
-11.5%
Q4 2017$4,399,000
+20.4%
3,358
+20.8%
0.72%
-12.7%
Q3 2017$3,655,0002,7790.83%
Other shareholders
WELLS FARGO CO NEW shareholders Q3 2023
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