Purchases and Sales Made in Q1 2024 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.5KNew |
$162K - $203K
|
3.5K
$269K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.48KNew |
$162K - $202K
|
3.48K
$268K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3.48KNew |
$162K - $202K
|
3.48K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.48KNew |
$162K - $202K
|
3.48K
$268K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
3.48KNew |
$161K - $201K
|
3.48K
$268K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
3.47KNew |
$161K - $201K
|
3.47K
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.47KNew |
$161K - $201K
|
3.47K
$268K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.47KNew |
$161K - $201K
|
3.47K
$267K
|
|
|
May 10, 2024
Q1 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.47K+ 28.29% |
$161K - $201K
|
15.7K
$1.21M
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.46KNew |
$161K - $201K
|
3.46K
$267K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3.43K+ 7.04% |
$159K - $199K
|
52.2K
$4.02M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
3.42K+ 8.92% |
$159K - $198K
|
41.7K
$3.21M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.42KNew |
$159K - $198K
|
3.42K
$263K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.4K+ 412.12% |
$158K - $197K
|
4.23K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.36K+ 1.93% |
$156K - $195K
|
178K
$13.7M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.33K+ 22.24% |
$155K - $193K
|
18.3K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.32K+ 72.86% |
$154K - $192K
|
7.87K
$607K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.3K+ 3.07% |
$153K - $191K
|
111K
$8.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
3.27K+ 61.61% |
$152K - $190K
|
8.58K
$661K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.26K+ 35.69% |
$151K - $189K
|
12.4K
$954K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.26K+ 0.94% |
$151K - $189K
|
351K
$27.1M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
3.24K+ 20.97% |
$150K - $188K
|
18.7K
$1.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
BUY
|
- |
3.23K+ 4.88% |
$150K - $187K
|
69.5K
$5.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
BUY
|
- |
3.17K+ 0.76% |
$147K - $184K
|
422K
$32.5M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
3.08K+ 15.2% |
$143K - $179K
|
23.4K
$1.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.06K+ 16.37% |
$142K - $177K
|
21.7K
$1.67M
|
|
|
Feb 05, 2025
Q1 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
3.04K+ 46.72% |
$141K - $176K
|
9.54K
$735K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3K+ 150.0% |
$139K - $174K
|
5K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
3K+ 3.41% |
$139K - $174K
|
90.9K
$7M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.96K+ 7.89% |
$137K - $171K
|
40.4K
$3.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.96K+ 5.68% |
$137K - $171K
|
55K
$4.24M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.94K+ 40.82% |
$136K - $170K
|
10.1K
$780K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.87K+ 25.36% |
$133K - $166K
|
14.2K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.85K+ 11.17% |
$132K - $165K
|
28.3K
$2.18M
|
|
|
May 10, 2024
Q1 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
2.8K+ 14.72% |
$130K - $162K
|
21.8K
$1.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.73K+ 1.99% |
$127K - $158K
|
140K
$10.8M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
2.71K+ 2.63% |
$126K - $157K
|
106K
$8.15M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.68K+ 0.84% |
$125K - $156K
|
322K
$24.8M
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
2.67K+ 53.61% |
$124K - $155K
|
7.66K
$590K
|
|
|
May 03, 2024
Q1 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
2.67K+ 32.29% |
$124K - $155K
|
10.9K
$843K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.62K+ 5.93% |
$122K - $152K
|
46.8K
$3.6M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.6KNew |
$121K - $150K
|
2.6K
$200K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.59K+ 14.07% |
$120K - $150K
|
21K
$1.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
2.58K+ 0.48% |
$120K - $149K
|
541K
$41.7M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.57K+ 9.11% |
$119K - $149K
|
30.7K
$2.37M
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
2.55K+ 4245.0% |
$118K - $148K
|
2.61K
$201K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
2.51K+ 42.51% |
$117K - $146K
|
8.42K
$649K
|
|
|
Apr 22, 2024
Q1 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.5K+ 44.72% |
$116K - $145K
|
8.09K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.5K+ 51.0% |
$116K - $145K
|
7.4K
$570K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.5K+ 33.42% |
$116K - $145K
|
9.96K
$767K
|