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 03, 2024
Q1 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
6.52KNew |
$303K - $378K
|
6.52K
$411K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
6.4KNew |
$297K - $371K
|
6.4K
$404K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.33K+ 1.52% |
$294K - $367K
|
423K
$26.7M
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
6.32K+ 18.05% |
$293K - $366K
|
41.3K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
6.29K+ 12.1% |
$292K - $365K
|
58.3K
$3.68M
|
|
|
May 09, 2024
Q1 2024
|
Sentry Investment Management LLC
|
BUY
|
- |
6.29K+ 43.2% |
$292K - $364K
|
20.8K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
6.29K+ 30.88% |
$292K - $364K
|
26.6K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
6.28K+ 8.64% |
$292K - $364K
|
79K
$4.99M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.26KNew |
$291K - $363K
|
6.26K
$395K
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
BUY
|
- |
6.2KNew |
$288K - $359K
|
6.2K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.15K+ 71.84% |
$286K - $356K
|
14.7K
$928K
|
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
5.95K+ 6.31% |
$276K - $345K
|
100K
$6.32M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.94K+ 7.0% |
$276K - $344K
|
90.8K
$5.73M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.92K+ 46.63% |
$275K - $343K
|
18.6K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
5.92KNew |
$275K - $343K
|
5.92K
$374K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
5.83K+ 22.65% |
$271K - $338K
|
31.6K
$1.99M
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
5.8K+ 2.41% |
$269K - $336K
|
246K
$15.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
5.79K+ 2.88% |
$269K - $336K
|
207K
$13.1M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
5.79K+ 81.57% |
$269K - $335K
|
12.9K
$813K
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
5.67KNew |
$263K - $329K
|
5.67K
$358K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.61K+ 7.32% |
$261K - $325K
|
82.3K
$5.19M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5.6K+ 23.86% |
$260K - $325K
|
29.1K
$1.84M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
5.55K+ 49.04% |
$258K - $321K
|
16.9K
$1.06M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.53KNew |
$257K - $321K
|
5.53K
$349K
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.48K+ 41.82% |
$255K - $318K
|
18.6K
$1.17M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.46KNew |
$254K - $317K
|
5.46K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
5.42KNew |
$252K - $314K
|
5.42K
$342K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
5.41KNew |
$251K - $314K
|
5.41K
$341K
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.39KNew |
$250K - $312K
|
5.39K
$340K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.39K+ 4.19% |
$250K - $312K
|
134K
$8.46M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5.36K+ 108.65% |
$249K - $311K
|
10.3K
$650K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.35KNew |
$248K - $310K
|
5.35K
$338K
|
|
|
May 07, 2024
Q1 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
5.32KNew |
$247K - $309K
|
5.32K
$336K
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
5.32K+ 37.17% |
$247K - $309K
|
19.6K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
5.24KNew |
$243K - $304K
|
5.24K
$330K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.21KNew |
$242K - $302K
|
5.21K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
5.21KNew |
$242K - $302K
|
5.21K
$329K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.18KNew |
$241K - $300K
|
5.18K
$327K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.17K+ 68.87% |
$240K - $300K
|
12.7K
$800K
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
5.14KNew |
$239K - $298K
|
5.14K
$324K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.11K+ 14.99% |
$237K - $296K
|
39.2K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5.08KNew |
$236K - $294K
|
5.08K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.07K+ 15.91% |
$235K - $294K
|
36.9K
$2.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
5.07KNew |
$235K - $294K
|
5.07K
$320K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.04K+ 30.58% |
$234K - $292K
|
21.5K
$1.36M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
5.04KNew |
$234K - $292K
|
5.04K
$318K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.03K+ 12.19% |
$234K - $291K
|
46.3K
$2.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
5KNew |
$232K - $290K
|
5K
$316K
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
5K+ 12.23% |
$232K - $290K
|
45.9K
$2.89M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
4.99KNew |
$232K - $289K
|
4.99K
$315K
|