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 14, 2024
Q1 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
26KNew |
$1.21M - $1.51M
|
26K
$2.05M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
25.8K+ 7.76% |
$1.2M - $1.5M
|
359K
$28.3M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
25.6K+ 285.1% |
$1.19M - $1.48M
|
34.5K
$2.72M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
25.5K+ 1.96% |
$1.18M - $1.48M
|
1.32M
$104M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
25.4K+ 30.22% |
$1.18M - $1.47M
|
109K
$8.61M
|
|
|
May 14, 2024
Q1 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
25.3K+ 11.72% |
$1.18M - $1.47M
|
242K
$19M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
23.9KNew |
$1.11M - $1.39M
|
23.9K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
23.9KNew |
$1.11M - $1.39M
|
23.9K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
23.6K+ 407.81% |
$1.1M - $1.37M
|
29.4K
$2.32M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.5K+ 9.98% |
$1.09M - $1.36M
|
259K
$20.4M
|
|
|
May 06, 2024
Q1 2024
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
23.5K+ 0.91% |
$1.09M - $1.36M
|
2.59M
$204M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
23.3K+ 14.96% |
$1.08M - $1.35M
|
179K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
22.8K+ 133.76% |
$1.06M - $1.32M
|
39.9K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Tredje Ap Fonden
|
BUY
|
- |
22.7K+ 1.58% |
$1.06M - $1.32M
|
1.46M
$115M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
22KNew |
$1.02M - $1.28M
|
22K
$1.73M
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
21.6KNew |
$1M - $1.25M
|
21.6K
$1.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
21.5K+ 16.36% |
$998K - $1.25M
|
153K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
20.2K+ 79.29% |
$939K - $1.17M
|
45.7K
$3.6M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20K+ 3.37% |
$928K - $1.16M
|
614K
$48.3M
|
|
|
May 02, 2024
Q1 2024
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
19.7K+ 8.5% |
$913K - $1.14M
|
251K
$19.8M
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
19.5K+ 131.66% |
$907K - $1.13M
|
34.4K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
19.5K+ 3.41% |
$905K - $1.13M
|
592K
$46.6M
|
|
|
May 02, 2024
Q1 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
BUY
|
- |
18.7K+ 0.36% |
$870K - $1.09M
|
5.17M
$407M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
17.8KNew |
$825K - $1.03M
|
17.8K
$1.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
17.6KNew |
$818K - $1.02M
|
17.6K
$1.39M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16.7K+ 4.95% |
$775K - $967K
|
354K
$27.9M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
16.5K+ 154.24% |
$767K - $957K
|
27.2K
$2.15M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
16.5K+ 25.9% |
$766K - $956K
|
80.2K
$6.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.2K+ 3.84% |
$753K - $940K
|
439K
$34.6M
|
|
|
May 15, 2024
Q1 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
16.2KNew |
$750K - $937K
|
16.2K
$1.27M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
16K+ 7.79% |
$743K - $927K
|
221K
$17.4M
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
15.9K+ 76.01% |
$739K - $922K
|
36.8K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
15.9K+ 98.13% |
$737K - $919K
|
32K
$2.52M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
15.7K+ 12.83% |
$731K - $913K
|
138K
$10.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
15.7K+ 2.91% |
$729K - $910K
|
555K
$43.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.7KNew |
$728K - $909K
|
15.7K
$1.24M
|
|
|
May 02, 2024
Q1 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.6K+ 4.08% |
$724K - $903K
|
398K
$31.4M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
15.6K+ 104.66% |
$724K - $903K
|
30.5K
$2.4M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
15.5KNew |
$718K - $896K
|
15.5K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15.1K+ 20.76% |
$703K - $877K
|
88.1K
$6.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
15.1K+ 270.63% |
$700K - $873K
|
20.6K
$1.63M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
14.8KNew |
$689K - $860K
|
14.8K
$1.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
14.3K+ 2.23% |
$664K - $829K
|
657K
$51.8M
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
14.3K+ 249.03% |
$663K - $827K
|
20K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
14.1K+ 34.74% |
$656K - $819K
|
54.8K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.9K+ 1.74% |
$647K - $808K
|
817K
$64.4M
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
13.9K+ 41.66% |
$646K - $806K
|
47.3K
$3.73M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$646K - $806K
|
13.9K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
13.9KNew |
$645K - $804K
|
13.9K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
13.9K+ 3.29% |
$644K - $803K
|
435K
$34.3M
|