Purchases and Sales Made in Q1 2024 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 2024. The information is specifically focused on institutions that hold shares of WELLS FARGO & COMPANY.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.34KNew |
$109K - $136K
|
2.34K
$184K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.32K+ 18.43% |
$108K - $135K
|
14.9K
$1.18M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.31K+ 50.93% |
$107K - $134K
|
6.84K
$539K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.31K+ 6.46% |
$107K - $134K
|
38K
$2.99M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
2.28K+ 22.26% |
$106K - $132K
|
12.5K
$988K
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
2.27K+ 55.01% |
$105K - $131K
|
6.39K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.25K+ 5.41% |
$104K - $130K
|
43.8K
$3.45M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.2K+ 8.7% |
$102K - $128K
|
27.5K
$2.17M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
2.2KNew |
$102K - $128K
|
2.2K
$173K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
2.14K+ 14.69% |
$99.5K - $124K
|
16.7K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.14K+ 0.87% |
$99.1K - $124K
|
248K
$19.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2.11K+ 9.18% |
$98.2K - $123K
|
25.2K
$1.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.08K+ 22.05% |
$96.4K - $120K
|
11.5K
$905K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
2.06K+ 103.99% |
$95.6K - $119K
|
4.04K
$318K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.06K+ 6.88% |
$95.6K - $119K
|
32K
$2.52M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.03K+ 14.81% |
$94.3K - $118K
|
15.7K
$1.24M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
1.97K+ 37.68% |
$91.4K - $114K
|
7.19K
$567K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.96K+ 10.7% |
$91.2K - $114K
|
20.3K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.96K+ 3.23% |
$91.2K - $114K
|
62.7K
$4.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.96K+ 31.56% |
$91.1K - $114K
|
8.17K
$644K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1.94K+ 30.92% |
$90.3K - $113K
|
8.23K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.92K+ 23.16% |
$89.3K - $111K
|
10.2K
$805K
|
|
|
Apr 22, 2024
Q1 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.91K+ 5.16% |
$88.7K - $111K
|
38.9K
$3.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
BUY
|
- |
1.9K+ 42.65% |
$88.3K - $110K
|
6.36K
$501K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.9K+ 19.49% |
$88.2K - $110K
|
11.7K
$918K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.88K+ 2.09% |
$87.3K - $109K
|
91.7K
$7.23M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.88K+ 6.96% |
$87.3K - $109K
|
28.9K
$2.27M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1.87K+ 100.7% |
$86.7K - $108K
|
3.72K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.85K+ 2.08% |
$85.7K - $107K
|
90.5K
$7.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.84K+ 5.41% |
$85.2K - $106K
|
35.8K
$2.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.8K+ 7.91% |
$83.4K - $104K
|
24.5K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
1.8K+ 3.66% |
$83.4K - $104K
|
50.9K
$4.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.77K+ 9.51% |
$82.2K - $103K
|
20.4K
$1.61M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.74K+ 9.56% |
$80.7K - $101K
|
19.9K
$1.57M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.74K+ 8.31% |
$80.6K - $101K
|
22.6K
$1.78M
|
|
|
May 14, 2024
Q1 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$79.9K - $99.7K
|
1.72K
$136K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.72K+ 3.44% |
$79.6K - $99.4K
|
51.6K
$4.06M
|
|
|
Apr 12, 2024
Q1 2024
|
Riverview Trust CO
|
BUY
|
- |
1.71KNew |
$79.4K - $99.1K
|
1.71K
$135K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.71K+ 3.36% |
$79.2K - $98.8K
|
52.5K
$4.13M
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
1.69K+ 36.8% |
$78.5K - $98K
|
6.29K
$495K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.64K+ 4.27% |
$76.3K - $95.2K
|
40.1K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.64K+ 0.29% |
$76.3K - $95.2K
|
567K
$44.7M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
1.62K+ 33.21% |
$75.3K - $94K
|
6.5K
$512K
|
|
|
Apr 24, 2024
Q1 2024
|
Assenagon Asset Management S.A.
|
BUY
|
- |
1.61K+ 1.84% |
$74.6K - $93.1K
|
88.8K
$6.99M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.59K+ 2.27% |
$73.7K - $92K
|
71.5K
$5.63M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.58K+ 12.49% |
$73.3K - $91.5K
|
14.2K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.56K+ 25.53% |
$72.6K - $90.6K
|
7.69K
$606K
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
1.54K+ 0.5% |
$71.6K - $89.3K
|
310K
$24.5M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.54K+ 11.24% |
$71.3K - $89K
|
15.2K
$1.2M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.52KNew |
$70.7K - $88.3K
|
1.52K
$120K
|