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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.5% |
$279 - $348
|
1.21K
$95.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
6+ 0.04% |
$279 - $348
|
14.8K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.06% |
$279 - $348
|
10.4K
$819K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.22% |
$232 - $290
|
2.3K
$181K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.2% |
$232 - $290
|
2.52K
$199K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.06% |
$232 - $290
|
8.7K
$685K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 0.37% |
$232 - $290
|
1.36K
$107K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.16% |
$186 - $232
|
2.58K
$204K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
3+ 0.0% |
$139 - $174
|
194K
$15.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.28% |
$139 - $174
|
1.06K
$83.4K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$139 - $174
|
4.72K
$372K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.71% |
$139 - $174
|
425
$33.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3+ 0.03% |
$139 - $174
|
11.1K
$871K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.48% |
$139 - $174
|
632
$49.8K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 300.0% |
$139 - $174
|
4
$315
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
3+ 0.06% |
$139 - $174
|
5.05K
$398K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.67% |
$92.9 - $116
|
299
$23.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$92.9 - $116
|
10.8K
$850K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$92.9 - $116
|
6.04K
$476K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.35% |
$92.9 - $116
|
577
$45.5K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.01% |
$92.9 - $116
|
28.5K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.43% |
$92.9 - $116
|
467
$36.8K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2+ 0.03% |
$92.9 - $116
|
6.37K
$502K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.92% |
$92.9 - $116
|
219
$17.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.44% |
$46.4 - $58
|
226
$17.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.39% |
$46.4 - $58
|
259
$20.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1+ 0.02% |
$46.4 - $58
|
5.39K
$425K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.51% |
$46.4 - $58
|
196
$15.4K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.01% |
$46.4 - $58
|
8.76K
$690K
|
|
|
May 10, 2024
Q1 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1+ 0.01% |
$46.4 - $58
|
15.1K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$46.4 - $58
|
9.82K
$774K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.02% |
$46.4 - $58
|
4.43K
$349K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1- 0.01% |
$46.4 - $58
|
6.81K
$537K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-1- 0.26% |
$46.4 - $58
|
383
$30.2K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-2- 0.02% |
$92.9 - $116
|
11.2K
$884K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-2- 0.03% |
$92.9 - $116
|
6.02K
$474K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 0.06% |
$279 - $348
|
9.24K
$728K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6- 0.12% |
$279 - $348
|
5.06K
$398K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-8- 0.19% |
$372 - $464
|
4.25K
$335K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-9- 0.58% |
$418 - $522
|
1.55K
$122K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-10- 0.11% |
$464 - $580
|
9.21K
$726K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-10- 0.35% |
$464 - $580
|
2.84K
$223K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-11- 0.05% |
$511 - $638
|
20.9K
$1.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-12- 0.06% |
$557 - $696
|
20.6K
$1.62M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-12- 0.13% |
$557 - $696
|
9.11K
$717K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-12- 0.23% |
$557 - $696
|
5.32K
$419K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-18- 2.8% |
$836 - $1.04K
|
625
$49.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 1.19% |
$836 - $1.04K
|
1.5K
$118K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-19- 0.99% |
$882 - $1.1K
|
1.9K
$150K
|