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 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
41+ 0.84% |
$1.9K - $2.38K
|
4.9K
$409K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
39+ 0.77% |
$1.81K - $2.26K
|
5.08K
$424K
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
37+ 0.76% |
$1.72K - $2.14K
|
4.92K
$411K
|
|
|
May 02, 2024
Q1 2024
|
Hardy Reed LLC
|
BUY
|
- |
36+ 0.68% |
$1.67K - $2.09K
|
5.35K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
36+ 25.9% |
$1.67K - $2.09K
|
175
$14.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.31% |
$1.63K - $2.03K
|
11.2K
$931K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.21% |
$1.58K - $1.97K
|
16.3K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
33+ 0.48% |
$1.53K - $1.91K
|
6.91K
$577K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
33+ 2.01% |
$1.53K - $1.91K
|
1.68K
$140K
|
|
|
Apr 18, 2024
Q1 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
BUY
|
- |
32+ 0.1% |
$1.49K - $1.85K
|
32.1K
$2.68M
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
31+ 20.53% |
$1.44K - $1.8K
|
182
$15.2K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
30+ 0.62% |
$1.39K - $1.74K
|
4.91K
$409K
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
BUY
|
- |
29+ 0.33% |
$1.35K - $1.68K
|
8.69K
$725K
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
29+ 0.03% |
$1.35K - $1.68K
|
101K
$8.42M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29+ 58.0% |
$1.35K - $1.68K
|
79
$6.59K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
28+ 0.54% |
$1.3K - $1.62K
|
5.17K
$432K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
27+ 0.56% |
$1.25K - $1.56K
|
4.88K
$407K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 3.3% |
$1.25K - $1.56K
|
845
$70.5K
|
|
|
Feb 04, 2025
Q1 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
27+ 0.5% |
$1.25K - $1.56K
|
5.44K
$454K
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
26+ 0.44% |
$1.21K - $1.51K
|
5.93K
$495K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
26+ 0.61% |
$1.21K - $1.51K
|
4.27K
$356K
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
25+ 0.6% |
$1.16K - $1.45K
|
4.21K
$351K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
24+ 0.54% |
$1.11K - $1.39K
|
4.47K
$373K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
23+ 0.5% |
$1.07K - $1.33K
|
4.66K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
23+ 0.08% |
$1.07K - $1.33K
|
29.6K
$2.47M
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
22+ 0.22% |
$1.02K - $1.28K
|
10.2K
$849K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
22+ 0.51% |
$1.02K - $1.28K
|
4.35K
$363K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
21+ 0.35% |
$975 - $1.22K
|
5.98K
$499K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
21+ 0.16% |
$975 - $1.22K
|
12.8K
$1.07M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
19+ 0.27% |
$882 - $1.1K
|
7.09K
$592K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
19+ 0.19% |
$882 - $1.1K
|
9.84K
$821K
|
|
|
Apr 05, 2024
Q1 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
18+ 0.01% |
$836 - $1.04K
|
253K
$21.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.3% |
$836 - $1.04K
|
6.06K
$506K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
17+ 0.39% |
$789 - $985
|
4.4K
$367K
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
17+ 0.4% |
$789 - $985
|
4.24K
$354K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
17+ 0.2% |
$789 - $985
|
8.53K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
17+ 0.33% |
$789 - $985
|
5.24K
$437K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
17+ 0.63% |
$789 - $985
|
2.72K
$227K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.13% |
$789 - $985
|
13.5K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
15New |
$697 - $869
|
15
$1.25K
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
15+ 0.26% |
$697 - $869
|
5.86K
$489K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
14+ 0.06% |
$650 - $811
|
23.1K
$1.93M
|
|
|
May 02, 2024
Q1 2024
|
Weil Company, Inc.
|
BUY
|
- |
14+ 0.18% |
$650 - $811
|
7.82K
$653K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
14+ 12.73% |
$650 - $811
|
124
$10.3K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14+ 0.33% |
$650 - $811
|
4.25K
$355K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
14New |
$650 - $811
|
14
$1.17K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
13+ 0.32% |
$604 - $753
|
4.09K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13+ 0.25% |
$604 - $753
|
5.17K
$431K
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
13+ 0.13% |
$604 - $753
|
9.68K
$807K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12+ 13.04% |
$557 - $696
|
104
$8.68K
|