CSM Advisors, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 232 filers reported holding WELLS FARGO CO NEW in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
CSM Advisors, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$1,952
-3.2%
1,7500.0%0.17%
+11.8%
Q2 2023$2,016
-2.0%
1,7500.0%0.15%
-14.6%
Q1 2023$2,058
-0.8%
1,7500.0%0.18%
-10.1%
Q4 2022$2,075
-99.9%
1,7500.0%0.20%
-13.9%
Q3 2022$2,108,000
-0.9%
1,7500.0%0.23%
+18.6%
Q2 2022$2,127,000
-8.3%
1,7500.0%0.19%
+22.0%
Q1 2022$2,320,000
-11.0%
1,7500.0%0.16%
-8.1%
Q4 2021$2,608,000
+0.6%
1,7500.0%0.17%
-9.4%
Q3 2021$2,593,000
-2.9%
1,7500.0%0.19%
+8.5%
Q2 2021$2,670,0001,7500.18%
Other shareholders
WELLS FARGO CO NEW shareholders Q2 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