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 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
17.1KNew |
$661K - $863K
|
17.1K
$1.22M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17.1K+ 0.66% |
$660K - $862K
|
2.6M
$186M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
16.9K+ 8.82% |
$655K - $855K
|
209K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Latash Investments, LLC
Anchorage, AK |
BUY
|
- |
16.9K+ 0.71% |
$653K - $853K
|
2.38M
$171M
|
|
|
Feb 14, 2024
Q4 2023
|
Salzhauer Michael
|
BUY
|
- |
16.6K+ 12.35% |
$641K - $837K
|
151K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16.4K+ 24.32% |
$634K - $829K
|
83.8K
$6M
|
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
16KNew |
$620K - $810K
|
16K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
BUY
|
- |
16K+ 97.29% |
$619K - $808K
|
32.4K
$2.32M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
15.7K+ 61.67% |
$609K - $795K
|
41.3K
$2.95M
|
|
|
Feb 02, 2024
Q4 2023
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
15.7KNew |
$608K - $794K
|
15.7K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
15.6KNew |
$602K - $786K
|
15.6K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.5K+ 14.3% |
$601K - $785K
|
124K
$8.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
15.5K+ 0.93% |
$598K - $781K
|
1.68M
$120M
|
|
|
Feb 02, 2024
Q4 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
15.4K+ 45.76% |
$596K - $779K
|
49.1K
$3.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
15.2KNew |
$587K - $766K
|
15.2K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.1K+ 9.74% |
$585K - $764K
|
170K
$12.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15KNew |
$579K - $757K
|
15K
$1.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
15K+ 32.93% |
$579K - $757K
|
60.5K
$4.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
14.8KNew |
$574K - $749K
|
14.8K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
14.8KNew |
$573K - $748K
|
14.8K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
14.8KNew |
$572K - $747K
|
14.8K
$1.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14.8KNew |
$571K - $746K
|
14.8K
$1.06M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
14.7KNew |
$567K - $741K
|
14.7K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
14.5K+ 13.41% |
$561K - $733K
|
123K
$8.79M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
14.3K+ 58.22% |
$553K - $722K
|
38.8K
$2.78M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
14.2K+ 31.59% |
$550K - $719K
|
59.3K
$4.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
14KNew |
$541K - $707K
|
14K
$1M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
13.9KNew |
$536K - $700K
|
13.9K
$992K
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
13.7KNew |
$530K - $692K
|
13.7K
$982K
|
|
|
Feb 05, 2024
Q4 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
13.4K+ 9.39% |
$519K - $678K
|
156K
$11.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
13.4KNew |
$516K - $675K
|
13.4K
$956K
|
|
|
Jan 26, 2024
Q4 2023
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
13.3KNew |
$515K - $673K
|
13.3K
$954K
|
|
|
Feb 08, 2024
Q4 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
13.2KNew |
$512K - $669K
|
13.2K
$948K
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
13.2K+ 103.53% |
$511K - $667K
|
26K
$1.86M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
13.2K+ 12.27% |
$510K - $666K
|
121K
$8.64M
|
|
|
Jan 24, 2024
Q4 2023
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
13K+ 0.9% |
$502K - $655K
|
1.46M
$104M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
12.9K+ 31.07% |
$499K - $651K
|
54.4K
$3.89M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
12.9K+ 72.57% |
$498K - $651K
|
30.6K
$2.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
12.8K+ 93.35% |
$494K - $645K
|
26.5K
$1.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
12.8K+ 1.44% |
$494K - $645K
|
899K
$64.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
12.7K+ 43.89% |
$490K - $640K
|
41.6K
$2.98M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
12.7K+ 274.19% |
$490K - $640K
|
17.3K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
12.7K+ 59.5% |
$490K - $640K
|
34K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
12.6K+ 11.3% |
$488K - $637K
|
124K
$8.9M
|
|
|
Feb 13, 2024
Q4 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
12.6K+ 892.5% |
$488K - $637K
|
14K
$1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
12.5K+ 21.49% |
$482K - $630K
|
70.5K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
12.5K+ 4.06% |
$482K - $629K
|
319K
$22.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
BUY
|
- |
12.3K+ 27.57% |
$477K - $623K
|
57.1K
$4.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Kbc Group Nv
|
BUY
|
- |
12.3K+ 1.24% |
$476K - $621K
|
1M
$71.6M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.3K+ 96.02% |
$474K - $620K
|
25K
$1.79M
|