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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.3K+ 96.02% |
$474K - $620K
|
25K
$1.97M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
12.1KNew |
$469K - $613K
|
12.1K
$956K
|
|
|
Feb 13, 2024
Q4 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
12.1KNew |
$467K - $610K
|
12.1K
$951K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
12K+ 22.51% |
$465K - $607K
|
65.5K
$5.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
11.9KNew |
$460K - $601K
|
11.9K
$937K
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
11.8KNew |
$457K - $597K
|
11.8K
$932K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
11.7KNew |
$453K - $591K
|
11.7K
$922K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
11.7KNew |
$451K - $588K
|
11.7K
$918K
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
11.5K+ 54.38% |
$444K - $580K
|
32.6K
$2.57M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.4KNew |
$442K - $578K
|
11.4K
$902K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
11.4K+ 169.1% |
$441K - $577K
|
18.2K
$1.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
11.4K+ 28.32% |
$440K - $575K
|
51.5K
$4.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 9.58% |
$435K - $569K
|
129K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.1KNew |
$431K - $563K
|
11.1K
$879K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
11K+ 18.06% |
$424K - $554K
|
71.7K
$5.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
10.9KNew |
$423K - $553K
|
10.9K
$863K
|
|
|
Feb 12, 2024
Q4 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
10.9K+ 13.45% |
$420K - $549K
|
91.7K
$7.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
10.5K+ 24.31% |
$406K - $531K
|
53.7K
$4.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.5K+ 2.55% |
$406K - $530K
|
422K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
10.5KNew |
$405K - $530K
|
10.5K
$826K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
10.5KNew |
$405K - $529K
|
10.5K
$826K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.5K+ 4.14% |
$405K - $529K
|
263K
$20.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
10.3KNew |
$400K - $522K
|
10.3K
$815K
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
10.3KNew |
$396K - $518K
|
10.3K
$808K
|
|
|
Feb 14, 2024
Q4 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
10.2K+ 1.7% |
$395K - $516K
|
611K
$48.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10.2KNew |
$393K - $513K
|
10.2K
$801K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
10K+ 151.97% |
$387K - $505K
|
16.6K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Denali Advisors LLC
|
BUY
|
- |
9.9KNew |
$383K - $500K
|
9.9K
$780K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
9.86K+ 8.11% |
$381K - $498K
|
131K
$10.4M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
BUY
|
- |
9.85K+ 114.48% |
$381K - $498K
|
18.5K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
9.7KNew |
$375K - $490K
|
9.7K
$764K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
9.67K+ 11.54% |
$374K - $489K
|
93.5K
$7.37M
|
|
|
Nov 13, 2024
Q4 2023
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
9.61KNew |
$371K - $485K
|
9.61K
$757K
|
|
|
Jan 08, 2024
Q4 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
9.53K+ 86.04% |
$368K - $481K
|
20.6K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
9.52K+ 15.07% |
$368K - $481K
|
72.7K
$5.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
9.5K+ 8.81% |
$367K - $480K
|
117K
$9.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.45K+ 91.42% |
$365K - $477K
|
19.8K
$1.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
9.44K+ 22.19% |
$365K - $477K
|
52K
$4.1M
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
9.43K+ 0.37% |
$365K - $476K
|
2.53M
$199M
|
|
|
Feb 12, 2024
Q4 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
9.34K+ 9.54% |
$361K - $472K
|
107K
$8.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
9.31K+ 0.11% |
$360K - $470K
|
8.65M
$681M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
9.03KNew |
$349K - $456K
|
9.03K
$712K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.94K+ 2.64% |
$346K - $452K
|
348K
$27.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
8.91KNew |
$345K - $450K
|
8.91K
$702K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.89K+ 3.76% |
$344K - $449K
|
245K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
8.89KNew |
$344K - $449K
|
8.89K
$700K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
8.8K+ 7157.72% |
$340K - $445K
|
8.93K
$703K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8.7K+ 4.35% |
$337K - $440K
|
209K
$16.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Summa Corp.
Tomball, TX |
BUY
|
- |
8.7KNew |
$336K - $439K
|
8.7K
$686K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
8.67K+ 3.08% |
$335K - $438K
|
291K
$22.9M
|