HB Wealth Management, LLC - WELLS FARGO CO NEW ownership

WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 233 filers reported holding WELLS FARGO CO NEW in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
HB Wealth Management, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q2 2024$244,928
+5.7%
206
+8.4%
0.00%0.0%
Q1 2024$231,677
+2.0%
1900.0%0.00%0.0%
Q4 2023$227,168
+7.2%
1900.0%0.00%0.0%
Q3 2023$211,850
-3.2%
1900.0%0.00%0.0%
Q2 2023$218,8801900.00%
Other shareholders
WELLS FARGO CO NEW shareholders Q2 2023
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