Steward Partners Investment Advisory, 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
Steward Partners Investment Advisory, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$114,845
-3.2%
1030.0%0.00%0.0%
Q2 2023$118,656
-2.1%
1030.0%0.00%0.0%
Q1 2023$121,154
+1.2%
103
+2.0%
0.00%0.0%
Q4 2022$119,685
-12.6%
101
-11.4%
0.00%
-33.3%
Q3 2022$137,000
-53.9%
114
-53.3%
0.00%
-40.0%
Q2 2022$297,000
+9.2%
244
+19.0%
0.01%
+25.0%
Q1 2022$272,000
-10.5%
205
+0.5%
0.00%
-20.0%
Q4 2021$304,000
-2.3%
2040.0%0.01%0.0%
Q2 2021$311,000
+38.2%
204
+37.8%
0.01%0.0%
Q4 2020$225,000
+13.1%
1480.0%0.01%0.0%
Q3 2020$199,000
+3.6%
1480.0%0.01%0.0%
Q2 2020$192,000
+2.1%
1480.0%0.01%
-28.6%
Q1 2020$188,000
-20.3%
148
-9.2%
0.01%0.0%
Q4 2019$236,000
+3.1%
163
+7.9%
0.01%
-12.5%
Q3 2019$229,000
+11.7%
1510.0%0.01%0.0%
Q2 2019$205,0000.0%151
-5.0%
0.01%
-11.1%
Q1 2019$205,000
+230.6%
159
+231.2%
0.01%
+200.0%
Q3 2018$62,000
+3.3%
480.0%0.00%
-25.0%
Q2 2018$60,000
+106.9%
48
+108.7%
0.00%
+100.0%
Q1 2018$29,000
-3.3%
230.0%0.00%0.0%
Q4 2017$30,000
+36.4%
23
+35.3%
0.00%0.0%
Q3 2017$22,0000.0%170.0%0.00%0.0%
Q2 2017$22,000
+4.8%
170.0%0.00%
-33.3%
Q1 2017$21,000
+40.0%
17
+30.8%
0.00%
-57.1%
Q4 2016$15,000130.01%
Other shareholders
WELLS FARGO CO NEW shareholders Q2 2022
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. 60,551$72,903,00058.46%
STONEBRIDGE ADVISORS LLC 170,946$205,819,07258.30%
Penn Mutual Asset Management 6,000$7,224,0009.45%
JRM Investment Counsel, LLC 14,202$17,099,0007.29%
AEGON USA Investment Management, LLC 8,000$9,370,0005.47%
PIER 88 INVESTMENT PARTNERS LLC 16,195$19,498,0004.64%
RB Capital Management, LLC 9,396$11,312,0004.34%
Western Asset Management Company, LLC 5,865$7,061,0003.17%
Phraction Management LLC 3,243$3,898,0002.94%
ADVENT CAPITAL MANAGEMENT /DE/ 117,009$137,053,0002.48%
View complete list of WELLS FARGO CO NEW shareholders