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 15, 2024
Q1 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
4.9K+ 0.14% |
$228K - $284K
|
3.53M
$253M
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4.83KNew |
$224K - $280K
|
4.83K
$346K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.75KNew |
$220K - $275K
|
4.75K
$340K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.68K+ 104.94% |
$217K - $271K
|
9.13K
$654K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
4.65KNew |
$216K - $270K
|
4.65K
$333K
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
4.64KNew |
$215K - $269K
|
4.64K
$332K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
4.63K+ 35.96% |
$215K - $268K
|
17.5K
$1.25M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.6KNew |
$214K - $267K
|
4.6K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.56K+ 96.65% |
$212K - $264K
|
9.28K
$664K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.52K+ 32.6% |
$210K - $262K
|
18.4K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
4.52K+ 33.62% |
$210K - $262K
|
18K
$1.29M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$209K - $261K
|
4.5K
$322K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.46K+ 3.48% |
$207K - $258K
|
133K
$9.49M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
4.36K+ 3.27% |
$202K - $253K
|
138K
$9.86M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.34K+ 9.56% |
$202K - $252K
|
49.8K
$3.56M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
4.27KNew |
$198K - $248K
|
4.27K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.27K+ 14.11% |
$198K - $247K
|
34.5K
$2.47M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
4.22K+ 20.54% |
$196K - $244K
|
24.7K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
4.2K+ 2.06% |
$195K - $243K
|
208K
$14.9M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
4.19K+ 35.41% |
$194K - $243K
|
16K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
4.18K+ 5.93% |
$194K - $242K
|
74.7K
$5.35M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4.18K+ 46.8% |
$194K - $242K
|
13.1K
$938K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.13KNew |
$192K - $239K
|
4.13K
$295K
|
|
|
Jun 13, 2024
Q1 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
4.1KNew |
$190K - $238K
|
4.1K
$294K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.08KNew |
$189K - $236K
|
4.08K
$292K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
4.08KNew |
$189K - $236K
|
4.08K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4.07K+ 20.56% |
$189K - $236K
|
23.9K
$1.71M
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
4.07KNew |
$189K - $236K
|
4.07K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
4.07KNew |
$189K - $236K
|
4.07K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
4.06KNew |
$189K - $235K
|
4.06K
$291K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.05KNew |
$188K - $235K
|
4.05K
$290K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.05KNew |
$188K - $235K
|
4.05K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.05KNew |
$188K - $235K
|
4.05K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.04K+ 62.06% |
$188K - $234K
|
10.6K
$756K
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4.04KNew |
$188K - $234K
|
4.04K
$289K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4.03KNew |
$187K - $234K
|
4.03K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.02KNew |
$187K - $233K
|
4.02K
$288K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4.02KNew |
$187K - $233K
|
4.02K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
4K+ 30.07% |
$186K - $232K
|
17.3K
$1.24M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
4KNew |
$186K - $232K
|
4K
$286K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4K+ 40.71% |
$186K - $232K
|
13.8K
$990K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
3.98KNew |
$185K - $231K
|
3.98K
$285K
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
3.95KNew |
$183K - $229K
|
3.95K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.95KNew |
$183K - $229K
|
3.95K
$283K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.93K+ 76.84% |
$183K - $228K
|
9.05K
$648K
|
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
3.91KNew |
$182K - $227K
|
3.91K
$280K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.91KNew |
$181K - $226K
|
3.91K
$280K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.9K+ 17.29% |
$181K - $226K
|
26.5K
$1.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
3.9KNew |
$181K - $226K
|
3.9K
$279K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.89KNew |
$181K - $226K
|
3.89K
$279K
|