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 16, 2024
Q4 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-3.02K- 33.33% |
$117K - $153K
|
6.05K
$421K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.04K- 7.44% |
$117K - $153K
|
37.8K
$2.63M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-3.07K- 20.77% |
$119K - $155K
|
11.7K
$814K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.1K- 6.52% |
$120K - $156K
|
44.4K
$3.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Check Capital Management Inc
|
SELL
|
- |
-3.11K- 31.16% |
$120K - $157K
|
6.86K
$477K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-3.18K- 7.56% |
$123K - $160K
|
38.8K
$2.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-3.19K- 1.55% |
$123K - $161K
|
202K
$14.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-3.2K- 1.41% |
$124K - $162K
|
223K
$15.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.21K- 5.92% |
$124K - $162K
|
51.1K
$3.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.23K- 4.05% |
$125K - $163K
|
76.5K
$5.32M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
SELL
|
- |
-3.31K- 0.52% |
$128K - $167K
|
636K
$44.3M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-3.39K- 41.37% |
$131K - $171K
|
4.81K
$334K
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.41K- 90.7% |
$132K - $172K
|
349
$24.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-3.41K- 4.31% |
$132K - $172K
|
75.8K
$5.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-3.42K- 15.25% |
$132K - $173K
|
19K
$1.32M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.45K- 5.13% |
$133K - $174K
|
63.8K
$4.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-3.45K- 4.82% |
$133K - $174K
|
68K
$4.73M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-3.54K- 1.66% |
$137K - $179K
|
210K
$14.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-3.56K- 2.35% |
$137K - $180K
|
148K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.6K- 13.94% |
$139K - $182K
|
22.2K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.62K- 0.58% |
$140K - $183K
|
617K
$43M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.67K- 15.37% |
$142K - $185K
|
20.2K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.7K- 22.18% |
$143K - $187K
|
13K
$902K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-3.7K- 22.18% |
$143K - $187K
|
13K
$902K
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-3.72K- 21.0% |
$144K - $188K
|
14K
$973K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-3.73K- 17.21% |
$144K - $188K
|
17.9K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.81K- 6.19% |
$147K - $192K
|
57.7K
$4.02M
|
|
|
Jan 31, 2024
Q4 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-3.81K- 4.31% |
$147K - $193K
|
84.6K
$5.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-3.85K- 0.72% |
$149K - $194K
|
534K
$37.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.9K- 10.09% |
$151K - $197K
|
34.7K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.92K- 2.04% |
$152K - $198K
|
189K
$13.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.97K- 13.48% |
$154K - $201K
|
25.5K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-3.99K- 24.49% |
$154K - $201K
|
12.3K
$855K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-4.06K- 87.03% |
$157K - $205K
|
605
$42.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-4.09K- 20.5% |
$158K - $206K
|
15.8K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-4.09K- 5.37% |
$158K - $206K
|
72.1K
$5.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-4.1K- 10.74% |
$159K - $207K
|
34.1K
$2.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.12K- 14.87% |
$159K - $208K
|
23.6K
$1.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4.12K- 49.37% |
$159K - $208K
|
4.23K
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-4.13K- 13.56% |
$160K - $209K
|
26.3K
$1.83M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-4.15K- 9.24% |
$160K - $209K
|
40.8K
$2.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.15K- 4.25% |
$161K - $210K
|
93.5K
$6.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-4.16K- 5.81% |
$161K - $210K
|
67.3K
$4.68M
|
|
|
Feb 06, 2024
Q4 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-4.23K- 5.13% |
$164K - $214K
|
78.3K
$5.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-4.31K- 28.52% |
$167K - $218K
|
10.8K
$752K
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-4.34K- 7.8% |
$168K - $219K
|
51.2K
$3.56M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.34K- 17.2% |
$168K - $219K
|
20.9K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.42K- 5.45% |
$171K - $223K
|
76.7K
$5.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.42K- 7.66% |
$171K - $223K
|
53.3K
$3.71M
|
|
|
Jan 25, 2024
Q4 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-4.48K- 12.35% |
$173K - $226K
|
31.8K
$2.21M
|