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
|
Symmetry Investments LP
|
SELL
|
- |
-20.5K- 66.06% |
$791K - $1.03M
|
10.5K
$763K
|
|
|
Jan 30, 2024
Q4 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-20.5K- 2.01% |
$792K - $1.03M
|
999K
$72.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-20.7K- 6.27% |
$799K - $1.04M
|
309K
$22.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-21K- 2.39% |
$812K - $1.06M
|
857K
$62.2M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-22K- 3.0% |
$849K - $1.11M
|
709K
$51.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.3K- 5.07% |
$861K - $1.12M
|
417K
$30.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-22.9K- 2.52% |
$884K - $1.15M
|
882K
$64M
|
|
|
Feb 08, 2024
Q4 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-23.6K- 0.91% |
$911K - $1.19M
|
2.57M
$186M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-24.4K- 8.21% |
$943K - $1.23M
|
273K
$19.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-24.4K- 44.54% |
$944K - $1.23M
|
30.4K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-24.5K- 6.61% |
$948K - $1.24M
|
346K
$25.1M
|
|
|
Feb 09, 2024
Q4 2023
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-24.6K- 0.61% |
$952K - $1.24M
|
3.98M
$289M
|
|
|
Jan 22, 2024
Q4 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-24.7K- 2.25% |
$955K - $1.25M
|
1.07M
$77.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-24.9K- 22.66% |
$962K - $1.26M
|
84.9K
$6.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-25.1K- 11.88% |
$970K - $1.27M
|
186K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-25.5K- 50.45% |
$984K - $1.29M
|
25K
$1.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-26K- 5.07% |
$1M - $1.31M
|
486K
$35.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-26.7K- 0.81% |
$1.03M - $1.35M
|
3.26M
$236M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-26.8K- 2.02% |
$1.03M - $1.35M
|
1.3M
$94.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-26.9K- 1.11% |
$1.04M - $1.36M
|
2.39M
$173M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-27.2K- 98.41% |
$1.05M - $1.38M
|
441
$32K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-27.4K- 40.05% |
$1.06M - $1.39M
|
41.1K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Uss Investment Management LTD
|
SELL
|
- |
-27.6K- 4.49% |
$1.07M - $1.39M
|
587K
$42.5M
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-27.7K- 3.5% |
$1.07M - $1.4M
|
764K
$55.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-27.7K- 33.0% |
$1.07M - $1.4M
|
56.2K
$4.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-28K- 1.36% |
$1.08M - $1.42M
|
2.04M
$148M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-28.4K- 38.77% |
$1.1M - $1.43M
|
44.8K
$3.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-28.4K- 4.59% |
$1.1M - $1.43M
|
590K
$42.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-28.7K- 20.47% |
$1.11M - $1.45M
|
112K
$8.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-29.9K- 12.88% |
$1.16M - $1.51M
|
202K
$14.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-30K- 99.84% |
$1.16M - $1.51M
|
49
$3.55K
|
|
|
Jan 25, 2024
Q4 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-30K- 15.79% |
$1.16M - $1.52M
|
160K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-31.9K- 52.84% |
$1.23M - $1.61M
|
28.5K
$2.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-32.6K- 3.39% |
$1.26M - $1.64M
|
929K
$67.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-32.6K- 12.4% |
$1.26M - $1.64M
|
230K
$16.7M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-32.9KClosed |
$1.27M - $1.66M
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-33K- 3.88% |
$1.28M - $1.67M
|
818K
$59.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-33.1K- 2.58% |
$1.28M - $1.67M
|
1.25M
$90.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-34K- 72.13% |
$1.31M - $1.72M
|
13.1K
$952K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-34.2K- 75.04% |
$1.32M - $1.73M
|
11.4K
$826K
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-34.3K- 17.99% |
$1.33M - $1.73M
|
156K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-34.9K- 16.69% |
$1.35M - $1.76M
|
174K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-34.9K- 73.29% |
$1.35M - $1.76M
|
12.7K
$923K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-36.1K- 59.95% |
$1.4M - $1.82M
|
24.1K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-36.8K- 2.05% |
$1.42M - $1.86M
|
1.76M
$127M
|
|
|
Feb 14, 2024
Q4 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-37.6K- 59.03% |
$1.45M - $1.9M
|
26.1K
$1.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-39.1K- 52.9% |
$1.51M - $1.98M
|
34.8K
$2.53M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-39.2K- 57.35% |
$1.51M - $1.98M
|
29.1K
$2.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-39.4K- 76.56% |
$1.52M - $1.99M
|
12.1K
$874K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-39.9K- 6.03% |
$1.54M - $2.01M
|
621K
$45.1M
|