Penn Mutual Asset Management, LLC - 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
Penn Mutual Asset Management, LLC ownership history of WELLS FARGO CO NEW
ValueSharesWeighting
Q3 2023$6,690,000
-3.2%
6,0000.0%6.27%
+0.7%
Q2 2023$6,912,000
-2.1%
6,0000.0%6.23%
-6.9%
Q1 2023$7,057,500
-0.7%
6,0000.0%6.70%
-15.6%
Q4 2022$7,110,000
-1.6%
6,0000.0%7.94%
-16.0%
Q3 2022$7,224,000
-19.2%
6,0000.0%9.45%
-1.4%
Q4 2021$8,943,000
+14.9%
6,0000.0%9.58%
+20.5%
Q2 2020$7,782,000
+1.8%
6,0000.0%7.95%
+43.5%
Q1 2020$7,644,000
-12.1%
6,0000.0%5.54%
-20.9%
Q4 2019$8,700,000
-4.8%
6,0000.0%7.00%
+13.7%
Q3 2019$9,135,000
+67.4%
6,000
+50.0%
6.16%
+14.5%
Q2 2019$5,457,000
+90850.0%
4,000
-33.3%
5.38%
+7701.4%
Q1 2019$6,000
-99.9%
6,0000.0%0.07%
-99.3%
Q4 2018$7,571,000
-2.2%
6,0000.0%10.35%
+44.0%
Q3 2018$7,745,0006,0007.19%
Other shareholders
WELLS FARGO CO NEW shareholders Q3 2023
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. 67,990$90,087,00055.40%
STONEBRIDGE ADVISORS LLC 171,935$228,000,00052.56%
Ulland Investment Advisors, LLC 5,828$7,722,0005.79%
AEGON USA Investment Management, LLC 8,000$10,440,0004.88%
RB Capital Management, LLC 8,940$11,845,0003.80%
CAMDEN ASSET MANAGEMENT L P /CA 76,960$100,240,0002.98%
JRM Investment Counsel, LLC 5,287$7,005,0002.81%
Western Asset Management Company, LLC 6,865$9,096,0002.68%
Hudson Capital Management LLC 3,511$4,652,0001.84%
F/M Investments LLC 1,717$2,275,0001.83%
View complete list of WELLS FARGO CO NEW shareholders