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 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
95+ 6.74% |
$4.41K - $5.51K
|
1.5K
$119K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
94+ 0.71% |
$4.37K - $5.45K
|
13.3K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
93+ 0.25% |
$4.32K - $5.39K
|
37.2K
$2.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
92+ 1.42% |
$4.27K - $5.33K
|
6.55K
$516K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
89+ 1.73% |
$4.13K - $5.16K
|
5.22K
$411K
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
89+ 0.43% |
$4.13K - $5.16K
|
20.6K
$1.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
87+ 1.8% |
$4.04K - $5.04K
|
4.93K
$388K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
85+ 12.43% |
$3.95K - $4.93K
|
769
$60.6K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
84+ 1.17% |
$3.9K - $4.87K
|
7.23K
$570K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
83+ 1.72% |
$3.85K - $4.81K
|
4.91K
$387K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
80+ 41.03% |
$3.72K - $4.64K
|
275
$21.7K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 10.0% |
$3.72K - $4.64K
|
880
$69.3K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
80+ 0.39% |
$3.72K - $4.64K
|
20.6K
$1.62M
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
79+ 5.39% |
$3.67K - $4.58K
|
1.54K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
79+ 4.15% |
$3.67K - $4.58K
|
1.98K
$156K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
77+ 1.68% |
$3.58K - $4.46K
|
4.67K
$368K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
75+ 0.31% |
$3.48K - $4.35K
|
23.9K
$1.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
74+ 0.5% |
$3.44K - $4.29K
|
14.7K
$1.16M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
72New |
$3.34K - $4.17K
|
72
$5.67K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
72+ 0.88% |
$3.34K - $4.17K
|
8.28K
$653K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
70+ 0.23% |
$3.25K - $4.06K
|
30.1K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
70+ 0.32% |
$3.25K - $4.06K
|
22.2K
$1.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
66+ 2.23% |
$3.07K - $3.83K
|
3.02K
$238K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
66+ 1.61% |
$3.07K - $3.83K
|
4.18K
$329K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
65+ 17.33% |
$3.02K - $3.77K
|
440
$34.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
63+ 4.14% |
$2.93K - $3.65K
|
1.59K
$125K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
62+ 0.73% |
$2.88K - $3.59K
|
8.56K
$674K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
59+ 0.74% |
$2.74K - $3.42K
|
8.06K
$635K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
59+ 0.22% |
$2.74K - $3.42K
|
26.8K
$2.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
58+ 0.63% |
$2.69K - $3.36K
|
9.21K
$726K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
57New |
$2.65K - $3.3K
|
57
$4.49K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
55+ 55.0% |
$2.55K - $3.19K
|
155
$12.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
53+ 0.93% |
$2.46K - $3.07K
|
5.75K
$453K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
53+ 0.06% |
$2.46K - $3.07K
|
87.2K
$6.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
52+ 0.96% |
$2.41K - $3.01K
|
5.48K
$432K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
50+ 0.33% |
$2.32K - $2.9K
|
15.2K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
49+ 2.16% |
$2.28K - $2.84K
|
2.32K
$182K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47+ 1.12% |
$2.18K - $2.72K
|
4.24K
$334K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
47+ 19.26% |
$2.18K - $2.72K
|
291
$22.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
46+ 0.94% |
$2.14K - $2.67K
|
4.95K
$390K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
42+ 46.67% |
$1.95K - $2.43K
|
132
$10.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
41+ 0.45% |
$1.9K - $2.38K
|
9.22K
$726K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 0.84% |
$1.9K - $2.38K
|
4.9K
$386K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39+ 0.77% |
$1.81K - $2.26K
|
5.08K
$401K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
37+ 0.76% |
$1.72K - $2.14K
|
4.92K
$388K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
36+ 0.68% |
$1.67K - $2.09K
|
5.35K
$422K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
36+ 25.9% |
$1.67K - $2.09K
|
175
$13.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.31% |
$1.63K - $2.03K
|
11.2K
$879K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.21% |
$1.58K - $1.97K
|
16.3K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
33+ 0.48% |
$1.53K - $1.91K
|
6.91K
$545K
|