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 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-400- 9.93% |
$18.6K - $23.2K
|
3.63K
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-400- 12.07% |
$18.6K - $23.2K
|
2.91K
$235K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-400- 4.91% |
$18.6K - $23.2K
|
7.75K
$624K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-400- 1.44% |
$18.6K - $23.2K
|
27.3K
$2.2M
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-400- 3.85% |
$18.6K - $23.2K
|
10K
$806K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-406- 1.89% |
$18.9K - $23.5K
|
21.1K
$1.7M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-412- 3.27% |
$19.1K - $23.9K
|
12.2K
$983K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-425- 2.19% |
$19.7K - $24.6K
|
19K
$1.53M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-428- 1.39% |
$19.9K - $24.8K
|
30.3K
$2.44M
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-429- 12.66% |
$19.9K - $24.9K
|
2.96K
$239K
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-435- 2.52% |
$20.2K - $25.2K
|
16.8K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-440- 2.54% |
$20.4K - $25.5K
|
16.9K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-447- 9.56% |
$20.8K - $25.9K
|
4.23K
$341K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-452- 1.88% |
$21K - $26.2K
|
23.6K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-454- 1.63% |
$21.1K - $26.3K
|
27.4K
$2.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-460- 6.92% |
$21.4K - $26.7K
|
6.19K
$499K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-460- 4.08% |
$21.4K - $26.7K
|
10.8K
$872K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-460- 64.34% |
$21.4K - $26.7K
|
255
$20.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-469- 4.34% |
$21.8K - $27.2K
|
10.3K
$834K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-472- 2.33% |
$21.9K - $27.4K
|
19.8K
$1.6M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-478- 1.16% |
$22.2K - $27.7K
|
40.8K
$3.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-482- 1.87% |
$22.4K - $27.9K
|
25.3K
$2.04M
|
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-487- 2.64% |
$22.6K - $28.2K
|
17.9K
$1.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-490- 1.9% |
$22.8K - $28.4K
|
25.3K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-491- 3.95% |
$22.8K - $28.5K
|
11.9K
$962K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-496- 1.65% |
$23K - $28.7K
|
29.5K
$2.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-497- 9.81% |
$23.1K - $28.8K
|
4.57K
$368K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-497- 1.98% |
$23.1K - $28.8K
|
24.5K
$1.98M
|
|
|
May 14, 2024
Q1 2024
|
X Square Capital, LLC
|
SELL
|
- |
-497- 10.71% |
$23.1K - $28.8K
|
4.14K
$334K
|
|
|
May 02, 2024
Q1 2024
|
Winslow Asset Management Inc
|
SELL
|
- |
-499- 0.52% |
$23.2K - $28.9K
|
95.8K
$7.72M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-500- 11.55% |
$23.2K - $29K
|
3.83K
$309K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 3.74% |
$23.2K - $29K
|
12.9K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-500- 9.27% |
$23.2K - $29K
|
4.89K
$394K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-500- 0.5% |
$23.2K - $29K
|
98.9K
$7.97M
|
|
|
May 14, 2024
Q1 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-500- 0.64% |
$23.2K - $29K
|
77.4K
$6.24M
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-502- 2.55% |
$23.3K - $29.1K
|
19.2K
$1.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-502- 1.01% |
$23.3K - $29.1K
|
49.3K
$3.97M
|
|
|
May 03, 2024
Q1 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-504- 1.25% |
$23.4K - $29.2K
|
39.9K
$3.22M
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-507- 2.42% |
$23.5K - $29.4K
|
20.4K
$1.65M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-511- 1.13% |
$23.7K - $29.6K
|
44.5K
$3.59M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-532- 78.01% |
$24.7K - $30.8K
|
150
$12.1K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-536- 8.28% |
$24.9K - $31.1K
|
5.94K
$479K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-543- 7.84% |
$25.2K - $31.5K
|
6.39K
$515K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-547- 7.52% |
$25.4K - $31.7K
|
6.73K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-561- 2.18% |
$26.1K - $32.5K
|
25.2K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-571- 11.91% |
$26.5K - $33.1K
|
4.23K
$340K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-579- 0.05% |
$26.9K - $33.6K
|
1.07M
$86M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-581- 3.15% |
$27K - $33.7K
|
17.9K
$1.44M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-587- 8.6% |
$27.3K - $34K
|
6.24K
$503K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-587- 12.83% |
$27.3K - $34K
|
3.99K
$321K
|