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 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13.9K- 38.3% |
$645K - $805K
|
22.4K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-14K- 3.52% |
$650K - $811K
|
384K
$30.9M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-14.1K- 15.27% |
$655K - $817K
|
78.2K
$6.3M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-14.2K- 37.94% |
$659K - $823K
|
23.2K
$1.87M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-14.3K- 2.94% |
$664K - $828K
|
472K
$38M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-14.4K- 55.58% |
$670K - $837K
|
11.5K
$928K
|
|
|
May 15, 2024
Q1 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-14.6K- 14.75% |
$677K - $845K
|
84.3K
$6.79M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-14.6K- 35.45% |
$679K - $848K
|
26.6K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-14.7K- 3.11% |
$680K - $849K
|
457K
$36.8M
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-14.8K- 46.48% |
$687K - $857K
|
17K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-15.2K- 2.46% |
$704K - $879K
|
602K
$48.5M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-15.3K- 12.78% |
$708K - $884K
|
104K
$8.38M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-15.6K- 15.59% |
$724K - $904K
|
84.5K
$6.8M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-15.6K- 37.96% |
$724K - $904K
|
25.5K
$2.05M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Group Foundation
|
SELL
|
- |
-15.6K- 19.79% |
$726K - $906K
|
63.3K
$5.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-15.8K- 9.95% |
$734K - $917K
|
143K
$11.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-16K- 2.57% |
$745K - $930K
|
609K
$49M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-16.2K- 25.12% |
$753K - $939K
|
48.3K
$3.89M
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-16.5K- 74.37% |
$767K - $957K
|
5.69K
$458K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
SELL
|
- |
-16.7K- 74.38% |
$778K - $971K
|
5.77K
$464K
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-16.8K- 50.58% |
$779K - $972K
|
16.4K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-17.3K- 5.94% |
$802K - $1M
|
273K
$22M
|
|
|
May 15, 2024
Q1 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-17.6K- 2.99% |
$816K - $1.02M
|
569K
$45.8M
|
|
|
May 02, 2024
Q1 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-17.6K- 0.69% |
$818K - $1.02M
|
2.54M
$205M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-18K- 14.61% |
$835K - $1.04M
|
105K
$8.46M
|
|
|
Apr 26, 2024
Q1 2024
|
Securian Asset Management, Inc
|
SELL
|
- |
-18K- 7.84% |
$837K - $1.05M
|
212K
$17.1M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-18.1K- 0.89% |
$841K - $1.05M
|
2.02M
$162M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-18.4K- 55.12% |
$854K - $1.07M
|
15K
$1.21M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-18.4K- 50.11% |
$855K - $1.07M
|
18.3K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-18.4KClosed |
$856K - $1.07M
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-18.5K- 1.85% |
$857K - $1.07M
|
980K
$78.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-18.7K- 63.26% |
$869K - $1.09M
|
10.9K
$875K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-19.2K- 47.0% |
$891K - $1.11M
|
21.6K
$1.74M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-19.2K- 31.82% |
$893K - $1.12M
|
41.2K
$3.32M
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-19.2K- 33.83% |
$894K - $1.12M
|
37.6K
$3.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-19.5K- 3.3% |
$904K - $1.13M
|
571K
$46M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-20.7K- 64.56% |
$961K - $1.2M
|
11.4K
$914K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-20.8K- 98.79% |
$965K - $1.2M
|
255
$20.5K
|
|
|
May 09, 2024
Q1 2024
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-21K- 1.25% |
$974K - $1.22M
|
1.65M
$133M
|
|
|
May 15, 2024
Q1 2024
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-21.3K- 74.8% |
$990K - $1.24M
|
7.18K
$578K
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-21.4K- 1.66% |
$995K - $1.24M
|
1.27M
$102M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-21.9K- 70.52% |
$1.02M - $1.27M
|
9.17K
$738K
|
|
|
Apr 26, 2024
Q1 2024
|
Salzhauer Michael
|
SELL
|
- |
-21.9K- 14.55% |
$1.02M - $1.27M
|
129K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
SELL
|
- |
-22.5K- 1.41% |
$1.04M - $1.3M
|
1.57M
$126M
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-22.6K- 9.59% |
$1.05M - $1.31M
|
213K
$17.2M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-22.9K- 1.61% |
$1.06M - $1.33M
|
1.4M
$113M
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-23.1K- 4.46% |
$1.07M - $1.34M
|
494K
$39.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-23.3K- 18.44% |
$1.08M - $1.35M
|
103K
$8.28M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-23.3K- 24.48% |
$1.08M - $1.35M
|
71.8K
$5.78M
|
|
|
Apr 16, 2024
Q1 2024
|
Asio Capital, LLC
|
SELL
|
- |
-23.3K- 28.02% |
$1.08M - $1.35M
|
59.9K
$4.82M
|