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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.46KNew |
$327K - $427K
|
8.46K
$627K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.39K+ 396.13% |
$324K - $424K
|
10.5K
$779K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.34K+ 3.35% |
$322K - $421K
|
257K
$19.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
8.26K+ 3.56% |
$319K - $417K
|
240K
$17.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.18KNew |
$316K - $413K
|
8.18K
$606K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7.9K+ 22.52% |
$305K - $399K
|
43K
$3.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.85K+ 9.13% |
$303K - $396K
|
93.8K
$6.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
7.78KNew |
$301K - $393K
|
7.78K
$577K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
7.78KNew |
$301K - $393K
|
7.78K
$577K
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
7.73K+ 0.85% |
$299K - $390K
|
916K
$67.9M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
7.7KNew |
$298K - $389K
|
7.7K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
7.68K+ 19.69% |
$297K - $388K
|
46.7K
$3.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
7.67K+ 60.38% |
$297K - $388K
|
20.4K
$1.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
7.51KNew |
$290K - $379K
|
7.51K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.46KNew |
$288K - $377K
|
7.46K
$553K
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
7.29K+ 1.7% |
$282K - $368K
|
436K
$32.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
7.19KNew |
$278K - $363K
|
7.19K
$533K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.12KNew |
$275K - $359K
|
7.12K
$528K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
7.08KNew |
$274K - $358K
|
7.08K
$525K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
7.07K+ 68.98% |
$273K - $357K
|
17.3K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.02KNew |
$272K - $355K
|
7.02K
$521K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
6.94KNew |
$269K - $351K
|
6.94K
$515K
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
6.94K+ 83.69% |
$268K - $351K
|
15.2K
$1.13M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
6.89K+ 5.64% |
$266K - $348K
|
129K
$9.56M
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.81KNew |
$263K - $344K
|
6.81K
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.71KNew |
$259K - $339K
|
6.71K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.68KNew |
$258K - $337K
|
6.68K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
6.68K+ 11.7% |
$258K - $337K
|
63.7K
$4.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Epiq Partners, LLC
|
BUY
|
- |
6.65KNew |
$257K - $336K
|
6.65K
$493K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6.59K+ 2.61% |
$255K - $333K
|
259K
$19.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
6.52K+ 5.78% |
$252K - $329K
|
119K
$8.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.33KNew |
$245K - $320K
|
6.33K
$469K
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
6.26K+ 16.86% |
$242K - $316K
|
43.4K
$3.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
6.13KNew |
$237K - $309K
|
6.13K
$454K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6.11K+ 2.07% |
$236K - $309K
|
301K
$22.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
BUY
|
- |
6.05KNew |
$234K - $305K
|
6.05K
$448K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
6.02KNew |
$233K - $304K
|
6.02K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
5.98KNew |
$231K - $302K
|
5.98K
$443K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.95K+ 13.88% |
$230K - $301K
|
48.8K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.93K+ 11.99% |
$229K - $299K
|
55.4K
$4.11M
|
|
|
Mar 19, 2024
Q4 2023
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
5.9KNew |
$228K - $298K
|
5.9K
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
5.86K+ 25.56% |
$227K - $296K
|
28.8K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
5.8KNew |
$224K - $293K
|
5.8K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
5.8KNew |
$224K - $293K
|
5.8K
$430K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.75K+ 8.56% |
$222K - $291K
|
72.9K
$5.41M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5.65KNew |
$218K - $285K
|
5.65K
$419K
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
5.63KNew |
$218K - $284K
|
5.63K
$417K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.62K+ 9.82% |
$217K - $284K
|
62.8K
$4.66M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
5.59KNew |
$216K - $283K
|
5.59K
$415K
|
|
|
Feb 15, 2024
Q4 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
5.57K+ 0.29% |
$216K - $282K
|
1.92M
$143M
|