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 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
SELL
|
- |
-174- 0.65% |
$6.73K - $8.79K
|
26.5K
$2.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-175- 1.8% |
$6.77K - $8.84K
|
9.56K
$768K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-176- 3.25% |
$6.81K - $8.89K
|
5.23K
$420K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-180- 8.42% |
$6.96K - $9.09K
|
1.96K
$157K
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-181- 2.43% |
$7K - $9.14K
|
7.28K
$585K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-181- 2.97% |
$7K - $9.14K
|
5.92K
$476K
|
|
|
Feb 12, 2024
Q4 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-185- 0.44% |
$7.15K - $9.34K
|
41.8K
$3.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-188- 1.47% |
$7.27K - $9.5K
|
12.6K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-191- 12.57% |
$7.39K - $9.65K
|
1.33K
$107K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-194- 0.77% |
$7.5K - $9.8K
|
24.9K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-196- 0.65% |
$7.58K - $9.9K
|
30K
$2.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-198- 3.1% |
$7.66K - $10K
|
6.18K
$497K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 4.64% |
$7.73K - $10.1K
|
4.11K
$330K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-200- 2.15% |
$7.73K - $10.1K
|
9.12K
$733K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-208- 0.9% |
$8.04K - $10.5K
|
23K
$1.85M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-211- 69.64% |
$8.16K - $10.7K
|
92
$7.39K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-215- 0.69% |
$8.31K - $10.9K
|
30.7K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-215- 0.67% |
$8.31K - $10.9K
|
31.8K
$2.56M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-215- 12.22% |
$8.31K - $10.9K
|
1.55K
$124K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-216- 17.13% |
$8.35K - $10.9K
|
1.05K
$84K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-218- 1.25% |
$8.43K - $11K
|
17.3K
$1.39M
|
|
|
Feb 14, 2024
Q4 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-218- 2.29% |
$8.43K - $11K
|
9.29K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-220- 1.51% |
$8.51K - $11.1K
|
14.3K
$1.15M
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-224- 2.6% |
$8.66K - $11.3K
|
8.4K
$675K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-225- 1.82% |
$8.7K - $11.4K
|
12.2K
$977K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-225- 18.37% |
$8.7K - $11.4K
|
1K
$80.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-236- 44.11% |
$9.13K - $11.9K
|
299
$24K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-241- 2.31% |
$9.32K - $12.2K
|
10.2K
$820K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-246- 0.64% |
$9.51K - $12.4K
|
38K
$3.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-247- 18.97% |
$9.55K - $12.5K
|
1.06K
$84.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-251- 3.68% |
$9.71K - $12.7K
|
6.57K
$528K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-259- 2.05% |
$10K - $13.1K
|
12.4K
$996K
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-259- 0.66% |
$10K - $13.1K
|
39.1K
$3.14M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-259- 6.21% |
$10K - $13.1K
|
3.91K
$314K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-267- 1.09% |
$10.3K - $13.5K
|
24.3K
$1.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-268- 1.75% |
$10.4K - $13.5K
|
15K
$1.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-273- 6.88% |
$10.6K - $13.8K
|
3.69K
$297K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-278- 5.14% |
$10.8K - $14K
|
5.13K
$412K
|
|
|
Jan 17, 2024
Q4 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-283- 0.32% |
$10.9K - $14.3K
|
87.1K
$7M
|
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-285- 1.01% |
$11K - $14.4K
|
27.8K
$2.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-286- 1.57% |
$11.1K - $14.4K
|
17.9K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-290- 3.19% |
$11.2K - $14.6K
|
8.79K
$706K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-291- 2.24% |
$11.3K - $14.7K
|
12.7K
$1.02M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-293- 11.28% |
$11.3K - $14.8K
|
2.3K
$185K
|
|
|
Jan 26, 2024
Q4 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-294- 0.91% |
$11.4K - $14.8K
|
32.1K
$2.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-297- 0.87% |
$11.5K - $15K
|
34K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-299- 1.8% |
$11.6K - $15.1K
|
16.3K
$1.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-299- 3.25% |
$11.6K - $15.1K
|
8.9K
$715K
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-300- 5.55% |
$11.6K - $15.2K
|
5.1K
$410K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-300- 1.67% |
$11.6K - $15.2K
|
17.7K
$1.42M
|