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 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
203+ 18.24% |
$9.43K - $11.8K
|
1.32K
$104K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
202+ 2.03% |
$9.38K - $11.7K
|
10.2K
$800K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
200New |
$9.29K - $11.6K
|
200
$15.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
BUY
|
- |
200+ 3.17% |
$9.29K - $11.6K
|
6.52K
$514K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
186+ 13.0% |
$8.64K - $10.8K
|
1.62K
$127K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
181+ 79.39% |
$8.41K - $10.5K
|
409
$32.2K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
175New |
$8.13K - $10.1K
|
175
$13.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
175+ 0.41% |
$8.13K - $10.1K
|
42.6K
$3.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
175+ 3.73% |
$8.13K - $10.1K
|
4.86K
$383K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
169+ 10.94% |
$7.85K - $9.8K
|
1.71K
$135K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
167+ 2.41% |
$7.76K - $9.68K
|
7.1K
$560K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
167+ 6.82% |
$7.76K - $9.68K
|
2.61K
$206K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
162+ 0.69% |
$7.52K - $9.39K
|
23.5K
$1.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
160+ 0.78% |
$7.43K - $9.27K
|
20.6K
$1.62M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
160+ 1.01% |
$7.43K - $9.27K
|
16K
$1.26M
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
160New |
$7.43K - $9.27K
|
160
$12.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
157+ 3.72% |
$7.29K - $9.1K
|
4.38K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
157+ 2.71% |
$7.29K - $9.1K
|
5.96K
$469K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
BUY
|
- |
153+ 1.67% |
$7.11K - $8.87K
|
9.32K
$734K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
150+ 0.97% |
$6.97K - $8.69K
|
15.7K
$1.24M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
150+ 0.26% |
$6.97K - $8.69K
|
56.8K
$4.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
148+ 3.45% |
$6.87K - $8.58K
|
4.44K
$349K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
148+ 0.46% |
$6.87K - $8.58K
|
32.1K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
147+ 0.88% |
$6.83K - $8.52K
|
16.9K
$1.33M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
143+ 0.38% |
$6.64K - $8.29K
|
37.9K
$2.99M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
137+ 2.03% |
$6.36K - $7.94K
|
6.88K
$542K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
137+ 0.63% |
$6.36K - $7.94K
|
22K
$1.73M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
127New |
$5.9K - $7.36K
|
127
$10K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
126+ 2.58% |
$5.85K - $7.3K
|
5K
$394K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
125+ 0.45% |
$5.81K - $7.25K
|
28.2K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
125+ 0.39% |
$5.81K - $7.25K
|
31.9K
$2.52M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
121+ 0.04% |
$5.62K - $7.01K
|
302K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Gfg Capital, LLC
|
BUY
|
- |
119+ 0.51% |
$5.53K - $6.9K
|
23.6K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
116+ 2.03% |
$5.39K - $6.72K
|
5.82K
$459K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
115+ 1.6% |
$5.34K - $6.67K
|
7.28K
$574K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
112+ 14.4% |
$5.2K - $6.49K
|
890
$70.1K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
112+ 0.63% |
$5.2K - $6.49K
|
18K
$1.42M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
112+ 0.5% |
$5.2K - $6.49K
|
22.5K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
110+ 2.1% |
$5.11K - $6.38K
|
5.34K
$421K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
109+ 0.98% |
$5.06K - $6.32K
|
11.2K
$883K
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
106+ 0.68% |
$4.92K - $6.14K
|
15.6K
$1.23M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
106+ 2.46% |
$4.92K - $6.14K
|
4.42K
$348K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
104+ 0.73% |
$4.83K - $6.03K
|
14.4K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
104+ 0.71% |
$4.83K - $6.03K
|
14.7K
$1.16M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
103+ 2.22% |
$4.78K - $5.97K
|
4.75K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
102+ 1.7% |
$4.74K - $5.91K
|
6.1K
$481K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
101+ 9.69% |
$4.69K - $5.85K
|
1.14K
$90.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
98+ 2.38% |
$4.55K - $5.68K
|
4.21K
$332K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
97New |
$4.5K - $5.62K
|
97
$7.64K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
95+ 30.55% |
$4.41K - $5.51K
|
406
$32K
|