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 | $295,475 | -7.1% | 265 | -4.0% | 0.00% | – |
| Q2 2023 | $317,952 | -0.3% | 276 | +1.8% | 0.00% | – |
| Q1 2023 | $318,764 | -7.6% | 271 | -6.9% | 0.00% | – |
| Q4 2022 | $344,835 | -15.1% | 291 | -13.6% | 0.00% | – |
| Q3 2022 | $406,000 | +2.3% | 337 | +3.1% | 0.00% | – |
| Q2 2022 | $397,000 | -11.4% | 327 | -3.3% | 0.00% | – |
| Q1 2022 | $448,000 | -11.1% | 338 | 0.0% | 0.00% | – |
| Q4 2021 | $504,000 | +11.3% | 338 | +0.3% | 0.00% | -100.0% |
| Q3 2020 | $453,000 | -8.7% | 337 | -11.8% | 0.00% | 0.0% |
| Q2 2020 | $496,000 | +9.0% | 382 | +7.0% | 0.00% | 0.0% |
| Q1 2020 | $455,000 | -2.2% | 357 | +11.6% | 0.00% | – |
| Q4 2019 | $465,000 | -25.5% | 320 | -22.0% | 0.00% | -100.0% |
| Q3 2019 | $624,000 | +51.1% | 410 | +35.8% | 0.00% | – |
| Q2 2019 | $413,000 | +5.9% | 302 | 0.0% | 0.00% | – |
| Q1 2019 | $390,000 | +2.1% | 302 | 0.0% | 0.00% | – |
| Q4 2018 | $382,000 | -2.1% | 302 | 0.0% | 0.00% | – |
| Q3 2018 | $390,000 | +30.4% | 302 | +27.4% | 0.00% | – |
| Q2 2018 | $299,000 | +5.7% | 237 | +8.2% | 0.00% | – |
| Q1 2018 | $283,000 | -1.4% | 219 | 0.0% | 0.00% | – |
| Q4 2017 | $287,000 | -0.3% | 219 | 0.0% | 0.00% | – |
| Q3 2017 | $288,000 | +0.3% | 219 | 0.0% | 0.00% | – |
| Q2 2017 | $287,000 | +7.5% | 219 | +1.4% | 0.00% | – |
| Q1 2017 | $267,000 | -8.9% | 216 | -12.2% | 0.00% | – |
| Q4 2016 | $293,000 | -53.8% | 246 | -49.2% | 0.00% | -100.0% |
| Q3 2016 | $634,000 | +7.1% | 484 | +6.1% | 0.00% | 0.0% |
| Q2 2016 | $592,000 | +27.0% | 456 | +17.8% | 0.00% | 0.0% |
| Q1 2016 | $466,000 | +15.9% | 387 | +11.8% | 0.00% | – |
| Q4 2015 | $402,000 | +16.2% | 346 | +16.9% | 0.00% | – |
| Q3 2015 | $346,000 | -0.6% | 296 | 0.0% | 0.00% | – |
| Q2 2015 | $348,000 | -6.7% | 296 | -3.3% | 0.00% | – |
| Q1 2015 | $373,000 | +13.4% | 306 | +12.9% | 0.00% | – |
| Q4 2014 | $329,000 | +41.2% | 271 | +39.7% | 0.00% | – |
| Q3 2014 | $233,000 | -0.9% | 194 | 0.0% | 0.00% | – |
| Q2 2014 | $235,000 | +3.1% | 194 | 0.0% | 0.00% | – |
| Q1 2014 | $228,000 | +6.0% | 194 | 0.0% | 0.00% | – |
| Q4 2013 | $215,000 | -22.7% | 194 | -20.5% | 0.00% | – |
| Q3 2013 | $278,000 | -4.8% | 244 | 0.0% | 0.00% | – |
| Q2 2013 | $292,000 | – | 244 | – | 0.00% | – |
Download | ||||||
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% |