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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-460- 5.33% |
$17.8K - $23.2K
|
8.17K
$643K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-461- 2.07% |
$17.8K - $23.3K
|
21.9K
$1.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-464- 29.42% |
$17.9K - $23.4K
|
1.11K
$87.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-465- 1.91% |
$18K - $23.5K
|
23.9K
$1.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-476- 8.06% |
$18.4K - $24K
|
5.43K
$428K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-480- 8.74% |
$18.6K - $24.2K
|
5.01K
$395K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-485- 4.45% |
$18.8K - $24.5K
|
10.4K
$820K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-485- 1.85% |
$18.8K - $24.5K
|
25.8K
$2.03M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-488- 0.97% |
$18.9K - $24.6K
|
50K
$3.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-491- 15.99% |
$19K - $24.8K
|
2.58K
$203K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-492- 0.36% |
$19K - $24.9K
|
136K
$10.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-495- 6.94% |
$19.1K - $25K
|
6.64K
$523K
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-500- 3.16% |
$19.3K - $25.3K
|
15.3K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-500- 5.66% |
$19.3K - $25.3K
|
8.34K
$657K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-502- 15.43% |
$19.4K - $25.4K
|
2.75K
$217K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-502- 1.9% |
$19.4K - $25.4K
|
25.9K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-505- 4.25% |
$19.5K - $25.5K
|
11.4K
$896K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-509- 2.23% |
$19.7K - $25.7K
|
22.4K
$1.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-515- 4.57% |
$19.9K - $26K
|
10.8K
$848K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-516- 29.95% |
$20K - $26.1K
|
1.21K
$95.1K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-516- 29.95% |
$20K - $26.1K
|
1.21K
$95.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-517- 3.62% |
$20K - $26.1K
|
13.8K
$1.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-527- 2.37% |
$20.4K - $26.6K
|
21.7K
$1.71M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-529- 1.04% |
$20.5K - $26.7K
|
50.6K
$3.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-530- 6.18% |
$20.5K - $26.8K
|
8.05K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-533- 6.89% |
$20.6K - $26.9K
|
7.2K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-534- 0.46% |
$20.6K - $27K
|
115K
$9.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-536- 0.56% |
$20.7K - $27.1K
|
95K
$7.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-541- 1.63% |
$20.9K - $27.3K
|
32.6K
$2.57M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-548- 7.43% |
$21.2K - $27.7K
|
6.83K
$538K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-550- 7.18% |
$21.3K - $27.8K
|
7.11K
$560K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-550- 2.09% |
$21.3K - $27.8K
|
25.8K
$2.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-550- 5.21% |
$21.3K - $27.8K
|
10K
$788K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-553- 5.7% |
$21.4K - $27.9K
|
9.15K
$721K
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-561- 6.33% |
$21.7K - $28.3K
|
8.3K
$654K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-561- 82.26% |
$21.7K - $28.3K
|
121
$9.53K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-565- 7.83% |
$21.8K - $28.5K
|
6.65K
$524K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-566- 4.85% |
$21.9K - $28.6K
|
11.1K
$874K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-567- 8.16% |
$21.9K - $28.6K
|
6.38K
$503K
|
|
|
Feb 01, 2024
Q4 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-567- 1.03% |
$21.9K - $28.6K
|
54.7K
$4.31M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-583- 7.91% |
$22.5K - $29.4K
|
6.79K
$535K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-583- 7.85% |
$22.5K - $29.4K
|
6.84K
$539K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-585- 4.09% |
$22.6K - $29.5K
|
13.7K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-592- 3.4% |
$22.9K - $29.9K
|
16.8K
$1.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-593- 0.59% |
$22.9K - $30K
|
99.4K
$7.83M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-593- 2.43% |
$22.9K - $30K
|
23.8K
$1.87M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-600- 32.14% |
$23.2K - $30.3K
|
1.27K
$99.8K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-600- 12.21% |
$23.2K - $30.3K
|
4.31K
$340K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-600- 3.14% |
$23.2K - $30.3K
|
18.5K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-602- 3.55% |
$23.3K - $30.4K
|
16.3K
$1.29M
|