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 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.85K- 7.21% |
$85.7K - $107K
|
23.7K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.85K- 9.03% |
$85.7K - $107K
|
18.6K
$1.47M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.87K- 8.18% |
$86.7K - $108K
|
20.9K
$1.65M
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.87K- 25.84% |
$86.7K - $108K
|
5.36K
$422K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-1.87K- 27.46% |
$86.9K - $108K
|
4.94K
$389K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.87K- 98.99% |
$86.9K - $108K
|
19
$1.5K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.88K- 13.77% |
$87.2K - $109K
|
11.8K
$927K
|
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
SELL
|
- |
-1.88K- 11.7% |
$87.5K - $109K
|
14.2K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.9K- 1.38% |
$88.1K - $110K
|
136K
$10.7M
|
|
|
May 03, 2024
Q1 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-1.92K- 4.14% |
$88.9K - $111K
|
44.3K
$3.49M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.93K- 1.99% |
$89.5K - $112K
|
94.8K
$7.47M
|
|
|
May 15, 2024
Q1 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1.93K- 73.5% |
$89.8K - $112K
|
697
$54.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.96K- 15.49% |
$91.1K - $114K
|
10.7K
$844K
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-2.03K- 1.36% |
$94.4K - $118K
|
147K
$11.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.03K- 35.71% |
$94.5K - $118K
|
3.66K
$289K
|
|
|
May 09, 2024
Q1 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.07K- 1.68% |
$96.3K - $120K
|
121K
$9.56M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-2.1K- 5.54% |
$97.5K - $122K
|
35.8K
$2.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-2.11K- 33.29% |
$97.8K - $122K
|
4.22K
$333K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.11K- 16.59% |
$98.1K - $122K
|
10.6K
$837K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.15K- 17.27% |
$99.8K - $125K
|
10.3K
$811K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.16K- 19.69% |
$100K - $125K
|
8.79K
$693K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.17K- 4.89% |
$101K - $126K
|
42.1K
$3.32M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.18K- 18.32% |
$101K - $127K
|
9.73K
$767K
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-2.2K- 7.63% |
$102K - $128K
|
26.6K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.2K- 7.54% |
$102K - $128K
|
27K
$2.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Qv Investors Inc.
|
SELL
|
- |
-2.21K- 0.83% |
$103K - $128K
|
263K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.24K- 0.73% |
$104K - $130K
|
304K
$24M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-2.25K- 7.96% |
$104K - $130K
|
26K
$2.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-2.25K- 9.11% |
$104K - $130K
|
22.4K
$1.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.3K- 3.25% |
$107K - $133K
|
68.3K
$5.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-2.32K- 13.87% |
$108K - $134K
|
14.4K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-2.33K- 29.04% |
$108K - $135K
|
5.7K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.34K- 15.82% |
$109K - $136K
|
12.4K
$981K
|
|
|
Apr 29, 2024
Q1 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-2.35K- 4.89% |
$109K - $136K
|
45.7K
$3.6M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-2.46K- 5.1% |
$114K - $142K
|
45.6K
$3.6M
|
|
|
May 08, 2024
Q1 2024
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-2.46K- 4.72% |
$114K - $142K
|
49.5K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-2.48K- 0.91% |
$115K - $144K
|
270K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.51K- 5.08% |
$117K - $145K
|
46.9K
$3.69M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.51K- 8.38% |
$117K - $146K
|
27.5K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.53K- 6.16% |
$117K - $147K
|
38.6K
$3.04M
|
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-2.56K- 0.24% |
$119K - $148K
|
1.09M
$85.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-2.57K- 31.98% |
$119K - $149K
|
5.47K
$431K
|
|
|
May 13, 2024
Q1 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.6K- 2.58% |
$121K - $150K
|
97.8K
$7.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.63K- 4.93% |
$122K - $152K
|
50.7K
$4M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.65K- 36.13% |
$123K - $154K
|
4.69K
$369K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.66K- 5.38% |
$123K - $154K
|
46.7K
$3.68M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.67K- 4.95% |
$124K - $155K
|
51.2K
$4.03M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.67K- 1.81% |
$124K - $155K
|
145K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.69K- 13.2% |
$125K - $156K
|
17.7K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.71K- 34.32% |
$126K - $157K
|
5.19K
$409K
|