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 14, 2024
Q1 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-32K- 0.5% |
$1.49M - $1.86M
|
6.38M
$491M
|
|
|
May 15, 2024
Q1 2024
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-32.1K- 50.87% |
$1.49M - $1.86M
|
31K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-32.4K- 8.6% |
$1.51M - $1.88M
|
344K
$26.5M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-32.6K- 26.23% |
$1.51M - $1.89M
|
91.7K
$7.06M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-32.8K- 13.12% |
$1.52M - $1.9M
|
217K
$16.7M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-32.8K- 9.91% |
$1.52M - $1.9M
|
299K
$23M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-33.1K- 6.6% |
$1.54M - $1.92M
|
468K
$36M
|
|
|
Apr 24, 2024
Q1 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-33.8K- 15.61% |
$1.57M - $1.96M
|
183K
$14.1M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-34.1K- 3.22% |
$1.58M - $1.98M
|
1.02M
$78.9M
|
|
|
May 03, 2024
Q1 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-34.3K- 16.95% |
$1.59M - $1.99M
|
168K
$12.9M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-34.4K- 12.91% |
$1.6M - $2M
|
232K
$17.9M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.2K- 7.56% |
$1.63M - $2.04M
|
430K
$33.1M
|
|
|
May 06, 2024
Q1 2024
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-35.3K- 22.59% |
$1.64M - $2.05M
|
121K
$9.33M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-35.5K- 1.75% |
$1.65M - $2.06M
|
2M
$154M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-36K- 53.08% |
$1.67M - $2.09M
|
31.9K
$2.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-36.9K- 5.23% |
$1.71M - $2.14M
|
668K
$51.5M
|
|
|
May 14, 2024
Q1 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-37.3K- 5.23% |
$1.73M - $2.16M
|
675K
$52M
|
|
|
May 07, 2024
Q1 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-37.3K- 47.58% |
$1.73M - $2.16M
|
41.1K
$3.16M
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-39.3K- 87.23% |
$1.83M - $2.28M
|
5.76K
$443K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-39.9K- 2.58% |
$1.85M - $2.31M
|
1.5M
$116M
|
|
|
Feb 13, 2025
Q1 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-41K- 15.89% |
$1.91M - $2.38M
|
217K
$16.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-41.2K- 87.67% |
$1.92M - $2.39M
|
5.8K
$447K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-41.3K- 3.1% |
$1.92M - $2.39M
|
1.29M
$99.3M
|
|
|
Apr 23, 2024
Q1 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-43K- 19.03% |
$2M - $2.49M
|
183K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-44.9K- 61.86% |
$2.09M - $2.6M
|
27.7K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-45.3K- 7.79% |
$2.1M - $2.62M
|
536K
$41.3M
|
|
|
May 14, 2024
Q1 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-47K- 3.66% |
$2.18M - $2.72M
|
1.24M
$95.2M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-47.9K- 66.8% |
$2.22M - $2.78M
|
23.8K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-48.4K- 51.05% |
$2.25M - $2.81M
|
46.4K
$3.57M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-49K- 40.21% |
$2.28M - $2.84M
|
72.9K
$5.62M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-49.3K- 2.57% |
$2.29M - $2.86M
|
1.87M
$144M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-49.3K- 50.05% |
$2.29M - $2.86M
|
49.2K
$3.79M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-49.5K- 53.93% |
$2.3M - $2.87M
|
42.2K
$3.25M
|
|
|
May 13, 2024
Q1 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-50K- 19.61% |
$2.32M - $2.9M
|
205K
$15.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.5K- 6.17% |
$2.35M - $2.93M
|
768K
$59.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-54.4K- 9.32% |
$2.53M - $3.16M
|
530K
$40.8M
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-55.7K- 10.03% |
$2.59M - $3.23M
|
500K
$38.5M
|
|
|
May 08, 2024
Q1 2024
|
Pro Share Advisors LLC
|
SELL
|
- |
-56.6K- 7.32% |
$2.63M - $3.28M
|
716K
$55.2M
|
|
|
May 13, 2024
Q1 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-56.9K- 5.82% |
$2.64M - $3.3M
|
921K
$70.9M
|
|
|
May 14, 2024
Q1 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
SELL
|
- |
-56.9K- 5.82% |
$2.64M - $3.3M
|
921K
$70.9M
|
|
|
May 13, 2024
Q1 2024
|
Freemont Management S.A.
|
SELL
|
- |
-57.4K- 23.69% |
$2.67M - $3.33M
|
185K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-58.4K- 52.29% |
$2.71M - $3.38M
|
53.3K
$4.1M
|
|
|
Apr 19, 2024
Q1 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-59.1K- 6.92% |
$2.74M - $3.42M
|
795K
$61.2M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-59.6K- 8.3% |
$2.77M - $3.45M
|
658K
$50.7M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-60.6K- 76.31% |
$2.82M - $3.51M
|
18.8K
$1.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-62.6K- 67.54% |
$2.91M - $3.63M
|
30.1K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-65.3K- 1.43% |
$3.03M - $3.79M
|
4.49M
$346M
|
|
|
May 15, 2024
Q1 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-65.3K- 33.88% |
$3.03M - $3.79M
|
128K
$9.82M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-67.6K- 79.34% |
$3.14M - $3.92M
|
17.6K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-68K- 15.76% |
$3.16M - $3.94M
|
364K
$28M
|