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
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-170- 0.07% |
$7.89K - $9.85K
|
253K
$19.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-173- 3.3% |
$8.03K - $10K
|
5.08K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-175- 1.88% |
$8.13K - $10.1K
|
9.11K
$718K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-175- 2.59% |
$8.13K - $10.1K
|
6.57K
$518K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-179- 6.5% |
$8.31K - $10.4K
|
2.57K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-181- 1.65% |
$8.41K - $10.5K
|
10.8K
$849K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-182- 1.74% |
$8.45K - $10.5K
|
10.3K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-182- 1.42% |
$8.45K - $10.5K
|
12.6K
$995K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-194- 2.79% |
$9.01K - $11.2K
|
6.75K
$532K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-199- 4.59% |
$9.24K - $11.5K
|
4.13K
$326K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-200- 2.38% |
$9.29K - $11.6K
|
8.2K
$646K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 0.9% |
$9.29K - $11.6K
|
22.1K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 0.54% |
$9.29K - $11.6K
|
36.6K
$2.88M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-203- 3.59% |
$9.43K - $11.8K
|
5.45K
$430K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-204- 0.6% |
$9.47K - $11.8K
|
33.8K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-206- 0.09% |
$9.57K - $11.9K
|
228K
$18M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-210- 0.68% |
$9.75K - $12.2K
|
30.5K
$2.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-210- 1.57% |
$9.75K - $12.2K
|
13.1K
$1.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-211- 0.45% |
$9.8K - $12.2K
|
46.3K
$3.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-211- 3.5% |
$9.8K - $12.2K
|
5.83K
$459K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-212- 4.17% |
$9.85K - $12.3K
|
4.87K
$384K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-214- 61.32% |
$9.94K - $12.4K
|
135
$10.6K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-218- 3.03% |
$10.1K - $12.6K
|
6.97K
$549K
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
SELL
|
- |
-222- 1.19% |
$10.3K - $12.9K
|
18.4K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-223- 1.69% |
$10.4K - $12.9K
|
13K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-224- 3.14% |
$10.4K - $13K
|
6.92K
$545K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-225- 2.25% |
$10.4K - $13K
|
9.78K
$771K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-225- 4.94% |
$10.4K - $13K
|
4.33K
$341K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-225- 0.16% |
$10.4K - $13K
|
143K
$11.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-229- 1.39% |
$10.6K - $13.3K
|
16.2K
$1.28M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-230- 0.55% |
$10.7K - $13.3K
|
41.5K
$3.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-231- 3.95% |
$10.7K - $13.4K
|
5.62K
$443K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-232- 71.38% |
$10.8K - $13.4K
|
93
$7.33K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-238- 12.65% |
$11.1K - $13.8K
|
1.64K
$130K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-242- 3.23% |
$11.2K - $14K
|
7.25K
$572K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-248- 0.38% |
$11.5K - $14.4K
|
64.6K
$5.09M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-248- 0.39% |
$11.5K - $14.4K
|
62.9K
$4.95M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-249- 1.41% |
$11.6K - $14.4K
|
17.5K
$1.38M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-250- 1.54% |
$11.6K - $14.5K
|
16K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-252- 11.46% |
$11.7K - $14.6K
|
1.95K
$153K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-254- 1.13% |
$11.8K - $14.7K
|
22.2K
$1.75M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-260- 6.65% |
$12.1K - $15.1K
|
3.65K
$288K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-262- 4.83% |
$12.2K - $15.2K
|
5.16K
$407K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-265- 4.83% |
$12.3K - $15.4K
|
5.22K
$412K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-269- 0.1% |
$12.5K - $15.6K
|
259K
$20.4M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-270- 1.58% |
$12.5K - $15.6K
|
16.9K
$1.33M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-274- 1.46% |
$12.7K - $15.9K
|
18.5K
$1.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-276- 96.5% |
$12.8K - $16K
|
10
$788
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-283- 0.91% |
$13.1K - $16.4K
|
30.9K
$2.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-284- 1.68% |
$13.2K - $16.5K
|
16.6K
$1.31M
|