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 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-918- 7.06% |
$42.6K - $53.2K
|
12.1K
$973K
|
|
|
May 10, 2024
Q1 2024
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-924- 18.57% |
$42.9K - $53.6K
|
4.05K
$326K
|
|
|
May 08, 2024
Q1 2024
|
Profund Advisors LLC
|
SELL
|
- |
-929- 1.63% |
$43.1K - $53.8K
|
56.2K
$4.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-945- 15.37% |
$43.9K - $54.8K
|
5.21K
$419K
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-950- 2.74% |
$44.1K - $55.1K
|
33.8K
$2.72M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-952- 10.83% |
$44.2K - $55.2K
|
7.84K
$631K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-954- 13.22% |
$44.3K - $55.3K
|
6.26K
$504K
|
|
|
May 15, 2024
Q1 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-968- 4.21% |
$45K - $56.1K
|
22K
$1.77M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-991- 15.66% |
$46K - $57.4K
|
5.34K
$430K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-992- 2.35% |
$46.1K - $57.5K
|
41.2K
$3.31M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-992- 20.85% |
$46.1K - $57.5K
|
3.77K
$303K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-993- 4.18% |
$46.1K - $57.6K
|
22.8K
$1.83M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-994- 7.67% |
$46.2K - $57.6K
|
12K
$963K
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1K- 3.77% |
$46.4K - $58K
|
25.6K
$2.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1K- 15.38% |
$46.4K - $58K
|
5.5K
$443K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1K- 19.6% |
$46.4K - $58K
|
4.1K
$330K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1K- 6.89% |
$46.4K - $58K
|
13.5K
$1.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1K- 4.9% |
$46.4K - $58K
|
19.4K
$1.56M
|
|
|
May 03, 2024
Q1 2024
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-1K- 12.0% |
$46.4K - $58K
|
7.34K
$590K
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
SELL
|
- |
-1K- 5.78% |
$46.4K - $58K
|
16.3K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1K- 21.29% |
$46.4K - $58K
|
3.7K
$298K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-1.01K- 1.75% |
$47K - $58.7K
|
56.7K
$4.56M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.03K- 7.01% |
$47.6K - $59.5K
|
13.6K
$1.1M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.03K- 0.39% |
$47.7K - $59.6K
|
262K
$21.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.03K- 54.39% |
$47.8K - $59.6K
|
863
$69.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.03K- 22.32% |
$47.8K - $59.6K
|
3.58K
$288K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.04K- 4.1% |
$48.2K - $60.2K
|
24.3K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.05K- 18.94% |
$48.6K - $60.7K
|
4.48K
$361K
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.05K- 10.17% |
$48.8K - $60.9K
|
9.28K
$747K
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.06K- 1.13% |
$49K - $61.1K
|
92.4K
$7.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.06K- 37.4% |
$49.2K - $61.4K
|
1.77K
$143K
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.07K- 9.65% |
$49.6K - $61.9K
|
9.99K
$805K
|
|
|
May 08, 2024
Q1 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-1.07K- 0.32% |
$49.7K - $62.1K
|
330K
$26.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-1.08K- 3.2% |
$50.3K - $62.8K
|
32.8K
$2.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.09K- 2.0% |
$50.5K - $63.1K
|
53.3K
$4.29M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.09K- 3.5% |
$50.6K - $63.2K
|
30.1K
$2.42M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-1.09K- 9.71% |
$50.7K - $63.2K
|
10.1K
$817K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-1.09K- 16.54% |
$50.7K - $63.2K
|
5.51K
$443K
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
SELL
|
- |
-1.09K- 0.82% |
$50.8K - $63.4K
|
132K
$10.6M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.1K- 2.41% |
$51K - $63.7K
|
44.5K
$3.58M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-1.1K- 6.26% |
$51.1K - $63.8K
|
16.5K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.11K- 7.03% |
$51.7K - $64.6K
|
14.7K
$1.19M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.12K- 4.36% |
$52.1K - $65K
|
24.6K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-1.13K- 1.22% |
$52.5K - $65.5K
|
91.6K
$7.38M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.14K- 3.63% |
$52.8K - $65.8K
|
30.2K
$2.43M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.14K- 11.27% |
$53K - $66.2K
|
9K
$724K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.15K- 19.38% |
$53.3K - $66.5K
|
4.78K
$384K
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.17K- 10.07% |
$54.4K - $67.9K
|
10.5K
$843K
|
|
|
Sep 24, 2025
Q1 2024
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-1.18K- 6.13% |
$54.6K - $68.2K
|
18K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-1.18K- 12.71% |
$54.9K - $68.6K
|
8.13K
$654K
|