Cresset Asset Management, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 249 filers reported holding WELLS FARGO CO NEW in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q2 2024$321,022
-2.5%
2700.0%0.00%
-50.0%
Q1 2024$329,225
+2.0%
2700.0%0.00%0.0%
Q4 2023$322,817
+7.2%
2700.0%0.00%
+100.0%
Q3 2023$301,050
-71.7%
270
-70.8%
0.00%0.0%
Q2 2023$1,065,600
+150.3%
925
+155.5%
0.00%
-88.9%
Q1 2023$425,804
-2.3%
3620.0%0.01%
+50.0%
Q3 2022$436,000
+1.9%
362
+2.8%
0.01%
+20.0%
Q2 2022$428,0003520.01%
Other shareholders
WELLS FARGO CO NEW shareholders Q2 2024
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. 60,551$72,903,00058.46%
STONEBRIDGE ADVISORS LLC 170,946$205,819,07258.30%
Penn Mutual Asset Management 6,000$7,224,0009.45%
JRM Investment Counsel, LLC 14,202$17,099,0007.29%
AEGON USA Investment Management, LLC 8,000$9,370,0005.47%
PIER 88 INVESTMENT PARTNERS LLC 16,195$19,498,0004.64%
RB Capital Management, LLC 9,396$11,312,0004.34%
Western Asset Management Company, LLC 5,865$7,061,0003.17%
Phraction Management LLC 3,243$3,898,0002.94%
ADVENT CAPITAL MANAGEMENT /DE/ 117,009$137,053,0002.48%
View complete list of WELLS FARGO CO NEW shareholders