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 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-5.66K- 4.28% |
$263K - $328K
|
126K
$9.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.72K- 12.16% |
$266K - $331K
|
41.3K
$3.09M
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-5.72K- 7.55% |
$266K - $332K
|
70.1K
$5.24M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-5.75K- 1.47% |
$267K - $333K
|
385K
$28.8M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-5.9K- 37.04% |
$274K - $342K
|
10K
$749K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.9K- 0.79% |
$274K - $342K
|
744K
$55.6M
|
|
|
Apr 02, 2024
Q1 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-5.91K- 0.97% |
$275K - $343K
|
601K
$44.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-5.94K- 49.3% |
$276K - $345K
|
6.11K
$457K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.99K- 42.82% |
$278K - $347K
|
8K
$598K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.06K- 0.25% |
$282K - $351K
|
2.38M
$178M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.06K- 3.38% |
$282K - $351K
|
173K
$13M
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-6.1K- 61.62% |
$283K - $354K
|
3.8K
$284K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.11K- 10.93% |
$284K - $354K
|
49.8K
$3.72M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-6.11K- 13.38% |
$284K - $354K
|
39.6K
$2.96M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-6.13K- 18.03% |
$285K - $355K
|
27.9K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-6.2K- 36.11% |
$288K - $359K
|
11K
$820K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.35K- 6.75% |
$295K - $368K
|
87.7K
$6.55M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-6.61K- 0.7% |
$307K - $383K
|
936K
$69.9M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-6.73K- 30.82% |
$312K - $390K
|
15.1K
$1.13M
|
|
|
May 07, 2024
Q1 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-6.8K- 20.0% |
$316K - $394K
|
27.2K
$2.03M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-6.84K- 9.85% |
$317K - $396K
|
62.6K
$4.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-6.85K- 43.26% |
$318K - $397K
|
8.99K
$672K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.89K- 48.01% |
$320K - $400K
|
7.46K
$558K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-6.94K- 45.56% |
$322K - $402K
|
8.29K
$620K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-7K- 5.52% |
$325K - $406K
|
120K
$8.96M
|
|
|
Apr 09, 2024
Q1 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-7.02K- 1.21% |
$326K - $407K
|
571K
$42.7M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.29K- 3.49% |
$339K - $423K
|
202K
$15.1M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-7.36K- 38.39% |
$342K - $427K
|
11.8K
$883K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-7.46K- 5.04% |
$346K - $432K
|
141K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-7.83K- 29.34% |
$364K - $454K
|
18.9K
$1.41M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.84K- 38.78% |
$364K - $455K
|
12.4K
$925K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.91K- 0.85% |
$367K - $458K
|
921K
$68.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.02K- 6.94% |
$372K - $465K
|
108K
$8.04M
|
|
|
May 06, 2024
Q1 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-8.13K- 0.9% |
$378K - $471K
|
892K
$66.7M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-8.14K- 1.61% |
$378K - $472K
|
499K
$37.3M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.17K- 14.75% |
$379K - $473K
|
47.2K
$3.53M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-8.2K- 0.77% |
$381K - $475K
|
1.06M
$79.4M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8.22K- 16.1% |
$382K - $476K
|
42.8K
$3.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.23K- 11.3% |
$382K - $477K
|
64.6K
$4.82M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-8.28K- 2.74% |
$384K - $480K
|
294K
$22M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8.28K- 64.16% |
$384K - $480K
|
4.63K
$346K
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-8.34K- 34.68% |
$387K - $483K
|
15.7K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.56K- 27.95% |
$398K - $496K
|
22.1K
$1.65M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.56K- 27.95% |
$398K - $496K
|
22.1K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-8.56K- 3.59% |
$398K - $496K
|
230K
$17.2M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-8.72K- 32.94% |
$405K - $505K
|
17.8K
$1.33M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8.78K- 4.33% |
$408K - $509K
|
194K
$14.5M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.78K- 11.31% |
$408K - $509K
|
68.9K
$5.14M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.94K- 15.85% |
$415K - $518K
|
47.5K
$3.55M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.03K- 5.3% |
$419K - $523K
|
161K
$12.1M
|