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 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
4.26KNew |
$165K - $215K
|
4.26K
$282K
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
4.26KNew |
$165K - $215K
|
4.26K
$282K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
4.24KNew |
$164K - $214K
|
4.24K
$281K
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
4.24KNew |
$164K - $214K
|
4.24K
$281K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4.23KNew |
$163K - $214K
|
4.23K
$280K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
4.23KNew |
$163K - $213K
|
4.23K
$280K
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
4.22KNew |
$163K - $213K
|
4.22K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.22KNew |
$163K - $213K
|
4.22K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
4.2KNew |
$163K - $212K
|
4.2K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
4.2KNew |
$162K - $212K
|
4.2K
$278K
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
BUY
|
- |
4.19KNew |
$162K - $212K
|
4.19K
$278K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
4.18KNew |
$162K - $211K
|
4.18K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
4.18KNew |
$162K - $211K
|
4.18K
$277K
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$161K - $211K
|
4.17K
$276K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
4.16K+ 14.86% |
$161K - $210K
|
32.2K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
4.16K+ 16.63% |
$161K - $210K
|
29.2K
$1.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
4.16KNew |
$161K - $210K
|
4.16K
$275K
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.15KNew |
$160K - $210K
|
4.15K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
4.15KNew |
$160K - $210K
|
4.15K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.15KNew |
$160K - $209K
|
4.15K
$275K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.14KNew |
$160K - $209K
|
4.14K
$274K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.12KNew |
$159K - $208K
|
4.12K
$273K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
4.11KNew |
$159K - $208K
|
4.11K
$272K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.11KNew |
$159K - $208K
|
4.11K
$272K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4.08KNew |
$158K - $206K
|
4.08K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
4.07KNew |
$157K - $205K
|
4.07K
$269K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.05K+ 21.83% |
$157K - $205K
|
22.6K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.04K+ 10.85% |
$156K - $204K
|
41.3K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.04KNew |
$156K - $204K
|
4.04K
$267K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
4.01K+ 0.75% |
$155K - $202K
|
539K
$35.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3.8K+ 0.6% |
$147K - $192K
|
637K
$42.2M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
3.8K+ 3.2% |
$147K - $192K
|
123K
$8.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
3.79K+ 14.3% |
$146K - $191K
|
30.2K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.78K+ 35.74% |
$146K - $191K
|
14.4K
$951K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.78KNew |
$146K - $191K
|
3.78K
$250K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.76K+ 8.42% |
$145K - $190K
|
48.4K
$3.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.66K+ 21.86% |
$141K - $185K
|
20.4K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.63K+ 32.24% |
$140K - $183K
|
14.9K
$986K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.62K+ 9.62% |
$140K - $183K
|
41.3K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.59K+ 0.03% |
$139K - $182K
|
13.8M
$911M
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
3.52K+ 2.8% |
$136K - $178K
|
129K
$8.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
3.51KNew |
$136K - $177K
|
3.51K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
3.5K+ 4.15% |
$135K - $177K
|
87.9K
$5.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.42K+ 7.25% |
$132K - $173K
|
50.6K
$3.35M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.31K+ 15.58% |
$128K - $167K
|
24.6K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3.31K+ 15.58% |
$128K - $167K
|
24.6K
$1.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.19K+ 20.21% |
$123K - $161K
|
19K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.12K+ 8.19% |
$121K - $158K
|
41.2K
$2.73M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.1K+ 13.01% |
$120K - $156K
|
26.9K
$1.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.09K+ 3.15% |
$120K - $156K
|
101K
$6.72M
|