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 | $362,375 | -22.3% | 325 | -19.8% | 0.05% | -18.6% |
| Q2 2023 | $466,560 | +39.2% | 405 | +42.1% | 0.06% | +28.3% |
| Q1 2023 | $335,231 | +10.9% | 285 | +11.8% | 0.05% | +9.5% |
| Q4 2022 | $302,175 | +15.3% | 255 | +17.0% | 0.04% | +5.0% |
| Q3 2022 | $262,000 | -1.1% | 218 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $265,000 | -4.7% | 218 | +3.8% | 0.04% | +7.9% |
| Q1 2022 | $278,000 | -19.0% | 210 | -8.7% | 0.04% | -20.8% |
| Q4 2021 | $343,000 | – | 230 | – | 0.05% | – |
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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, LLC | 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% |