Purchases and Sales Made in Q4 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
739+ 6.7% |
$28.6K - $37.3K
|
11.8K
$982K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
723+ 4.02% |
$28K - $36.5K
|
18.7K
$1.56M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
718+ 20.91% |
$27.8K - $36.3K
|
4.15K
$346K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
716+ 8.18% |
$27.7K - $36.2K
|
9.46K
$790K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
714+ 1.39% |
$27.6K - $36.1K
|
52K
$4.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
706+ 5.73% |
$27.3K - $35.7K
|
13K
$1.09M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
703+ 10.45% |
$27.2K - $35.5K
|
7.43K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
698+ 9.46% |
$27K - $35.3K
|
8.08K
$674K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
690New |
$26.7K - $34.9K
|
690
$57.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
689+ 57.75% |
$26.6K - $34.8K
|
1.88K
$157K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
687+ 4.54% |
$26.6K - $34.7K
|
15.8K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
687+ 13.82% |
$26.6K - $34.7K
|
5.66K
$472K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
684New |
$26.5K - $34.5K
|
684
$57.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
682New |
$26.4K - $34.4K
|
682
$56.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
679+ 5.88% |
$26.3K - $34.3K
|
12.2K
$1.02M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
678+ 3.03% |
$26.2K - $34.2K
|
23K
$1.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
676+ 7.29% |
$26.1K - $34.1K
|
9.95K
$830K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
665+ 4.38% |
$25.7K - $33.6K
|
15.8K
$1.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
660New |
$25.5K - $33.3K
|
660
$55.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
655+ 0.21% |
$25.3K - $33.1K
|
307K
$25.6M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
655New |
$25.3K - $33.1K
|
655
$54.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
638+ 9.5% |
$24.7K - $32.2K
|
7.36K
$614K
|
|
|
Jan 09, 2024
Q4 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
634+ 0.32% |
$24.5K - $32K
|
201K
$16.8M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
620+ 100.0% |
$24K - $31.3K
|
1.24K
$103K
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
618+ 1.71% |
$23.9K - $31.2K
|
36.7K
$3.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
601+ 4.42% |
$23.2K - $30.4K
|
14.2K
$1.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
599New |
$23.2K - $30.3K
|
599
$50K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
595+ 11.32% |
$23K - $30.1K
|
5.85K
$488K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
594+ 0.72% |
$23K - $30K
|
83.6K
$6.98M
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
593+ 7.15% |
$22.9K - $30K
|
8.88K
$741K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
592+ 2.97% |
$22.9K - $29.9K
|
20.5K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
592+ 8.87% |
$22.9K - $29.9K
|
7.27K
$606K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
590+ 5.74% |
$22.8K - $29.8K
|
10.9K
$907K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
584+ 44.72% |
$22.6K - $29.5K
|
1.89K
$158K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
578+ 2.53% |
$22.4K - $29.2K
|
23.5K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
562+ 4.23% |
$21.7K - $28.4K
|
13.8K
$1.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
561+ 1.18% |
$21.7K - $28.3K
|
48K
$4.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
558+ 6.61% |
$21.6K - $28.2K
|
9K
$751K
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
546+ 0.61% |
$21.1K - $27.6K
|
90.1K
$7.52M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
542+ 5.25% |
$21K - $27.4K
|
10.9K
$906K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
542+ 5.25% |
$21K - $27.4K
|
10.9K
$906K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
540+ 1.3% |
$20.9K - $27.3K
|
41.9K
$3.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
535+ 1.41% |
$20.7K - $27K
|
38.5K
$3.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
525+ 1.44% |
$20.3K - $26.5K
|
37.1K
$3.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
517New |
$20K - $26.1K
|
517
$43.1K
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
516+ 4.14% |
$20K - $26.1K
|
13K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
516+ 1.57% |
$20K - $26.1K
|
33.4K
$2.78M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
511+ 8.39% |
$19.8K - $25.8K
|
6.6K
$550K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
500+ 2.31% |
$19.3K - $25.3K
|
22.2K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
500New |
$19.3K - $25.3K
|
500
$41.7K
|