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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-722- 1.34% |
$33.5K - $41.8K
|
53K
$4.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-739- 8.68% |
$34.3K - $42.8K
|
7.77K
$648K
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-740- 2.37% |
$34.4K - $42.9K
|
30.5K
$2.54M
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-741- 2.5% |
$34.4K - $42.9K
|
28.9K
$2.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
SELL
|
- |
-746- 2.83% |
$34.6K - $43.2K
|
25.6K
$2.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-747- 7.2% |
$34.7K - $43.3K
|
9.63K
$803K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-748- 3.51% |
$34.7K - $43.4K
|
20.5K
$1.71M
|
|
|
Apr 11, 2024
Q1 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-750- 15.9% |
$34.8K - $43.5K
|
3.97K
$331K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-753- 0.66% |
$35K - $43.6K
|
114K
$9.53M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-754- 7.66% |
$35K - $43.7K
|
9.08K
$758K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-756- 9.4% |
$35.1K - $43.8K
|
7.29K
$608K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
SELL
|
- |
-762- 4.83% |
$35.4K - $44.2K
|
15K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-763- 3.25% |
$35.4K - $44.2K
|
22.7K
$1.89M
|
|
|
Apr 10, 2024
Q1 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-765- 1.82% |
$35.5K - $44.3K
|
41.2K
$3.44M
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-777- 15.3% |
$36.1K - $45K
|
4.3K
$359K
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-781- 2.53% |
$36.3K - $45.3K
|
30.1K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-786- 3.4% |
$36.5K - $45.6K
|
22.3K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-790- 10.97% |
$36.7K - $45.8K
|
6.41K
$535K
|
|
|
May 15, 2024
Q1 2024
|
Core Alternative Capital
|
SELL
|
- |
-795- 11.29% |
$36.9K - $46.1K
|
6.25K
$521K
|
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-800- 10.76% |
$37.2K - $46.4K
|
6.64K
$554K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-810- 31.93% |
$37.6K - $46.9K
|
1.73K
$144K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-813- 15.49% |
$37.8K - $47.1K
|
4.44K
$370K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-825- 9.21% |
$38.3K - $47.8K
|
8.14K
$679K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-829- 79.33% |
$38.5K - $48K
|
216
$18K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
SELL
|
- |
-845- 3.95% |
$39.2K - $49K
|
20.5K
$1.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-848- 6.74% |
$39.4K - $49.2K
|
11.7K
$979K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-849- 14.24% |
$39.4K - $49.2K
|
5.11K
$427K
|
|
|
May 10, 2024
Q1 2024
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-851- 10.54% |
$39.5K - $49.3K
|
7.22K
$603K
|
|
|
May 10, 2024
Q1 2024
|
Unison Asset Management LLC
|
SELL
|
- |
-854- 0.82% |
$39.7K - $49.5K
|
103K
$8.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-855- 0.67% |
$39.7K - $49.6K
|
127K
$10.6M
|
|
|
May 03, 2024
Q1 2024
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-859- 3.93% |
$39.9K - $49.8K
|
21K
$1.75M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-861- 10.66% |
$40K - $49.9K
|
7.21K
$602K
|
|
|
May 01, 2024
Q1 2024
|
Vci Wealth Management LLC
St Louis, MO |
SELL
|
- |
-862- 5.49% |
$40K - $50K
|
14.9K
$1.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-866- 7.51% |
$40.2K - $50.2K
|
10.7K
$889K
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-870- 2.23% |
$40.4K - $50.4K
|
38.2K
$3.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-875- 2.55% |
$40.6K - $50.7K
|
33.4K
$2.79M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-876- 9.53% |
$40.7K - $50.8K
|
8.32K
$694K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-883- 1.99% |
$41K - $51.2K
|
43.5K
$3.63M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-884- 10.88% |
$41.1K - $51.2K
|
7.24K
$604K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-895- 5.12% |
$41.6K - $51.9K
|
16.6K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Davidson Trust CO
|
SELL
|
- |
-900- 3.78% |
$41.8K - $52.2K
|
22.9K
$1.91M
|
|
|
Apr 09, 2024
Q1 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-902- 2.77% |
$41.9K - $52.3K
|
31.7K
$2.64M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-902- 3.92% |
$41.9K - $52.3K
|
22.1K
$1.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-918- 2.81% |
$42.6K - $53.2K
|
31.7K
$2.65M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-918- 7.06% |
$42.6K - $53.2K
|
12.1K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-924- 18.57% |
$42.9K - $53.6K
|
4.05K
$338K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-929- 1.63% |
$43.1K - $53.8K
|
56.2K
$4.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-945- 15.37% |
$43.9K - $54.8K
|
5.21K
$434K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-950- 2.74% |
$44.1K - $55.1K
|
33.8K
$2.82M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-952- 10.83% |
$44.2K - $55.2K
|
7.84K
$654K
|