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 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-318- 6.31% |
$12.3K - $16.1K
|
4.73K
$336K
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-322- 2.49% |
$12.5K - $16.3K
|
12.6K
$897K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-324- 1.53% |
$12.5K - $16.4K
|
20.9K
$1.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-325- 4.23% |
$12.6K - $16.4K
|
7.36K
$523K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-325- 4.32% |
$12.6K - $16.4K
|
7.19K
$511K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-327- 13.81% |
$12.6K - $16.5K
|
2.04K
$145K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
SELL
|
- |
-330- 50.38% |
$12.8K - $16.7K
|
325
$23.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-333- 1.1% |
$12.9K - $16.8K
|
30K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-333- 2.56% |
$12.9K - $16.8K
|
12.7K
$901K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-333- 5.37% |
$12.9K - $16.8K
|
5.87K
$417K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-337- 2.14% |
$13K - $17K
|
15.4K
$1.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-344- 1.87% |
$13.3K - $17.4K
|
18.1K
$1.29M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-347- 1.24% |
$13.4K - $17.5K
|
27.7K
$1.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-352- 0.58% |
$13.6K - $17.8K
|
60.6K
$4.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-353- 6.49% |
$13.7K - $17.8K
|
5.09K
$362K
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-354- 0.39% |
$13.7K - $17.9K
|
89.8K
$6.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-355- 0.26% |
$13.7K - $17.9K
|
135K
$9.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-362- 1.76% |
$14K - $18.3K
|
20.2K
$1.44M
|
|
|
Jan 30, 2024
Q4 2023
|
Mill Capital Management, LLC
|
SELL
|
- |
-372- 0.42% |
$14.4K - $18.8K
|
88.8K
$6.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-373- 2.43% |
$14.4K - $18.8K
|
15K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-379- 2.96% |
$14.7K - $19.1K
|
12.4K
$884K
|
|
|
Jan 18, 2024
Q4 2023
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-380- 0.3% |
$14.7K - $19.2K
|
127K
$9.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-380- 5.3% |
$14.7K - $19.2K
|
6.79K
$483K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-381- 5.27% |
$14.7K - $19.2K
|
6.86K
$487K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-382- 0.35% |
$14.8K - $19.3K
|
109K
$7.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-382- 5.09% |
$14.8K - $19.3K
|
7.13K
$507K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-383- 3.23% |
$14.8K - $19.3K
|
11.5K
$815K
|
|
|
Jan 23, 2024
Q4 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-387- 3.46% |
$15K - $19.5K
|
10.8K
$767K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-387- 1.95% |
$15K - $19.5K
|
19.4K
$1.38M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-397- 0.7% |
$15.4K - $20.1K
|
56.6K
$4.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-398- 6.87% |
$15.4K - $20.1K
|
5.39K
$383K
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-400- 1.65% |
$15.5K - $20.2K
|
23.9K
$1.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-400- 11.75% |
$15.5K - $20.2K
|
3.01K
$214K
|
|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
SELL
|
- |
-400- 2.7% |
$15.5K - $20.2K
|
14.4K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-400- 0.51% |
$15.5K - $20.2K
|
77.9K
$5.54M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-401- 1.56% |
$15.5K - $20.3K
|
25.3K
$1.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-407- 1.29% |
$15.7K - $20.6K
|
31.1K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-408- 3.48% |
$15.8K - $20.6K
|
11.3K
$804K
|
|
|
Jan 26, 2024
Q4 2023
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-414- 3.09% |
$16K - $20.9K
|
13K
$925K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-415- 5.78% |
$16K - $21K
|
6.77K
$481K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-422- 6.57% |
$16.3K - $21.3K
|
6K
$427K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Alternative Capital
|
SELL
|
- |
-428- 5.73% |
$16.6K - $21.6K
|
7.04K
$501K
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-430- 1.22% |
$16.6K - $21.7K
|
34.9K
$2.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Arrow Financial Corp
|
SELL
|
- |
-438- 6.47% |
$16.9K - $22.1K
|
6.33K
$450K
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-438- 0.28% |
$16.9K - $22.1K
|
158K
$11.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-442- 6.53% |
$17.1K - $22.3K
|
6.33K
$450K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-445- 2.18% |
$17.2K - $22.5K
|
19.9K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-454- 4.14% |
$17.6K - $22.9K
|
10.5K
$747K
|
|
|
Feb 13, 2024
Q4 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-454- 0.31% |
$17.6K - $22.9K
|
148K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Campion Asset Management
|
SELL
|
- |
-460- 5.33% |
$17.8K - $23.2K
|
8.17K
$581K
|