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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,750 | -3.2% | 250 | 0.0% | 0.03% | -3.4% |
| Q2 2023 | $288,000 | -2.1% | 250 | 0.0% | 0.03% | -6.5% |
| Q1 2023 | $294,062 | -0.7% | 250 | 0.0% | 0.03% | -8.8% |
| Q4 2022 | $296,250 | -1.6% | 250 | 0.0% | 0.03% | +21.4% |
| Q3 2022 | $301,000 | -1.0% | 250 | 0.0% | 0.03% | -24.3% |
| Q2 2022 | $304,000 | -43.5% | 250 | -38.4% | 0.04% | -35.1% |
| Q1 2022 | $538,000 | -11.1% | 406 | 0.0% | 0.06% | -10.9% |
| Q4 2021 | $605,000 | -21.2% | 406 | -19.8% | 0.06% | -36.6% |
| Q4 2020 | $768,000 | +13.1% | 506 | 0.0% | 0.10% | -46.6% |
| Q3 2020 | $679,000 | +3.5% | 506 | 0.0% | 0.19% | -2.1% |
| Q2 2020 | $656,000 | +1.7% | 506 | 0.0% | 0.19% | -20.2% |
| Q1 2020 | $645,000 | -12.1% | 506 | 0.0% | 0.24% | +3.4% |
| Q4 2019 | $734,000 | -4.7% | 506 | 0.0% | 0.23% | -12.0% |
| Q3 2019 | $770,000 | +11.6% | 506 | 0.0% | 0.27% | -25.1% |
| Q2 2019 | $690,000 | +5.5% | 506 | 0.0% | 0.36% | -5.1% |
| Q1 2019 | $654,000 | +2.3% | 506 | 0.0% | 0.37% | -30.2% |
| Q4 2018 | $639,000 | – | 506 | – | 0.54% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STONEBRIDGE ADVISORS LLC | 181,740 | $202,640,100 | 50.41% |
| Spectrum Asset Management, Inc. | 42,292 | $47,155,580 | 40.26% |
| AEGON USA Investment Management, LLC | 8,000 | $8,956,000 | 6.46% |
| Penn Mutual Asset Management, LLC | 6,000 | $6,690,000 | 6.27% |
| JRM Investment Counsel, LLC | 10,587 | $11,804,505 | 5.51% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 179,122 | $199,989,713 | 4.65% |
| PIER 88 INVESTMENT PARTNERS LLC | 13,792 | $15,378,080 | 3.83% |
| Western Asset Management Company, LLC | 5,865 | $6,539,475 | 2.98% |
| RB Capital Management, LLC | 8,114 | $9,046,905 | 2.82% |
| Phraction Management LLC | 5,350 | $5,968,848 | 2.82% |