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 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.29KNew |
$432K - $539K
|
9.29K
$586K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.28K+ 1.27% |
$431K - $538K
|
741K
$46.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.23KNew |
$428K - $535K
|
9.23K
$582K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9.2KNew |
$427K - $533K
|
9.2K
$581K
|
|
|
May 01, 2024
Q1 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
9.15K+ 1.15% |
$425K - $530K
|
802K
$50.6M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.97K+ 202.21% |
$417K - $520K
|
13.4K
$846K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
8.9K+ 49.63% |
$413K - $516K
|
26.8K
$1.69M
|
|
|
May 15, 2024
Q1 2024
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
8.9K+ 174.51% |
$413K - $516K
|
14K
$883K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.9K+ 14.16% |
$413K - $516K
|
71.7K
$4.53M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.83K+ 8.71% |
$410K - $512K
|
110K
$6.96M
|
|
|
May 15, 2024
Q1 2024
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
8.63KNew |
$401K - $500K
|
8.63K
$544K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.51K+ 0.01% |
$395K - $493K
|
114M
$7.18B
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
8.35K+ 189.47% |
$388K - $484K
|
12.8K
$805K
|
|
|
May 02, 2024
Q1 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.33K+ 10.13% |
$387K - $483K
|
90.6K
$5.71M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8.3K+ 87.58% |
$385K - $481K
|
17.8K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
8.29K+ 25.91% |
$385K - $481K
|
40.3K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.24K+ 16.8% |
$383K - $478K
|
57.3K
$3.62M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8KNew |
$371K - $463K
|
8K
$505K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.93K+ 75.46% |
$368K - $459K
|
18.4K
$1.16M
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.87K+ 4.9% |
$365K - $456K
|
169K
$10.6M
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
7.85K+ 69.58% |
$365K - $455K
|
19.1K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.82K+ 10.25% |
$363K - $453K
|
84.2K
$5.31M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
7.82KNew |
$363K - $453K
|
7.82K
$493K
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
7.72KNew |
$358K - $447K
|
7.72K
$487K
|
|
|
May 03, 2024
Q1 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
7.67KNew |
$356K - $444K
|
7.67K
$484K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.66K+ 8.59% |
$355K - $444K
|
96.7K
$6.1M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.61K+ 32.25% |
$353K - $441K
|
31.2K
$1.97M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
7.59K+ 134.44% |
$352K - $440K
|
13.2K
$835K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
7.53K+ 7.54% |
$350K - $436K
|
107K
$6.77M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
BUY
|
- |
7.47K+ 80.26% |
$347K - $433K
|
16.8K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
7.47K+ 6.42% |
$347K - $433K
|
124K
$7.8M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
7.34KNew |
$341K - $425K
|
7.34K
$463K
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
7.29KNew |
$339K - $423K
|
7.29K
$460K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
7.23K+ 116.53% |
$336K - $419K
|
13.4K
$848K
|
|
|
May 09, 2024
Q1 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
7.18KNew |
$333K - $416K
|
7.18K
$453K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.11K+ 10.87% |
$330K - $412K
|
72.6K
$4.58M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
7.04K+ 128.34% |
$327K - $408K
|
12.5K
$790K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.02K+ 16.34% |
$326K - $407K
|
50K
$3.15M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
6.96K+ 97.74% |
$323K - $403K
|
14.1K
$888K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
6.89K+ 351.63% |
$320K - $399K
|
8.84K
$558K
|
|
|
May 15, 2024
Q1 2024
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
6.83K+ 4.8% |
$317K - $396K
|
149K
$9.42M
|
|
|
May 08, 2024
Q1 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
6.8KNew |
$316K - $394K
|
6.8K
$429K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.76K+ 13.6% |
$314K - $392K
|
56.5K
$3.56M
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
6.66KNew |
$309K - $386K
|
6.66K
$420K
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.66KNew |
$309K - $386K
|
6.66K
$420K
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
6.6K+ 0.93% |
$307K - $383K
|
719K
$45.4M
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
6.58KNew |
$306K - $382K
|
6.58K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
6.57K+ 83.88% |
$305K - $381K
|
14.4K
$908K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.55K+ 2.54% |
$304K - $380K
|
264K
$16.7M
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.53K+ 24.46% |
$303K - $378K
|
33.2K
$2.1M
|