WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 240 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $14,003,689 | -1.1% | 11,778 | +1.4% | 1.30% | -0.1% |
| Q1 2024 | $14,165,189 | -4.3% | 11,617 | -6.1% | 1.30% | -5.8% |
| Q4 2023 | $14,799,384 | +4.0% | 12,378 | -3.0% | 1.38% | -4.0% |
| Q3 2023 | $14,223,776 | -4.4% | 12,757 | -1.3% | 1.44% | -0.1% |
| Q2 2023 | $14,883,552 | -0.7% | 12,920 | +1.3% | 1.44% | -2.3% |
| Q1 2023 | $14,994,541 | -1.8% | 12,748 | -1.0% | 1.48% | -3.9% |
| Q4 2022 | $15,266,059 | -0.2% | 12,883 | +1.4% | 1.54% | -5.1% |
| Q3 2022 | $15,296,000 | +5.3% | 12,704 | +6.3% | 1.62% | +10.0% |
| Q2 2022 | $14,525,000 | -21.8% | 11,950 | -14.8% | 1.47% | -12.1% |
| Q1 2022 | $18,578,000 | -14.7% | 14,021 | -4.1% | 1.68% | -11.0% |
| Q4 2021 | $21,792,000 | – | 14,620 | – | 1.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STONEBRIDGE ADVISORS LLC | 222,324 | $264,336,566 | 60.54% |
| Penn Mutual Asset Management | 6,000 | $7,133,820 | 15.16% |
| Spectrum Asset Management, Inc. | 3,545 | $4,214,899 | 14.92% |
| Ulland Investment Advisors, LLC | 10,532 | $12,522 | 8.70% |
| Western Asset Management Company, LLC | 9,930 | $11,806,472 | 7.26% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 175,720 | $212,154,988 | 5.09% |
| PIER 88 INVESTMENT PARTNERS LLC | 18,152 | $21,582,183 | 4.84% |
| AEGON USA Investment Management, LLC | 4,472 | $5,285,904 | 4.21% |
| JRM Investment Counsel, LLC | 8,710 | $10,355,597 | 3.49% |
| NEW ENGLAND ASSET MANAGEMENT INC | 13,275 | $15,783,577 | 2.62% |