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 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
11+ 3.03% |
$511 - $638
|
374
$28.8K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.55% |
$464 - $580
|
1.83K
$141K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
10+ 0.23% |
$464 - $580
|
4.33K
$334K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
9+ 2.82% |
$418 - $522
|
328
$25.3K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 2.74% |
$418 - $522
|
337
$26K
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7+ 0.04% |
$325 - $406
|
18.9K
$1.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 0.5% |
$279 - $348
|
1.21K
$93.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
6+ 0.04% |
$279 - $348
|
14.8K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6+ 0.06% |
$279 - $348
|
10.4K
$801K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
5+ 0.22% |
$232 - $290
|
2.3K
$177K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.2% |
$232 - $290
|
2.52K
$194K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.06% |
$232 - $290
|
8.7K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
5+ 0.37% |
$232 - $290
|
1.36K
$104K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.16% |
$186 - $232
|
2.58K
$199K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
3+ 0.0% |
$139 - $174
|
194K
$14.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.28% |
$139 - $174
|
1.06K
$81.5K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3+ 0.06% |
$139 - $174
|
4.72K
$363K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.71% |
$139 - $174
|
425
$32.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3+ 0.03% |
$139 - $174
|
11.1K
$852K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.48% |
$139 - $174
|
632
$48.7K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 300.0% |
$139 - $174
|
4
$308
|
|
|
Dec 11, 2024
Q1 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
BUY
|
- |
3+ 0.06% |
$139 - $174
|
5.05K
$389K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.67% |
$92.9 - $116
|
299
$23K
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$92.9 - $116
|
10.8K
$831K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$92.9 - $116
|
6.04K
$465K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.35% |
$92.9 - $116
|
577
$44.4K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.01% |
$92.9 - $116
|
28.5K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
2+ 0.43% |
$92.9 - $116
|
467
$36K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2+ 0.03% |
$92.9 - $116
|
6.37K
$490K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.92% |
$92.9 - $116
|
219
$16.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.44% |
$46.4 - $58
|
226
$17.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.39% |
$46.4 - $58
|
259
$20K
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1+ 0.02% |
$46.4 - $58
|
5.39K
$415K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.51% |
$46.4 - $58
|
196
$15.1K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.01% |
$46.4 - $58
|
8.76K
$675K
|
|
|
May 10, 2024
Q1 2024
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1+ 0.01% |
$46.4 - $58
|
15.1K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$46.4 - $58
|
9.82K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.02% |
$46.4 - $58
|
4.43K
$341K
|
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1+ 0.49% |
$46.4 - $58
|
206
$15.9K
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1- 0.01% |
$46.4 - $58
|
6.81K
$525K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-1- 0.26% |
$46.4 - $58
|
383
$29.5K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-1Closed |
$46.4 - $58
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-2- 0.02% |
$92.9 - $116
|
11.2K
$864K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-2- 0.03% |
$92.9 - $116
|
6.02K
$464K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-6- 0.06% |
$279 - $348
|
9.24K
$712K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6- 0.12% |
$279 - $348
|
5.06K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-8- 0.19% |
$372 - $464
|
4.25K
$327K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-9- 0.58% |
$418 - $522
|
1.55K
$119K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-10- 0.11% |
$464 - $580
|
9.21K
$709K
|