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 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-923- 4.45% |
$35.7K - $46.6K
|
19.8K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-943- 0.31% |
$36.5K - $47.6K
|
302K
$21.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-948- 14.55% |
$36.7K - $47.9K
|
5.57K
$396K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-953- 6.06% |
$36.9K - $48.1K
|
14.8K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-968- 4.91% |
$37.4K - $48.9K
|
18.7K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Excalibur Management Corp
|
SELL
|
- |
-972- 4.53% |
$37.6K - $49.1K
|
20.5K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-974- 6.72% |
$37.7K - $49.2K
|
13.5K
$962K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-984- 9.15% |
$38.1K - $49.7K
|
9.77K
$694K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-992- 19.19% |
$38.4K - $50.1K
|
4.18K
$297K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-995- 13.57% |
$38.5K - $50.3K
|
6.34K
$451K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-1K- 18.61% |
$38.7K - $50.5K
|
4.37K
$311K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-1K- 12.99% |
$38.7K - $50.5K
|
6.7K
$476K
|
|
|
Jan 17, 2024
Q4 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-1K- 7.98% |
$38.7K - $50.5K
|
11.5K
$819K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-1K- 14.92% |
$38.7K - $50.5K
|
5.7K
$405K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1K- 86.81% |
$38.7K - $50.5K
|
152
$10.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-1K- 8.13% |
$38.7K - $50.5K
|
11.3K
$804K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1K- 15.2% |
$38.7K - $50.5K
|
5.58K
$397K
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1K- 17.58% |
$38.7K - $50.5K
|
4.69K
$333K
|
|
|
Feb 14, 2024
Q4 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-1K- 16.39% |
$38.7K - $50.5K
|
5.1K
$363K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.01K- 6.58% |
$39.1K - $51K
|
14.3K
$1.02M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.01K- 5.99% |
$39.2K - $51.2K
|
15.9K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.04K- 5.72% |
$40.1K - $52.4K
|
17.1K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.05K- 38.33% |
$40.7K - $53.2K
|
1.69K
$120K
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.06K- 4.4% |
$41.1K - $53.7K
|
23.1K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.07K- 0.2% |
$41.2K - $53.8K
|
526K
$37.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.08K- 17.85% |
$41.6K - $54.3K
|
4.95K
$352K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.08K- 3.72% |
$41.7K - $54.4K
|
27.9K
$1.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-1.08K- 3.37% |
$41.9K - $54.7K
|
31K
$2.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.09K- 3.9% |
$42K - $54.8K
|
26.7K
$1.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.09K- 2.96% |
$42.1K - $55K
|
35.7K
$2.54M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-1.09K- 7.48% |
$42.3K - $55.3K
|
13.5K
$962K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.1K- 0.1% |
$42.5K - $55.6K
|
1.06M
$75.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-1.14K- 2.46% |
$43.9K - $57.3K
|
45.1K
$3.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.14K- 12.73% |
$44.1K - $57.6K
|
7.83K
$556K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-1.15K- 6.3% |
$44.5K - $58.1K
|
17.1K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.17K- 14.9% |
$45.2K - $59K
|
6.67K
$474K
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.17K- 16.16% |
$45.4K - $59.3K
|
6.09K
$433K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.18K- 16.38% |
$45.7K - $59.7K
|
6.03K
$429K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.19K- 0.92% |
$46.1K - $60.3K
|
128K
$9.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.2K- 7.6% |
$46.4K - $60.6K
|
14.6K
$1.04M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.2K- 4.26% |
$46.4K - $60.6K
|
26.9K
$1.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-1.2K- 1.7% |
$46.4K - $60.6K
|
69.4K
$4.93M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.22K- 3.39% |
$47K - $61.4K
|
34.6K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-1.23K- 2.2% |
$47.4K - $62K
|
54.5K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-1.23K- 21.1% |
$47.7K - $62.3K
|
4.61K
$328K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.24K- 6.06% |
$47.9K - $62.5K
|
19.2K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.24K- 6.93% |
$48.1K - $62.8K
|
16.7K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1.25K- 15.25% |
$48.3K - $63.1K
|
6.95K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.25K- 6.6% |
$48.4K - $63.2K
|
17.7K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-1.26K- 7.69% |
$48.7K - $63.6K
|
15.1K
$1.08M
|