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 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.18K- 16.38% |
$45.7K - $59.7K
|
6.03K
$503K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.19K- 0.92% |
$46.1K - $60.3K
|
128K
$10.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.2K- 7.6% |
$46.4K - $60.6K
|
14.6K
$1.22M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.2K- 4.26% |
$46.4K - $60.6K
|
26.9K
$2.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.2K- 1.7% |
$46.4K - $60.6K
|
69.4K
$5.79M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.22K- 3.39% |
$47K - $61.4K
|
34.6K
$2.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.23K- 2.2% |
$47.4K - $62K
|
54.5K
$4.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.23K- 21.1% |
$47.7K - $62.3K
|
4.61K
$385K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.24K- 6.06% |
$47.9K - $62.5K
|
19.2K
$1.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.24K- 6.93% |
$48.1K - $62.8K
|
16.7K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.25K- 15.25% |
$48.3K - $63.1K
|
6.95K
$579K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.25K- 6.6% |
$48.4K - $63.2K
|
17.7K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.26K- 7.69% |
$48.7K - $63.6K
|
15.1K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.27K- 18.77% |
$49K - $64K
|
5.49K
$458K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.27K- 4.62% |
$49.1K - $64.1K
|
26.2K
$2.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.29K- 5.08% |
$49.8K - $65K
|
24.1K
$2.01M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.3K- 5.69% |
$50.2K - $65.5K
|
21.5K
$1.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.3K- 2.88% |
$50.3K - $65.7K
|
43.8K
$3.66M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.3K- 15.48% |
$50.3K - $65.7K
|
7.1K
$592K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.3K- 2.42% |
$50.3K - $65.7K
|
52.4K
$4.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.31K- 10.2% |
$50.5K - $66K
|
11.5K
$960K
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
SELL
|
- |
-1.32K- 1.04% |
$51K - $66.7K
|
126K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.32KClosed |
$51.2K - $66.8K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.35K- 30.95% |
$52.2K - $68.1K
|
3.01K
$251K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.37K- 15.91% |
$52.9K - $69K
|
7.22K
$603K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.37K- 0.85% |
$52.9K - $69.1K
|
159K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.37K- 5.91% |
$53.1K - $69.4K
|
21.9K
$1.82M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.38K- 0.89% |
$53.3K - $69.7K
|
154K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.38K- 1.6% |
$53.4K - $69.8K
|
84.8K
$7.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.4K- 4.18% |
$54K - $70.5K
|
32K
$2.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-1.4K- 0.76% |
$54.1K - $70.7K
|
184K
$15.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.42K- 21.98% |
$55K - $71.8K
|
5.05K
$421K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.42K- 1.23% |
$55K - $71.9K
|
114K
$9.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.42K- 6.99% |
$55K - $71.9K
|
18.9K
$1.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.44K- 1.41% |
$55.5K - $72.5K
|
101K
$8.4M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.48K- 11.79% |
$57.3K - $74.9K
|
11.1K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.49K- 2.55% |
$57.7K - $75.3K
|
56.9K
$4.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.5K- 8.45% |
$58K - $75.8K
|
16.2K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-1.5K- 4.23% |
$58K - $75.8K
|
34K
$2.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.51K- 1.0% |
$58.4K - $76.2K
|
150K
$12.5M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.51K- 3.45% |
$58.4K - $76.2K
|
42.2K
$3.52M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.52K- 0.74% |
$58.6K - $76.5K
|
203K
$16.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.52K- 21.66% |
$58.7K - $76.6K
|
5.49K
$458K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.52K- 18.27% |
$58.8K - $76.8K
|
6.8K
$567K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.53K- 1.09% |
$59K - $77.1K
|
139K
$11.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.54K- 2.69% |
$59.5K - $77.7K
|
55.6K
$4.64M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-1.55K- 17.01% |
$60.1K - $78.5K
|
7.58K
$633K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.56K- 7.99% |
$60.2K - $78.6K
|
17.9K
$1.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.56K- 3.64% |
$60.2K - $78.7K
|
41.3K
$3.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.58K- 13.24% |
$60.9K - $79.6K
|
10.3K
$861K
|