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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
469+ 78.3% |
$18.1K - $23.7K
|
1.07K
$84.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
460+ 180.39% |
$17.8K - $23.2K
|
715
$56.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
451+ 2.76% |
$17.4K - $22.8K
|
16.8K
$1.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
450New |
$17.4K - $22.7K
|
450
$35.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
440New |
$17K - $22.2K
|
440
$34.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
436+ 4.95% |
$16.9K - $22K
|
9.25K
$729K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
435+ 2.71% |
$16.8K - $22K
|
16.5K
$1.3M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
432+ 7.38% |
$16.7K - $21.8K
|
6.29K
$495K
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
431+ 13.87% |
$16.7K - $21.8K
|
3.54K
$279K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
431New |
$16.7K - $21.8K
|
431
$34K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
429+ 8.29% |
$16.6K - $21.7K
|
5.6K
$441K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
429+ 4.67% |
$16.6K - $21.7K
|
9.61K
$757K
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
408+ 0.28% |
$15.8K - $20.6K
|
148K
$11.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
406+ 0.97% |
$15.7K - $20.5K
|
42.2K
$3.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
400+ 2.22% |
$15.5K - $20.2K
|
18.4K
$1.45M
|
|
|
Nov 14, 2024
Q4 2023
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
400+ 4.44% |
$15.5K - $20.2K
|
9.41K
$741K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
399+ 1.76% |
$15.4K - $20.2K
|
23.1K
$1.82M
|
|
|
Dec 11, 2024
Q4 2023
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
396+ 8.52% |
$15.3K - $20K
|
5.04K
$397K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
388+ 1.65% |
$15K - $19.6K
|
23.9K
$1.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
384+ 5.54% |
$14.8K - $19.4K
|
7.32K
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
383+ 14.54% |
$14.8K - $19.3K
|
3.02K
$238K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
380+ 0.87% |
$14.7K - $19.2K
|
44.2K
$3.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
376+ 108.05% |
$14.5K - $19K
|
724
$57.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
374+ 2.16% |
$14.5K - $18.9K
|
17.7K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
349+ 1.13% |
$13.5K - $17.6K
|
31.3K
$2.47M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
344+ 4.75% |
$13.3K - $17.4K
|
7.59K
$598K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
343+ 1.71% |
$13.3K - $17.3K
|
20.4K
$1.61M
|
|
|
Jan 08, 2024
Q4 2023
|
Tealwood Asset Management Inc
|
BUY
|
- |
340+ 1.39% |
$13.1K - $17.2K
|
24.7K
$1.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
339+ 0.56% |
$13.1K - $17.1K
|
61.1K
$4.81M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
339New |
$13.1K - $17.1K
|
339
$26.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
332New |
$12.8K - $16.8K
|
332
$26.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
329+ 0.09% |
$12.7K - $16.6K
|
361K
$28.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
325+ 0.23% |
$12.6K - $16.4K
|
144K
$11.3M
|
|
|
May 01, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
325+ 0.23% |
$12.6K - $16.4K
|
144K
$11.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
323New |
$12.5K - $16.3K
|
323
$25.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
321+ 6.39% |
$12.4K - $16.2K
|
5.34K
$421K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
319New |
$12.3K - $16.1K
|
319
$25.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
317+ 83.86% |
$12.3K - $16K
|
695
$54.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
312+ 3.44% |
$12.1K - $15.8K
|
9.38K
$739K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
307+ 0.37% |
$11.9K - $15.5K
|
82.6K
$6.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
306+ 27.74% |
$11.8K - $15.5K
|
1.41K
$111K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
301+ 12.55% |
$11.6K - $15.2K
|
2.7K
$213K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
301+ 0.46% |
$11.6K - $15.2K
|
66.2K
$5.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
300+ 0.26% |
$11.6K - $15.2K
|
116K
$9.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
300+ 2.58% |
$11.6K - $15.2K
|
11.9K
$939K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$11.6K - $15.2K
|
300
$23.6K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
300+ 22.97% |
$11.6K - $15.2K
|
1.61K
$127K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
293+ 0.55% |
$11.3K - $14.8K
|
53.4K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
286New |
$11.1K - $14.4K
|
286
$22.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
283+ 4.92% |
$10.9K - $14.3K
|
6.04K
$476K
|