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
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-571- 11.91% |
$26.5K - $33.1K
|
4.23K
$331K
|
|
|
May 14, 2024
Q1 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-579- 0.05% |
$26.9K - $33.6K
|
1.07M
$83.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-581- 3.15% |
$27K - $33.7K
|
17.9K
$1.4M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-587- 8.6% |
$27.3K - $34K
|
6.24K
$489K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-587- 12.83% |
$27.3K - $34K
|
3.99K
$312K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-588- 9.75% |
$27.3K - $34.1K
|
5.44K
$426K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-591- 8.88% |
$27.4K - $34.3K
|
6.06K
$475K
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-593- 3.7% |
$27.5K - $34.4K
|
15.5K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-600- 3.61% |
$27.9K - $34.8K
|
16K
$1.25M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-600- 46.84% |
$27.9K - $34.8K
|
681
$53.3K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-604- 3.37% |
$28K - $35K
|
17.3K
$1.36M
|
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-605- 12.13% |
$28.1K - $35.1K
|
4.38K
$343K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-607- 12.47% |
$28.2K - $35.2K
|
4.26K
$334K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-609- 1.2% |
$28.3K - $35.3K
|
50K
$3.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-620- 0.7% |
$28.8K - $35.9K
|
88.2K
$6.91M
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-625- 10.6% |
$29K - $36.2K
|
5.27K
$413K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-625- 4.62% |
$29K - $36.2K
|
12.9K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-630- 0.87% |
$29.3K - $36.5K
|
71.5K
$5.6M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-638- 8.67% |
$29.6K - $37K
|
6.72K
$526K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-638- 12.1% |
$29.6K - $37K
|
4.63K
$363K
|
|
|
May 08, 2024
Q1 2024
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-640- 2.56% |
$29.7K - $37.1K
|
24.4K
$1.91M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-641- 1.27% |
$29.8K - $37.2K
|
49.9K
$3.91M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-644- 2.43% |
$29.9K - $37.3K
|
25.8K
$2.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-649- 21.57% |
$30.1K - $37.6K
|
2.36K
$185K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-650- 13.53% |
$30.2K - $37.7K
|
4.16K
$325K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-650- 3.19% |
$30.2K - $37.7K
|
19.7K
$1.55M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-657- 7.0% |
$30.5K - $38.1K
|
8.73K
$683K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-660- 16.47% |
$30.7K - $38.3K
|
3.35K
$262K
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-662- 27.19% |
$30.7K - $38.4K
|
1.77K
$139K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-671- 12.39% |
$31.2K - $38.9K
|
4.74K
$371K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-672- 3.07% |
$31.2K - $38.9K
|
21.2K
$1.66M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-673- 7.82% |
$31.3K - $39K
|
7.93K
$621K
|
|
|
May 10, 2024
Q1 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-675- 5.19% |
$31.3K - $39.1K
|
12.3K
$966K
|
|
|
May 02, 2024
Q1 2024
|
Tobam
|
SELL
|
- |
-677- 4.14% |
$31.4K - $39.2K
|
15.7K
$1.23M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-679- 14.37% |
$31.5K - $39.4K
|
4.05K
$317K
|
|
|
May 08, 2024
Q1 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-681- 6.68% |
$31.6K - $39.5K
|
9.52K
$746K
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-683- 16.47% |
$31.7K - $39.6K
|
3.47K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-695- 7.41% |
$32.3K - $40.3K
|
8.68K
$680K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-696- 12.0% |
$32.3K - $40.3K
|
5.11K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-699- 5.29% |
$32.5K - $40.5K
|
12.5K
$981K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-700- 17.72% |
$32.5K - $40.6K
|
3.25K
$255K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-703- 4.26% |
$32.6K - $40.7K
|
15.8K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-706- 4.33% |
$32.8K - $40.9K
|
15.6K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
SELL
|
- |
-710- 2.54% |
$33K - $41.2K
|
27.2K
$2.13M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-722- 1.34% |
$33.5K - $41.8K
|
53K
$4.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-739- 8.68% |
$34.3K - $42.8K
|
7.77K
$609K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-740- 2.37% |
$34.4K - $42.9K
|
30.5K
$2.39M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-741- 2.5% |
$34.4K - $42.9K
|
28.9K
$2.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-746- 2.83% |
$34.6K - $43.2K
|
25.6K
$2.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-747- 7.2% |
$34.7K - $43.3K
|
9.63K
$754K
|