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 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-75- 0.46% |
$2.9K - $3.79K
|
16.3K
$1.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-75- 16.67% |
$2.9K - $3.79K
|
375
$30K
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-75- 0.73% |
$2.9K - $3.79K
|
10.1K
$810K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-76- 1.09% |
$2.94K - $3.84K
|
6.92K
$554K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-77- 0.91% |
$2.98K - $3.89K
|
8.37K
$669K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
SELL
|
- |
-80- 5.14% |
$3.09K - $4.04K
|
1.48K
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-83- 0.46% |
$3.21K - $4.19K
|
18K
$1.44M
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-85- 0.27% |
$3.29K - $4.29K
|
31.2K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-90- 1.71% |
$3.48K - $4.55K
|
5.16K
$413K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-95- 0.85% |
$3.67K - $4.8K
|
11.1K
$889K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-95- 1.82% |
$3.67K - $4.8K
|
5.13K
$410K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-97- 0.53% |
$3.75K - $4.9K
|
18.2K
$1.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-99- 0.32% |
$3.83K - $5K
|
30.9K
$2.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-100- 0.44% |
$3.87K - $5.05K
|
22.6K
$1.8M
|
|
|
Feb 02, 2024
Q4 2023
|
Ghe, LLC
|
SELL
|
- |
-100- 1.28% |
$3.87K - $5.05K
|
7.73K
$618K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-100- 16.13% |
$3.87K - $5.05K
|
520
$41.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
SELL
|
- |
-106- 1.96% |
$4.1K - $5.35K
|
5.31K
$425K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-109- 0.42% |
$4.22K - $5.51K
|
25.7K
$2.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-110- 2.19% |
$4.25K - $5.56K
|
4.9K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-111- 1.2% |
$4.29K - $5.61K
|
9.16K
$733K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-113- 2.22% |
$4.37K - $5.71K
|
4.97K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-114- 19.62% |
$4.41K - $5.76K
|
467
$37.4K
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-115- 1.08% |
$4.45K - $5.81K
|
10.6K
$845K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-119- 1.27% |
$4.6K - $6.01K
|
9.22K
$737K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-119- 0.48% |
$4.6K - $6.01K
|
24.9K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-119- 0.92% |
$4.6K - $6.01K
|
12.8K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-120- 1.33% |
$4.64K - $6.06K
|
8.88K
$710K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-124- 2.53% |
$4.8K - $6.26K
|
4.77K
$382K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-124- 8.83% |
$4.8K - $6.26K
|
1.28K
$102K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-124- 0.5% |
$4.8K - $6.26K
|
24.6K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-124- 0.65% |
$4.8K - $6.26K
|
18.9K
$1.51M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-125- 1.04% |
$4.83K - $6.31K
|
11.9K
$953K
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-127- 2.29% |
$4.91K - $6.41K
|
5.42K
$434K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-127- 1.96% |
$4.91K - $6.41K
|
6.34K
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-130- 0.75% |
$5.03K - $6.57K
|
17.3K
$1.38M
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-132- 2.32% |
$5.1K - $6.67K
|
5.55K
$444K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-135- 2.23% |
$5.22K - $6.82K
|
5.91K
$473K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-140- 29.41% |
$5.41K - $7.07K
|
336
$26.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-148- 4.46% |
$5.72K - $7.48K
|
3.17K
$254K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-148- 1.99% |
$5.72K - $7.48K
|
7.29K
$583K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-148- 0.57% |
$5.72K - $7.48K
|
25.7K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-148- 1.84% |
$5.72K - $7.48K
|
7.9K
$632K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-150- 0.93% |
$5.8K - $7.58K
|
15.9K
$1.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-155- 1.47% |
$5.99K - $7.83K
|
10.4K
$831K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
SELL
|
- |
-161- 1.36% |
$6.23K - $8.13K
|
11.6K
$931K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-162- 10.17% |
$6.26K - $8.18K
|
1.43K
$114K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-169- 2.31% |
$6.54K - $8.54K
|
7.14K
$571K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-170- 3.15% |
$6.57K - $8.59K
|
5.22K
$418K
|
|
|
Jan 24, 2024
Q4 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-170- 2.13% |
$6.57K - $8.59K
|
7.8K
$623K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-170- 1.82% |
$6.57K - $8.59K
|
9.19K
$735K
|