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 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.54K- 2.69% |
$59.5K - $77.7K
|
55.6K
$4.48M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-1.55K- 17.01% |
$60.1K - $78.5K
|
7.58K
$610K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.56K- 7.99% |
$60.2K - $78.6K
|
17.9K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.56K- 3.64% |
$60.2K - $78.7K
|
41.3K
$3.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.58K- 13.24% |
$60.9K - $79.6K
|
10.3K
$831K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.59K- 3.19% |
$61.3K - $80.1K
|
48.1K
$3.87M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.6K- 2.9% |
$61.9K - $80.8K
|
53.6K
$4.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.61K- 9.39% |
$62.1K - $81.1K
|
15.5K
$1.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.62K- 11.05% |
$62.5K - $81.6K
|
13K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.62K- 4.72% |
$62.5K - $81.7K
|
32.7K
$2.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.62K- 5.12% |
$62.6K - $81.8K
|
30K
$2.42M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.63K- 83.27% |
$63.1K - $82.5K
|
328
$26.4K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1.65K- 69.5% |
$63.8K - $83.3K
|
724
$58.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.65K- 9.18% |
$63.9K - $83.5K
|
16.3K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.66K- 3.95% |
$64.1K - $83.7K
|
40.4K
$3.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.67K- 3.93% |
$64.4K - $84.1K
|
40.7K
$3.28M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.69KClosed |
$65.2K - $85.2K
|
0
$0
|
|
|
Oct 01, 2025
Q4 2023
|
Caldwell Trust CO
Venice, FL |
SELL
|
- |
-1.69K- 8.38% |
$65.5K - $85.6K
|
18.5K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.7K- 25.4% |
$65.6K - $85.7K
|
4.98K
$401K
|
|
|
Feb 09, 2024
Q4 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-1.73K- 7.33% |
$66.9K - $87.3K
|
21.9K
$1.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.73K- 0.92% |
$67.1K - $87.6K
|
188K
$15.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.74K- 0.68% |
$67.4K - $88K
|
253K
$20.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-1.75K- 4.52% |
$67.8K - $88.5K
|
37K
$2.98M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.76K- 7.88% |
$67.9K - $88.7K
|
20.5K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.76K- 14.76% |
$68K - $88.8K
|
10.2K
$817K
|
|
|
Jan 04, 2024
Q4 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-1.78K- 0.44% |
$68.6K - $89.7K
|
401K
$32.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 14.23% |
$68.7K - $89.8K
|
10.7K
$862K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.79K- 14.88% |
$69.3K - $90.5K
|
10.2K
$825K
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-1.8K- 7.51% |
$69.5K - $90.7K
|
22.1K
$1.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-1.8K- 6.22% |
$69.5K - $90.8K
|
27.1K
$2.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.82K- 12.32% |
$70.5K - $92K
|
13K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.84K- 1.86% |
$71K - $92.7K
|
96.7K
$7.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.84K- 17.77% |
$71.2K - $93K
|
8.53K
$686K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
SELL
|
- |
-1.86K- 27.45% |
$71.9K - $93.9K
|
4.92K
$396K
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.91K- 12.49% |
$73.7K - $96.3K
|
13.4K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
SELL
|
- |
-1.91K- 29.14% |
$73.8K - $96.4K
|
4.64K
$373K
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.92K- 1.12% |
$74.3K - $97K
|
169K
$13.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.94K- 3.49% |
$75.1K - $98K
|
53.7K
$4.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-1.95K- 4.89% |
$75.4K - $98.4K
|
37.9K
$3.05M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1.96K- 22.05% |
$75.8K - $99K
|
6.93K
$558K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.97K- 24.32% |
$76.1K - $99.4K
|
6.12K
$493K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.97K- 7.95% |
$76.2K - $99.5K
|
22.8K
$1.84M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.97K- 32.85% |
$76.2K - $99.6K
|
4.03K
$324K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.98K- 1.22% |
$76.6K - $100K
|
161K
$12.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.99K- 2.15% |
$77.1K - $101K
|
90.6K
$7.29M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-2K- 27.61% |
$77.3K - $101K
|
5.24K
$422K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-2K- 22.04% |
$77.3K - $101K
|
7.08K
$570K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2K- 22.66% |
$77.3K - $101K
|
6.83K
$550K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.01K- 26.02% |
$77.6K - $101K
|
5.71K
$459K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-2.02K- 1.03% |
$78.1K - $102K
|
194K
$15.6M
|