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 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
106+ 2.46% |
$4.92K - $6.14K
|
4.42K
$356K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
104+ 0.73% |
$4.83K - $6.03K
|
14.4K
$1.16M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
104+ 0.71% |
$4.83K - $6.03K
|
14.7K
$1.18M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
103+ 2.22% |
$4.78K - $5.97K
|
4.75K
$383K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
102+ 1.7% |
$4.74K - $5.91K
|
6.1K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
101+ 9.69% |
$4.69K - $5.85K
|
1.14K
$92K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
98+ 2.38% |
$4.55K - $5.68K
|
4.21K
$339K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
97New |
$4.5K - $5.62K
|
97
$7.81K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
95+ 30.55% |
$4.41K - $5.51K
|
406
$32.7K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
95+ 6.74% |
$4.41K - $5.51K
|
1.5K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
94+ 0.71% |
$4.37K - $5.45K
|
13.3K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
93+ 0.25% |
$4.32K - $5.39K
|
37.2K
$2.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
92+ 1.42% |
$4.27K - $5.33K
|
6.55K
$528K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
89+ 1.73% |
$4.13K - $5.16K
|
5.22K
$420K
|
|
|
May 15, 2024
Q1 2024
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
89+ 0.43% |
$4.13K - $5.16K
|
20.6K
$1.65M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
87+ 1.8% |
$4.04K - $5.04K
|
4.93K
$396K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
85+ 12.43% |
$3.95K - $4.93K
|
769
$61.9K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
84+ 1.17% |
$3.9K - $4.87K
|
7.23K
$582K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
83+ 1.72% |
$3.85K - $4.81K
|
4.91K
$395K
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
80+ 41.03% |
$3.72K - $4.64K
|
275
$22.1K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 10.0% |
$3.72K - $4.64K
|
880
$70.8K
|
|
|
May 13, 2024
Q1 2024
|
Excalibur Management Corp
|
BUY
|
- |
80+ 0.39% |
$3.72K - $4.64K
|
20.6K
$1.66M
|
|
|
Aug 07, 2025
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 10.0% |
$3.72K - $4.64K
|
880
$70.8K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
79+ 5.39% |
$3.67K - $4.58K
|
1.54K
$124K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
79+ 4.15% |
$3.67K - $4.58K
|
1.98K
$160K
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
77+ 1.68% |
$3.58K - $4.46K
|
4.67K
$376K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
75+ 0.31% |
$3.48K - $4.35K
|
23.9K
$1.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
74+ 0.5% |
$3.44K - $4.29K
|
14.7K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
72New |
$3.34K - $4.17K
|
72
$5.8K
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
72+ 0.88% |
$3.34K - $4.17K
|
8.28K
$667K
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
70+ 0.23% |
$3.25K - $4.06K
|
30.1K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
70+ 0.32% |
$3.25K - $4.06K
|
22.2K
$1.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
66+ 2.23% |
$3.07K - $3.83K
|
3.02K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
66+ 1.61% |
$3.07K - $3.83K
|
4.18K
$336K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
65+ 17.33% |
$3.02K - $3.77K
|
440
$35.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
63+ 4.14% |
$2.93K - $3.65K
|
1.59K
$128K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
BUY
|
- |
62+ 0.73% |
$2.88K - $3.59K
|
8.56K
$689K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
59+ 0.74% |
$2.74K - $3.42K
|
8.06K
$649K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
59+ 0.22% |
$2.74K - $3.42K
|
26.8K
$2.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
BUY
|
- |
58+ 0.63% |
$2.69K - $3.36K
|
9.21K
$741K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
57New |
$2.65K - $3.3K
|
57
$4.59K
|
|
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
57+ 0.11% |
$2.65K - $3.3K
|
52.1K
$4.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
55+ 55.0% |
$2.55K - $3.19K
|
155
$12.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
53+ 0.93% |
$2.46K - $3.07K
|
5.75K
$463K
|
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
53+ 0.06% |
$2.46K - $3.07K
|
87.2K
$7.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
52+ 0.96% |
$2.41K - $3.01K
|
5.48K
$441K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
50+ 0.33% |
$2.32K - $2.9K
|
15.2K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
49+ 2.16% |
$2.28K - $2.84K
|
2.32K
$186K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
47+ 1.12% |
$2.18K - $2.72K
|
4.24K
$341K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
47+ 19.26% |
$2.18K - $2.72K
|
291
$23.4K
|