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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-76- 0.01% |
$3.53K - $4.4K
|
787K
$60.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-77- 1.4% |
$3.58K - $4.46K
|
5.42K
$418K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-78- 0.14% |
$3.62K - $4.52K
|
56.5K
$4.35M
|
|
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-78- 0.27% |
$3.62K - $4.52K
|
29.2K
$2.25M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-79- 0.42% |
$3.67K - $4.58K
|
18.7K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-80- 2.26% |
$3.72K - $4.64K
|
3.46K
$266K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-81- 16.7% |
$3.76K - $4.69K
|
404
$31.1K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-82- 0.11% |
$3.81K - $4.75K
|
74.8K
$5.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-90- 0.21% |
$4.18K - $5.22K
|
43.7K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-90- 1.43% |
$4.18K - $5.22K
|
6.2K
$477K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-92- 0.39% |
$4.27K - $5.33K
|
23.3K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-92- 0.4% |
$4.27K - $5.33K
|
22.7K
$1.75M
|
|
|
May 09, 2024
Q1 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-94- 2.22% |
$4.37K - $5.45K
|
4.13K
$318K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-96- 6.57% |
$4.46K - $5.56K
|
1.37K
$105K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-98- 3.21% |
$4.55K - $5.68K
|
2.95K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-98- 1.36% |
$4.55K - $5.68K
|
7.08K
$546K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-99- 1.43% |
$4.6K - $5.74K
|
6.83K
$526K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-99- 4.41% |
$4.6K - $5.74K
|
2.15K
$165K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-99- 0.49% |
$4.6K - $5.74K
|
20.2K
$1.56M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-100- 0.5% |
$4.64K - $5.8K
|
19.8K
$1.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-100- 6.27% |
$4.64K - $5.8K
|
1.5K
$115K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-100- 1.05% |
$4.64K - $5.8K
|
9.45K
$728K
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-100- 2.06% |
$4.64K - $5.8K
|
4.76K
$367K
|
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-100- 2.41% |
$4.64K - $5.8K
|
4.05K
$312K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-101- 1.9% |
$4.69K - $5.85K
|
5.22K
$402K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-103- 2.2% |
$4.78K - $5.97K
|
4.57K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-103- 0.4% |
$4.78K - $5.97K
|
25.5K
$1.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-104- 0.43% |
$4.83K - $6.03K
|
24K
$1.85M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-105- 0.59% |
$4.88K - $6.09K
|
17.8K
$1.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-109- 0.3% |
$5.06K - $6.32K
|
36.1K
$2.78M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-109- 9.08% |
$5.06K - $6.32K
|
1.09K
$84K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-110- 16.18% |
$5.11K - $6.38K
|
570
$43.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-110- 7.84% |
$5.11K - $6.38K
|
1.29K
$99.6K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-112- 0.39% |
$5.2K - $6.49K
|
28.8K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-112- 2.32% |
$5.2K - $6.49K
|
4.72K
$364K
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-121- 1.37% |
$5.62K - $7.01K
|
8.72K
$671K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
SELL
|
- |
-123- 60.0% |
$5.71K - $7.13K
|
82
$6.32K
|
|
|
May 14, 2024
Q1 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-125- 0.49% |
$5.81K - $7.25K
|
25.3K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-125- 0.07% |
$5.81K - $7.25K
|
189K
$14.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-128- 21.16% |
$5.94K - $7.42K
|
477
$36.7K
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-128- 0.34% |
$5.94K - $7.42K
|
37.8K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-130- 18.84% |
$6.04K - $7.53K
|
560
$43.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-136- 1.09% |
$6.32K - $7.88K
|
12.4K
$952K
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-138- 1.06% |
$6.41K - $8K
|
12.8K
$989K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-144- 2.33% |
$6.69K - $8.35K
|
6.03K
$465K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-151- 1.21% |
$7.01K - $8.75K
|
12.3K
$946K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-153- 1.53% |
$7.11K - $8.87K
|
9.87K
$760K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-153- 0.78% |
$7.11K - $8.87K
|
19.4K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-154- 1.35% |
$7.15K - $8.93K
|
11.2K
$864K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-157- 0.92% |
$7.29K - $9.1K
|
16.8K
$1.3M
|