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 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-775- 5.77% |
$30K - $39.1K
|
12.7K
$1.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-789- 0.64% |
$30.5K - $39.9K
|
123K
$9.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
SELL
|
- |
-809- 2.98% |
$31.3K - $40.9K
|
26.3K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-816- 5.65% |
$31.6K - $41.2K
|
13.6K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-828- 8.17% |
$32K - $41.8K
|
9.31K
$749K
|
|
|
Feb 14, 2024
Q4 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-838- 1.07% |
$32.4K - $42.3K
|
77.6K
$6.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-850- 3.41% |
$32.9K - $42.9K
|
24K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-852- 4.15% |
$32.9K - $43K
|
19.7K
$1.59M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-856- 6.1% |
$33.1K - $43.2K
|
13.2K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-857- 1.71% |
$33.1K - $43.3K
|
49.4K
$3.97M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-861- 4.5% |
$33.3K - $43.5K
|
18.3K
$1.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-871- 3.41% |
$33.7K - $44K
|
24.7K
$1.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-872- 13.01% |
$33.7K - $44K
|
5.83K
$469K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-897- 20.93% |
$34.7K - $45.3K
|
3.39K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-917- 3.72% |
$35.5K - $46.3K
|
23.7K
$1.91M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-923- 6.02% |
$35.7K - $46.6K
|
14.4K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-923- 4.45% |
$35.7K - $46.6K
|
19.8K
$1.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-943- 0.31% |
$36.5K - $47.6K
|
302K
$24.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-948- 14.55% |
$36.7K - $47.9K
|
5.57K
$448K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-953- 6.06% |
$36.9K - $48.1K
|
14.8K
$1.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-968- 4.91% |
$37.4K - $48.9K
|
18.7K
$1.51M
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-970- 5.13% |
$37.5K - $49K
|
17.9K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-972- 4.53% |
$37.6K - $49.1K
|
20.5K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-974- 6.72% |
$37.7K - $49.2K
|
13.5K
$1.09M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-984- 9.15% |
$38.1K - $49.7K
|
9.77K
$786K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-992- 19.19% |
$38.4K - $50.1K
|
4.18K
$336K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-995- 13.57% |
$38.5K - $50.3K
|
6.34K
$510K
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-995- 13.57% |
$38.5K - $50.3K
|
6.34K
$510K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-1K- 18.61% |
$38.7K - $50.5K
|
4.37K
$352K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1K- 12.99% |
$38.7K - $50.5K
|
6.7K
$539K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1K- 7.98% |
$38.7K - $50.5K
|
11.5K
$928K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1K- 14.92% |
$38.7K - $50.5K
|
5.7K
$459K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1K- 86.81% |
$38.7K - $50.5K
|
152
$12.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-1K- 8.13% |
$38.7K - $50.5K
|
11.3K
$910K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1K- 15.2% |
$38.7K - $50.5K
|
5.58K
$449K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1K- 17.58% |
$38.7K - $50.5K
|
4.69K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-1K- 16.39% |
$38.7K - $50.5K
|
5.1K
$411K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 6.58% |
$39.1K - $51K
|
14.3K
$1.15M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.01K- 5.99% |
$39.2K - $51.2K
|
15.9K
$1.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.04K- 5.72% |
$40.1K - $52.4K
|
17.1K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.05K- 38.33% |
$40.7K - $53.2K
|
1.69K
$136K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.06K- 4.4% |
$41.1K - $53.7K
|
23.1K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.07K- 0.2% |
$41.2K - $53.8K
|
526K
$42.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.08K- 17.85% |
$41.6K - $54.3K
|
4.95K
$399K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.08K- 3.72% |
$41.7K - $54.4K
|
27.9K
$2.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.08K- 3.37% |
$41.9K - $54.7K
|
31K
$2.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.09K- 3.9% |
$42K - $54.8K
|
26.7K
$2.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.09K- 2.96% |
$42.1K - $55K
|
35.7K
$2.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.09K- 7.48% |
$42.3K - $55.3K
|
13.5K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.1K- 0.1% |
$42.5K - $55.6K
|
1.06M
$85.2M
|