Ulland Investment Advisors, 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
Ulland Investment Advisors, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$253
-95.3%
227
-95.1%
0.28%
-95.0%
Q2 2023$5,368
+1483.5%
4,659
+1517.7%
5.51%
+1284.9%
Q1 2023$339
+81.3%
288
+82.3%
0.40%
+78.5%
Q4 2022$187
-100.0%
158
-90.4%
0.22%
-89.7%
Q3 2022$1,978,000
-31.0%
1,643
-30.3%
2.16%
-26.4%
Q2 2022$2,866,000
-62.9%
2,358
-59.5%
2.94%
-49.3%
Q1 2022$7,722,000
-50.7%
5,828
-44.6%
5.79%
-42.1%
Q4 2021$15,673,00010,51510.00%
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