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
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-249- 1.41% |
$11.6K - $14.4K
|
17.5K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-250- 1.54% |
$11.6K - $14.5K
|
16K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-252- 11.46% |
$11.7K - $14.6K
|
1.95K
$162K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-254- 1.13% |
$11.8K - $14.7K
|
22.2K
$1.85M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-260- 6.65% |
$12.1K - $15.1K
|
3.65K
$305K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-262- 4.83% |
$12.2K - $15.2K
|
5.16K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-265- 4.83% |
$12.3K - $15.4K
|
5.22K
$436K
|
|
|
Apr 17, 2024
Q1 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-269- 0.1% |
$12.5K - $15.6K
|
259K
$21.6M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-270- 1.58% |
$12.5K - $15.6K
|
16.9K
$1.41M
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-274- 1.46% |
$12.7K - $15.9K
|
18.5K
$1.54M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-276- 96.5% |
$12.8K - $16K
|
10
$834
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-283- 0.91% |
$13.1K - $16.4K
|
30.9K
$2.58M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-284- 1.68% |
$13.2K - $16.5K
|
16.6K
$1.38M
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-287- 2.44% |
$13.3K - $16.6K
|
11.5K
$958K
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
SELL
|
- |
-292- 5.46% |
$13.6K - $16.9K
|
5.05K
$422K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-294- 2.06% |
$13.7K - $17K
|
14K
$1.17M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-296- 6.2% |
$13.7K - $17.2K
|
4.48K
$373K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-298- 0.28% |
$13.8K - $17.3K
|
105K
$8.77M
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-298- 4.1% |
$13.8K - $17.3K
|
6.97K
$582K
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-299- 5.86% |
$13.9K - $17.3K
|
4.81K
$401K
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-300- 0.92% |
$13.9K - $17.4K
|
32.1K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-300- 4.39% |
$13.9K - $17.4K
|
6.53K
$545K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-300- 5.83% |
$13.9K - $17.4K
|
4.85K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Trust Asset Management LLC
Houston, TX |
SELL
|
- |
-304- 0.64% |
$14.1K - $17.6K
|
47K
$3.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-305- 1.49% |
$14.2K - $17.7K
|
20.2K
$1.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Arga Investment Management, LP
|
SELL
|
- |
-311- 0.22% |
$14.4K - $18K
|
142K
$11.8M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-319- 0.13% |
$14.8K - $18.5K
|
240K
$20M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
SELL
|
- |
-324- 0.3% |
$15K - $18.8K
|
109K
$9.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-325- 8.1% |
$15.1K - $18.8K
|
3.69K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-327- 0.07% |
$15.2K - $19K
|
473K
$39.5M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-328- 1.32% |
$15.2K - $19K
|
24.6K
$2.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-330- 0.39% |
$15.3K - $19.1K
|
85.2K
$7.11M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-331- 3.05% |
$15.4K - $19.2K
|
10.5K
$879K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-331- 2.84% |
$15.4K - $19.2K
|
11.3K
$944K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-335- 1.52% |
$15.6K - $19.4K
|
21.8K
$1.82M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-335- 2.48% |
$15.6K - $19.4K
|
13.1K
$1.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-337- 1.78% |
$15.7K - $19.5K
|
18.6K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-338- 3.36% |
$15.7K - $19.6K
|
9.73K
$811K
|
|
|
Apr 22, 2024
Q1 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-339- 0.11% |
$15.7K - $19.6K
|
302K
$25.2M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-341- 4.91% |
$15.8K - $19.8K
|
6.6K
$551K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-342- 5.89% |
$15.9K - $19.8K
|
5.46K
$456K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-343- 1.52% |
$15.9K - $19.9K
|
22.3K
$1.86M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-343- 3.57% |
$15.9K - $19.9K
|
9.26K
$773K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-345- 2.63% |
$16K - $20K
|
12.8K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-347- 0.19% |
$16.1K - $20.1K
|
186K
$15.5M
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-350- 4.55% |
$16.3K - $20.3K
|
7.35K
$613K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-350- 1.89% |
$16.3K - $20.3K
|
18.2K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-357- 0.21% |
$16.6K - $20.7K
|
169K
$14.1M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-360- 2.91% |
$16.7K - $20.9K
|
12K
$1M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-369- 9.92% |
$17.1K - $21.4K
|
3.35K
$279K
|