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 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-304- 1.43% |
$11.8K - $15.4K
|
20.9K
$1.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-304- 26.78% |
$11.8K - $15.4K
|
831
$66.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-309- 0.9% |
$11.9K - $15.6K
|
33.9K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-309- 0.66% |
$11.9K - $15.6K
|
46.2K
$3.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-313- 0.34% |
$12.1K - $15.8K
|
90.9K
$7.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-318- 6.31% |
$12.3K - $16.1K
|
4.73K
$380K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-322- 2.49% |
$12.5K - $16.3K
|
12.6K
$1.01M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-324- 1.53% |
$12.5K - $16.4K
|
20.9K
$1.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-325- 4.23% |
$12.6K - $16.4K
|
7.36K
$591K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-325- 4.32% |
$12.6K - $16.4K
|
7.19K
$578K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-327- 13.81% |
$12.6K - $16.5K
|
2.04K
$164K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-330- 50.38% |
$12.8K - $16.7K
|
325
$26.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-333- 1.1% |
$12.9K - $16.8K
|
30K
$2.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-333- 2.56% |
$12.9K - $16.8K
|
12.7K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-333- 5.37% |
$12.9K - $16.8K
|
5.87K
$472K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-337- 2.14% |
$13K - $17K
|
15.4K
$1.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-344- 1.87% |
$13.3K - $17.4K
|
18.1K
$1.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-347- 1.24% |
$13.4K - $17.5K
|
27.7K
$2.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-352- 0.58% |
$13.6K - $17.8K
|
60.6K
$4.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-353- 6.49% |
$13.7K - $17.8K
|
5.09K
$409K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-354- 0.39% |
$13.7K - $17.9K
|
89.8K
$7.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-355- 0.26% |
$13.7K - $17.9K
|
135K
$10.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-362- 1.76% |
$14K - $18.3K
|
20.2K
$1.63M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-372- 0.42% |
$14.4K - $18.8K
|
88.8K
$7.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-373- 2.43% |
$14.4K - $18.8K
|
15K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-379- 2.96% |
$14.7K - $19.1K
|
12.4K
$999K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-380- 0.3% |
$14.7K - $19.2K
|
127K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-380- 5.3% |
$14.7K - $19.2K
|
6.79K
$545K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-381- 5.27% |
$14.7K - $19.2K
|
6.86K
$551K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-382- 0.35% |
$14.8K - $19.3K
|
109K
$8.76M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-382- 5.09% |
$14.8K - $19.3K
|
7.13K
$573K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-383- 3.23% |
$14.8K - $19.3K
|
11.5K
$921K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-387- 3.46% |
$15K - $19.5K
|
10.8K
$867K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-387- 1.95% |
$15K - $19.5K
|
19.4K
$1.56M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-397- 0.7% |
$15.4K - $20.1K
|
56.6K
$4.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-398- 6.87% |
$15.4K - $20.1K
|
5.39K
$433K
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-400- 1.65% |
$15.5K - $20.2K
|
23.9K
$1.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-400- 11.75% |
$15.5K - $20.2K
|
3.01K
$241K
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-400- 2.7% |
$15.5K - $20.2K
|
14.4K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-400- 0.51% |
$15.5K - $20.2K
|
77.9K
$6.26M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-401- 1.56% |
$15.5K - $20.3K
|
25.3K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-407- 1.29% |
$15.7K - $20.6K
|
31.1K
$2.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-408- 3.48% |
$15.8K - $20.6K
|
11.3K
$909K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-414- 3.09% |
$16K - $20.9K
|
13K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-415- 5.78% |
$16K - $21K
|
6.77K
$544K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-422- 6.57% |
$16.3K - $21.3K
|
6K
$482K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-428- 5.73% |
$16.6K - $21.6K
|
7.04K
$566K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-430- 1.22% |
$16.6K - $21.7K
|
34.9K
$2.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-438- 6.47% |
$16.9K - $22.1K
|
6.33K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-438- 0.28% |
$16.9K - $22.1K
|
158K
$12.7M
|