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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-583- 7.85% |
$22.5K - $29.4K
|
6.84K
$545K
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-585- 4.09% |
$22.6K - $29.5K
|
13.7K
$1.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-592- 3.4% |
$22.9K - $29.9K
|
16.8K
$1.34M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-593- 0.59% |
$22.9K - $30K
|
99.4K
$7.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-593- 2.43% |
$22.9K - $30K
|
23.8K
$1.9M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
SELL
|
- |
-600- 32.14% |
$23.2K - $30.3K
|
1.27K
$101K
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-600- 12.21% |
$23.2K - $30.3K
|
4.31K
$344K
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-600- 3.14% |
$23.2K - $30.3K
|
18.5K
$1.48M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-602- 3.55% |
$23.3K - $30.4K
|
16.3K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-612- 2.91% |
$23.7K - $30.9K
|
20.4K
$1.63M
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-618- 0.57% |
$23.9K - $31.2K
|
107K
$8.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-621- 1.91% |
$24K - $31.4K
|
31.9K
$2.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-625- 2.07% |
$24.2K - $31.6K
|
29.6K
$2.36M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-625- 7.56% |
$24.2K - $31.6K
|
7.64K
$609K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-627- 1.98% |
$24.2K - $31.7K
|
31K
$2.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-638- 1.01% |
$24.7K - $32.2K
|
62.4K
$4.97M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-642- 1.43% |
$24.8K - $32.4K
|
44.3K
$3.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-648- 1.7% |
$25.1K - $32.7K
|
37.6K
$2.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-650- 5.88% |
$25.1K - $32.8K
|
10.4K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-654- 3.69% |
$25.3K - $33K
|
17.1K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-656- 1.39% |
$25.4K - $33.1K
|
46.5K
$3.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-656- 20.75% |
$25.4K - $33.1K
|
2.51K
$200K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-675- 9.78% |
$26.1K - $34.1K
|
6.23K
$497K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-678- 5.69% |
$26.2K - $34.2K
|
11.2K
$895K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-680- 6.36% |
$26.3K - $34.3K
|
10K
$798K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-691- 11.19% |
$26.7K - $34.9K
|
5.48K
$437K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-699- 5.87% |
$27K - $35.3K
|
11.2K
$894K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-705- 10.63% |
$27.3K - $35.6K
|
5.93K
$473K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-711- 7.71% |
$27.5K - $35.9K
|
8.51K
$678K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-713- 25.46% |
$27.6K - $36K
|
2.09K
$166K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-714- 5.37% |
$27.6K - $36.1K
|
12.6K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-717- 11.64% |
$27.7K - $36.2K
|
5.44K
$434K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-718- 9.8% |
$27.8K - $36.3K
|
6.61K
$526K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-720- 10.66% |
$27.8K - $36.4K
|
6.04K
$481K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-720- 3.09% |
$27.8K - $36.4K
|
22.6K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-730- 10.6% |
$28.2K - $36.9K
|
6.16K
$491K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-732- 2.57% |
$28.3K - $37K
|
27.7K
$2.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-738- 8.71% |
$28.5K - $37.3K
|
7.73K
$616K
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-742- 12.35% |
$28.7K - $37.5K
|
5.27K
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-746- 4.86% |
$28.8K - $37.7K
|
14.6K
$1.16M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-748- 11.73% |
$28.9K - $37.8K
|
5.63K
$449K
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-750- 1.56% |
$29K - $37.9K
|
47.2K
$3.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-756- 13.34% |
$29.2K - $38.2K
|
4.91K
$391K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-758- 14.47% |
$29.3K - $38.3K
|
4.48K
$357K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-761- 3.36% |
$29.4K - $38.4K
|
21.9K
$1.75M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-775- 5.77% |
$30K - $39.1K
|
12.7K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-789- 0.64% |
$30.5K - $39.9K
|
123K
$9.79M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-809- 2.98% |
$31.3K - $40.9K
|
26.3K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-816- 5.65% |
$31.6K - $41.2K
|
13.6K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-828- 8.17% |
$32K - $41.8K
|
9.31K
$742K
|