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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-621- 1.91% |
$24K - $31.4K
|
31.9K
$2.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-625- 2.07% |
$24.2K - $31.6K
|
29.6K
$2.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-625- 7.56% |
$24.2K - $31.6K
|
7.64K
$543K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-627- 1.98% |
$24.2K - $31.7K
|
31K
$2.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-638- 1.01% |
$24.7K - $32.2K
|
62.4K
$4.44M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-642- 1.43% |
$24.8K - $32.4K
|
44.3K
$3.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-648- 1.7% |
$25.1K - $32.7K
|
37.6K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-650- 5.88% |
$25.1K - $32.8K
|
10.4K
$740K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-654- 3.69% |
$25.3K - $33K
|
17.1K
$1.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-656- 1.39% |
$25.4K - $33.1K
|
46.5K
$3.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-656- 20.75% |
$25.4K - $33.1K
|
2.51K
$178K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-675- 9.78% |
$26.1K - $34.1K
|
6.23K
$443K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-678- 5.69% |
$26.2K - $34.2K
|
11.2K
$799K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-680- 6.36% |
$26.3K - $34.3K
|
10K
$712K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-691- 11.19% |
$26.7K - $34.9K
|
5.48K
$390K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
SELL
|
- |
-699- 5.87% |
$27K - $35.3K
|
11.2K
$798K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-705- 10.63% |
$27.3K - $35.6K
|
5.93K
$422K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-711- 7.71% |
$27.5K - $35.9K
|
8.51K
$605K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-713- 25.46% |
$27.6K - $36K
|
2.09K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-714- 5.37% |
$27.6K - $36.1K
|
12.6K
$895K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-717- 11.64% |
$27.7K - $36.2K
|
5.44K
$387K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-718- 9.8% |
$27.8K - $36.3K
|
6.61K
$470K
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-720- 10.66% |
$27.8K - $36.4K
|
6.04K
$429K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-720- 3.09% |
$27.8K - $36.4K
|
22.6K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-730- 10.6% |
$28.2K - $36.9K
|
6.16K
$438K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-732- 2.57% |
$28.3K - $37K
|
27.7K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-738- 8.71% |
$28.5K - $37.3K
|
7.73K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-742- 12.35% |
$28.7K - $37.5K
|
5.27K
$375K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-746- 4.86% |
$28.8K - $37.7K
|
14.6K
$1.04M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-748- 11.73% |
$28.9K - $37.8K
|
5.63K
$400K
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-750- 1.56% |
$29K - $37.9K
|
47.2K
$3.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-756- 13.34% |
$29.2K - $38.2K
|
4.91K
$349K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-758- 14.47% |
$29.3K - $38.3K
|
4.48K
$319K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-761- 3.36% |
$29.4K - $38.4K
|
21.9K
$1.56M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-775- 5.77% |
$30K - $39.1K
|
12.7K
$901K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-789- 0.64% |
$30.5K - $39.9K
|
123K
$8.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-809- 2.98% |
$31.3K - $40.9K
|
26.3K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-816- 5.65% |
$31.6K - $41.2K
|
13.6K
$968K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-828- 8.17% |
$32K - $41.8K
|
9.31K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-838- 1.07% |
$32.4K - $42.3K
|
77.6K
$5.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-850- 3.41% |
$32.9K - $42.9K
|
24K
$1.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-852- 4.15% |
$32.9K - $43K
|
19.7K
$1.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-856- 6.1% |
$33.1K - $43.2K
|
13.2K
$938K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-857- 1.71% |
$33.1K - $43.3K
|
49.4K
$3.51M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-861- 4.5% |
$33.3K - $43.5K
|
18.3K
$1.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-871- 3.41% |
$33.7K - $44K
|
24.7K
$1.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-872- 13.01% |
$33.7K - $44K
|
5.83K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-897- 20.93% |
$34.7K - $45.3K
|
3.39K
$241K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-917- 3.72% |
$35.5K - $46.3K
|
23.7K
$1.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-923- 6.02% |
$35.7K - $46.6K
|
14.4K
$1.03M
|