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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-9.74K- 6.33% |
$452K - $565K
|
144K
$11.3M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-9.76K- 70.2% |
$453K - $565K
|
4.14K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-9.77K- 5.96% |
$454K - $566K
|
154K
$12.1M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-10.1K- 20.98% |
$468K - $584K
|
38K
$2.97M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-10.1K- 18.43% |
$468K - $585K
|
44.6K
$3.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-10.1K- 4.6% |
$469K - $585K
|
210K
$16.4M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-10.1K- 18.61% |
$470K - $586K
|
44.2K
$3.46M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.1K- 35.2% |
$470K - $586K
|
18.6K
$1.46M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10.2K- 7.55% |
$476K - $594K
|
126K
$9.83M
|
|
|
May 10, 2024
Q1 2024
|
Chiron Capital Management, LLC
|
SELL
|
- |
-10.4K- 34.56% |
$484K - $603K
|
19.7K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-10.4K- 0.5% |
$484K - $604K
|
2.08M
$163M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-10.5K- 7.59% |
$489K - $610K
|
128K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-10.6K- 58.12% |
$490K - $612K
|
7.61K
$596K
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-10.6K- 8.2% |
$493K - $615K
|
119K
$9.3M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10.9K- 1.18% |
$507K - $633K
|
912K
$71.4M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-11K- 87.32% |
$513K - $640K
|
1.6K
$126K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-11.2K- 4.21% |
$518K - $647K
|
254K
$19.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.4K- 3.51% |
$527K - $658K
|
312K
$24.4M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-11.7K- 1.84% |
$543K - $678K
|
625K
$49M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-11.9K- 5.08% |
$552K - $689K
|
222K
$17.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-12K- 4.92% |
$559K - $697K
|
233K
$18.2M
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-12.2K- 19.83% |
$564K - $704K
|
49.1K
$3.85M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.3K- 22.38% |
$572K - $714K
|
42.7K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-12.4K- 0.21% |
$574K - $717K
|
5.89M
$462M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-12.4K- 4.05% |
$576K - $719K
|
294K
$23M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-12.4K- 28.49% |
$577K - $720K
|
31.2K
$2.44M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-12.5K- 3.86% |
$581K - $725K
|
311K
$24.4M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-12.8K- 41.07% |
$595K - $743K
|
18.4K
$1.44M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-12.9K- 39.44% |
$598K - $746K
|
19.8K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-13.2K- 3.25% |
$614K - $766K
|
393K
$30.8M
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-13.4K- 0.64% |
$623K - $778K
|
2.09M
$164M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-13.6K- 3.11% |
$630K - $786K
|
423K
$33.1M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13.9K- 38.3% |
$645K - $805K
|
22.4K
$1.75M
|
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-14K- 3.52% |
$650K - $811K
|
384K
$30.1M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-14.1K- 15.27% |
$655K - $817K
|
78.2K
$6.13M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-14.2K- 37.94% |
$659K - $823K
|
23.2K
$1.82M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-14.3K- 2.94% |
$664K - $828K
|
472K
$37M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-14.4K- 55.58% |
$670K - $837K
|
11.5K
$903K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-14.6K- 14.75% |
$677K - $845K
|
84.3K
$6.6M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-14.6K- 35.45% |
$679K - $848K
|
26.6K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-14.7K- 3.11% |
$680K - $849K
|
457K
$35.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14.8K- 46.48% |
$687K - $857K
|
17K
$1.33M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-15.2K- 2.46% |
$704K - $879K
|
602K
$47.2M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-15.3K- 12.78% |
$708K - $884K
|
104K
$8.15M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-15.6K- 15.59% |
$724K - $904K
|
84.5K
$6.62M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-15.6K- 37.96% |
$724K - $904K
|
25.5K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-15.6K- 19.79% |
$726K - $906K
|
63.3K
$4.96M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-15.8K- 9.95% |
$734K - $917K
|
143K
$11.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-16K- 2.57% |
$745K - $930K
|
609K
$47.7M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16.2K- 25.12% |
$753K - $939K
|
48.3K
$3.78M
|