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 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.9K- 61.25% |
$498K - $651K
|
8.15K
$583K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-13.1K- 56.24% |
$507K - $663K
|
10.2K
$731K
|
|
|
Feb 06, 2024
Q4 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-13.1K- 7.2% |
$508K - $664K
|
170K
$12.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-13.3K- 9.43% |
$514K - $671K
|
128K
$9.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13.3K- 22.63% |
$516K - $673K
|
45.6K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-13.6K- 8.72% |
$526K - $687K
|
142K
$10.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-14K- 52.2% |
$540K - $706K
|
12.8K
$916K
|
|
|
Feb 14, 2024
Q4 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-14K- 1.73% |
$541K - $707K
|
793K
$56.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
SELL
|
- |
-14K- 73.73% |
$543K - $709K
|
5K
$358K
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
SELL
|
- |
-14.1K- 10.68% |
$546K - $714K
|
118K
$8.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-14.1K- 1.95% |
$547K - $714K
|
712K
$51M
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-14.3K- 38.48% |
$553K - $722K
|
22.9K
$1.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-14.3K- 2.47% |
$553K - $722K
|
566K
$40.5M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-14.4K- 52.29% |
$555K - $726K
|
13.1K
$938K
|
|
|
Jan 18, 2024
Q4 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-14.5K- 8.14% |
$561K - $732K
|
164K
$11.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-14.7K- 2.63% |
$567K - $741K
|
543K
$38.9M
|
|
|
Feb 13, 2024
Q4 2023
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-14.8K- 1.58% |
$573K - $749K
|
922K
$66M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15K- 27.03% |
$578K - $755K
|
40.4K
$2.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-15K- 71.77% |
$580K - $758K
|
5.9K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-15.1K- 16.02% |
$584K - $763K
|
79.2K
$5.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Ifm Investors Pty LTD
|
SELL
|
- |
-15.6K- 2.12% |
$604K - $789K
|
721K
$51.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-16.1K- 15.39% |
$624K - $815K
|
88.7K
$6.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-16.5K- 14.17% |
$639K - $835K
|
100K
$7.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-16.7K- 16.61% |
$645K - $842K
|
83.7K
$5.99M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-16.7K- 13.95% |
$646K - $844K
|
103K
$7.38M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-17K- 80.09% |
$659K - $861K
|
4.24K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-17.2K- 7.79% |
$665K - $869K
|
204K
$14.6M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-17.8K- 30.95% |
$690K - $901K
|
39.8K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Marathon Asset Management LTD
|
SELL
|
- |
-18.1K- 3.19% |
$699K - $914K
|
549K
$39.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-18.2K- 5.24% |
$704K - $920K
|
329K
$23.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-18.3K- 5.7% |
$708K - $924K
|
303K
$21.7M
|
|
|
Jan 19, 2024
Q4 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-18.8K- 2.15% |
$727K - $950K
|
854K
$61.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.9K- 65.09% |
$731K - $955K
|
10.1K
$726K
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-19K- 0.22% |
$734K - $958K
|
8.42M
$603M
|
|
|
Feb 12, 2024
Q4 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-19.4K- 1.76% |
$752K - $982K
|
1.09M
$77.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-19.8K- 3.45% |
$764K - $998K
|
553K
$39.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-19.9K- 3.09% |
$771K - $1.01M
|
625K
$44.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-20K- 11.76% |
$773K - $1.01M
|
150K
$10.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-20.1K- 1.34% |
$779K - $1.02M
|
1.48M
$106M
|
|
|
Feb 14, 2024
Q4 2023
|
Symmetry Investments LP
|
SELL
|
- |
-20.5K- 66.06% |
$791K - $1.03M
|
10.5K
$753K
|
|
|
Jan 30, 2024
Q4 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-20.5K- 2.01% |
$792K - $1.03M
|
999K
$71.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-20.7K- 6.27% |
$799K - $1.04M
|
309K
$22.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-21K- 2.39% |
$812K - $1.06M
|
857K
$61.4M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-22K- 3.0% |
$849K - $1.11M
|
709K
$50.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.3K- 5.07% |
$861K - $1.12M
|
417K
$29.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-22.9K- 2.52% |
$884K - $1.15M
|
882K
$63.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Equity Investment Corp
Atlanta, GA |
SELL
|
- |
-23.6K- 0.91% |
$911K - $1.19M
|
2.57M
$184M
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-24.4K- 8.21% |
$943K - $1.23M
|
273K
$19.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-24.4K- 44.54% |
$944K - $1.23M
|
30.4K
$2.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-24.5K- 6.61% |
$948K - $1.24M
|
346K
$24.8M
|