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 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-10- 0.35% |
$464 - $580
|
2.84K
$218K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-11- 0.05% |
$511 - $638
|
20.9K
$1.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-12- 0.06% |
$557 - $696
|
20.6K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-12- 0.13% |
$557 - $696
|
9.11K
$701K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-12- 0.23% |
$557 - $696
|
5.32K
$410K
|
|
|
Apr 16, 2024
Q1 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-18- 2.8% |
$836 - $1.04K
|
625
$48.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-18- 1.19% |
$836 - $1.04K
|
1.5K
$116K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-19- 0.99% |
$882 - $1.1K
|
1.9K
$146K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-20- 0.12% |
$929 - $1.16K
|
16.7K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-20- 2.32% |
$929 - $1.16K
|
842
$64.9K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-20- 0.54% |
$929 - $1.16K
|
3.67K
$283K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-20- 0.16% |
$929 - $1.16K
|
12.3K
$945K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-25- 0.34% |
$1.16K - $1.45K
|
7.25K
$559K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-25- 10.0% |
$1.16K - $1.45K
|
225
$17.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-25- 0.45% |
$1.16K - $1.45K
|
5.58K
$430K
|
|
|
May 01, 2024
Q1 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-28- 0.25% |
$1.3K - $1.62K
|
11.2K
$861K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-29- 0.69% |
$1.35K - $1.68K
|
4.15K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-31- 0.45% |
$1.44K - $1.8K
|
6.89K
$530K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-32- 6.19% |
$1.49K - $1.85K
|
485
$37.4K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-33- 0.38% |
$1.53K - $1.91K
|
8.7K
$670K
|
|
|
Apr 10, 2024
Q1 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-35- 0.09% |
$1.63K - $2.03K
|
37.5K
$2.89M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-35- 0.48% |
$1.63K - $2.03K
|
7.32K
$564K
|
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-36- 19.57% |
$1.67K - $2.09K
|
148
$11.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-36- 0.72% |
$1.67K - $2.09K
|
4.97K
$383K
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-40- 0.39% |
$1.86K - $2.32K
|
10.1K
$777K
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-45- 1.09% |
$2.09K - $2.61K
|
4.09K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-45- 0.3% |
$2.09K - $2.61K
|
14.9K
$1.15M
|
|
|
Apr 10, 2024
Q1 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-46- 0.74% |
$2.14K - $2.67K
|
6.16K
$475K
|
|
|
Apr 16, 2024
Q1 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-49- 0.74% |
$2.28K - $2.84K
|
6.56K
$505K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-49- 1.55% |
$2.28K - $2.84K
|
3.12K
$240K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-50- 1.97% |
$2.32K - $2.9K
|
2.48K
$191K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-51- 1.14% |
$2.37K - $2.96K
|
4.43K
$341K
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-55- 0.43% |
$2.55K - $3.19K
|
12.6K
$972K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-57- 1.89% |
$2.65K - $3.3K
|
2.96K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-58- 0.28% |
$2.69K - $3.36K
|
20.5K
$1.58M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-59- 0.35% |
$2.74K - $3.42K
|
17K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-59- 1.2% |
$2.74K - $3.42K
|
4.85K
$374K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-60- 0.89% |
$2.79K - $3.48K
|
6.67K
$514K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-61- 0.96% |
$2.83K - $3.54K
|
6.27K
$483K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-62- 0.38% |
$2.88K - $3.59K
|
16.3K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-64- 0.9% |
$2.97K - $3.71K
|
7.06K
$544K
|
|
|
May 09, 2024
Q1 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-65- 0.04% |
$3.02K - $3.77K
|
148K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-66- 0.97% |
$3.07K - $3.83K
|
6.72K
$518K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-68- 1.3% |
$3.16K - $3.94K
|
5.18K
$399K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-69- 1.52% |
$3.2K - $4K
|
4.49K
$345K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-70- 1.52% |
$3.25K - $4.06K
|
4.54K
$350K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-72- 1.63% |
$3.34K - $4.17K
|
4.35K
$335K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-72- 0.36% |
$3.34K - $4.17K
|
19.7K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-72- 0.57% |
$3.34K - $4.17K
|
12.5K
$964K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-75- 8.53% |
$3.48K - $4.35K
|
804
$61.9K
|