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 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
356+ 1.49% |
$16.5K - $20.6K
|
24.2K
$1.87M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
354+ 4.22% |
$16.4K - $20.5K
|
8.74K
$674K
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
354+ 7.44% |
$16.4K - $20.5K
|
5.12K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
353+ 22.24% |
$16.4K - $20.5K
|
1.94K
$149K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
349+ 0.38% |
$16.2K - $20.2K
|
92.4K
$7.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
348+ 5.01% |
$16.2K - $20.2K
|
7.3K
$562K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
343+ 3.05% |
$15.9K - $19.9K
|
11.6K
$892K
|
|
|
Apr 18, 2024
Q1 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
340+ 2.48% |
$15.8K - $19.7K
|
14.1K
$1.08M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
336+ 2.94% |
$15.6K - $19.5K
|
11.8K
$907K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
330+ 5.62% |
$15.3K - $19.1K
|
6.2K
$478K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
326+ 3.11% |
$15.1K - $18.9K
|
10.8K
$832K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
324+ 4.27% |
$15K - $18.8K
|
7.92K
$610K
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
324+ 5.91% |
$15K - $18.8K
|
5.81K
$447K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
320New |
$14.9K - $18.5K
|
320
$24.6K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
320+ 4.61% |
$14.9K - $18.5K
|
7.26K
$559K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
306+ 2.74% |
$14.2K - $17.7K
|
11.5K
$884K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
300+ 1.79% |
$13.9K - $17.4K
|
17K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
299+ 6.95% |
$13.9K - $17.3K
|
4.6K
$354K
|
|
|
Apr 11, 2024
Q1 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
298+ 5.52% |
$13.8K - $17.3K
|
5.69K
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
296+ 2.42% |
$13.7K - $17.2K
|
12.5K
$967K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
294+ 1.96% |
$13.7K - $17K
|
15.3K
$1.18M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
294+ 1.91% |
$13.7K - $17K
|
15.7K
$1.21M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
292+ 0.84% |
$13.6K - $16.9K
|
35K
$2.7M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
292+ 2.03% |
$13.6K - $16.9K
|
14.7K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
291+ 5.19% |
$13.5K - $16.9K
|
5.89K
$454K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
288New |
$13.4K - $16.7K
|
288
$22.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
287+ 5.9% |
$13.3K - $16.6K
|
5.15K
$397K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
276+ 0.7% |
$12.8K - $16K
|
39.8K
$3.06M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
276+ 2.54% |
$12.8K - $16K
|
11.1K
$859K
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
275+ 3.64% |
$12.8K - $15.9K
|
7.83K
$603K
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
266+ 1.24% |
$12.4K - $15.4K
|
21.8K
$1.68M
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
BUY
|
- |
250+ 11.98% |
$11.6K - $14.5K
|
2.34K
$180K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
250+ 1.52% |
$11.6K - $14.5K
|
16.7K
$1.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
248+ 2.73% |
$11.5K - $14.4K
|
9.33K
$719K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
245+ 7.6% |
$11.4K - $14.2K
|
3.47K
$267K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
244+ 5.45% |
$11.3K - $14.1K
|
4.72K
$364K
|
|
|
May 06, 2024
Q1 2024
|
Karpas Strategies, LLC
|
BUY
|
- |
243+ 0.37% |
$11.3K - $14.1K
|
66.5K
$5.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
241+ 3.68% |
$11.2K - $14K
|
6.8K
$524K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
241+ 5.35% |
$11.2K - $14K
|
4.75K
$366K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
240+ 0.57% |
$11.1K - $13.9K
|
42.2K
$3.25M
|
|
|
May 07, 2024
Q1 2024
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
239+ 0.62% |
$11.1K - $13.9K
|
38.9K
$2.99M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
237+ 4.62% |
$11K - $13.7K
|
5.36K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
236+ 0.49% |
$11K - $13.7K
|
47.9K
$3.69M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
235+ 1.16% |
$10.9K - $13.6K
|
20.5K
$1.58M
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
233+ 5.16% |
$10.8K - $13.5K
|
4.75K
$366K
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
232+ 3.9% |
$10.8K - $13.4K
|
6.18K
$476K
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
BUY
|
- |
228+ 0.11% |
$10.6K - $13.2K
|
210K
$16.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
228+ 3.87% |
$10.6K - $13.2K
|
6.11K
$471K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
222+ 3.95% |
$10.3K - $12.9K
|
5.85K
$451K
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
222+ 3.95% |
$10.3K - $12.9K
|
5.85K
$451K
|