Seven Springs Wealth Group, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 230 filers reported holding WELLS FARGO CO NEW in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Seven Springs Wealth Group, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$2,193,205
-3.1%
1,967
+0.1%
1.05%
-2.1%
Q2 2023$2,263,680
+3.4%
1,965
+5.5%
1.07%
-0.7%
Q1 2023$2,190,178
+2.2%
1,862
+2.9%
1.08%
+4.5%
Q4 2022$2,143,665
+72.0%
1,809
+74.8%
1.04%
+52.9%
Q3 2022$1,246,000
+2.6%
1,035
+3.6%
0.68%
+11.3%
Q2 2022$1,214,0009990.61%
Other shareholders
WELLS FARGO CO NEW shareholders Q3 2022
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 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