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 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-10.9K- 25.35% |
$420K - $549K
|
32K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-10.9K- 9.93% |
$423K - $552K
|
99.2K
$7.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-11K- 0.17% |
$424K - $554K
|
6.59M
$530M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-11K- 46.83% |
$427K - $557K
|
12.5K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-11.1K- 5.51% |
$431K - $562K
|
191K
$15.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-11.2K- 5.86% |
$431K - $564K
|
179K
$14.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11.2KClosed |
$433K - $565K
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11.5K- 15.98% |
$446K - $582K
|
60.6K
$4.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-11.6K- 0.98% |
$447K - $584K
|
1.16M
$93.6M
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-11.6K- 71.71% |
$449K - $586K
|
4.58K
$368K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.6K- 30.22% |
$450K - $587K
|
26.9K
$2.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-11.7K- 65.59% |
$453K - $592K
|
6.15K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-11.8K- 1.3% |
$457K - $597K
|
900K
$72.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12.1K- 21.65% |
$469K - $613K
|
43.9K
$3.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-12.2K- 14.43% |
$473K - $618K
|
72.6K
$5.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-12.3K- 99.51% |
$475K - $621K
|
60
$4.83K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-12.3K- 79.07% |
$477K - $623K
|
3.27K
$263K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.5K- 18.52% |
$482K - $630K
|
54.9K
$4.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-12.5K- 0.49% |
$484K - $632K
|
2.56M
$206M
|
|
|
Feb 13, 2024
Q4 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
SELL
|
- |
-12.6K- 0.83% |
$487K - $636K
|
1.51M
$121M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-12.7K- 1.22% |
$492K - $643K
|
1.03M
$83.1M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-12.8K- 11.4% |
$497K - $649K
|
99.8K
$8.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 61.25% |
$498K - $651K
|
8.15K
$656K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-13.1K- 56.24% |
$507K - $663K
|
10.2K
$822K
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 7.2% |
$508K - $664K
|
170K
$13.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-13.3K- 9.43% |
$514K - $671K
|
128K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13.3K- 22.63% |
$516K - $673K
|
45.6K
$3.67M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-13.6K- 8.72% |
$526K - $687K
|
142K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-14K- 52.2% |
$540K - $706K
|
12.8K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-14K- 1.73% |
$541K - $707K
|
793K
$63.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
SELL
|
- |
-14K- 73.73% |
$543K - $709K
|
5K
$403K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-14.1K- 10.68% |
$546K - $714K
|
118K
$9.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-14.1K- 1.95% |
$547K - $714K
|
712K
$57.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-14.3K- 38.48% |
$553K - $722K
|
22.9K
$1.84M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-14.3K- 2.47% |
$553K - $722K
|
566K
$45.5M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.4K- 52.29% |
$555K - $726K
|
13.1K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-14.5K- 8.14% |
$561K - $732K
|
164K
$13.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-14.7K- 2.63% |
$567K - $741K
|
543K
$43.7M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-14.8K- 1.58% |
$573K - $749K
|
922K
$74.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15K- 27.03% |
$578K - $755K
|
40.4K
$3.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-15K- 71.77% |
$580K - $758K
|
5.9K
$475K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-15.1K- 16.02% |
$584K - $763K
|
79.2K
$6.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-15.6K- 2.12% |
$604K - $789K
|
721K
$58.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-16.1K- 15.39% |
$624K - $815K
|
88.7K
$7.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-16.5K- 14.17% |
$639K - $835K
|
100K
$8.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-16.7K- 16.61% |
$645K - $842K
|
83.7K
$6.74M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-16.7K- 13.95% |
$646K - $844K
|
103K
$8.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17K- 80.09% |
$659K - $861K
|
4.24K
$341K
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-17.2K- 7.79% |
$665K - $869K
|
204K
$16.4M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.8K- 30.95% |
$690K - $901K
|
39.8K
$3.2M
|