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 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
66.3K+ 2.05% |
$3.08M - $3.85M
|
3.3M
$244M
|
|
|
May 13, 2024
Q1 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
61.9K+ 1.06% |
$2.87M - $3.59M
|
5.91M
$438M
|
|
|
May 14, 2024
Q1 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
61.7K+ 1634.38% |
$2.87M - $3.58M
|
65.5K
$4.86M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
61.5K+ 2.92% |
$2.85M - $3.56M
|
2.17M
$161M
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
60.5KNew |
$2.81M - $3.51M
|
60.5K
$4.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
58.4KNew |
$2.71M - $3.38M
|
58.4K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
58.2K+ 49.58% |
$2.7M - $3.37M
|
175K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
52.8KNew |
$2.45M - $3.06M
|
52.8K
$3.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
50K+ 4.84% |
$2.32M - $2.9M
|
1.08M
$80.3M
|
|
|
May 14, 2024
Q1 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
50KNew |
$2.32M - $2.9M
|
50K
$3.71M
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
49.2KNew |
$2.28M - $2.85M
|
49.2K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
48.4K+ 1.05% |
$2.25M - $2.81M
|
4.66M
$346M
|
|
|
May 14, 2024
Q1 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
47.7KNew |
$2.21M - $2.76M
|
47.7K
$3.53M
|
|
|
May 14, 2024
Q1 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
47.4KNew |
$2.2M - $2.75M
|
47.4K
$3.52M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
45.5KNew |
$2.11M - $2.64M
|
45.5K
$3.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
45.2KNew |
$2.1M - $2.62M
|
45.2K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
45K+ 11.62% |
$2.09M - $2.61M
|
432K
$32M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
44.7K+ 177.35% |
$2.08M - $2.59M
|
69.9K
$5.18M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
43K+ 16.6% |
$2M - $2.49M
|
302K
$22.4M
|
|
|
May 13, 2024
Q1 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
40.5K+ 78.53% |
$1.88M - $2.35M
|
92K
$6.82M
|
|
|
May 15, 2024
Q1 2024
|
Mark Asset Management LP
New York, NY |
BUY
|
- |
39.7K+ 66.34% |
$1.85M - $2.3M
|
99.7K
$7.39M
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
39.4KNew |
$1.83M - $2.29M
|
39.4K
$2.92M
|
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
37.9K+ 20.11% |
$1.76M - $2.2M
|
226K
$16.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
37.7K+ 551.48% |
$1.75M - $2.19M
|
44.6K
$3.3M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
37.3K+ 9.17% |
$1.73M - $2.16M
|
444K
$32.9M
|
|
|
May 13, 2024
Q1 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
35.8KNew |
$1.66M - $2.07M
|
35.8K
$2.65M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
35.7K+ 79.64% |
$1.66M - $2.07M
|
80.6K
$5.97M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.2K+ 120.85% |
$1.63M - $2.04M
|
64.3K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Aviva PLC
|
BUY
|
- |
34.7K+ 2.55% |
$1.61M - $2.01M
|
1.4M
$104M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
34.4K+ 4.63% |
$1.6M - $2M
|
778K
$57.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
32.9KNew |
$1.53M - $1.9M
|
32.9K
$2.44M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
31.3K+ 9.16% |
$1.45M - $1.81M
|
373K
$27.7M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
31.3K+ 176.55% |
$1.45M - $1.81M
|
49K
$3.63M
|
|
|
Apr 17, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
BUY
|
- |
30.7K+ 15.73% |
$1.43M - $1.78M
|
226K
$16.7M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
30.6K+ 16.04% |
$1.42M - $1.77M
|
221K
$16.4M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
30.4K+ 1.57% |
$1.41M - $1.76M
|
1.97M
$146M
|
|
|
May 14, 2024
Q1 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
30KNew |
$1.39M - $1.74M
|
30K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
29.8K+ 5.43% |
$1.38M - $1.72M
|
578K
$42.8M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
29.6K+ 15.76% |
$1.37M - $1.71M
|
217K
$16.1M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
29.3KNew |
$1.36M - $1.7M
|
29.3K
$2.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
29K+ 4.28% |
$1.35M - $1.68M
|
706K
$52.3M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
28.1K+ 34.9% |
$1.31M - $1.63M
|
109K
$8.07M
|
|
|
May 15, 2024
Q1 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
27.4KNew |
$1.27M - $1.59M
|
27.4K
$2.03M
|
|
|
May 09, 2024
Q1 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
27.2KNew |
$1.27M - $1.58M
|
27.2K
$2.02M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
BUY
|
- |
27K+ 6.06% |
$1.25M - $1.56M
|
472K
$35M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
26.9K+ 36.27% |
$1.25M - $1.56M
|
101K
$7.49M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.8K+ 8.02% |
$1.24M - $1.55M
|
361K
$26.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
26.7K+ 0.59% |
$1.24M - $1.55M
|
4.55M
$337M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
BUY
|
- |
26.6K+ 295.59% |
$1.23M - $1.54M
|
35.6K
$2.64M
|
|
|
May 14, 2024
Q1 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
26KNew |
$1.21M - $1.51M
|
26K
$1.93M
|