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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.07K+ 3.68% |
$41.2K - $53.8K
|
30K
$2.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.07K+ 7.85% |
$41.2K - $53.8K
|
14.6K
$1.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.06K+ 11.71% |
$41.1K - $53.6K
|
10.1K
$817K
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.06K+ 6.11% |
$41K - $53.5K
|
18.4K
$1.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
1.04K+ 4.24% |
$40.1K - $52.4K
|
25.5K
$2.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.03K+ 0.53% |
$39.7K - $51.8K
|
193K
$15.6M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.01KNew |
$38.9K - $50.8K
|
1.01K
$81.1K
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
BUY
|
- |
1K+ 11.43% |
$38.7K - $50.5K
|
9.75K
$786K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1KNew |
$38.7K - $50.5K
|
1K
$80.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Factorial Partners, LLC
|
BUY
|
- |
1K+ 1.07% |
$38.7K - $50.5K
|
94.8K
$7.64M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
997+ 15.99% |
$38.6K - $50.4K
|
7.23K
$583K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
995New |
$38.5K - $50.3K
|
995
$80.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
985+ 10.49% |
$38.1K - $49.8K
|
10.4K
$836K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
979New |
$37.9K - $49.4K
|
979
$78.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
973+ 31.6% |
$37.6K - $49.1K
|
4.05K
$327K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
972+ 1.18% |
$37.6K - $49.1K
|
83.2K
$6.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
967+ 11.49% |
$37.4K - $48.8K
|
9.38K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
964+ 8.29% |
$37.3K - $48.7K
|
12.6K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
954+ 0.34% |
$36.9K - $48.2K
|
283K
$22.8M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
924+ 37.12% |
$35.7K - $46.7K
|
3.41K
$275K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
917+ 11.85% |
$35.5K - $46.3K
|
8.66K
$698K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
913+ 0.62% |
$35.3K - $46.1K
|
149K
$12M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
900+ 6.18% |
$34.8K - $45.5K
|
15.5K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
897+ 6.37% |
$34.7K - $45.3K
|
15K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
897New |
$34.7K - $45.3K
|
897
$72.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
896New |
$34.6K - $45.3K
|
896
$72.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
895+ 63.88% |
$34.6K - $45.2K
|
2.3K
$185K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
885+ 1.76% |
$34.2K - $44.7K
|
51.3K
$4.13M
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
878+ 0.23% |
$34K - $44.3K
|
382K
$30.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
869+ 0.2% |
$33.6K - $43.9K
|
432K
$34.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
866New |
$33.5K - $43.7K
|
866
$69.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
851New |
$32.9K - $43K
|
851
$68.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
845+ 13.41% |
$32.7K - $42.7K
|
7.15K
$576K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
825+ 10.14% |
$31.9K - $41.7K
|
8.96K
$722K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
824+ 14.72% |
$31.9K - $41.6K
|
6.42K
$518K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
800+ 75.83% |
$30.9K - $40.4K
|
1.86K
$149K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
800+ 67.8% |
$30.9K - $40.4K
|
1.98K
$160K
|
|
|
Jan 26, 2024
Q4 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
800+ 7.69% |
$30.9K - $40.4K
|
11.2K
$903K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
800New |
$30.9K - $40.4K
|
800
$64.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
798+ 1.8% |
$30.9K - $40.3K
|
45.1K
$3.64M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
785+ 3.48% |
$30.4K - $39.7K
|
23.4K
$1.88M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
784+ 8.85% |
$30.3K - $39.6K
|
9.65K
$777K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
782+ 9.0% |
$30.2K - $39.5K
|
9.47K
$763K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
780+ 3.98% |
$30.2K - $39.4K
|
20.4K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
780+ 0.34% |
$30.2K - $39.4K
|
228K
$18.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
772+ 3.35% |
$29.9K - $39K
|
23.8K
$1.92M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
759+ 592.97% |
$29.4K - $38.3K
|
887
$71.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
739+ 6.7% |
$28.6K - $37.3K
|
11.8K
$949K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
723+ 4.02% |
$28K - $36.5K
|
18.7K
$1.51M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
718+ 20.91% |
$27.8K - $36.3K
|
4.15K
$335K
|