Financial Advocates Investment Management - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 62 filers reported holding WELLS FARGO CO NEW in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q1 2023$215,177
-0.6%
1830.0%0.02%
-6.2%
Q4 2022$216,568
+5.6%
183
+7.0%
0.02%
-5.9%
Q3 2022$205,000
-1.0%
171
+0.6%
0.02%0.0%
Q2 2022$207,000
-22.8%
170
-5.6%
0.02%0.0%
Q4 2021$268,000
+10.7%
1800.0%0.02%
-19.0%
Q3 2020$242,000
+10.0%
180
+5.9%
0.02%0.0%
Q2 2020$220,000
+1.4%
1700.0%0.02%
-32.3%
Q1 2020$217,000
-12.1%
1700.0%0.03%
+19.2%
Q4 2019$247,000
-4.6%
1700.0%0.03%
-13.3%
Q3 2019$259,000
+11.6%
1700.0%0.03%
+11.1%
Q2 2019$232,000
+5.5%
1700.0%0.03%0.0%
Q1 2019$220,000
+2.3%
1700.0%0.03%
-6.9%
Q4 2018$215,000
-1.8%
1700.0%0.03%
+20.8%
Q3 2018$219,000
+1.9%
1700.0%0.02%
-7.7%
Q2 2018$215,000
-1.8%
1700.0%0.03%
-7.1%
Q1 2018$219,0001700.03%
Other shareholders
WELLS FARGO CO NEW shareholders Q4 2020
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