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
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.6K- 2.58% |
$121K - $150K
|
97.8K
$7.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.63K- 4.93% |
$122K - $152K
|
50.7K
$3.97M
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.65K- 36.13% |
$123K - $154K
|
4.69K
$367K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-2.66K- 5.38% |
$123K - $154K
|
46.7K
$3.66M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.67K- 4.95% |
$124K - $155K
|
51.2K
$4.01M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.67K- 1.81% |
$124K - $155K
|
145K
$11.4M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.69K- 13.2% |
$125K - $156K
|
17.7K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.71K- 34.32% |
$126K - $157K
|
5.19K
$406K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-2.73K- 7.04% |
$127K - $158K
|
36.1K
$2.83M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.74K- 38.3% |
$127K - $159K
|
4.41K
$345K
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-2.77K- 35.01% |
$129K - $160K
|
5.14K
$403K
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-2.78K- 2.18% |
$129K - $161K
|
125K
$9.77M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.83K- 3.13% |
$132K - $164K
|
87.7K
$6.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.88K- 15.17% |
$134K - $167K
|
16.1K
$1.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-2.89K- 0.45% |
$134K - $167K
|
633K
$49.6M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-2.89K- 1.02% |
$134K - $167K
|
280K
$21.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.94K- 26.37% |
$136K - $170K
|
8.2K
$642K
|
|
|
Apr 11, 2024
Q1 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3K- 11.13% |
$139K - $174K
|
23.9K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
SELL
|
- |
-3.08K- 19.38% |
$143K - $178K
|
12.8K
$1M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.09K- 4.85% |
$144K - $179K
|
60.7K
$4.75M
|
|
|
May 09, 2024
Q1 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-3.1K- 17.1% |
$144K - $180K
|
15K
$1.18M
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
SELL
|
- |
-3.13K- 35.09% |
$145K - $181K
|
5.78K
$453K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.14K- 12.61% |
$146K - $182K
|
21.8K
$1.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.15K- 32.12% |
$146K - $182K
|
6.65K
$521K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.17K- 31.99% |
$147K - $184K
|
6.74K
$528K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-3.19K- 28.69% |
$148K - $185K
|
7.93K
$621K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3.19K- 24.62% |
$148K - $185K
|
9.77K
$765K
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
SELL
|
- |
-3.23K- 13.48% |
$150K - $187K
|
20.7K
$1.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-3.23K- 7.47% |
$150K - $187K
|
40.1K
$3.14M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.25K- 6.07% |
$151K - $188K
|
50.3K
$3.94M
|
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-3.25K- 5.62% |
$151K - $188K
|
54.6K
$4.27M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3.27K- 2.94% |
$152K - $190K
|
108K
$8.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-3.36K- 1.18% |
$156K - $195K
|
282K
$22.1M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-3.37K- 37.99% |
$156K - $195K
|
5.5K
$431K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.39K- 16.21% |
$157K - $196K
|
17.5K
$1.37M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-3.39K- 15.66% |
$157K - $197K
|
18.3K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.42K- 24.18% |
$159K - $198K
|
10.7K
$838K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.43K- 31.86% |
$159K - $199K
|
7.34K
$574K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.43K- 31.04% |
$159K - $199K
|
7.63K
$597K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-3.45K- 3.47% |
$160K - $200K
|
95.8K
$7.5M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-3.49K- 7.95% |
$162K - $202K
|
40.4K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.52K- 8.95% |
$163K - $204K
|
35.8K
$2.8M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-3.52K- 21.22% |
$163K - $204K
|
13.1K
$1.02M
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.52K- 37.29% |
$164K - $204K
|
5.93K
$464K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.55K- 7.87% |
$165K - $206K
|
41.6K
$3.26M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.55K- 2.38% |
$165K - $206K
|
146K
$11.4M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-3.58K- 2.22% |
$166K - $207K
|
158K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.59K- 2.3% |
$167K - $208K
|
153K
$12M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.76K- 9.82% |
$175K - $218K
|
34.6K
$2.71M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-3.78K- 7.8% |
$176K - $219K
|
44.7K
$3.5M
|