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 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
Steward Partners Investment Advisory, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q2 2024$117,708
-2.5%
990.0%0.00%0.0%
Q1 2024$120,716
-0.0%
99
-2.0%
0.00%
-50.0%
Q4 2023$120,758
+5.1%
101
-1.9%
0.00%0.0%
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 2023
NameSharesValueWeighting ↓
STONEBRIDGE ADVISORS LLC 222,324$264,336,56660.54%
Penn Mutual Asset Management 6,000$7,133,82015.16%
Spectrum Asset Management, Inc. 3,545$4,214,89914.92%
Ulland Investment Advisors, LLC 10,532$12,5228.70%
Western Asset Management Company, LLC 9,930$11,806,4727.26%
ADVENT CAPITAL MANAGEMENT /DE/ 175,720$212,154,9885.09%
PIER 88 INVESTMENT PARTNERS LLC 18,152$21,582,1834.84%
AEGON USA Investment Management, LLC 4,472$5,285,9044.21%
JRM Investment Counsel, LLC 8,710$10,355,5973.49%
NEW ENGLAND ASSET MANAGEMENT INC 13,275$15,783,5772.62%
View complete list of WELLS FARGO CO NEW shareholders