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
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.88K- 0.66% |
$189K - $246K
|
731K
$57.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.93K- 51.87% |
$191K - $249K
|
4.57K
$360K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-4.93K- 17.35% |
$191K - $249K
|
23.5K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-4.95K- 4.95% |
$191K - $250K
|
95K
$7.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-4.96K- 52.1% |
$192K - $250K
|
4.56K
$359K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-4.99K- 17.44% |
$193K - $252K
|
23.6K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-5K- 23.62% |
$193K - $252K
|
16.2K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.04K- 0.22% |
$195K - $254K
|
2.29M
$180M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.12K- 22.68% |
$198K - $259K
|
17.5K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.12K- 1.85% |
$198K - $259K
|
272K
$21.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-5.2K- 36.6% |
$201K - $263K
|
9.01K
$710K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-5.28K- 7.72% |
$204K - $267K
|
63.1K
$4.97M
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-5.28K- 2.11% |
$204K - $267K
|
245K
$19.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-5.43K- 8.77% |
$210K - $274K
|
56.4K
$4.45M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.65K- 29.25% |
$218K - $285K
|
13.7K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-5.71K- 17.58% |
$221K - $288K
|
26.8K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-5.73K- 51.43% |
$222K - $290K
|
5.41K
$427K
|
|
|
Feb 09, 2024
Q4 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-5.88K- 3.95% |
$227K - $297K
|
143K
$11.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Qv Investors Inc.
|
SELL
|
- |
-5.88K- 2.17% |
$227K - $297K
|
266K
$20.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.99K- 59.73% |
$232K - $303K
|
4.04K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-6K- 2.44% |
$232K - $303K
|
240K
$18.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-6.04K- 8.35% |
$234K - $305K
|
66.3K
$5.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-6.11K- 42.79% |
$236K - $309K
|
8.17K
$644K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-6.17K- 0.82% |
$239K - $312K
|
750K
$59.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-6.33K- 2.52% |
$245K - $320K
|
245K
$19.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-6.42K- 8.1% |
$248K - $324K
|
72.8K
$5.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-6.43K- 35.53% |
$249K - $325K
|
11.7K
$919K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.43K- 4.13% |
$249K - $325K
|
149K
$11.8M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-6.52K- 34.3% |
$252K - $330K
|
12.5K
$985K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.64K- 44.95% |
$257K - $335K
|
8.13K
$640K
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-6.66K- 31.38% |
$257K - $336K
|
14.6K
$1.15M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-6.73K- 51.71% |
$260K - $340K
|
6.29K
$495K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.75K- 24.29% |
$261K - $341K
|
21K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-6.8K- 6.31% |
$263K - $343K
|
101K
$7.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.07K- 19.11% |
$273K - $357K
|
29.9K
$2.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-7.1K- 3.13% |
$275K - $359K
|
220K
$17.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-7.13K- 3.25% |
$276K - $360K
|
212K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-7.28K- 54.0% |
$282K - $368K
|
6.21K
$489K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.31K- 20.26% |
$282K - $369K
|
28.7K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.32K- 65.85% |
$283K - $370K
|
3.8K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.35K- 5.64% |
$284K - $371K
|
123K
$9.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7.37K- 7.39% |
$285K - $372K
|
92.3K
$7.28M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-7.45K- 15.56% |
$288K - $376K
|
40.4K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-7.64K- 2.8% |
$296K - $386K
|
265K
$20.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.66K- 29.14% |
$296K - $387K
|
18.6K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.78K- 4.79% |
$301K - $393K
|
155K
$12.2M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.83K- 1.49% |
$303K - $396K
|
517K
$40.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7.86K- 1.66% |
$304K - $397K
|
466K
$36.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-7.87K- 0.55% |
$304K - $397K
|
1.42M
$112M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.89K- 4.59% |
$305K - $398K
|
164K
$12.9M
|