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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
5.56K+ 60.0% |
$215K - $281K
|
14.8K
$1.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.53K+ 12.5% |
$214K - $279K
|
49.7K
$3.69M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
5.46KNew |
$211K - $276K
|
5.46K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.41KNew |
$209K - $273K
|
5.41K
$401K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
5.4KNew |
$209K - $273K
|
5.4K
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5.36KNew |
$207K - $271K
|
5.36K
$397K
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
5.35KNew |
$207K - $270K
|
5.35K
$396K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.32K+ 4.56% |
$206K - $269K
|
122K
$9.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
5.31KNew |
$205K - $268K
|
5.31K
$394K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
5.3KNew |
$205K - $268K
|
5.3K
$393K
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
5.27KNew |
$204K - $266K
|
5.27K
$390K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
5.23KNew |
$202K - $264K
|
5.23K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.22KNew |
$202K - $264K
|
5.22K
$387K
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
5.15KNew |
$199K - $260K
|
5.15K
$381K
|
|
|
Oct 01, 2024
Q4 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.15KNew |
$199K - $260K
|
5.15K
$381K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.12K+ 80.6% |
$198K - $259K
|
11.5K
$850K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.12K+ 12.82% |
$198K - $258K
|
45K
$3.34M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5.06KNew |
$196K - $256K
|
5.06K
$375K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.06K+ 15.95% |
$196K - $255K
|
36.8K
$2.73M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.01KNew |
$194K - $253K
|
5.01K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.98KNew |
$192K - $251K
|
4.98K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.96KNew |
$192K - $251K
|
4.96K
$368K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
BUY
|
- |
4.95K+ 72.15% |
$191K - $250K
|
11.8K
$876K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4.95K+ 1.49% |
$191K - $250K
|
337K
$25M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.94KNew |
$191K - $249K
|
4.94K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
4.92K+ 14.72% |
$190K - $249K
|
38.3K
$2.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
4.88KNew |
$189K - $247K
|
4.88K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4.88KNew |
$189K - $247K
|
4.88K
$362K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
4.88KNew |
$189K - $246K
|
4.88K
$362K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
4.88KNew |
$189K - $246K
|
4.88K
$361K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.87KNew |
$188K - $246K
|
4.87K
$361K
|
|
|
Feb 08, 2024
Q4 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
4.86KNew |
$188K - $245K
|
4.86K
$360K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
4.86KNew |
$188K - $245K
|
4.86K
$360K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.86K+ 22.25% |
$188K - $245K
|
26.7K
$1.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
4.86KNew |
$188K - $245K
|
4.86K
$360K
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
4.84KNew |
$187K - $244K
|
4.84K
$359K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
4.83KNew |
$187K - $244K
|
4.83K
$358K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
4.81KNew |
$186K - $243K
|
4.81K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
4.8KNew |
$185K - $242K
|
4.8K
$356K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.76KNew |
$184K - $240K
|
4.76K
$353K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.72KNew |
$183K - $239K
|
4.72K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.72KNew |
$182K - $238K
|
4.72K
$350K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
4.72KNew |
$182K - $238K
|
4.72K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
4.72KNew |
$182K - $238K
|
4.72K
$350K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.71KNew |
$182K - $238K
|
4.71K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.7KNew |
$182K - $237K
|
4.7K
$348K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.68KNew |
$181K - $236K
|
4.68K
$347K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4.68KNew |
$181K - $236K
|
4.68K
$347K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.66KNew |
$180K - $235K
|
4.66K
$345K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
4.65KNew |
$180K - $235K
|
4.65K
$345K
|