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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,968,848 | +4.9% | 5,350 | +8.4% | 2.82% | +0.2% |
| Q2 2023 | $5,688,581 | -4.3% | 4,934 | -2.6% | 2.81% | -17.6% |
| Q1 2023 | $5,944,305 | +7.3% | 5,068 | +8.6% | 3.41% | -6.2% |
| Q4 2022 | $5,538,904 | +42.1% | 4,668 | +43.9% | 3.64% | +23.5% |
| Q3 2022 | $3,898,000 | +26.6% | 3,243 | +28.0% | 2.94% | +45.5% |
| Q2 2022 | $3,079,000 | +166.1% | 2,533 | +190.1% | 2.02% | +203.9% |
| Q1 2022 | $1,157,000 | +301.7% | 873 | +352.3% | 0.67% | +282.8% |
| Q4 2021 | $288,000 | – | 193 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STONEBRIDGE ADVISORS LLC | 181,740 | $202,640,100 | 50.41% |
| Spectrum Asset Management, Inc. | 42,292 | $47,155,580 | 40.26% |
| AEGON USA Investment Management, LLC | 8,000 | $8,956,000 | 6.46% |
| Penn Mutual Asset Management | 6,000 | $6,690,000 | 6.27% |
| JRM Investment Counsel, LLC | 10,587 | $11,804,505 | 5.51% |
| ADVENT CAPITAL MANAGEMENT /DE/ | 179,122 | $199,989,713 | 4.65% |
| PIER 88 INVESTMENT PARTNERS LLC | 13,792 | $15,378,080 | 3.83% |
| Western Asset Management Company, LLC | 5,865 | $6,539,475 | 2.98% |
| RB Capital Management, LLC | 8,114 | $9,046,905 | 2.82% |
| Phraction Management LLC | 5,350 | $5,968,848 | 2.82% |