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 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-600- 3.61% |
$27.9K - $34.8K
|
16K
$1.26M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-600- 46.84% |
$27.9K - $34.8K
|
681
$53.7K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-604- 3.37% |
$28K - $35K
|
17.3K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-605- 12.13% |
$28.1K - $35.1K
|
4.38K
$345K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-607- 12.47% |
$28.2K - $35.2K
|
4.26K
$336K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-609- 1.2% |
$28.3K - $35.3K
|
50K
$3.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-620- 0.7% |
$28.8K - $35.9K
|
88.2K
$6.95M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-625- 10.6% |
$29K - $36.2K
|
5.27K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-625- 4.62% |
$29K - $36.2K
|
12.9K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-630- 0.87% |
$29.3K - $36.5K
|
71.5K
$5.63M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-638- 8.67% |
$29.6K - $37K
|
6.72K
$529K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-638- 12.1% |
$29.6K - $37K
|
4.63K
$365K
|
|
|
May 08, 2024
Q1 2024
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-640- 2.56% |
$29.7K - $37.1K
|
24.4K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-641- 1.27% |
$29.8K - $37.2K
|
49.9K
$3.94M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-644- 2.43% |
$29.9K - $37.3K
|
25.8K
$2.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-649- 21.57% |
$30.1K - $37.6K
|
2.36K
$186K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-650- 13.53% |
$30.2K - $37.7K
|
4.16K
$327K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-650- 3.19% |
$30.2K - $37.7K
|
19.7K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-657- 7.0% |
$30.5K - $38.1K
|
8.73K
$688K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-660- 16.47% |
$30.7K - $38.3K
|
3.35K
$264K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-662- 27.19% |
$30.7K - $38.4K
|
1.77K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-671- 12.39% |
$31.2K - $38.9K
|
4.74K
$374K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-672- 3.07% |
$31.2K - $38.9K
|
21.2K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-673- 7.82% |
$31.3K - $39K
|
7.93K
$625K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-675- 5.19% |
$31.3K - $39.1K
|
12.3K
$972K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-677- 4.14% |
$31.4K - $39.2K
|
15.7K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-679- 14.37% |
$31.5K - $39.4K
|
4.05K
$319K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-681- 6.68% |
$31.6K - $39.5K
|
9.52K
$750K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-683- 16.47% |
$31.7K - $39.6K
|
3.47K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-695- 7.41% |
$32.3K - $40.3K
|
8.68K
$684K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-696- 12.0% |
$32.3K - $40.3K
|
5.11K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-699- 5.29% |
$32.5K - $40.5K
|
12.5K
$987K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-700- 17.72% |
$32.5K - $40.6K
|
3.25K
$256K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-703- 4.26% |
$32.6K - $40.7K
|
15.8K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-706- 4.33% |
$32.8K - $40.9K
|
15.6K
$1.23M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-710- 2.54% |
$33K - $41.2K
|
27.2K
$2.15M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-722- 1.34% |
$33.5K - $41.8K
|
53K
$4.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-739- 8.68% |
$34.3K - $42.8K
|
7.77K
$612K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-740- 2.37% |
$34.4K - $42.9K
|
30.5K
$2.4M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-741- 2.5% |
$34.4K - $42.9K
|
28.9K
$2.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-746- 2.83% |
$34.6K - $43.2K
|
25.6K
$2.02M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-747- 7.2% |
$34.7K - $43.3K
|
9.63K
$759K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-748- 3.51% |
$34.7K - $43.4K
|
20.5K
$1.62M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-750- 15.9% |
$34.8K - $43.5K
|
3.97K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-753- 0.66% |
$35K - $43.6K
|
114K
$9M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-754- 7.66% |
$35K - $43.7K
|
9.08K
$716K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-756- 9.4% |
$35.1K - $43.8K
|
7.29K
$574K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-762- 4.83% |
$35.4K - $44.2K
|
15K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-763- 3.25% |
$35.4K - $44.2K
|
22.7K
$1.79M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-765- 1.82% |
$35.5K - $44.3K
|
41.2K
$3.25M
|