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 | $589,835 | -13.1% | 529 | -10.2% | 0.02% | -9.1% |
| Q2 2023 | $678,528 | -6.7% | 589 | -4.7% | 0.02% | -12.0% |
| Q1 2023 | $726,923 | +99206.4% | 618 | 0.0% | 0.02% | -3.8% |
| Q4 2022 | $732 | -99.9% | 618 | +20.2% | 0.03% | +8.3% |
| Q3 2022 | $619,000 | +77.9% | 514 | +79.7% | 0.02% | +84.6% |
| Q2 2022 | $348,000 | -28.5% | 286 | -25.1% | 0.01% | -56.7% |
| Q1 2020 | $487,000 | +8.2% | 382 | +23.2% | 0.03% | +36.4% |
| Q4 2019 | $450,000 | -4.7% | 310 | 0.0% | 0.02% | -8.3% |
| Q3 2019 | $472,000 | +11.3% | 310 | -0.3% | 0.02% | +4.3% |
| Q2 2019 | $424,000 | -9.2% | 311 | -13.9% | 0.02% | -8.0% |
| Q1 2019 | $467,000 | +57.2% | 361 | +53.6% | 0.02% | +38.9% |
| Q4 2018 | $297,000 | -2.0% | 235 | 0.0% | 0.02% | +12.5% |
| Q3 2018 | $303,000 | – | 235 | – | 0.02% | – |
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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% |