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 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-24- 0.47% |
$928 - $1.21K
|
5.06K
$405K
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-25- 0.48% |
$967 - $1.26K
|
5.18K
$414K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-25- 3.03% |
$967 - $1.26K
|
800
$64K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-26- 0.56% |
$1.01K - $1.31K
|
4.65K
$372K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-27- 0.4% |
$1.04K - $1.36K
|
6.74K
$539K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-28- 3.09% |
$1.08K - $1.41K
|
879
$70.3K
|
|
|
Jan 12, 2024
Q4 2023
|
First Bank & Trust
|
SELL
|
- |
-29- 0.12% |
$1.12K - $1.46K
|
24K
$1.92M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-29- 0.29% |
$1.12K - $1.46K
|
10K
$801K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 37.5% |
$1.16K - $1.52K
|
50
$4K
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-30- 0.12% |
$1.16K - $1.52K
|
25.7K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-30- 0.28% |
$1.16K - $1.52K
|
10.7K
$856K
|
|
|
Jan 12, 2024
Q4 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-31- 0.39% |
$1.2K - $1.57K
|
7.91K
$633K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-32- 1.05% |
$1.24K - $1.62K
|
3.01K
$241K
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-32- 1.29% |
$1.24K - $1.62K
|
2.45K
$196K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-33- 0.1% |
$1.28K - $1.67K
|
34.3K
$2.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-34- 1.14% |
$1.31K - $1.72K
|
2.95K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-34- 0.41% |
$1.31K - $1.72K
|
8.33K
$666K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-36- 0.08% |
$1.39K - $1.82K
|
43.6K
$3.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
SELL
|
- |
-36- 0.22% |
$1.39K - $1.82K
|
16.4K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-37- 0.33% |
$1.43K - $1.87K
|
11.3K
$905K
|
|
|
Jan 10, 2024
Q4 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-38- 0.57% |
$1.47K - $1.92K
|
6.67K
$533K
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-39- 0.52% |
$1.51K - $1.97K
|
7.44K
$595K
|
|
|
Jan 22, 2024
Q4 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-40- 0.05% |
$1.55K - $2.02K
|
74.9K
$5.99M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-40- 9.43% |
$1.55K - $2.02K
|
384
$30.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-42- 0.57% |
$1.62K - $2.12K
|
7.28K
$582K
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-43- 0.2% |
$1.66K - $2.17K
|
21.7K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-44- 0.25% |
$1.7K - $2.22K
|
17.8K
$1.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-45- 81.82% |
$1.74K - $2.27K
|
10
$800
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-46- 0.47% |
$1.78K - $2.32K
|
9.8K
$783K
|
|
|
Jan 08, 2024
Q4 2023
|
Founders Capital Management
|
SELL
|
- |
-51- 0.74% |
$1.97K - $2.58K
|
6.81K
$545K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-51- 0.81% |
$1.97K - $2.58K
|
6.21K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-51- 0.4% |
$1.97K - $2.58K
|
12.7K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-52- 4.75% |
$2.01K - $2.63K
|
1.04K
$83.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-53- 0.49% |
$2.05K - $2.68K
|
10.8K
$865K
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-53- 0.49% |
$2.05K - $2.68K
|
10.8K
$866K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-55- 2.02% |
$2.13K - $2.78K
|
2.67K
$214K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-56- 4.2% |
$2.17K - $2.83K
|
1.28K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-56- 0.1% |
$2.17K - $2.83K
|
55.9K
$4.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-58- 1.13% |
$2.24K - $2.93K
|
5.06K
$405K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
SELL
|
- |
-59- 16.57% |
$2.28K - $2.98K
|
297
$23.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-59- 0.62% |
$2.28K - $2.98K
|
9.41K
$753K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-60- 3.49% |
$2.32K - $3.03K
|
1.66K
$133K
|
|
|
Feb 06, 2024
Q4 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-61- 12.63% |
$2.36K - $3.08K
|
422
$33.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-63- 0.58% |
$2.44K - $3.18K
|
10.7K
$857K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-65- 0.58% |
$2.51K - $3.28K
|
11.1K
$885K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-65- 2.5% |
$2.51K - $3.28K
|
2.54K
$203K
|
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-68- 0.84% |
$2.63K - $3.43K
|
8.03K
$642K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-68- 0.22% |
$2.63K - $3.43K
|
30.9K
$2.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-71- 0.21% |
$2.75K - $3.59K
|
33.1K
$2.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-73- 1.23% |
$2.82K - $3.69K
|
5.89K
$471K
|