Purchases and Sales Made in Q4 2023 in Wells Fargo & Company (WFC)

This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q4 2023. 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
Report Date	Institution (Fund)	Operation	Option	Shares change	Value Range	Shares Held	Trade History
Jan 24, 2024 Q4 2023	Grimes & Company, Inc.	BUY	-	3.07K + 10.94%	$119K - $155K	31.2K $2.21M
Feb 06, 2024 Q4 2023	Maryland State Retirement & Pension System	BUY	-	3.04K + 1.08%	$118K - $154K	286K $20.3M
Feb 14, 2024 Q4 2023	Cito Capital Group, LLC Miami, FL	BUY	-	3K + 18.18%	$116K - $152K	19.5K $1.39M
Jan 25, 2024 Q4 2023	Mainstay Capital Management LLC	BUY	-	2.98K + 22.71%	$115K - $151K	16.1K $1.14M
Feb 14, 2024 Q4 2023	Alps Advisors Inc Denver, CO	BUY	-	2.94K + 12.38%	$114K - $148K	26.7K $1.9M
Mar 12, 2024 Q4 2023	Rovin Capital	BUY	-	2.94K + 22.86%	$113K - $148K	15.8K $1.12M
Jan 29, 2024 Q4 2023	Simplicity Wealth,Llc	BUY	-	2.92K + 40.2%	$113K - $147K	10.2K $723K
Feb 14, 2024 Q4 2023	Advisors Asset Management, Inc. Monument, CO	BUY	-	2.9K + 8.18%	$112K - $146K	38.3K $2.72M
Jan 17, 2024 Q4 2023	Planned Solutions, Inc.	BUY	-	2.9K New	$112K - $146K	2.9K $206K
Apr 09, 2024 Q4 2023	American Capital Advisory, LLC Ketchum, ID	BUY	-	2.85K New	$110K - $144K	2.85K $202K
Jan 22, 2024 Q4 2023	Cordant, Inc. Portland, OR	BUY	-	2.82K New	$109K - $142K	2.82K $200K
Feb 14, 2024 Q4 2023	Crawford Investment Counsel Inc Atlanta, GA	BUY	-	2.8K + 34.06%	$108K - $141K	11K $783K
Feb 15, 2024 Q4 2023	O'Dell Group, LLC Cincinnati, OH	BUY	-	2.73K New	$105K - $138K	2.73K $194K
Feb 13, 2024 Q4 2023	Fairfield, Bush & Co. Darien, CT	BUY	-	2.56K New	$98.8K - $129K	2.56K $182K
Feb 07, 2024 Q4 2023	First United Bank & Trust	BUY	-	2.53K New	$98K - $128K	2.53K $180K
Jan 18, 2024 Q4 2023	Traynor Capital Management, Inc.	BUY	-	2.53K + 29.71%	$98K - $128K	11.1K $786K
Jan 18, 2024 Q4 2023	Procyon Advisors, LLC	BUY	-	2.46K + 2.39%	$95.3K - $124K	105K $7.49M
Jan 16, 2024 Q4 2023	Steigerwald, Gordon & Koch Inc.	BUY	-	2.33K + 0.74%	$90.2K - $118K	319K $22.7M
Jan 31, 2024 Q4 2023	Livforsakringsbolaget Skandia, Omsesidigt Stockholm, V7	BUY	-	2.31K + 17.09%	$89.4K - $117K	15.8K $1.12M
Feb 06, 2024 Q4 2023	Pacific Capital Wealth Advisors, Inc	BUY	-	2.27K New	$87.6K - $114K	2.27K $161K
Feb 14, 2024 Q4 2023	Vident Advisory, LLC Alpharetta, GA	BUY	-	2.22K + 7.48%	$85.8K - $112K	31.9K $2.26M
Feb 07, 2024 Q4 2023	Montag A & Associates Inc Atlanta, GA	BUY	-	2.22K + 3.94%	$85.7K - $112K	58.5K $4.16M
Jan 30, 2024 Q4 2023	Waldron Private Wealth LLC	BUY	-	2.2K + 17.2%	$85.2K - $111K	15K $1.07M
Aug 29, 2024 Q4 2023	Waldron Private Wealth LLC	BUY	-	2.2K + 17.2%	$85.2K - $111K	15K $1.07M
Jan 08, 2024 Q4 2023	Pure Financial Advisors, LLC	BUY	-	2.2K + 14.47%	$85K - $111K	17.4K $1.24M
Feb 14, 2024 Q4 2023	Alpha Centric Advisors LLC San Juan, PR	BUY	-	2.2K New	$85K - $111K	2.2K $156K
Feb 09, 2024 Q4 2023	Annis Gardner Whiting Capital Advisors, LLC Tampa, FL	BUY	-	2.17K + 12.0%	$84.1K - $110K	20.3K $1.44M
Jan 17, 2024 Q4 2023	Keystone Wealth Services, LLC	BUY	-	2.13K + 6.26%	$82.4K - $108K	36.2K $2.57M
Feb 23, 2024 Q4 2023	Cardinal Capital Management, Inc.	BUY	-	2.08K + 0.36%	$80.2K - $105K	578K $41.1M
Feb 13, 2024 Q4 2023	Quadrature Capital LTD London, X0	BUY	-	2.07K + 2.21%	$80.2K - $105K	95.9K $6.81M
Feb 20, 2024 Q4 2023	Voisard Asset Management Group, Inc. Grand Rapids, MI	BUY	-	2.06K New	$79.8K - $104K	2.06K $147K
Jan 29, 2024 Q4 2023	Graypoint LLC	BUY	-	2.05K + 15.84%	$79.4K - $104K	15K $1.07M
Jan 18, 2024 Q4 2023	Sea Crest Wealth Management, LLC Purchase, NY	BUY	-	2.05K + 6.89%	$79.3K - $104K	31.8K $2.26M
Feb 08, 2024 Q4 2023	North Rock Partners, LLC	BUY	-	2.03K + 6.51%	$78.5K - $103K	33.2K $2.36M
Jan 24, 2024 Q4 2023	Allworth Financial LP	BUY	-	2.02K + 2.47%	$78.2K - $102K	83.9K $5.96M
Jan 24, 2024 Q4 2023	Mirae Asset Global Investments Co., Ltd.	BUY	-	2K + 0.34%	$77.4K - $101K	594K $42.2M
Feb 14, 2024 Q4 2023	Pinnacle Holdings, LLC Tulsa, OK	BUY	-	2K + 89.81%	$77.3K - $101K	4.23K $300K
Jan 30, 2024 Q4 2023	Vela Investment Management, LLC New Albany, OH	BUY	-	1.99K + 10.45%	$77.1K - $101K	21.1K $1.5M
Feb 05, 2024 Q4 2023	Mission Wealth Management, LP	BUY	-	1.96K + 4.51%	$75.9K - $99.2K	45.5K $3.23M
Jan 25, 2024 Q4 2023	Meeder Advisory Services, Inc. Dublin, OH	BUY	-	1.95K + 4.69%	$75.3K - $98.4K	43.5K $3.09M
Feb 13, 2024 Q4 2023	Peak6 Investments LLC Chicago, IL	BUY	-	1.94K New	$74.9K - $97.8K	1.94K $138K
Jul 22, 2024 Q4 2023	World Equity Group, Inc. Schaumburg, IL	BUY	-	1.93K + 21.29%	$74.8K - $97.7K	11K $783K
Feb 08, 2024 Q4 2023	Fsb Premier Wealth Management, Inc.	BUY	-	1.93K + 18.71%	$74.7K - $97.5K	12.3K $871K
Feb 13, 2024 Q4 2023	Stephens Inc	BUY	-	1.93K + 2.02%	$74.7K - $97.5K	97.3K $6.92M
Jan 25, 2024 Q4 2023	Meeder Asset Management Inc	BUY	-	1.92K + 35.76%	$74.4K - $97.1K	7.3K $519K
Feb 05, 2024 Q4 2023	Brighton Jones LLC	BUY	-	1.86K + 5.51%	$72K - $94.1K	35.7K $2.53M
Feb 12, 2024 Q4 2023	Evoke Wealth, LLC	BUY	-	1.85K + 34.33%	$71.4K - $93.2K	7.22K $513K
Feb 13, 2024 Q4 2023	Laurel Wealth Advisors LLC Charlotte, NC	BUY	-	1.8K + 8.39%	$69.7K - $91.1K	23.3K $1.66M
Jan 23, 2024 Q4 2023	Breakwater Capital Group Paramus, NJ	BUY	-	1.8K + 13.17%	$69.5K - $90.8K	15.5K $1.1M
Jan 18, 2024 Q4 2023	Successful Portfolios LLC	BUY	-	1.79K + 33.0%	$69.3K - $90.5K	7.22K $513K

