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

WFC Quotes by TradingView

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 18, 2024 Q4 2023
Wilsey Asset Management Inc

SELL
 -
-2.27K
- 0.37%
$87.6K - $114K
607K $48.9M
Feb 09, 2024 Q4 2023
Nemes Rush Group LLC

Novi, MI
SELL
 -
-2.27K
- 95.62%
$87.8K - $115K
104 $8.38K
Feb 14, 2024 Q4 2023
Rockbridge Investment Management, Lcc

Syracuse, NY
SELL
 -
-2.29K
- 51.43%
$88.4K - $115K
2.16K $174K
Feb 14, 2024 Q4 2023
Zacks Investment Management

Chicago, IL
SELL
 -
-2.31K
- 24.55%
$89.2K - $117K
7.09K $572K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

SELL
 -
-2.32K
- 5.81%
$89.8K - $117K
37.7K $3.03M
Feb 05, 2024 Q4 2023
Mather Group, Llc.

Chicago, IL
SELL
 -
-2.37K
- 12.4%
$91.6K - $120K
16.7K $1.35M
Jul 31, 2024 Q4 2023
Rothschild Investment LLC

Chicago, IL
SELL
 -
-2.4K
- 8.34%
$92.9K - $121K
26.4K $2.13M
Feb 13, 2024 Q4 2023
Brandywine Trust CO

Hockessin, DE
SELL
 -
-2.44K
- 1.01%
$94.4K - $123K
239K $19.2M
Jan 18, 2024 Q4 2023
Brookmont Capital Management

Dallas, TX
SELL
 -
-2.45K
- 2.59%
$94.7K - $124K
92K $7.42M
Feb 09, 2024 Q4 2023
Barr E S & CO

Lexington, KY
SELL
 -
-2.45K
- 2.42%
$94.7K - $124K
98.9K $7.97M
Jan 10, 2024 Q4 2023
Ivc Wealth Advisors LLC

SELL
 -
-2.47K
- 14.01%
$95.4K - $125K
15.1K $1.22M
Jan 17, 2024 Q4 2023
Pfg Investments, LLC

Woodbury, NY
SELL
 -
-2.48K
- 24.8%
$95.8K - $125K
7.51K $605K
Feb 06, 2024 Q4 2023
Blue Barn Wealth, LLC

SELL
 -
-2.49K
- 21.9%
$96.1K - $126K
8.87K $714K
Feb 12, 2024 Q4 2023
Mufg Securities Emea PLC

London, X0
SELL
 -
-2.49K
- 48.64%
$96.3K - $126K
2.63K $212K
Feb 01, 2024 Q4 2023
First National Bank Sioux Falls

SELL
 -
-2.5K
- 13.54%
$96.7K - $126K
16K $1.29M
Feb 13, 2024 Q4 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-2.53K
- 22.39%
$97.8K - $128K
8.76K $706K
Feb 12, 2024 Q4 2023
Analyst Ims Investment Management Services Ltd.

SELL
 -
-2.53K
- 14.45%
$98K - $128K
15K $1.21M
Jan 22, 2024 Q4 2023
Bank Hapoalim Bm

SELL
 -
-2.55K
- 33.22%
$98.4K - $129K
5.12K $412K
Jan 19, 2024 Q4 2023
Cohen Investment Advisors LLC

SELL
 -
-2.57K
- 5.92%
$99.4K - $130K
40.9K $3.29M
Jan 30, 2024 Q4 2023
Sumitomo Life Insurance CO

SELL
 -
-2.58K
- 4.93%
$99.6K - $130K
49.6K $4M
Feb 09, 2024 Q4 2023
Banco Santander, S.A.

SELL
 -
-2.59K
- 2.55%
$100K - $131K
99.2K $8M
Feb 12, 2024 Q4 2023
Fiduciary Trust CO

Boston, MA
SELL
 -
-2.6K
- 5.41%
$100K - $131K
45.4K $3.66M
Jan 16, 2024 Q4 2023
Simon Quick Advisors, LLC

SELL
 -
-2.62K
- 29.65%
$101K - $132K
6.21K $501K
Feb 12, 2024 Q4 2023
S&Co Inc

Boston, MA
SELL
 -
-2.65K
- 4.38%
$102K - $134K
57.8K $4.66M
Feb 08, 2024 Q4 2023
Heartland Advisors Inc

Milwaukee, WI
SELL
 -
-2.66K
- 6.44%
$103K - $134K
38.6K $3.11M
Feb 05, 2024 Q4 2023
Transcend Capital Advisors, LLC

SELL
 -
-2.74K
- 5.31%
$106K - $138K
48.9K $3.94M
Jan 09, 2024 Q4 2023
Perkins Coie Trust CO

SELL
 -
-2.75K
- 4.78%
$106K - $139K
54.7K $4.41M
Feb 29, 2024 Q4 2023
Quintet Private Bank (Europe) S.A.

