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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-153- 1.53% |
$7.11K - $8.87K
|
9.87K
$823K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-153- 0.78% |
$7.11K - $8.87K
|
19.4K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-154- 1.35% |
$7.15K - $8.93K
|
11.2K
$936K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-157- 0.92% |
$7.29K - $9.1K
|
16.8K
$1.41M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-157- 0.62% |
$7.29K - $9.1K
|
25.3K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-160- 1.96% |
$7.43K - $9.27K
|
8.01K
$668K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-160- 1.69% |
$7.43K - $9.27K
|
9.3K
$776K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-162- 26.91% |
$7.52K - $9.39K
|
440
$36.7K
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-169- 3.86% |
$7.85K - $9.8K
|
4.21K
$351K
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
SELL
|
- |
-169- 1.42% |
$7.85K - $9.8K
|
11.7K
$980K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-169- 9.21% |
$7.85K - $9.8K
|
1.67K
$139K
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-169- 1.58% |
$7.85K - $9.8K
|
10.5K
$880K
|
|
|
May 02, 2024
Q1 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-170- 0.07% |
$7.89K - $9.85K
|
253K
$21.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-173- 3.3% |
$8.03K - $10K
|
5.08K
$424K
|
|
|
May 13, 2024
Q1 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-175- 1.88% |
$8.13K - $10.1K
|
9.11K
$760K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-175- 2.59% |
$8.13K - $10.1K
|
6.57K
$548K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-179- 6.5% |
$8.31K - $10.4K
|
2.57K
$215K
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
SELL
|
- |
-181- 1.65% |
$8.41K - $10.5K
|
10.8K
$898K
|
|
|
Jun 10, 2025
Q1 2024
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-181Closed |
$8.41K - $10.5K
|
0
$0
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-182- 1.74% |
$8.45K - $10.5K
|
10.3K
$860K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-182- 1.42% |
$8.45K - $10.5K
|
12.6K
$1.05M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-194- 2.79% |
$9.01K - $11.2K
|
6.75K
$563K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-199- 4.59% |
$9.24K - $11.5K
|
4.13K
$345K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-200- 2.38% |
$9.29K - $11.6K
|
8.2K
$684K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-200- 0.9% |
$9.29K - $11.6K
|
22.1K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-200- 0.54% |
$9.29K - $11.6K
|
36.6K
$3.05M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-203- 3.59% |
$9.43K - $11.8K
|
5.45K
$455K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-204- 0.6% |
$9.47K - $11.8K
|
33.8K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-206- 0.09% |
$9.57K - $11.9K
|
228K
$19M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-210- 0.68% |
$9.75K - $12.2K
|
30.5K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-210- 1.57% |
$9.75K - $12.2K
|
13.1K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-211- 0.45% |
$9.8K - $12.2K
|
46.3K
$3.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-211- 3.5% |
$9.8K - $12.2K
|
5.83K
$486K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-212- 4.17% |
$9.85K - $12.3K
|
4.87K
$407K
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-214- 61.32% |
$9.94K - $12.4K
|
135
$11.3K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-218- 3.03% |
$10.1K - $12.6K
|
6.97K
$582K
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
SELL
|
- |
-222- 1.19% |
$10.3K - $12.9K
|
18.4K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-223- 1.69% |
$10.4K - $12.9K
|
13K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-224- 3.14% |
$10.4K - $13K
|
6.92K
$577K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-225- 2.25% |
$10.4K - $13K
|
9.78K
$816K
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-225- 4.94% |
$10.4K - $13K
|
4.33K
$361K
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-225- 0.16% |
$10.4K - $13K
|
143K
$12M
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
SELL
|
- |
-229- 1.39% |
$10.6K - $13.3K
|
16.2K
$1.35M
|
|
|
May 13, 2024
Q1 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-230- 0.55% |
$10.7K - $13.3K
|
41.5K
$3.47M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-231- 3.95% |
$10.7K - $13.4K
|
5.62K
$469K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-232- 71.38% |
$10.8K - $13.4K
|
93
$7.76K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-238- 12.65% |
$11.1K - $13.8K
|
1.64K
$137K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-242- 3.23% |
$11.2K - $14K
|
7.25K
$605K
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-248- 0.38% |
$11.5K - $14.4K
|
64.6K
$5.39M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-248- 0.39% |
$11.5K - $14.4K
|
62.9K
$5.24M
|