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P - Open market or private purchase×

S - Open market or private sale×

V - Transaction voluntarily reported earlier than required×

A - Grant, award, or other acquisition×

D - Sale (or disposition) back to the issuer×

F - Payment of exercise price or tax liability×

I - Discretionary transaction×

M - Exercise of conversion of derivative security×

C - Conversion of derivative security×

E - Expiration of short derivative position×

H - Expiration (or cancellation) of long derivative position with value received×

O - Exercise of out-of-the-money derivative securities×

X - Exercise of in-the-money or at-the-money derivatives securities×

G - Bona fide gift×

L - Small Acquisition×

W - Acquisition or disposition by will or laws×

Z - Deposit into or withdrawal from voting trust×

J - Other acquisition or disposition×

K - Transaction in equity swap or similar instrument×

U - Disposition due to a tender of shares in a change of control transaction×

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Purchases and Sales Made in Q4 2023 in Wells Fargo & Company (WFC)

3.07K

3.04K

3K

2.98K

2.94K

2.94K

2.92K

2.9K

2.9K

2.85K

2.82K

2.8K

2.73K

2.56K

2.53K

2.53K

2.46K

2.33K

2.31K

2.27K

2.22K

2.22K

2.2K

2.2K

2.2K

2.2K

2.17K

2.13K

2.08K

2.07K

2.06K

2.05K

2.05K

2.03K

2.02K

2K

2K

1.99K

1.96K

1.95K

1.94K

1.93K

1.93K

1.93K

1.92K

1.86K

1.85K

1.8K

1.8K

1.79K

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