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 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-762- 4.83% |
$35.4K - $44.2K
|
15K
$1.21M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-763- 3.25% |
$35.4K - $44.2K
|
22.7K
$1.83M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-765- 1.82% |
$35.5K - $44.3K
|
41.2K
$3.32M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-777- 15.3% |
$36.1K - $45K
|
4.3K
$347K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-781- 2.53% |
$36.3K - $45.3K
|
30.1K
$2.43M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-786- 3.4% |
$36.5K - $45.6K
|
22.3K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-790- 10.97% |
$36.7K - $45.8K
|
6.41K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-795- 11.29% |
$36.9K - $46.1K
|
6.25K
$503K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-800- 10.76% |
$37.2K - $46.4K
|
6.64K
$535K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-810- 31.93% |
$37.6K - $46.9K
|
1.73K
$139K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-813- 15.49% |
$37.8K - $47.1K
|
4.44K
$357K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-825- 9.21% |
$38.3K - $47.8K
|
8.14K
$656K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-829- 79.33% |
$38.5K - $48K
|
216
$17.4K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-845- 3.95% |
$39.2K - $49K
|
20.5K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-848- 6.74% |
$39.4K - $49.2K
|
11.7K
$945K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-849- 14.24% |
$39.4K - $49.2K
|
5.11K
$412K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-851- 10.54% |
$39.5K - $49.3K
|
7.22K
$582K
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-854- 0.82% |
$39.7K - $49.5K
|
103K
$8.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-855- 0.67% |
$39.7K - $49.6K
|
127K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-859- 3.93% |
$39.9K - $49.8K
|
21K
$1.69M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-861- 10.66% |
$40K - $49.9K
|
7.21K
$581K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-862- 5.49% |
$40K - $50K
|
14.9K
$1.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-866- 7.51% |
$40.2K - $50.2K
|
10.7K
$859K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-870- 2.23% |
$40.4K - $50.4K
|
38.2K
$3.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-875- 2.55% |
$40.6K - $50.7K
|
33.4K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-876- 9.53% |
$40.7K - $50.8K
|
8.32K
$670K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-883- 1.99% |
$41K - $51.2K
|
43.5K
$3.51M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-884- 10.88% |
$41.1K - $51.2K
|
7.24K
$584K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-895- 5.12% |
$41.6K - $51.9K
|
16.6K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-900- 3.78% |
$41.8K - $52.2K
|
22.9K
$1.84M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-902- 2.77% |
$41.9K - $52.3K
|
31.7K
$2.55M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-902- 3.92% |
$41.9K - $52.3K
|
22.1K
$1.78M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-918- 2.81% |
$42.6K - $53.2K
|
31.7K
$2.56M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-918- 7.06% |
$42.6K - $53.2K
|
12.1K
$974K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-924- 18.57% |
$42.9K - $53.6K
|
4.05K
$327K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-929- 1.63% |
$43.1K - $53.8K
|
56.2K
$4.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-945- 15.37% |
$43.9K - $54.8K
|
5.21K
$419K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-950- 2.74% |
$44.1K - $55.1K
|
33.8K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-952- 10.83% |
$44.2K - $55.2K
|
7.84K
$632K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-954- 13.22% |
$44.3K - $55.3K
|
6.26K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-968- 4.21% |
$45K - $56.1K
|
22K
$1.78M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-991- 15.66% |
$46K - $57.4K
|
5.34K
$430K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-992- 2.35% |
$46.1K - $57.5K
|
41.2K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-992- 20.85% |
$46.1K - $57.5K
|
3.77K
$304K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-993- 4.18% |
$46.1K - $57.6K
|
22.8K
$1.84M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-994- 7.67% |
$46.2K - $57.6K
|
12K
$965K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1K- 3.77% |
$46.4K - $58K
|
25.6K
$2.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1K- 15.38% |
$46.4K - $58K
|
5.5K
$443K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1K- 19.6% |
$46.4K - $58K
|
4.1K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1K- 6.89% |
$46.4K - $58K
|
13.5K
$1.09M
|