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
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-1.27K- 18.77% |
$49K - $64K
|
5.49K
$390K
|
|
|
Jan 29, 2024
Q4 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.27K- 4.62% |
$49.1K - $64.1K
|
26.2K
$1.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-1.29K- 5.08% |
$49.8K - $65K
|
24.1K
$1.71M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.3K- 5.69% |
$50.2K - $65.5K
|
21.5K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.3K- 2.88% |
$50.3K - $65.7K
|
43.8K
$3.12M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.3K- 15.48% |
$50.3K - $65.7K
|
7.1K
$505K
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.3K- 2.42% |
$50.3K - $65.7K
|
52.4K
$3.73M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.31K- 10.2% |
$50.5K - $66K
|
11.5K
$818K
|
|
|
Jan 19, 2024
Q4 2023
|
Sicart Associates LLC
|
SELL
|
- |
-1.32K- 1.04% |
$51K - $66.7K
|
126K
$8.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.32KClosed |
$51.2K - $66.8K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-1.35K- 30.95% |
$52.2K - $68.1K
|
3.01K
$214K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-1.37K- 15.91% |
$52.9K - $69K
|
7.22K
$514K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.37K- 0.85% |
$52.9K - $69.1K
|
159K
$11.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.37K- 5.91% |
$53.1K - $69.4K
|
21.9K
$1.55M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-1.38K- 0.89% |
$53.3K - $69.7K
|
154K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.38K- 1.6% |
$53.4K - $69.8K
|
84.8K
$6.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-1.4K- 4.18% |
$54K - $70.5K
|
32K
$2.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-1.4K- 0.76% |
$54.1K - $70.7K
|
184K
$13.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.42K- 21.98% |
$55K - $71.8K
|
5.05K
$359K
|
|
|
Jan 16, 2024
Q4 2023
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.42K- 1.23% |
$55K - $71.9K
|
114K
$8.13M
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.42K- 6.99% |
$55K - $71.9K
|
18.9K
$1.35M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.44K- 1.41% |
$55.5K - $72.5K
|
101K
$7.16M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.48K- 11.79% |
$57.3K - $74.9K
|
11.1K
$789K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1.49K- 2.55% |
$57.7K - $75.3K
|
56.9K
$4.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1.5K- 8.45% |
$58K - $75.8K
|
16.2K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-1.5K- 4.23% |
$58K - $75.8K
|
34K
$2.42M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.51K- 1.0% |
$58.4K - $76.2K
|
150K
$10.6M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.51K- 3.45% |
$58.4K - $76.2K
|
42.2K
$3M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.52K- 0.74% |
$58.6K - $76.5K
|
203K
$14.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.52K- 21.66% |
$58.7K - $76.6K
|
5.49K
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-1.52K- 18.27% |
$58.8K - $76.8K
|
6.8K
$484K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.53K- 1.09% |
$59K - $77.1K
|
139K
$9.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.54K- 2.69% |
$59.5K - $77.7K
|
55.6K
$3.96M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-1.55K- 17.01% |
$60.1K - $78.5K
|
7.58K
$539K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.56K- 7.99% |
$60.2K - $78.6K
|
17.9K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.56K- 3.64% |
$60.2K - $78.7K
|
41.3K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.58K- 13.24% |
$60.9K - $79.6K
|
10.3K
$734K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-1.59K- 3.19% |
$61.3K - $80.1K
|
48.1K
$3.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.6K- 2.9% |
$61.9K - $80.8K
|
53.6K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-1.61K- 9.39% |
$62.1K - $81.1K
|
15.5K
$1.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-1.62K- 11.05% |
$62.5K - $81.6K
|
13K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-1.62K- 4.72% |
$62.5K - $81.7K
|
32.7K
$2.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.62K- 5.12% |
$62.6K - $81.8K
|
30K
$2.13M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.63K- 83.27% |
$63.1K - $82.5K
|
328
$23.3K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1.65K- 69.5% |
$63.8K - $83.3K
|
724
$51.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.65K- 9.18% |
$63.9K - $83.5K
|
16.3K
$1.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.66K- 3.95% |
$64.1K - $83.7K
|
40.4K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-1.67K- 3.93% |
$64.4K - $84.1K
|
40.7K
$2.89M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.69KClosed |
$65.2K - $85.2K
|
0
$0
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-1.7K- 25.4% |
$65.6K - $85.7K
|
4.98K
$354K
|