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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 5.51% |
$46.8K - $58.4K
|
19.3K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
1KNew |
$46.4K - $58K
|
1K
$66.8K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
983New |
$45.7K - $57K
|
983
$65.6K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
970+ 1.03% |
$45K - $56.2K
|
94.7K
$6.33M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
949+ 8.61% |
$44.1K - $55K
|
12K
$799K
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
943+ 1.04% |
$43.8K - $54.7K
|
91.5K
$6.11M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
934+ 0.28% |
$43.4K - $54.1K
|
337K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
901+ 14.03% |
$41.8K - $52.2K
|
7.32K
$489K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
900+ 6.02% |
$41.8K - $52.2K
|
15.9K
$1.06M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
891+ 5.1% |
$41.4K - $51.6K
|
18.4K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
888+ 0.17% |
$41.2K - $51.5K
|
527K
$35.2M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
888+ 9.98% |
$41.2K - $51.5K
|
9.78K
$653K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
883+ 1.87% |
$41K - $51.2K
|
48K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
883+ 294.33% |
$41K - $51.2K
|
1.18K
$79K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
881+ 25.81% |
$40.9K - $51.1K
|
4.29K
$287K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
871New |
$40.4K - $50.5K
|
871
$58.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
857+ 11.02% |
$39.8K - $49.7K
|
8.63K
$577K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
845+ 1.51% |
$39.2K - $49K
|
56.7K
$3.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
842+ 7.97% |
$39.1K - $48.8K
|
11.4K
$762K
|
|
|
Apr 24, 2024
Q1 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
833+ 8.63% |
$38.7K - $48.3K
|
10.5K
$700K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
822+ 3.63% |
$38.2K - $47.6K
|
23.4K
$1.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
813+ 0.22% |
$37.8K - $47.1K
|
362K
$24.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
812New |
$37.7K - $47.1K
|
812
$54.2K
|
|
|
May 08, 2024
Q1 2024
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
809+ 10.0% |
$37.6K - $46.9K
|
8.9K
$594K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
808+ 12.23% |
$37.5K - $46.8K
|
7.41K
$495K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
802+ 248.3% |
$37.2K - $46.5K
|
1.13K
$75.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
791+ 18.01% |
$36.7K - $45.8K
|
5.18K
$346K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
756+ 14.23% |
$35.1K - $43.8K
|
6.07K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
755+ 4.19% |
$35.1K - $43.8K
|
18.8K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
748+ 3.15% |
$34.7K - $43.4K
|
24.5K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
737+ 10.71% |
$34.2K - $42.7K
|
7.62K
$509K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
730+ 4.88% |
$33.9K - $42.3K
|
15.7K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
725+ 15.81% |
$33.7K - $42K
|
5.31K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
710+ 13.71% |
$33K - $41.2K
|
5.89K
$393K
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
707+ 11.08% |
$32.8K - $41K
|
7.09K
$473K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
705+ 1.68% |
$32.7K - $40.9K
|
42.7K
$2.85M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
704+ 16.33% |
$32.7K - $40.8K
|
5.02K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
702+ 1.55% |
$32.6K - $40.7K
|
46.1K
$3.08M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
696+ 13.88% |
$32.3K - $40.3K
|
5.71K
$381K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
689+ 4.59% |
$32K - $39.9K
|
15.7K
$1.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
687+ 3.01% |
$31.9K - $39.8K
|
23.5K
$1.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
680+ 11.0% |
$31.6K - $39.4K
|
6.86K
$458K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
663+ 4.17% |
$30.8K - $38.4K
|
16.6K
$1.11M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
656+ 8.65% |
$30.5K - $38K
|
8.24K
$550K
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
648+ 704.35% |
$30.1K - $37.6K
|
740
$49.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
644+ 9.51% |
$29.9K - $37.3K
|
7.41K
$495K
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
643+ 5.44% |
$29.9K - $37.3K
|
12.5K
$832K
|
|
|
May 09, 2024
Q1 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
628New |
$29.2K - $36.4K
|
628
$41.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
626+ 7.27% |
$29.1K - $36.3K
|
9.24K
$617K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
620+ 11.61% |
$28.8K - $35.9K
|
5.96K
$398K
|