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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-6.13K- 18.03% |
$285K - $355K
|
27.9K
$2.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-6.2K- 36.11% |
$288K - $359K
|
11K
$864K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.35K- 6.75% |
$295K - $368K
|
87.7K
$6.91M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-6.61K- 0.7% |
$307K - $383K
|
936K
$73.7M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-6.73K- 30.82% |
$312K - $390K
|
15.1K
$1.19M
|
|
|
May 07, 2024
Q1 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-6.8K- 20.0% |
$316K - $394K
|
27.2K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-6.84K- 9.85% |
$317K - $396K
|
62.6K
$4.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-6.85K- 43.26% |
$318K - $397K
|
8.99K
$708K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.89K- 48.01% |
$320K - $400K
|
7.46K
$588K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-6.94K- 45.56% |
$322K - $402K
|
8.29K
$653K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-7K- 5.52% |
$325K - $406K
|
120K
$9.45M
|
|
|
Apr 09, 2024
Q1 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-7.02K- 1.21% |
$326K - $407K
|
571K
$45M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.29K- 3.49% |
$339K - $423K
|
202K
$15.9M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-7.36K- 38.39% |
$342K - $427K
|
11.8K
$931K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-7.46K- 5.04% |
$346K - $432K
|
141K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-7.83K- 29.34% |
$364K - $454K
|
18.9K
$1.49M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.84K- 38.78% |
$364K - $455K
|
12.4K
$976K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.91K- 0.85% |
$367K - $458K
|
921K
$72.6M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.02K- 6.94% |
$372K - $465K
|
108K
$8.48M
|
|
|
May 06, 2024
Q1 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-8.13K- 0.9% |
$378K - $471K
|
892K
$70.3M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-8.14K- 1.61% |
$378K - $472K
|
499K
$39.3M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.17K- 14.75% |
$379K - $473K
|
47.2K
$3.72M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-8.2K- 0.77% |
$381K - $475K
|
1.06M
$83.7M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8.22K- 16.1% |
$382K - $476K
|
42.8K
$3.38M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.23K- 11.3% |
$382K - $477K
|
64.6K
$5.09M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-8.28K- 2.74% |
$384K - $480K
|
294K
$23.2M
|
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-8.34K- 34.68% |
$387K - $483K
|
15.7K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.56K- 27.95% |
$398K - $496K
|
22.1K
$1.74M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-8.56K- 27.95% |
$398K - $496K
|
22.1K
$1.74M
|
|
|
May 15, 2024
Q1 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-8.56K- 3.59% |
$398K - $496K
|
230K
$18.1M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-8.72K- 32.94% |
$405K - $505K
|
17.8K
$1.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8.78K- 4.33% |
$408K - $509K
|
194K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.78K- 11.31% |
$408K - $509K
|
68.9K
$5.43M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-8.94K- 15.85% |
$415K - $518K
|
47.5K
$3.74M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-9.03K- 5.3% |
$419K - $523K
|
161K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-9.04K- 30.35% |
$420K - $524K
|
20.7K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-9.11K- 65.77% |
$423K - $528K
|
4.74K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Private Management Group Inc
|
SELL
|
- |
-9.11K- 41.11% |
$423K - $528K
|
13.1K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-9.12K- 25.74% |
$424K - $529K
|
26.3K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-9.23K- 6.8% |
$429K - $535K
|
127K
$9.97M
|
|
|
May 01, 2024
Q1 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-9.28K- 17.03% |
$431K - $538K
|
45.2K
$3.56M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.48K- 15.65% |
$440K - $550K
|
51.1K
$4.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-9.74K- 6.33% |
$452K - $565K
|
144K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-9.76K- 70.2% |
$453K - $565K
|
4.14K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.77K- 5.96% |
$454K - $566K
|
154K
$12.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-10.1K- 20.98% |
$468K - $584K
|
38K
$2.99M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-10.1K- 18.43% |
$468K - $585K
|
44.6K
$3.52M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-10.1K- 4.6% |
$469K - $585K
|
210K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-10.1K- 18.61% |
$470K - $586K
|
44.2K
$3.48M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.1K- 35.2% |
$470K - $586K
|
18.6K
$1.47M
|