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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-3.84K- 19.85% |
$179K - $223K
|
15.5K
$1.1M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-3.86K- 21.75% |
$179K - $223K
|
13.9K
$986K
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.86K- 9.47% |
$179K - $224K
|
36.9K
$2.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.88K- 3.16% |
$180K - $225K
|
119K
$8.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-3.9K- 3.87% |
$181K - $226K
|
96.8K
$6.88M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.99K- 12.89% |
$185K - $231K
|
27K
$1.92M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4K- 4.6% |
$186K - $232K
|
83K
$5.9M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.1K- 3.36% |
$190K - $238K
|
118K
$8.38M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.13K- 7.42% |
$192K - $239K
|
51.5K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-4.24K- 4.46% |
$197K - $246K
|
90.8K
$6.45M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.28K- 28.9% |
$199K - $248K
|
10.5K
$749K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-4.28K- 9.59% |
$199K - $248K
|
40.4K
$2.87M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.3K- 15.83% |
$200K - $249K
|
22.8K
$1.62M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.31K- 12.15% |
$200K - $250K
|
31.1K
$2.21M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.31K- 2.13% |
$200K - $250K
|
198K
$14M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.47K- 9.92% |
$208K - $259K
|
40.6K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-4.5K- 48.88% |
$209K - $261K
|
4.71K
$334K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.52K- 3.63% |
$210K - $262K
|
120K
$8.51M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-4.52K- 6.32% |
$210K - $262K
|
67K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.53K- 10.98% |
$210K - $263K
|
36.7K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-4.6K- 0.52% |
$214K - $267K
|
879K
$62.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.68K- 15.58% |
$217K - $271K
|
25.3K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.77K- 10.22% |
$221K - $276K
|
41.9K
$2.98M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-4.88K- 4.97% |
$227K - $283K
|
93.4K
$6.63M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-4.97K- 14.96% |
$231K - $288K
|
28.3K
$2.01M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.05K- 4.27% |
$235K - $293K
|
113K
$8.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-5.05K- 2.99% |
$235K - $293K
|
164K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.12K- 12.87% |
$238K - $297K
|
34.7K
$2.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5.14K- 83.57% |
$239K - $298K
|
1.01K
$71.8K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.15KClosed |
$239K - $298K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-5.15K- 11.93% |
$239K - $298K
|
38K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-5.16K- 6.09% |
$239K - $299K
|
79.5K
$5.65M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-5.18K- 2.11% |
$241K - $300K
|
240K
$17M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-5.2K- 42.85% |
$241K - $301K
|
6.93K
$493K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.21K- 8.9% |
$242K - $302K
|
53.3K
$3.79M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5.23K- 0.66% |
$243K - $303K
|
790K
$56.1M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.23K- 6.88% |
$243K - $303K
|
70.8K
$5.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.26K- 51.53% |
$244K - $305K
|
4.95K
$352K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-5.34K- 27.16% |
$248K - $310K
|
14.3K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-5.4K- 96.83% |
$251K - $313K
|
177
$12.6K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5.5K- 1.18% |
$256K - $319K
|
461K
$32.7M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.59K- 2.67% |
$259K - $324K
|
203K
$14.5M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-5.62K- 10.0% |
$261K - $326K
|
50.6K
$3.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5.64K- 0.78% |
$262K - $327K
|
716K
$50.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-5.66K- 4.28% |
$263K - $328K
|
126K
$8.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.72K- 12.16% |
$266K - $331K
|
41.3K
$2.94M
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-5.72K- 7.55% |
$266K - $332K
|
70.1K
$4.98M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-5.75K- 1.47% |
$267K - $333K
|
385K
$27.4M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-5.9K- 37.04% |
$274K - $342K
|
10K
$712K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.9K- 0.79% |
$274K - $342K
|
744K
$52.8M
|