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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.54K+ 11.24% |
$71.3K - $89K
|
15.2K
$1.22M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.52KNew |
$70.7K - $88.3K
|
1.52K
$123K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.51K+ 30.48% |
$70.1K - $87.5K
|
6.46K
$521K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 3.07% |
$69.7K - $87K
|
50.4K
$4.06M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.49K+ 20.04% |
$69.1K - $86.3K
|
8.92K
$719K
|
|
|
May 13, 2024
Q1 2024
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.49K+ 4.56% |
$69K - $86.1K
|
34.1K
$2.75M
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.47K+ 4.58% |
$68.3K - $85.2K
|
33.6K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.47K+ 20.19% |
$68.1K - $85K
|
8.73K
$704K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.46K+ 2.86% |
$68K - $84.9K
|
52.7K
$4.25M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.46K+ 31.82% |
$67.6K - $84.3K
|
6.03K
$486K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.45K+ 9.41% |
$67.5K - $84.3K
|
16.9K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.45K+ 2.45% |
$67.3K - $84K
|
60.7K
$4.89M
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.44K+ 17.26% |
$67.1K - $83.7K
|
9.81K
$791K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.44K+ 4.47% |
$66.6K - $83.2K
|
33.5K
$2.7M
|
|
|
May 14, 2024
Q1 2024
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
1.42K+ 0.09% |
$65.9K - $82.2K
|
1.51M
$122M
|
|
|
Apr 30, 2024
Q1 2024
|
Silvant Capital Management LLC
|
BUY
|
- |
1.41K+ 4.43% |
$65.5K - $81.7K
|
33.2K
$2.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
1.4K+ 3.1% |
$65K - $81.1K
|
46.5K
$3.75M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
1.4K+ 27.96% |
$64.9K - $81K
|
6.4K
$516K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 7.18% |
$64.9K - $81K
|
20.8K
$1.68M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.35K+ 3.33% |
$62.5K - $78K
|
41.7K
$3.36M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.32K+ 79.61% |
$61.3K - $76.5K
|
2.98K
$240K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.3K+ 7.33% |
$60.5K - $75.5K
|
19.1K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.3K+ 2.39% |
$60.2K - $75.2K
|
55.5K
$4.47M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.3K+ 13.26% |
$60.1K - $75.1K
|
11.1K
$891K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 2.67% |
$60K - $74.9K
|
49.7K
$4M
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
1.29K+ 25.51% |
$59.9K - $74.7K
|
6.34K
$511K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.28K+ 25.0% |
$59.4K - $74.1K
|
6.39K
$515K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.26K+ 6.93% |
$58.7K - $73.2K
|
19.5K
$1.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.25K+ 4.66% |
$58.1K - $72.5K
|
28.1K
$2.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
1.25K+ 6.2% |
$58K - $72.3K
|
21.4K
$1.72M
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.23K+ 4.64% |
$56.9K - $71K
|
27.6K
$2.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
1.22K+ 11.26% |
$56.6K - $70.7K
|
12K
$971K
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
1.21K+ 8.39% |
$56.2K - $70.1K
|
15.6K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.21K+ 15.54% |
$56.1K - $70.1K
|
8.99K
$724K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.21K+ 1.44% |
$56.1K - $70K
|
85K
$6.85M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.16K+ 8.24% |
$53.6K - $66.9K
|
15.2K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.15K+ 10.4% |
$53.6K - $66.9K
|
12.3K
$987K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
1.14K+ 128.18% |
$52.8K - $65.9K
|
2.02K
$163K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.14K+ 14.39% |
$52.8K - $65.8K
|
9.03K
$728K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
1.13K+ 15.42% |
$52.3K - $65.3K
|
8.43K
$679K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.11K+ 7.8% |
$51.4K - $64.2K
|
15.3K
$1.23M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.07K+ 1.86% |
$49.9K - $62.2K
|
58.8K
$4.74M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.07K+ 12.06% |
$49.7K - $62.1K
|
9.96K
$802K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.05K+ 0.67% |
$48.8K - $60.9K
|
159K
$12.8M
|
|
|
Jul 31, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.05K+ 2.96% |
$48.7K - $60.7K
|
36.5K
$2.94M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
1.02K+ 19.07% |
$47.5K - $59.2K
|
6.38K
$514K
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
1.02K+ 17.06% |
$47.4K - $59.1K
|
7K
$564K
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
1.01K+ 6.27% |
$46.9K - $58.5K
|
17.1K
$1.38M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 5.51% |
$46.8K - $58.4K
|
19.3K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1KNew |
$46.4K - $58K
|
1K
$80.6K
|