Kestra Advisory Services, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 235 filers reported holding WELLS FARGO CO NEW in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$8,624,525
+41.8%
7,735
+46.6%
0.08%
+39.3%
Q2 2023$6,080,256
+8.0%
5,278
+10.3%
0.06%0.0%
Q1 2023$5,630,709
-5.4%
4,787
-4.7%
0.06%
+15.1%
Q4 2022$5,954,625
-99.9%
5,025
-25.9%
0.05%
+20.5%
Q3 2022$4,087,083,000
+331913.2%
6,782
+569.5%
0.04%
+238.5%
Q2 2022$1,231,000
+21.6%
1,013
+32.6%
0.01%
+18.2%
Q1 2022$1,012,000
-13.5%
764
-2.7%
0.01%
-8.3%
Q4 2021$1,170,000
-100.0%
785
+1089.4%
0.01%
-88.9%
Q3 2020$5,812,000,000660.11%
Other shareholders
WELLS FARGO CO NEW shareholders Q1 2023
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, LLC 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