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 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
110+ 1.39% |
$4.25K - $5.56K
|
8K
$667K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
110+ 19.3% |
$4.25K - $5.56K
|
680
$56.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
110New |
$4.25K - $5.56K
|
110
$9.18K
|
|
|
Feb 04, 2025
Q4 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
109+ 2.05% |
$4.22K - $5.51K
|
5.42K
$452K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
106+ 1.15% |
$4.1K - $5.35K
|
9.31K
$777K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
104+ 1.81% |
$4.02K - $5.25K
|
5.85K
$488K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
102+ 1.04% |
$3.94K - $5.15K
|
9.91K
$827K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
101+ 4.71% |
$3.91K - $5.1K
|
2.25K
$187K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
100+ 1.42% |
$3.87K - $5.05K
|
7.15K
$597K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$3.87K - $5.05K
|
100
$8.34K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
100+ 0.5% |
$3.87K - $5.05K
|
20.1K
$1.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
100+ 7.37% |
$3.87K - $5.05K
|
1.46K
$122K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
99+ 1.4% |
$3.83K - $5K
|
7.16K
$598K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
99+ 1.74% |
$3.83K - $5K
|
5.8K
$484K
|
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
99+ 0.73% |
$3.83K - $5K
|
13.7K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
98+ 184.91% |
$3.79K - $4.95K
|
151
$12.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
98New |
$3.79K - $4.95K
|
98
$8.18K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
97+ 0.59% |
$3.75K - $4.9K
|
16.5K
$1.37M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
97+ 0.87% |
$3.75K - $4.9K
|
11.3K
$942K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
97+ 1.03% |
$3.75K - $4.9K
|
9.5K
$792K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
92New |
$3.56K - $4.65K
|
92
$7.68K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
90New |
$3.48K - $4.55K
|
90
$7.51K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
89+ 0.85% |
$3.44K - $4.5K
|
10.6K
$880K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
88New |
$3.4K - $4.44K
|
88
$7.34K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
84+ 1.43% |
$3.25K - $4.24K
|
5.95K
$496K
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
84+ 0.27% |
$3.25K - $4.24K
|
31.5K
$2.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
81New |
$3.13K - $4.09K
|
81
$6.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
81+ 0.82% |
$3.13K - $4.09K
|
9.93K
$829K
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
76+ 0.47% |
$2.94K - $3.84K
|
16.1K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
75+ 4.13% |
$2.9K - $3.79K
|
1.89K
$158K
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
74+ 0.83% |
$2.86K - $3.74K
|
8.96K
$748K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
74+ 47.44% |
$2.86K - $3.74K
|
230
$19.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Quarry LP
New York, NY |
BUY
|
- |
74+ 50.0% |
$2.86K - $3.74K
|
222
$18.5K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
70New |
$2.71K - $3.54K
|
70
$5.84K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
69+ 1.37% |
$2.67K - $3.49K
|
5.12K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Gfg Capital, LLC
|
BUY
|
- |
68+ 0.29% |
$2.63K - $3.43K
|
23.4K
$1.96M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
64+ 0.94% |
$2.47K - $3.23K
|
6.9K
$576K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
63+ 0.57% |
$2.44K - $3.18K
|
11.2K
$932K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
59+ 0.87% |
$2.28K - $2.98K
|
6.87K
$573K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
56+ 0.8% |
$2.17K - $2.83K
|
7.05K
$588K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
56New |
$2.17K - $2.83K
|
56
$4.67K
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
54+ 0.94% |
$2.09K - $2.73K
|
5.78K
$482K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
53+ 0.51% |
$2.05K - $2.68K
|
10.5K
$874K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
51+ 0.56% |
$1.97K - $2.58K
|
9.18K
$765K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
49+ 0.34% |
$1.89K - $2.47K
|
14.3K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
48+ 3.12% |
$1.86K - $2.42K
|
1.59K
$132K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
45+ 0.19% |
$1.74K - $2.27K
|
23.8K
$1.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
44+ 0.69% |
$1.7K - $2.22K
|
6.46K
$539K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
44+ 31.43% |
$1.7K - $2.22K
|
184
$15.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
40New |
$1.55K - $2.02K
|
40
$3.34K
|