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 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
249New |
$9.63K - $12.6K
|
249
$17.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
246+ 2.05% |
$9.51K - $12.4K
|
12.3K
$877K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
244+ 19.08% |
$9.44K - $12.3K
|
1.52K
$109K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
244New |
$9.44K - $12.3K
|
244
$17.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
243New |
$9.4K - $12.3K
|
243
$17.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
241New |
$9.32K - $12.2K
|
241
$17.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
235+ 5.64% |
$9.09K - $11.9K
|
4.41K
$315K
|
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
233+ 1.66% |
$9.01K - $11.8K
|
14.3K
$1.02M
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
228+ 3.5% |
$8.82K - $11.5K
|
6.73K
$482K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
228+ 0.63% |
$8.82K - $11.5K
|
36.3K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
228New |
$8.82K - $11.5K
|
228
$16.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
224+ 4.13% |
$8.66K - $11.3K
|
5.65K
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
219+ 3.36% |
$8.47K - $11.1K
|
6.75K
$483K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
217+ 1.08% |
$8.39K - $11K
|
20.3K
$1.45M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
215+ 84.31% |
$8.31K - $10.9K
|
470
$33.6K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
214+ 4.88% |
$8.28K - $10.8K
|
4.6K
$329K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
203New |
$7.85K - $10.3K
|
203
$14.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
BUY
|
- |
203+ 3.04% |
$7.85K - $10.3K
|
6.88K
$493K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
202+ 0.89% |
$7.81K - $10.2K
|
22.8K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
200New |
$7.73K - $10.1K
|
200
$14.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
197+ 0.54% |
$7.62K - $9.95K
|
36.8K
$2.63M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
195+ 31.3% |
$7.54K - $9.85K
|
818
$58.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
195+ 2.22% |
$7.54K - $9.85K
|
9K
$644K
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
BUY
|
- |
187+ 2.76% |
$7.23K - $9.45K
|
6.95K
$498K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
175+ 2.66% |
$6.77K - $8.84K
|
6.75K
$483K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
169+ 0.64% |
$6.54K - $8.54K
|
26.4K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
169+ 0.8% |
$6.54K - $8.54K
|
21.4K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
165+ 1.95% |
$6.38K - $8.33K
|
8.62K
$617K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
156+ 6.85% |
$6.03K - $7.88K
|
2.44K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
155+ 0.17% |
$5.99K - $7.83K
|
90.5K
$6.48M
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
150+ 11.76% |
$5.8K - $7.58K
|
1.43K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
146+ 1.04% |
$5.65K - $7.37K
|
14.1K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
139New |
$5.38K - $7.02K
|
139
$9.95K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
135+ 0.48% |
$5.22K - $6.82K
|
28.1K
$2.01M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
134+ 3.02% |
$5.18K - $6.77K
|
4.58K
$328K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
131+ 0.96% |
$5.07K - $6.62K
|
13.8K
$991K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
129+ 1.2% |
$4.99K - $6.52K
|
10.9K
$780K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
128+ 4.02% |
$4.95K - $6.47K
|
3.31K
$237K
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
126+ 1.85% |
$4.87K - $6.36K
|
6.94K
$497K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
124+ 2.42% |
$4.8K - $6.26K
|
5.25K
$376K
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
123New |
$4.76K - $6.21K
|
123
$8.81K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
112+ 0.6% |
$4.33K - $5.66K
|
18.6K
$1.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
110+ 1.39% |
$4.25K - $5.56K
|
8K
$573K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
110+ 19.3% |
$4.25K - $5.56K
|
680
$48.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
110New |
$4.25K - $5.56K
|
110
$7.87K
|
|
|
Feb 09, 2024
Q4 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
106+ 1.15% |
$4.1K - $5.35K
|
9.31K
$667K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
104+ 1.81% |
$4.02K - $5.25K
|
5.85K
$419K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
102+ 1.04% |
$3.94K - $5.15K
|
9.91K
$710K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
101+ 4.71% |
$3.91K - $5.1K
|
2.25K
$161K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
100+ 1.42% |
$3.87K - $5.05K
|
7.15K
$512K
|