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 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.05K- 6.28% |
$79.3K - $104K
|
30.6K
$2.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.06K- 6.66% |
$79.8K - $104K
|
28.9K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-2.07K- 23.63% |
$80.2K - $105K
|
6.7K
$540K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-2.08K- 14.9% |
$80.3K - $105K
|
11.9K
$955K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.08K- 26.77% |
$80.5K - $105K
|
5.7K
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.12K- 9.83% |
$82K - $107K
|
19.4K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.13K- 13.5% |
$82.3K - $107K
|
13.6K
$1.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.14K- 0.86% |
$82.6K - $108K
|
246K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-2.14K- 31.0% |
$82.7K - $108K
|
4.76K
$383K
|
|
|
Feb 14, 2024
Q4 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-2.16K- 26.69% |
$83.4K - $109K
|
5.93K
$477K
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.21K- 3.0% |
$85.5K - $112K
|
71.5K
$5.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.22K- 52.59% |
$85.8K - $112K
|
2K
$161K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-2.22K- 31.36% |
$86K - $112K
|
4.87K
$392K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
SELL
|
- |
-2.23K- 1.66% |
$86.4K - $113K
|
132K
$10.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-2.25K- 21.76% |
$87K - $114K
|
8.09K
$651K
|
|
|
Jan 18, 2024
Q4 2023
|
Wilsey Asset Management Inc
|
SELL
|
- |
-2.27K- 0.37% |
$87.6K - $114K
|
607K
$48.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2.27K- 95.62% |
$87.8K - $115K
|
104
$8.37K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.29K- 51.43% |
$88.4K - $115K
|
2.16K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-2.31K- 24.55% |
$89.2K - $117K
|
7.09K
$571K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.32K- 5.81% |
$89.8K - $117K
|
37.7K
$3.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.37K- 12.4% |
$91.6K - $120K
|
16.7K
$1.35M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2.4K- 8.34% |
$92.9K - $121K
|
26.4K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-2.44K- 1.01% |
$94.4K - $123K
|
239K
$19.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-2.45K- 2.59% |
$94.7K - $124K
|
92K
$7.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-2.45K- 2.42% |
$94.7K - $124K
|
98.9K
$7.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.45K- 3.12% |
$94.8K - $124K
|
76K
$6.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-2.47K- 14.01% |
$95.4K - $125K
|
15.1K
$1.22M
|
|
|
Aug 13, 2025
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.47K- 17.71% |
$95.5K - $125K
|
11.5K
$924K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.48K- 24.8% |
$95.8K - $125K
|
7.51K
$605K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-2.49K- 21.9% |
$96.1K - $126K
|
8.87K
$714K
|
|
|
Feb 12, 2024
Q4 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-2.49K- 48.64% |
$96.3K - $126K
|
2.63K
$212K
|
|
|
Feb 01, 2024
Q4 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.5K- 13.54% |
$96.7K - $126K
|
16K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.53K- 22.39% |
$97.8K - $128K
|
8.76K
$705K
|
|
|
Feb 12, 2024
Q4 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-2.53K- 14.45% |
$98K - $128K
|
15K
$1.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.55K- 33.22% |
$98.4K - $129K
|
5.12K
$412K
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-2.57K- 5.92% |
$99.4K - $130K
|
40.9K
$3.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-2.58K- 4.93% |
$99.6K - $130K
|
49.6K
$3.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.59K- 2.55% |
$100K - $131K
|
99.2K
$7.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.6K- 5.41% |
$100K - $131K
|
45.4K
$3.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.62K- 29.65% |
$101K - $132K
|
6.21K
$500K
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2.65K- 4.38% |
$102K - $134K
|
57.8K
$4.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-2.66K- 6.44% |
$103K - $134K
|
38.6K
$3.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.74K- 5.31% |
$106K - $138K
|
48.9K
$3.93M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-2.75K- 4.78% |
$106K - $139K
|
54.7K
$4.41M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.75K- 54.11% |
$106K - $139K
|
2.33K
$188K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-2.78K- 7.4% |
$107K - $140K
|
34.7K
$2.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-2.79K- 14.11% |
$108K - $141K
|
17K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-2.81K- 5.87% |
$109K - $142K
|
45.1K
$3.63M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.83K- 11.34% |
$109K - $143K
|
22.1K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-2.83KClosed |
$110K - $143K
|
0
$0
|