Keystone Financial Group - 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
Keystone Financial Group ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$2,882,296
-2.9%
2,585
+0.3%
0.48%
-4.4%
Q2 2023$2,968,091
-2.1%
2,576
+0.6%
0.50%
-15.7%
Q4 2022$3,033,092
-1.3%
2,560
+0.3%
0.60%
-3.9%
Q3 2022$3,072,000
-0.7%
2,552
+0.3%
0.62%
+1.6%
Q2 2022$3,093,000
-18.0%
2,544
+0.6%
0.61%
-1.0%
Q4 2021$3,771,000
+12.8%
2,530
+1.6%
0.62%
-24.5%
Q3 2020$3,342,000
+3.7%
2,491
+0.2%
0.82%
-6.4%
Q2 2020$3,222,000
+2.0%
2,485
+0.2%
0.88%
-16.3%
Q1 2020$3,158,000
-11.9%
2,479
+0.3%
1.05%
+8.7%
Q4 2019$3,585,000
-4.6%
2,472
+0.2%
0.96%
-16.6%
Q3 2019$3,756,000
+11.9%
2,467
+0.2%
1.16%
+5.8%
Q2 2019$3,358,000
+5.8%
2,462
+0.2%
1.09%
-3.3%
Q1 2019$3,174,000
+2.7%
2,456
+0.2%
1.13%
-19.2%
Q4 2018$3,092,000
+18.2%
2,450
+19.5%
1.40%
+30.4%
Q3 2018$2,616,0002,0501.07%
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, LLC 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