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 30, 2024
Q1 2024
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
13.8K+ 3.44% |
$640K - $799K
|
415K
$30.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
13.8K+ 60.22% |
$639K - $798K
|
36.6K
$2.71M
|
|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
13.6KNew |
$632K - $789K
|
13.6K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
13.6K+ 0.61% |
$631K - $787K
|
2.25M
$167M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
13.5KNew |
$628K - $784K
|
13.5K
$1M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
13.5K+ 10.01% |
$628K - $783K
|
149K
$11M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
13.5K+ 12.84% |
$625K - $780K
|
118K
$8.76M
|
|
|
May 15, 2024
Q1 2024
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
13.3K+ 134.2% |
$619K - $773K
|
23.3K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
BUY
|
- |
12.9K+ 35.55% |
$597K - $745K
|
49K
$3.63M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12.8K+ 19.48% |
$596K - $744K
|
78.7K
$5.83M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
12.8K+ 52.7% |
$595K - $742K
|
37.1K
$2.75M
|
|
|
May 07, 2024
Q1 2024
|
Arizona State Retirement System
|
BUY
|
- |
12.8K+ 1.24% |
$594K - $741K
|
1.04M
$77.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.6K+ 0.39% |
$585K - $731K
|
3.27M
$242M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.6K+ 34.23% |
$585K - $730K
|
49.4K
$3.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
12.5K+ 38.79% |
$580K - $724K
|
44.7K
$3.31M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.5K+ 22.73% |
$579K - $723K
|
67.3K
$4.99M
|
|
|
May 13, 2024
Q1 2024
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
12.4K+ 3.88% |
$576K - $718K
|
332K
$24.6M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
12.4K+ 98.94% |
$576K - $718K
|
24.9K
$1.85M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.3K+ 30.39% |
$570K - $711K
|
52.6K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
12.2K+ 181.52% |
$565K - $705K
|
18.9K
$1.4M
|
|
|
May 14, 2024
Q1 2024
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
12.2KNew |
$564K - $704K
|
12.2K
$901K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.1K+ 35.48% |
$561K - $700K
|
46.1K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12K+ 7.78% |
$559K - $697K
|
167K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12K+ 1.57% |
$557K - $696K
|
776K
$57.6M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
11.9KNew |
$551K - $688K
|
11.9K
$880K
|
|
|
May 14, 2024
Q1 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
11.5K+ 227.97% |
$535K - $667K
|
16.6K
$1.23M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.3KNew |
$527K - $657K
|
11.3K
$841K
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
11.2K+ 9.72% |
$521K - $650K
|
127K
$9.39M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.1K+ 30.09% |
$514K - $642K
|
47.9K
$3.55M
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10.9K+ 1.21% |
$505K - $630K
|
910K
$67.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
10.7K+ 3.88% |
$496K - $619K
|
286K
$21.2M
|
|
|
May 15, 2024
Q1 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
10.6K+ 27.37% |
$494K - $616K
|
49.5K
$3.67M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
10.6K+ 25.07% |
$491K - $613K
|
52.8K
$3.91M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
10.4K+ 20.74% |
$484K - $604K
|
60.6K
$4.5M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
10.4K+ 29.12% |
$482K - $602K
|
46.1K
$3.41M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
10.1K+ 50.0% |
$471K - $588K
|
30.4K
$2.26M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
10K+ 3.98% |
$465K - $580K
|
262K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
10KNew |
$464K - $580K
|
10K
$741K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
9.97KNew |
$463K - $578K
|
9.97K
$739K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
9.96KNew |
$463K - $577K
|
9.96K
$739K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
9.94K+ 17.86% |
$461K - $576K
|
65.6K
$4.86M
|
|
|
May 15, 2024
Q1 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
9.67K+ 13.18% |
$449K - $560K
|
83K
$6.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.65K+ 19.3% |
$448K - $559K
|
59.7K
$4.42M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
9.44K+ 10.54% |
$438K - $547K
|
99K
$7.34M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
9.33K+ 35.74% |
$433K - $541K
|
35.4K
$2.63M
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
9.31K+ 79.81% |
$432K - $540K
|
21K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.29KNew |
$432K - $539K
|
9.29K
$689K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
9.28K+ 1.27% |
$431K - $538K
|
741K
$54.9M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
9.23KNew |
$428K - $535K
|
9.23K
$684K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
9.2KNew |
$427K - $533K
|
9.2K
$682K
|