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 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
53.4K+ 21.15% |
$2.07M - $2.7M
|
306K
$22.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Aviva PLC
|
BUY
|
- |
52K+ 3.97% |
$2.01M - $2.63M
|
1.36M
$101M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
51.5K+ 2.87% |
$1.99M - $2.6M
|
1.85M
$137M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.5K+ 166.2% |
$1.99M - $2.6M
|
82.5K
$6.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
50.8KNew |
$1.96M - $2.56M
|
50.8K
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
50.2KNew |
$1.94M - $2.54M
|
50.2K
$3.72M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
50.2K+ 669.39% |
$1.94M - $2.54M
|
57.7K
$4.28M
|
|
|
Feb 23, 2024
Q4 2023
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
- |
50K+ 100.0% |
$1.93M - $2.53M
|
100K
$7.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
49.9K+ 75.11% |
$1.93M - $2.52M
|
116K
$8.62M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
49.9KNew |
$1.93M - $2.52M
|
49.9K
$3.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
49.7K+ 22.02% |
$1.92M - $2.51M
|
275K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
49.5K+ 2.71% |
$1.91M - $2.5M
|
1.88M
$139M
|
|
|
Feb 07, 2024
Q4 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
48.7K+ 72.2% |
$1.88M - $2.46M
|
116K
$8.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
48.5KNew |
$1.88M - $2.45M
|
48.5K
$3.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
48.3K+ 13.03% |
$1.87M - $2.44M
|
419K
$31M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
46.3KNew |
$1.79M - $2.34M
|
46.3K
$3.43M
|
|
|
Jan 05, 2024
Q4 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
45.7KNew |
$1.77M - $2.31M
|
45.7K
$3.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
45.1KNew |
$1.74M - $2.28M
|
45.1K
$3.34M
|
|
|
Feb 13, 2024
Q4 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
45K+ 18.75% |
$1.74M - $2.27M
|
285K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
44.2K+ 23.15% |
$1.71M - $2.23M
|
235K
$17.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
44.2K+ 30.42% |
$1.71M - $2.23M
|
189K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
42.9K+ 77.62% |
$1.66M - $2.17M
|
98.2K
$7.28M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
42.4K+ 6.68% |
$1.64M - $2.14M
|
677K
$50.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
42KNew |
$1.62M - $2.12M
|
42K
$3.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
42KNew |
$1.62M - $2.12M
|
42K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Robeco Institutional Asset Management B.V.
|
BUY
|
- |
41.9K+ 23.98% |
$1.62M - $2.12M
|
217K
$16.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
40.9K+ 21.0% |
$1.58M - $2.07M
|
236K
$17.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
40.6K+ 1.43% |
$1.57M - $2.05M
|
2.88M
$213M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
39.5KNew |
$1.53M - $2M
|
39.5K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
38.7K+ 5.33% |
$1.5M - $1.95M
|
764K
$56.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Quantitative Investment Management, LLC
Charlottesville, VA |
BUY
|
- |
37.7KNew |
$1.46M - $1.91M
|
37.7K
$2.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
36K+ 67.41% |
$1.39M - $1.82M
|
89.5K
$6.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
35.4KNew |
$1.37M - $1.79M
|
35.4K
$2.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
35.1K+ 4.46% |
$1.36M - $1.77M
|
821K
$60.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
34KNew |
$1.32M - $1.72M
|
34K
$2.52M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
33.4KNew |
$1.29M - $1.69M
|
33.4K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
32.9K+ 263.77% |
$1.27M - $1.66M
|
45.4K
$3.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
32.6KNew |
$1.26M - $1.65M
|
32.6K
$2.42M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
32.4KNew |
$1.25M - $1.63M
|
32.4K
$2.4M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
32.1KNew |
$1.24M - $1.62M
|
32.1K
$2.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
30.9K+ 5.97% |
$1.19M - $1.56M
|
548K
$40.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
30.8K+ 76.74% |
$1.19M - $1.55M
|
70.8K
$5.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
30.7K+ 48.7% |
$1.19M - $1.55M
|
93.6K
$6.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
30.5KNew |
$1.18M - $1.54M
|
30.5K
$2.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
30.3K+ 2370.0% |
$1.17M - $1.53M
|
31.6K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
30KNew |
$1.16M - $1.52M
|
30K
$2.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
29.6K+ 84.67% |
$1.14M - $1.49M
|
64.5K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
29.1K+ 59440.82% |
$1.13M - $1.47M
|
29.2K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
28.6K+ 99.03% |
$1.1M - $1.44M
|
57.4K
$4.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.8K+ 9.09% |
$1.08M - $1.41M
|
334K
$24.8M
|