WFA of San Diego, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 216 filers reported holding WELLS FARGO CO NEW in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
WFA of San Diego, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q2 2024$436,352
+2.7%
367
-3.7%
0.39%
-11.2%
Q3 2023$424,815
-8.3%
381
-5.2%
0.44%
-3.5%
Q2 2023$463,104
-33.5%
402
-31.6%
0.46%
-14.6%
Q4 2022$696,780
-2.4%
588
-0.8%
0.53%
-17.1%
Q3 2022$714,000
-2.6%
593
-1.7%
0.64%
+2.4%
Q2 2022$733,000
-13.2%
603
-5.3%
0.63%
-2.2%
Q1 2022$844,000
-9.7%
637
+1.6%
0.64%
+18.2%
Q4 2021$935,000
-1.4%
627
-2.0%
0.54%
-18.1%
Q3 2021$948,000
+1.9%
640
-2.4%
0.66%
-14.1%
Q1 2021$930,000
-38.7%
656
-6.4%
0.77%
+91.1%
Q4 2020$1,517,000
+60.4%
701
-0.6%
0.40%
-54.9%
Q3 2020$946,000
-0.6%
705
-4.0%
0.90%
+301.3%
Q2 2020$952,0007340.22%
Other shareholders
WELLS FARGO CO NEW shareholders Q3 2020
NameSharesValueWeighting ↓
STONEBRIDGE ADVISORS LLC 222,324$264,336,56660.54%
Penn Mutual Asset Management 6,000$7,133,82015.16%
Spectrum Asset Management, Inc. 3,545$4,214,89914.92%
Ulland Investment Advisors, LLC 10,532$12,5228.70%
Western Asset Management Company, LLC 9,930$11,806,4727.26%
ADVENT CAPITAL MANAGEMENT /DE/ 175,720$212,154,9885.09%
PIER 88 INVESTMENT PARTNERS LLC 18,152$21,582,1834.84%
AEGON USA Investment Management, LLC 4,472$5,285,9044.21%
JRM Investment Counsel, LLC 8,710$10,355,5973.49%
NEW ENGLAND ASSET MANAGEMENT INC 13,275$15,783,5772.62%
View complete list of WELLS FARGO CO NEW shareholders