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 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3.55K- 7.87% |
$165K - $206K
|
41.6K
$3.47M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.55K- 2.38% |
$165K - $206K
|
146K
$12.2M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
SELL
|
- |
-3.58K- 2.22% |
$166K - $207K
|
158K
$13.2M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-3.58K- 20.32% |
$166K - $208K
|
14K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-3.59K- 2.3% |
$167K - $208K
|
153K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.76K- 9.82% |
$175K - $218K
|
34.6K
$2.88M
|
|
|
May 10, 2024
Q1 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-3.78K- 7.8% |
$176K - $219K
|
44.7K
$3.73M
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-3.84K- 19.85% |
$179K - $223K
|
15.5K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-3.86K- 21.75% |
$179K - $223K
|
13.9K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.86K- 9.47% |
$179K - $224K
|
36.9K
$3.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.88K- 3.16% |
$180K - $225K
|
119K
$9.92M
|
|
|
Apr 30, 2024
Q1 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-3.9K- 3.87% |
$181K - $226K
|
96.8K
$8.07M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.99K- 12.89% |
$185K - $231K
|
27K
$2.25M
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4K- 4.6% |
$186K - $232K
|
83K
$6.93M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.1K- 3.36% |
$190K - $238K
|
118K
$9.84M
|
|
|
May 01, 2024
Q1 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-4.13K- 7.42% |
$192K - $239K
|
51.5K
$4.3M
|
|
|
May 14, 2024
Q1 2024
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-4.24K- 4.46% |
$197K - $246K
|
90.8K
$7.58M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.28K- 28.9% |
$199K - $248K
|
10.5K
$879K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-4.28K- 9.59% |
$199K - $248K
|
40.4K
$3.37M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-4.3K- 15.83% |
$200K - $249K
|
22.8K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-4.31K- 12.15% |
$200K - $250K
|
31.1K
$2.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.31K- 2.13% |
$200K - $250K
|
198K
$16.5M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.47K- 9.92% |
$208K - $259K
|
40.6K
$3.39M
|
|
|
May 14, 2024
Q1 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-4.5K- 48.88% |
$209K - $261K
|
4.71K
$393K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.52K- 3.63% |
$210K - $262K
|
120K
$9.99M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-4.52K- 6.32% |
$210K - $262K
|
67K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.53K- 10.98% |
$210K - $263K
|
36.7K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-4.6K- 0.52% |
$214K - $267K
|
879K
$73.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-4.68K- 15.58% |
$217K - $271K
|
25.3K
$2.11M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-4.77K- 10.22% |
$221K - $276K
|
41.9K
$3.49M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-4.88K- 4.97% |
$227K - $283K
|
93.4K
$7.79M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-4.97K- 14.96% |
$231K - $288K
|
28.3K
$2.36M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.05K- 4.27% |
$235K - $293K
|
113K
$9.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-5.05K- 2.99% |
$235K - $293K
|
164K
$13.7M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.12K- 12.87% |
$238K - $297K
|
34.7K
$2.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5.14K- 83.57% |
$239K - $298K
|
1.01K
$84.3K
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.15KClosed |
$239K - $298K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-5.15K- 11.93% |
$239K - $298K
|
38K
$3.17M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
SELL
|
- |
-5.16K- 6.09% |
$239K - $299K
|
79.5K
$6.63M
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-5.18K- 2.11% |
$241K - $300K
|
240K
$20M
|
|
|
May 09, 2024
Q1 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
SELL
|
- |
-5.2K- 42.85% |
$241K - $301K
|
6.93K
$579K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-5.21K- 8.9% |
$242K - $302K
|
53.3K
$4.45M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-5.23K- 0.66% |
$243K - $303K
|
790K
$65.9M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.23K- 6.88% |
$243K - $303K
|
70.8K
$5.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.26K- 51.53% |
$244K - $305K
|
4.95K
$413K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-5.34K- 27.16% |
$248K - $310K
|
14.3K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-5.4K- 96.83% |
$251K - $313K
|
177
$14.8K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5.5K- 1.18% |
$256K - $319K
|
461K
$38.4M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.59K- 2.67% |
$259K - $324K
|
203K
$17M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-5.62K- 10.0% |
$261K - $326K
|
50.6K
$4.22M
|