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 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.1K- 0.89% |
$841K - $1.05M
|
2.02M
$159M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18.4K- 55.12% |
$854K - $1.07M
|
15K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-18.4K- 50.11% |
$855K - $1.07M
|
18.3K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.4KClosed |
$856K - $1.07M
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-18.5K- 1.85% |
$857K - $1.07M
|
980K
$77.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-18.7K- 63.26% |
$869K - $1.09M
|
10.9K
$857K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19.2K- 47.0% |
$891K - $1.11M
|
21.6K
$1.7M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-19.2K- 31.82% |
$893K - $1.12M
|
41.2K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-19.2K- 33.83% |
$894K - $1.12M
|
37.6K
$2.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.5K- 3.3% |
$904K - $1.13M
|
571K
$45M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-20.7K- 64.56% |
$961K - $1.2M
|
11.4K
$895K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-20.8K- 98.79% |
$965K - $1.2M
|
255
$20.1K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-21K- 1.25% |
$974K - $1.22M
|
1.65M
$130M
|
|
|
May 15, 2024
Q1 2024
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-21.3K- 74.8% |
$990K - $1.24M
|
7.18K
$566K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-21.4K- 1.66% |
$995K - $1.24M
|
1.27M
$99.7M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-21.9K- 70.52% |
$1.02M - $1.27M
|
9.17K
$723K
|
|
|
Apr 26, 2024
Q1 2024
|
Salzhauer Michael
|
SELL
|
- |
-21.9K- 14.55% |
$1.02M - $1.27M
|
129K
$10.2M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-22.5K- 1.41% |
$1.04M - $1.3M
|
1.57M
$124M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-22.6K- 9.59% |
$1.05M - $1.31M
|
213K
$16.8M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-22.9K- 1.61% |
$1.06M - $1.33M
|
1.4M
$110M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-23.1K- 4.46% |
$1.07M - $1.34M
|
494K
$38.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-23.3K- 18.44% |
$1.08M - $1.35M
|
103K
$8.11M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 24.48% |
$1.08M - $1.35M
|
71.8K
$5.66M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-23.3K- 28.02% |
$1.08M - $1.35M
|
59.9K
$4.72M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-24K- 4.49% |
$1.11M - $1.39M
|
510K
$40.2M
|
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
SELL
|
- |
-25.6K- 1.62% |
$1.19M - $1.48M
|
1.55M
$122M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-25.7K- 17.1% |
$1.19M - $1.49M
|
125K
$9.83M
|
|
|
May 14, 2024
Q1 2024
|
Long Focus Capital Management, LLC
San Juan, PR |
SELL
|
- |
-25.9K- 20.09% |
$1.2M - $1.5M
|
103K
$8.12M
|
|
|
May 15, 2024
Q1 2024
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-26.2K- 51.04% |
$1.21M - $1.52M
|
25.1K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-26.3K- 2.11% |
$1.22M - $1.53M
|
1.22M
$96.4M
|
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-26.7K- 91.5% |
$1.24M - $1.55M
|
2.48K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-27K- 27.25% |
$1.26M - $1.57M
|
72.2K
$5.69M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-27.2K- 32.99% |
$1.26M - $1.58M
|
55.3K
$4.35M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.4K- 1.2% |
$1.27M - $1.59M
|
2.26M
$178M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-27.4K- 24.4% |
$1.27M - $1.59M
|
84.8K
$6.68M
|
|
|
May 15, 2024
Q1 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-27.6K- 5.08% |
$1.28M - $1.6M
|
516K
$40.6M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-29.2K- 4.53% |
$1.36M - $1.69M
|
616K
$48.5M
|
|
|
May 15, 2024
Q1 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-30K- 10.51% |
$1.39M - $1.74M
|
255K
$20.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-30K- 18.75% |
$1.39M - $1.74M
|
130K
$10.2M
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-31.1K- 48.84% |
$1.45M - $1.8M
|
32.6K
$2.57M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-31.5K- 44.49% |
$1.46M - $1.83M
|
39.3K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-31.6K- 99.89% |
$1.47M - $1.83M
|
35
$2.76K
|
|
|
May 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-32K- 0.5% |
$1.49M - $1.86M
|
6.38M
$503M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-32.1K- 50.87% |
$1.49M - $1.86M
|
31K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-32.4K- 8.6% |
$1.51M - $1.88M
|
344K
$27.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.6K- 26.23% |
$1.51M - $1.89M
|
91.7K
$7.22M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-32.8K- 13.12% |
$1.52M - $1.9M
|
217K
$17.1M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32.8K- 9.91% |
$1.52M - $1.9M
|
299K
$23.5M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33.1K- 6.6% |
$1.54M - $1.92M
|
468K
$36.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-33.8K- 15.61% |
$1.57M - $1.96M
|
183K
$14.4M
|