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 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.35K- 5.64% |
$284K - $371K
|
123K
$9.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-7.37K- 7.39% |
$285K - $372K
|
92.3K
$6.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-7.45K- 15.56% |
$288K - $376K
|
40.4K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-7.64K- 2.8% |
$296K - $386K
|
265K
$19.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-7.66K- 29.14% |
$296K - $387K
|
18.6K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.78K- 4.79% |
$301K - $393K
|
155K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.83K- 1.49% |
$303K - $396K
|
517K
$38.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-7.86K- 1.66% |
$304K - $397K
|
466K
$34.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-7.87K- 0.55% |
$304K - $397K
|
1.42M
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-7.89K- 4.59% |
$305K - $398K
|
164K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-8.03K- 12.42% |
$311K - $406K
|
56.6K
$4.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Tufton Capital Management
|
SELL
|
- |
-8.06K- 5.71% |
$311K - $407K
|
133K
$9.95M
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-8.07K- 2.48% |
$312K - $408K
|
318K
$23.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-8.09K- 15.43% |
$313K - $408K
|
44.3K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-8.47K- 19.93% |
$327K - $428K
|
34K
$2.54M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-8.65K- 27.76% |
$335K - $437K
|
22.5K
$1.68M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-8.72K- 23.61% |
$337K - $440K
|
28.2K
$2.11M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-8.77K- 0.85% |
$339K - $443K
|
1.03M
$76.9M
|
|
|
Feb 13, 2025
Q4 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-8.82K- 3.3% |
$341K - $445K
|
258K
$19.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-8.9K- 44.42% |
$344K - $449K
|
11.1K
$832K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-8.92K- 7.66% |
$345K - $451K
|
108K
$8.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-8.94K- 41.0% |
$346K - $452K
|
12.9K
$962K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-9K- 2.27% |
$348K - $454K
|
387K
$28.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9.08K- 12.11% |
$351K - $458K
|
65.9K
$4.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-9.18K- 17.53% |
$355K - $463K
|
43.2K
$3.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-9.19K- 23.38% |
$355K - $464K
|
30.1K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-9.39K- 4.74% |
$363K - $474K
|
189K
$14.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-9.55K- 64.61% |
$369K - $483K
|
5.23K
$391K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-9.58K- 27.53% |
$370K - $484K
|
25.2K
$1.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-9.65K- 2.83% |
$373K - $487K
|
331K
$24.8M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-9.68K- 33.9% |
$374K - $489K
|
18.9K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-9.71K- 2.33% |
$375K - $490K
|
407K
$30.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-9.76K- 4.0% |
$378K - $493K
|
234K
$17.5M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9.92K- 2.06% |
$384K - $501K
|
471K
$35.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-10K- 17.23% |
$387K - $505K
|
48K
$3.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10.1K- 15.25% |
$389K - $508K
|
55.9K
$4.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-10.2K- 34.47% |
$394K - $515K
|
19.4K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-10.3K- 2.12% |
$397K - $518K
|
474K
$35.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.4K- 14.05% |
$403K - $526K
|
63.7K
$4.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-10.6K- 16.58% |
$412K - $538K
|
53.5K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.9K- 49.3% |
$420K - $548K
|
11.2K
$834K
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.9K- 25.35% |
$420K - $549K
|
32K
$2.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-10.9K- 9.93% |
$423K - $552K
|
99.2K
$7.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11K- 0.17% |
$424K - $554K
|
6.59M
$492M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-11K- 46.83% |
$427K - $557K
|
12.5K
$936K
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11.1K- 5.51% |
$431K - $562K
|
191K
$14.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-11.2K- 5.86% |
$431K - $564K
|
179K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11.2KClosed |
$433K - $565K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.5K- 15.98% |
$446K - $582K
|
60.6K
$4.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-11.6K- 0.98% |
$447K - $584K
|
1.16M
$86.9M
|