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 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
27.6K+ 1.82% |
$1.07M - $1.39M
|
1.54M
$115M
|
|
|
Feb 12, 2024
Q4 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
27.4K+ 32.28% |
$1.06M - $1.38M
|
112K
$8.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
27.3K+ 1.85% |
$1.06M - $1.38M
|
1.5M
$111M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
26.9K+ 182.47% |
$1.04M - $1.36M
|
41.6K
$3.09M
|
|
|
Feb 13, 2024
Q4 2023
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
25.9K+ 0.44% |
$1M - $1.31M
|
5.91M
$438M
|
|
|
Feb 06, 2024
Q4 2023
|
Lgt Group Foundation
|
BUY
|
- |
25.6K+ 48.02% |
$991K - $1.29M
|
79K
$5.85M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
25.5KNew |
$988K - $1.29M
|
25.5K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
25.5KNew |
$986K - $1.29M
|
25.5K
$1.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
25.4K+ 165.66% |
$984K - $1.29M
|
40.8K
$3.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
25.2K+ 7.16% |
$974K - $1.27M
|
377K
$27.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
24.7K+ 23.39% |
$956K - $1.25M
|
130K
$9.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
24.1K+ 21.17% |
$932K - $1.22M
|
138K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
23.5KNew |
$909K - $1.19M
|
23.5K
$1.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
23.2K+ 71.58% |
$897K - $1.17M
|
55.6K
$4.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
23.2K+ 97.08% |
$896K - $1.17M
|
47K
$3.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
22.9K+ 916.6% |
$886K - $1.16M
|
25.4K
$1.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
22.7K+ 44.73% |
$876K - $1.14M
|
73.3K
$5.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
22.5K+ 7.16% |
$870K - $1.14M
|
337K
$25M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
22.3KNew |
$861K - $1.13M
|
22.3K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
22.2KNew |
$859K - $1.12M
|
22.2K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
22.2K+ 87.03% |
$858K - $1.12M
|
47.7K
$3.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
22.1K+ 1.41% |
$856K - $1.12M
|
1.59M
$118M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
22.1K+ 53.86% |
$854K - $1.12M
|
63.1K
$4.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Qsemble Capital Management, LP
New York, NY |
BUY
|
- |
21.1K+ 20.08% |
$817K - $1.07M
|
126K
$9.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
21.1K+ 43.27% |
$816K - $1.07M
|
69.9K
$5.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
20.9KNew |
$810K - $1.06M
|
20.9K
$1.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
20.9K+ 9.04% |
$808K - $1.06M
|
252K
$18.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
20.7KNew |
$802K - $1.05M
|
20.7K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
20.7K+ 128.83% |
$801K - $1.05M
|
36.8K
$2.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
20.5KNew |
$794K - $1.04M
|
20.5K
$1.52M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
20.3K+ 7.72% |
$785K - $1.03M
|
283K
$21M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
20.3K+ 14.38% |
$784K - $1.02M
|
161K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
20.3KNew |
$784K - $1.02M
|
20.3K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
20.1K+ 0.44% |
$778K - $1.02M
|
4.56M
$338M
|
|
|
Jan 30, 2024
Q4 2023
|
Life Plan Financial, LLC
Mankato, MN |
BUY
|
- |
20.1KNew |
$777K - $1.01M
|
20.1K
$1.49M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
19.7K+ 1.43% |
$762K - $995K
|
1.4M
$104M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
19.7K+ 6.29% |
$761K - $995K
|
333K
$24.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19.7K+ 5.69% |
$761K - $994K
|
365K
$27.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
19.1K+ 103.89% |
$737K - $963K
|
37.4K
$2.77M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
19K+ 162.37% |
$735K - $960K
|
30.7K
$2.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
19K+ 17.56% |
$733K - $957K
|
127K
$9.41M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
18.8KNew |
$726K - $949K
|
18.8K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
18.7KNew |
$721K - $942K
|
18.7K
$1.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
18.4K+ 17.55% |
$712K - $930K
|
123K
$9.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
18.2KNew |
$703K - $918K
|
18.2K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
17.7KNew |
$686K - $895K
|
17.7K
$1.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
17.7K+ 2.37% |
$684K - $894K
|
766K
$56.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
17.6K+ 59.16% |
$679K - $887K
|
47.2K
$3.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.5K+ 22.79% |
$675K - $882K
|
94.1K
$6.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
17.3K+ 46.55% |
$667K - $872K
|
54.3K
$4.03M
|