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 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
249K+ 91.43% |
$11.5M - $14.4M
|
520K
$38.6M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
245K+ 86.59% |
$11.4M - $14.2M
|
529K
$39.2M
|
|
|
May 15, 2024
Q1 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
245K+ 5.82% |
$11.4M - $14.2M
|
4.45M
$330M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
241K+ 122.71% |
$11.2M - $14M
|
438K
$32.5M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
209K+ 7.79% |
$9.68M - $12.1M
|
2.89M
$214M
|
|
|
May 14, 2024
Q1 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
199KNew |
$9.22M - $11.5M
|
199K
$14.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
185K+ 22.53% |
$8.59M - $10.7M
|
1.01M
$74.6M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
181K+ 0.78% |
$8.4M - $10.5M
|
23.4M
$1.74B
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
181K+ 7.29% |
$8.4M - $10.5M
|
2.66M
$197M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
179K+ 16.22% |
$8.32M - $10.4M
|
1.28M
$95.2M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
163K+ 18.44% |
$7.55M - $9.43M
|
1.04M
$77.5M
|
|
|
May 15, 2024
Q1 2024
|
Interval Partners, LP
New York, NY |
BUY
|
- |
161KNew |
$7.47M - $9.32M
|
161K
$11.9M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
154K+ 0.39% |
$7.14M - $8.91M
|
40M
$2.96B
|
|
|
May 15, 2024
Q1 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
144KNew |
$6.7M - $8.36M
|
144K
$10.7M
|
|
|
May 03, 2024
Q1 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
142KNew |
$6.58M - $8.21M
|
142K
$10.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
136KNew |
$6.34M - $7.91M
|
136K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
135KNew |
$6.25M - $7.8M
|
135K
$9.97M
|
|
|
Jul 01, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
128K+ 0.51% |
$5.93M - $7.4M
|
25.1M
$1.86B
|
|
|
Apr 30, 2024
Q1 2024
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
127K+ 1.83% |
$5.9M - $7.37M
|
7.06M
$523M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
124K+ 19.1% |
$5.77M - $7.2M
|
775K
$57.4M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel
Los Angeles, CA |
BUY
|
- |
123K+ 37.24% |
$5.72M - $7.14M
|
454K
$33.7M
|
|
|
Oct 08, 2024
Q1 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
123K+ 37.24% |
$5.72M - $7.14M
|
454K
$33.7M
|
|
|
May 13, 2024
Q1 2024
|
Sprucegrove Investment Management LTD
Toronto, A6 |
BUY
|
- |
121K+ 65.71% |
$5.6M - $6.99M
|
304K
$22.5M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
BUY
|
- |
113K+ 10.09% |
$5.27M - $6.57M
|
1.24M
$91.7M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
110K+ 2706.59% |
$5.09M - $6.35M
|
114K
$8.43M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
109K+ 17.55% |
$5.06M - $6.32M
|
730K
$54.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
106K+ 28.94% |
$4.93M - $6.16M
|
473K
$35.1M
|
|
|
May 07, 2024
Q1 2024
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
103K+ 13.46% |
$4.79M - $5.98M
|
869K
$64.4M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
102K+ 133.83% |
$4.75M - $5.93M
|
179K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
95K+ 71.26% |
$4.41M - $5.51M
|
228K
$16.9M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
94.8K+ 4.05% |
$4.4M - $5.49M
|
2.43M
$180M
|
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
92.2K+ 3.65% |
$4.28M - $5.35M
|
2.62M
$194M
|
|
|
May 14, 2024
Q1 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
BUY
|
- |
89K+ 1.08% |
$4.13M - $5.16M
|
8.37M
$620M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
88.9K+ 9.23% |
$4.13M - $5.15M
|
1.05M
$78M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
87.9K+ 64.92% |
$4.08M - $5.09M
|
223K
$16.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
87.6KNew |
$4.07M - $5.08M
|
87.6K
$6.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
86.3K+ 5.92% |
$4.01M - $5M
|
1.54M
$115M
|
|
|
May 15, 2024
Q1 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
80.9K+ 8.65% |
$3.76M - $4.69M
|
1.02M
$75.4M
|
|
|
May 13, 2024
Q1 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
79.6K+ 6.68% |
$3.7M - $4.61M
|
1.27M
$94.2M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
79.4KNew |
$3.69M - $4.6M
|
79.4K
$5.88M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
76.6K+ 10.04% |
$3.56M - $4.44M
|
840K
$62.2M
|
|
|
May 10, 2024
Q1 2024
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
74.5K+ 0.39% |
$3.46M - $4.32M
|
19M
$1.41B
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
74.2KNew |
$3.45M - $4.3M
|
74.2K
$5.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
73.2K+ 719.65% |
$3.4M - $4.24M
|
83.4K
$6.18M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
72.4KNew |
$3.36M - $4.2M
|
72.4K
$5.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
71.2K+ 156.51% |
$3.31M - $4.13M
|
117K
$8.65M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
70.1K+ 1.83% |
$3.25M - $4.06M
|
3.89M
$289M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
68.1K+ 81.42% |
$3.16M - $3.95M
|
152K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
68K+ 127.41% |
$3.16M - $3.94M
|
121K
$9M
|
|
|
May 15, 2024
Q1 2024
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
67.6K+ 72.24% |
$3.14M - $3.92M
|
161K
$12M
|