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 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.23K- 6.88% |
$243K - $303K
|
70.8K
$5.7M
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-5.26K- 51.53% |
$244K - $305K
|
4.95K
$398K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
SELL
|
- |
-5.34K- 27.16% |
$248K - $310K
|
14.3K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-5.4K- 96.83% |
$251K - $313K
|
177
$14.2K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-5.5K- 1.18% |
$256K - $319K
|
461K
$37.1M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.59K- 2.67% |
$259K - $324K
|
203K
$16.4M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-5.62K- 10.0% |
$261K - $326K
|
50.6K
$4.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-5.64K- 0.78% |
$262K - $327K
|
716K
$57.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-5.66K- 4.28% |
$263K - $328K
|
126K
$10.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-5.72K- 12.16% |
$266K - $331K
|
41.3K
$3.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-5.72K- 7.55% |
$266K - $332K
|
70.1K
$5.64M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-5.75K- 1.47% |
$267K - $333K
|
385K
$31M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-5.9K- 37.04% |
$274K - $342K
|
10K
$807K
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-5.9K- 0.79% |
$274K - $342K
|
744K
$59.9M
|
|
|
Apr 02, 2024
Q1 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-5.91K- 0.97% |
$275K - $343K
|
601K
$48.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-5.94K- 49.3% |
$276K - $345K
|
6.11K
$492K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.99K- 42.82% |
$278K - $347K
|
8K
$644K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-6.06K- 0.25% |
$282K - $351K
|
2.38M
$192M
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.06K- 3.38% |
$282K - $351K
|
173K
$14M
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-6.1K- 61.62% |
$283K - $354K
|
3.8K
$306K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-6.11K- 10.93% |
$284K - $354K
|
49.8K
$4.01M
|
|
|
Apr 10, 2024
Q1 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-6.11K- 13.38% |
$284K - $354K
|
39.6K
$3.19M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-6.13K- 18.03% |
$285K - $355K
|
27.9K
$2.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-6.2K- 36.11% |
$288K - $359K
|
11K
$883K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.35K- 6.75% |
$295K - $368K
|
87.7K
$7.06M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-6.61K- 0.7% |
$307K - $383K
|
936K
$75.3M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-6.73K- 30.82% |
$312K - $390K
|
15.1K
$1.22M
|
|
|
Aug 29, 2025
Q1 2024
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-6.73K- 50.69% |
$313K - $390K
|
6.55K
$527K
|
|
|
May 07, 2024
Q1 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-6.8K- 20.0% |
$316K - $394K
|
27.2K
$2.19M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-6.84K- 9.85% |
$317K - $396K
|
62.6K
$5.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-6.85K- 43.26% |
$318K - $397K
|
8.99K
$724K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.89K- 48.01% |
$320K - $400K
|
7.46K
$601K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-6.94K- 45.56% |
$322K - $402K
|
8.29K
$668K
|
|
|
May 13, 2024
Q1 2024
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-7K- 5.52% |
$325K - $406K
|
120K
$9.65M
|
|
|
Apr 09, 2024
Q1 2024
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-7.02K- 1.21% |
$326K - $407K
|
571K
$46M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-7.29K- 3.49% |
$339K - $423K
|
202K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-7.36K- 38.39% |
$342K - $427K
|
11.8K
$951K
|
|
|
Apr 29, 2024
Q1 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-7.46K- 5.04% |
$346K - $432K
|
141K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-7.83K- 29.34% |
$364K - $454K
|
18.9K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-7.84K- 38.78% |
$364K - $455K
|
12.4K
$997K
|
|
|
May 01, 2024
Q1 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-7.91K- 0.85% |
$367K - $458K
|
921K
$74.1M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.02K- 6.94% |
$372K - $465K
|
108K
$8.66M
|
|
|
May 06, 2024
Q1 2024
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-8.13K- 0.9% |
$378K - $471K
|
892K
$71.8M
|
|
|
May 07, 2024
Q1 2024
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-8.14K- 1.61% |
$378K - $472K
|
499K
$40.1M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.17K- 14.75% |
$379K - $473K
|
47.2K
$3.8M
|
|
|
Apr 18, 2024
Q1 2024
|
State Of Michigan Retirement System
|
SELL
|
- |
-8.2K- 0.77% |
$381K - $475K
|
1.06M
$85.5M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-8.22K- 16.1% |
$382K - $476K
|
42.8K
$3.45M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-8.23K- 11.3% |
$382K - $477K
|
64.6K
$5.2M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-8.28K- 2.74% |
$384K - $480K
|
294K
$23.7M
|
|
|
May 28, 2025
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-8.28K- 64.16% |
$384K - $480K
|
4.63K
$372K
|