Squar Milner Financial Services LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 200 filers reported holding WELLS FARGO CO NEW in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Squar Milner Financial Services LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q1 2020$38,000
-11.6%
300.0%0.02%
+9.5%
Q4 2019$43,000
+4.9%
300.0%0.02%
-25.0%
Q2 2019$41,0000.0%30
-6.2%
0.03%
-6.7%
Q1 2019$41,000
+7.9%
32
+6.7%
0.03%
-18.9%
Q4 2018$38,000
-2.6%
300.0%0.04%
+5.7%
Q3 2018$39,000
+2.6%
300.0%0.04%
+6.1%
Q2 2018$38,000300.03%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2018
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