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 | $111,851 | -3.3% | 100 | 0.0% | 0.07% | -1.5% |
| Q2 2023 | $115,650 | -0.5% | 100 | 0.0% | 0.07% | +4.6% |
| Q1 2023 | $116,220 | -14.4% | 100 | -12.3% | 0.06% | -17.7% |
| Q4 2022 | $135,805 | +14.1% | 114 | +14.0% | 0.08% | +1.3% |
| Q3 2022 | $119,000 | -21.2% | 100 | -19.4% | 0.08% | -15.2% |
| Q2 2022 | $151,000 | -7.9% | 124 | 0.0% | 0.09% | -3.2% |
| Q1 2022 | $164,000 | +10.1% | 124 | +24.0% | 0.10% | +11.8% |
| Q4 2021 | $149,000 | -51.3% | 100 | -56.1% | 0.08% | -67.7% |
| Q3 2020 | $306,000 | -14.5% | 228 | -17.4% | 0.26% | -24.0% |
| Q2 2020 | $358,000 | +22.6% | 276 | +20.5% | 0.35% | -2.3% |
| Q1 2020 | $292,000 | +73.8% | 229 | +97.4% | 0.35% | +102.3% |
| Q4 2019 | $168,000 | – | 116 | – | 0.18% | – |
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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% |