Powell Investment Advisors, LLC - 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
Powell Investment Advisors, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$111,851
-3.3%
1000.0%0.07%
-1.5%
Q2 2023$115,650
-0.5%
1000.0%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%
1240.0%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$168,0001160.18%
Other shareholders
WELLS FARGO CO NEW shareholders Q3 2023
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. 67,990$90,087,00055.40%
STONEBRIDGE ADVISORS LLC 171,935$228,000,00052.56%
Ulland Investment Advisors, LLC 5,828$7,722,0005.79%
AEGON USA Investment Management, LLC 8,000$10,440,0004.88%
RB Capital Management, LLC 8,940$11,845,0003.80%
CAMDEN ASSET MANAGEMENT L P /CA 76,960$100,240,0002.98%
JRM Investment Counsel, LLC 5,287$7,005,0002.81%
Western Asset Management Company, LLC 6,865$9,096,0002.68%
Hudson Capital Management LLC 3,511$4,652,0001.84%
F/M Investments LLC 1,717$2,275,0001.83%
View complete list of WELLS FARGO CO NEW shareholders