SEI INVESTMENTS CO - WELLS FARGO CO NEW ownership

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
SEI INVESTMENTS CO ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$1,592,505
-1.1%
1,428
+2.1%
0.00%0.0%
Q2 2023$1,610,426
-1.9%
1,398
+0.2%
0.00%0.0%
Q1 2023$1,640,836
-0.5%
1,395
+0.3%
0.00%
-25.0%
Q4 2022$1,648,595
-6.1%
1,391
-4.6%
0.00%0.0%
Q3 2022$1,755,000
+3.5%
1,458
+4.2%
0.00%0.0%
Q2 2022$1,696,000
-1.2%
1,399
+8.7%
0.00%
+33.3%
Q1 2022$1,716,000
+4.9%
1,287
+16.6%
0.00%0.0%
Q4 2021$1,636,000
-58.6%
1,104
-62.5%
0.00%
-72.7%
Q3 2020$3,952,000
+144.7%
2,945
+136.5%
0.01%
+120.0%
Q2 2020$1,615,000
-12.3%
1,245
-15.0%
0.01%
-28.6%
Q1 2020$1,841,000
+86.7%
1,465
+109.3%
0.01%
+133.3%
Q4 2019$986,000
-26.4%
700
-22.2%
0.00%0.0%
Q3 2019$1,340,000
-22.7%
900
-29.1%
0.00%
-50.0%
Q2 2019$1,733,000
-31.0%
1,270
-34.6%
0.01%
-25.0%
Q1 2019$2,510,000
-6.4%
1,942
-6.5%
0.01%
-20.0%
Q4 2018$2,681,0000.0%2,0770.0%0.01%0.0%
Q3 2018$2,681,000
+54.6%
2,077
+50.8%
0.01%
+66.7%
Q2 2018$1,734,000
-2.4%
1,3770.0%0.01%
-14.3%
Q1 2018$1,776,000
-42.8%
1,377
-41.9%
0.01%
-36.4%
Q4 2017$3,106,000
+2.6%
2,371
+3.0%
0.01%0.0%
Q3 2017$3,027,000
-42.6%
2,302
-42.8%
0.01%
-47.6%
Q2 2017$5,277,000
-47.6%
4,025
-50.5%
0.02%
-52.3%
Q1 2017$10,074,000
-48.5%
8,124
-50.5%
0.04%
-53.7%
Q4 2016$19,545,000
+44.9%
16,424
+59.4%
0.10%
+37.7%
Q3 2016$13,485,000
-58.0%
10,305
-58.3%
0.07%
-64.2%
Q2 2016$32,124,000
-6.9%
24,726
-13.6%
0.19%
-10.2%
Q1 2016$34,495,000
-7.6%
28,626
-11.2%
0.22%
-5.7%
Q4 2015$37,339,000
+2.7%
32,241
+3.6%
0.23%
-31.7%
Q3 2015$36,343,000
-9.1%
31,116
-8.5%
0.33%
-7.5%
Q2 2015$39,969,000
-15.1%
34,016
-11.7%
0.36%
-11.7%
Q1 2015$47,105,000
+18.3%
38,516
+17.6%
0.41%
+16.2%
Q4 2014$39,807,00032,7630.35%
Other shareholders
WELLS FARGO CO NEW shareholders Q3 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