Purchases and Sales Made in Q1 2024 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
619+ 0.37% |
$28.7K - $35.9K
|
166K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
601+ 0.5% |
$27.9K - $34.8K
|
121K
$9.34M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
600New |
$27.9K - $34.8K
|
600
$46.2K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
595+ 0.46% |
$27.6K - $34.5K
|
129K
$9.97M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
593+ 10.45% |
$27.5K - $34.4K
|
6.27K
$483K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
587+ 6.88% |
$27.3K - $34K
|
9.11K
$702K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
582+ 2.22% |
$27K - $33.7K
|
26.8K
$2.07M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
578+ 14.22% |
$26.8K - $33.5K
|
4.64K
$358K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
571+ 2.39% |
$26.5K - $33.1K
|
24.5K
$1.89M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
557+ 7.12% |
$25.9K - $32.3K
|
8.38K
$646K
|
|
|
Apr 19, 2024
Q1 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
550+ 1.77% |
$25.5K - $31.9K
|
31.6K
$2.43M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
BUY
|
- |
541+ 3.95% |
$25.1K - $31.4K
|
14.2K
$1.1M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
539+ 3.85% |
$25K - $31.2K
|
14.5K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
531+ 4.03% |
$24.7K - $30.8K
|
13.7K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
522+ 26.09% |
$24.2K - $30.3K
|
2.52K
$194K
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
522+ 2.65% |
$24.2K - $30.3K
|
20.2K
$1.56M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
513+ 5.7% |
$23.8K - $29.7K
|
9.51K
$733K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
506+ 0.74% |
$23.5K - $29.3K
|
68.5K
$5.28M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
501+ 2.23% |
$23.3K - $29K
|
23K
$1.77M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
500+ 2.84% |
$23.2K - $29K
|
18.1K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
500+ 8.79% |
$23.2K - $29K
|
6.19K
$477K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
500New |
$23.2K - $29K
|
500
$38.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
496+ 0.79% |
$23K - $28.7K
|
62.9K
$4.85M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
490+ 2.08% |
$22.8K - $28.4K
|
24.1K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
481+ 8.49% |
$22.3K - $27.9K
|
6.15K
$473K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
471+ 7.7% |
$21.9K - $27.3K
|
6.59K
$508K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
463+ 9.32% |
$21.5K - $26.8K
|
5.43K
$418K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
462+ 0.56% |
$21.5K - $26.8K
|
83.1K
$6.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
BUY
|
- |
452+ 0.18% |
$21K - $26.2K
|
256K
$19.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
449+ 3.13% |
$20.9K - $26K
|
14.8K
$1.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
443+ 6.28% |
$20.6K - $25.7K
|
7.5K
$577K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
439+ 6.08% |
$20.4K - $25.4K
|
7.66K
$590K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
436+ 66.87% |
$20.2K - $25.3K
|
1.09K
$83.8K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
436+ 7.16% |
$20.2K - $25.3K
|
6.53K
$503K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
425New |
$19.7K - $24.6K
|
425
$32.7K
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
423+ 1.82% |
$19.6K - $24.5K
|
23.7K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
418+ 115.79% |
$19.4K - $24.2K
|
779
$60K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
413+ 6.12% |
$19.2K - $23.9K
|
7.16K
$551K
|
|
|
Apr 25, 2024
Q1 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
400New |
$18.6K - $23.2K
|
400
$30.8K
|
|
|
Apr 26, 2024
Q1 2024
|
First National Trust CO
|
BUY
|
- |
397+ 2.18% |
$18.4K - $23K
|
18.6K
$1.44M
|
|
|
Apr 15, 2024
Q1 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
393+ 2.95% |
$18.3K - $22.8K
|
13.7K
$1.06M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
391+ 3.0% |
$18.2K - $22.7K
|
13.4K
$1.03M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
383+ 1.42% |
$17.8K - $22.2K
|
27.3K
$2.1M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
378+ 8.43% |
$17.6K - $21.9K
|
4.86K
$374K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
375New |
$17.4K - $21.7K
|
375
$28.9K
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
373+ 8.87% |
$17.3K - $21.6K
|
4.58K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
373+ 4.26% |
$17.3K - $21.6K
|
9.13K
$704K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
357+ 7.26% |
$16.6K - $20.7K
|
5.27K
$406K
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
356+ 1.02% |
$16.5K - $20.6K
|
35.2K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
356+ 4.92% |
$16.5K - $20.6K
|
7.59K
$585K
|