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 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.19K- 15.39% |
$55.3K - $69K
|
6.54K
$527K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-1.2K- 17.43% |
$55.5K - $69.3K
|
5.66K
$456K
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1.2K- 5.03% |
$55.7K - $69.6K
|
22.7K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.22K- 0.9% |
$56.5K - $70.5K
|
134K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.22K- 1.99% |
$56.5K - $70.5K
|
59.9K
$4.82M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.22K- 4.98% |
$56.8K - $70.9K
|
23.3K
$1.88M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.23K- 7.1% |
$57.1K - $71.2K
|
16.1K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.23K- 2.81% |
$57.2K - $71.3K
|
42.6K
$3.43M
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-1.23K- 2.61% |
$57.3K - $71.5K
|
46K
$3.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.24K- 1.79% |
$57.6K - $71.9K
|
68K
$5.47M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.24K- 12.14% |
$57.6K - $71.9K
|
8.98K
$723K
|
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-1.25K- 14.02% |
$57.8K - $72.2K
|
7.64K
$615K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.25K- 8.06% |
$57.9K - $72.2K
|
14.2K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-1.25K- 10.81% |
$58.1K - $72.6K
|
10.3K
$831K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-1.26K- 24.09% |
$58.3K - $72.7K
|
3.95K
$318K
|
|
|
May 15, 2024
Q1 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.26K- 1.18% |
$58.7K - $73.2K
|
106K
$8.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.27K- 6.21% |
$58.8K - $73.4K
|
19.2K
$1.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.28K- 7.35% |
$59.4K - $74.1K
|
16.1K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 5.4% |
$59.4K - $74.1K
|
22.4K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.3K- 8.34% |
$60.4K - $75.4K
|
14.3K
$1.15M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-1.32K- 24.26% |
$61.3K - $76.5K
|
4.12K
$332K
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.34K- 4.99% |
$62.1K - $77.5K
|
25.4K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.34K- 5.18% |
$62.2K - $77.7K
|
24.5K
$1.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.35K- 11.34% |
$62.5K - $78K
|
10.5K
$847K
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.35K- 2.58% |
$62.7K - $78.2K
|
51.1K
$4.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-1.36K- 18.92% |
$62.9K - $78.5K
|
5.81K
$468K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.36K- 13.23% |
$63K - $78.6K
|
8.89K
$716K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.36K- 4.48% |
$63.2K - $78.9K
|
29K
$2.34M
|
|
|
May 13, 2024
Q1 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-1.4K- 6.63% |
$64.9K - $81K
|
19.7K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-1.4K- 1.85% |
$65.2K - $81.3K
|
74.4K
$5.99M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.43K- 28.47% |
$66.5K - $82.9K
|
3.6K
$289K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-1.46K- 1.72% |
$67.7K - $84.5K
|
83.4K
$6.72M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.47K- 14.71% |
$68.4K - $85.4K
|
8.54K
$688K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.49K- 49.58% |
$69.2K - $86.4K
|
1.52K
$122K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.49K- 16.59% |
$69.4K - $86.6K
|
7.51K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.49K- 8.73% |
$69.4K - $86.6K
|
15.6K
$1.26M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.5K- 6.18% |
$69.7K - $86.9K
|
22.8K
$1.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.5K- 2.8% |
$69.7K - $86.9K
|
52.1K
$4.2M
|
|
|
May 02, 2024
Q1 2024
|
Sicart Associates LLC
|
SELL
|
- |
-1.5K- 1.19% |
$69.7K - $86.9K
|
124K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1.5K- 2.91% |
$69.7K - $86.9K
|
50K
$4.03M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-1.5K- 12.83% |
$69.7K - $87K
|
10.2K
$821K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.51K- 10.54% |
$70.2K - $87.6K
|
12.8K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-1.52K- 1.56% |
$70.6K - $88.1K
|
95.8K
$7.71M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.53K- 4.94% |
$71K - $88.6K
|
29.4K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.56K- 5.41% |
$72.4K - $90.3K
|
27.2K
$2.19M
|
|
|
May 13, 2024
Q1 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.56K- 1.45% |
$72.4K - $90.4K
|
106K
$8.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-1.6K- 13.16% |
$74.3K - $92.7K
|
10.6K
$850K
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
SELL
|
- |
-1.6K- 9.77% |
$74.4K - $92.8K
|
14.8K
$1.19M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-1.6K- 5.1% |
$74.4K - $92.9K
|
29.9K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.61K- 7.35% |
$74.6K - $93.1K
|
20.3K
$1.63M
|