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 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
3.04K+ 1.08% |
$118K - $154K
|
286K
$23M
|
|
|
Feb 14, 2024
Q4 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3K+ 18.18% |
$116K - $152K
|
19.5K
$1.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.98K+ 22.71% |
$115K - $151K
|
16.1K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
2.94K+ 12.38% |
$114K - $148K
|
26.7K
$2.15M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
BUY
|
- |
2.94K+ 22.86% |
$113K - $148K
|
15.8K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.92K+ 40.2% |
$113K - $147K
|
10.2K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.9K+ 8.18% |
$112K - $146K
|
38.3K
$3.09M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.9KNew |
$112K - $146K
|
2.9K
$233K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2.85KNew |
$110K - $144K
|
2.85K
$229K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2.82KNew |
$109K - $142K
|
2.82K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.8K+ 34.06% |
$108K - $141K
|
11K
$888K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.73KNew |
$105K - $138K
|
2.73K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.56KNew |
$98.8K - $129K
|
2.56K
$206K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
2.53KNew |
$98K - $128K
|
2.53K
$204K
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.53K+ 29.71% |
$98K - $128K
|
11.1K
$891K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.46K+ 2.39% |
$95.3K - $124K
|
105K
$8.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.33K+ 0.74% |
$90.2K - $118K
|
319K
$25.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
2.31K+ 17.09% |
$89.4K - $117K
|
15.8K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.27KNew |
$87.6K - $114K
|
2.27K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.22K+ 7.48% |
$85.8K - $112K
|
31.9K
$2.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.22K+ 3.94% |
$85.7K - $112K
|
58.5K
$4.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.2K+ 17.2% |
$85.2K - $111K
|
15K
$1.21M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.2K+ 17.2% |
$85.2K - $111K
|
15K
$1.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.2K+ 14.47% |
$85K - $111K
|
17.4K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Centric Advisors LLC
San Juan, PR |
BUY
|
- |
2.2KNew |
$85K - $111K
|
2.2K
$177K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2.17K+ 12.0% |
$84.1K - $110K
|
20.3K
$1.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
2.13K+ 6.26% |
$82.4K - $108K
|
36.2K
$2.92M
|
|
|
Feb 23, 2024
Q4 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
2.08K+ 0.36% |
$80.2K - $105K
|
578K
$46.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
2.07K+ 2.21% |
$80.2K - $105K
|
95.9K
$7.73M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.06KNew |
$79.8K - $104K
|
2.06K
$166K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
2.05K+ 15.84% |
$79.4K - $104K
|
15K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.05K+ 6.89% |
$79.3K - $104K
|
31.8K
$2.56M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
2.03K+ 6.51% |
$78.5K - $103K
|
33.2K
$2.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
2.02K+ 2.47% |
$78.2K - $102K
|
83.9K
$6.76M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2K+ 0.34% |
$77.4K - $101K
|
594K
$47.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
2K+ 89.81% |
$77.3K - $101K
|
4.23K
$341K
|
|
|
Jan 30, 2024
Q4 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
1.99K+ 10.45% |
$77.1K - $101K
|
21.1K
$1.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.96K+ 4.51% |
$75.9K - $99.2K
|
45.5K
$3.67M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
1.95K+ 4.69% |
$75.3K - $98.4K
|
43.5K
$3.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$74.9K - $97.8K
|
1.94K
$156K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.93K+ 21.29% |
$74.8K - $97.7K
|
11K
$888K
|
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.93K+ 18.71% |
$74.7K - $97.5K
|
12.3K
$987K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.93K+ 2.02% |
$74.7K - $97.5K
|
97.3K
$7.84M
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
1.92K+ 35.76% |
$74.4K - $97.1K
|
7.3K
$588K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.86K+ 5.51% |
$72K - $94.1K
|
35.7K
$2.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.85K+ 34.33% |
$71.4K - $93.2K
|
7.22K
$582K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.8K+ 8.39% |
$69.7K - $91.1K
|
23.3K
$1.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.8K+ 13.17% |
$69.5K - $90.8K
|
15.5K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
1.79K+ 33.0% |
$69.3K - $90.5K
|
7.22K
$582K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.77K+ 3.31% |
$68.3K - $89.2K
|
55.1K
$4.44M
|