Luxembourg, N4
SELL
 -
-2.75K
- 54.11%
$106K - $139K
2.33K $188K
Feb 22, 2024 Q4 2023
Auxier Asset Management

Aurora, OR
SELL
 -
-2.78K
- 7.4%
$107K - $140K
34.7K $2.8M
Jan 08, 2024 Q4 2023
Fragasso Group Inc.

Pittsburgh, PA
SELL
 -
-2.79K
- 14.11%
$108K - $141K
17K $1.37M
Feb 13, 2024 Q4 2023
Kcm Investment Advisors LLC

Greenbrae, CA
SELL
 -
-2.81K
- 5.87%
$109K - $142K
45.1K $3.63M
May 30, 2024 Q4 2023
Lake Street Advisors Group, LLC

SELL
 -
-2.83K
- 11.34%
$109K - $143K
22.1K $1.78M
Feb 14, 2024 Q4 2023
Rational Advisors LLC

Huntington, NY
SELL
 -
-2.83K
Closed
$110K - $143K
0 $0
Feb 12, 2024 Q4 2023
Hoey Investments, Inc

Coatesville, PA
SELL
 -
-2.85K
- 2.4%
$110K - $144K
115K $9.31M
Feb 14, 2024 Q4 2023
Candriam S.C.A.

SELL
 -
-2.85K
- 31.59%
$110K - $144K
6.18K $498K
Feb 14, 2024 Q4 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-2.86K
- 5.01%
$111K - $145K
54.2K $4.37M
Feb 12, 2024 Q4 2023
Operose Advisors LLC

Milwaukee, WI
SELL
 -
-2.89K
- 17.91%
$112K - $146K
13.2K $1.07M
Feb 13, 2024 Q4 2023
First National Bank Of Omaha

Omaha, NE
SELL
 -
-2.89K
- 2.69%
$112K - $146K
105K $8.44M
Jan 10, 2024 Q4 2023
North Star Investment Management Corp.

Chicago, IL
SELL
 -
-2.94K
- 16.42%
$114K - $148K
15K $1.2M
Jan 29, 2024 Q4 2023
Kanawha Capital Management LLC

SELL
 -
-2.95K
- 13.96%
$114K - $149K
18.2K $1.47M
Jan 25, 2024 Q4 2023
Walter & Keenan Wealth Management LLC

SELL
 -
-2.95K
- 9.3%
$114K - $149K
28.8K $2.32M
Feb 14, 2024 Q4 2023
Titleist Asset Management, LLC

San Antonio, TX
SELL
 -
-2.97K
- 39.44%
$115K - $150K
4.56K $367K
Jan 26, 2024 Q4 2023
Capital Square, LLC

SELL
 -
-3.02K
- 37.64%
$117K - $152K
5K $403K
Jan 16, 2024 Q4 2023
Apcm Wealth Management For Individuals

SELL
 -
-3.02K
- 33.33%
$117K - $153K
6.05K $487K
Jan 29, 2024 Q4 2023
Crestwood Advisors Group LLC

SELL
 -
-3.04K
- 7.44%
$117K - $153K
37.8K $3.04M
Feb 06, 2024 Q4 2023
Sapient Capital LLC

Indianapolis, IN
SELL
 -
-3.07K
- 20.77%
$119K - $155K
11.7K $944K
Feb 02, 2024 Q4 2023
White Pine Capital LLC

Golden Valley, MN
SELL
 -
-3.1K
- 6.52%
$120K - $156K
44.4K $3.58M
Jan 31, 2024 Q4 2023
Check Capital Management Inc

SELL
 -
-3.11K
- 31.16%
$120K - $157K
6.86K $553K
Feb 07, 2024 Q4 2023
Iams Wealth Management, LLC

Omaha, NE
SELL
 -
-3.18K
- 7.56%
$123K - $160K
38.8K $3.13M

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