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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.69K+ 10.32% |
$65.2K - $85.1K
|
18K
$1.29M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.64K+ 6.17% |
$63.3K - $82.7K
|
28.2K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.63K+ 24.82% |
$63.1K - $82.5K
|
8.21K
$588K
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.62K+ 13.43% |
$62.6K - $81.8K
|
13.7K
$979K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.6K+ 2.69% |
$61.8K - $80.8K
|
61.1K
$4.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
1.59K+ 18.01% |
$61.5K - $80.4K
|
10.4K
$746K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.58K+ 11.29% |
$60.9K - $79.6K
|
15.5K
$1.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.57K+ 6.63% |
$60.9K - $79.5K
|
25.3K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.57K+ 5.83% |
$60.7K - $79.3K
|
28.5K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.56K+ 4.61% |
$60.4K - $78.9K
|
35.4K
$2.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.55K+ 2.31% |
$60.1K - $78.4K
|
68.8K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.55K+ 2.69% |
$59.9K - $78.2K
|
59K
$4.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
BUY
|
- |
1.5K+ 11.42% |
$58.1K - $75.9K
|
14.7K
$1.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.48K+ 8.5% |
$57K - $74.5K
|
18.8K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.47KNew |
$56.7K - $74K
|
1.47K
$105K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.43K+ 14.62% |
$55.4K - $72.4K
|
11.2K
$804K
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
BUY
|
- |
1.43K+ 1.51% |
$55.4K - $72.3K
|
96.3K
$6.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.43K+ 3.26% |
$55.1K - $72K
|
45.1K
$3.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.42K+ 4.34% |
$54.8K - $71.6K
|
34.1K
$2.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.41K+ 9.09% |
$54.4K - $71.1K
|
16.9K
$1.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.4K+ 3.34% |
$54.2K - $70.8K
|
43.3K
$3.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.39K+ 13.6% |
$53.6K - $70K
|
11.6K
$829K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.39K+ 25.22% |
$53.6K - $70K
|
6.88K
$493K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.38K+ 15.88% |
$53.3K - $69.7K
|
10.1K
$720K
|
|
|
Feb 15, 2024
Q4 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
1.38K+ 6.37% |
$53.3K - $69.7K
|
23K
$1.65M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
1.36K+ 3.91% |
$52.7K - $68.8K
|
36.2K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.35K+ 2.84% |
$52.3K - $68.3K
|
49.1K
$3.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1.35KNew |
$52.2K - $68.2K
|
1.35K
$96.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.33K+ 2.78% |
$51.5K - $67.3K
|
49.4K
$3.53M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.33K+ 8.2% |
$51.2K - $66.9K
|
17.5K
$1.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.3K+ 25.05% |
$50.2K - $65.5K
|
6.48K
$464K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.29K+ 0.4% |
$50K - $65.4K
|
323K
$23.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.29KNew |
$49.9K - $65.2K
|
1.29K
$92.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.28K+ 6.06% |
$49.5K - $64.7K
|
22.4K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.26K+ 11.06% |
$48.7K - $63.6K
|
12.6K
$905K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.26K+ 11.06% |
$48.7K - $63.6K
|
12.6K
$905K
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
1.24K+ 13.82% |
$48K - $62.7K
|
10.2K
$732K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.23K+ 19.77% |
$47.6K - $62.2K
|
7.47K
$534K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.23K+ 1.77% |
$47.5K - $62.1K
|
70.6K
$5.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.23K+ 14.24% |
$47.4K - $61.9K
|
9.84K
$704K
|
|
|
Jan 29, 2024
Q4 2023
|
Lawson Kroeker Investment Management Inc
|
BUY
|
- |
1.23K+ 1.64% |
$47.4K - $61.9K
|
75.8K
$5.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
1.22K+ 11.93% |
$47K - $61.4K
|
11.4K
$816K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.21K+ 6.34% |
$46.8K - $61.1K
|
20.3K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.2K+ 8.31% |
$46.3K - $60.5K
|
15.6K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
1.19K+ 17.65% |
$45.8K - $59.9K
|
7.9K
$565K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.14K+ 18.91% |
$44.1K - $57.6K
|
7.17K
$513K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.08K+ 4.47% |
$41.7K - $54.5K
|
25.2K
$1.81M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.07K+ 14.59% |
$41.3K - $53.9K
|
8.38K
$600K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
1.07K+ 3.68% |
$41.2K - $53.8K
|
30K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.07K+ 7.85% |
$41.2K - $53.8K
|
14.6K
$1.05M
|