WELLS FARGO CO NEW's ticker is WFCPRL and the CUSIP is 949746804. A total of 231 filers reported holding WELLS FARGO CO NEW in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,110,589 | +29.4% | 27,180 | +35.2% | 1.27% | +31.1% |
| Q2 2023 | $858,169 | -0.7% | 20,107 | -13.0% | 0.97% | -1.7% |
| Q1 2023 | $864,026 | -5.5% | 23,115 | +4.3% | 0.99% | -9.0% |
| Q4 2022 | $914,671 | +4.1% | 22,152 | +1.4% | 1.09% | -21.8% |
| Q3 2022 | $879,000 | -3.1% | 21,849 | -5.6% | 1.39% | +25.7% |
| Q2 2022 | $907,000 | -13.5% | 23,156 | +7.1% | 1.10% | -15.2% |
| Q1 2022 | $1,048,000 | – | 21,618 | – | 1.30% | – |
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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% |