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Get Institutions for : 
Wells Fargo & Co (WFC)  
$59.94 0.11 (0.18%) as of 4:30 Fri 5/3


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 2030    44
Total shares held : 
2,709,757,485  
% of shares held : 
65.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -157  
Amount of shares held : 
73,095,310  
% of shares held change : 
  1.77%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$39.61  
Last Quarter's Ending Price : 
$49.22  
Last Quarter's Average Price
$43.15  
Change from last quarter's     
avg. price to the last closing  : 
16.79 (38.91%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
154
 60,511,440
 2.23%
 
Increased Positions :
667
 100,730,896
 3.72%
 
Unchanged Positions :
341
 22,253,263
 0.82%
 
Decreased Positions :
868
-75,406,471
-2.78%
 
Closed Positions :
110
-12,740,555
-0.47%
 
Guru Positions :
8
123,510,395
 4.56%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   WEST MICHIGAN ADVISORS LLC 159 *Closed 2023-12-31 0 $0 -3,088
   Virtue Capital Management LLC 353 *Closed 2023-12-31 0 $0 -8,776
   Cordant Inc. 96 *Closed 2024-03-31 0 $0 -2,821
   SUVRETTA CAPITAL MANAGEMENT LLC 89 *Closed 2023-12-31 0 $0 -428,506
   Oversea-Chinese Banking CORP Ltd 296 *Closed 2023-12-31 0 $0 -5,733
   Spartan Fund Management Inc. 90 *Closed 2024-03-31 0 $0 -3,547
   Briaud Financial Planning Inc 19 *Closed 2023-12-31 0 $0 -46
   Insight Inv LLC *Closed 2023-12-31 0 $0 -50
   GILDER GAGNON HOWE & CO LLC 252 *Closed 2023-12-31 0 $0 -52,226
   READYSTATE ASSET MANAGEMENT LP 190 *Closed 2023-12-31 0 $0 -85,603
   Knott David M Jr 112 *Closed 2023-12-31 0 $0 -438
   AXQ CAPITAL LP 687 *Closed 2023-12-31 0 $0 -47,000
   LAURION CAPITAL MANAGEMENT LP 266 *Closed 2023-12-31 0 $0 -633,380
   VERITY & VERITY, LLC 128 *Closed 2024-03-31 0 $0 -9,510
   AUGUSTINE ASSET MANAGEMENT INC 97 *Closed 2024-03-31 0 $0 -5,073
   Alphadyne Asset Management LLC 13 *Closed 2023-12-31 0 $0 -29,604
   RIA Advisory Group LLC 140 *Closed 2023-12-31 0 $0 -20,633
   Gateway Wealth Partners LLC 232 *Closed 2023-12-31 0 $0 -8,467
   Authentikos Wealth Advisory LLC 162 *Closed 2023-12-31 0 $0 -41
   First National Bank of South Miami 251 *Closed 2023-06-30 0 $0 -200
   Flaharty Asset Management LLC 287 *Closed 2023-12-31 0 $0 -2,738
   Eisler Capital (US) LLC 35 *Closed 2023-12-31 0 $0 -23,170
   Meridian Wealth Management LLC 262 *Closed 2024-03-31 0 $0 -14,766
   Ropes Wealth Advisors LLC 258 *Closed 2023-09-30 0 $0 -6,284
   CTC LLC 83 *Closed 2023-12-31 0 $0 -146,615
   VERITABLE LP 135 *Closed 2023-09-30 0 $0 -63,647
   BOURGEON CAPITAL MANAGEMENT LLC 217 *Closed 2024-03-31 0 $0 -308
   Intelligence Driven Advisers LLC 92 *Closed 2023-12-31 0 $0 -5,522
   PREMIER ASSET MANAGEMENT LLC 66 *Closed 2023-03-31 0 $0 -11,518
   Morton Brown Family Wealth LLC 207 *Closed 2024-03-31 0 $0 -100
   OGOREK ANTHONY JOSEPH /NY/ /ADV 291 *Closed 2023-12-31 0 $0 0
   One River Asset Management LLC 101 *Closed 2023-12-31 0 $0 -63,977
   Blackhawk Capital Partners LLC. 101 *Closed 2023-12-31 0 $0 -15,096
   ALLY FINANCIAL INC. 102 *Closed 2023-12-31 0 $0 -150,000
   HOHIMER WEALTH MANAGEMENT LLC 193 *Closed 2023-12-31 0 $0 -5,641
   Capula Management Ltd 319 *Closed 2023-12-31 0 $0 -2,115
   ING GROEP NV 553 *Closed 2023-12-31 0 $0 -1,317
   Koshinski Asset Management Inc. 534 *Closed 2023-12-31 0 $0 -16,250
   AM Squared Ltd 39 *Closed 2023-12-31 0 $0 -500
   CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 494 *Closed 2023-12-31 0 $0 -292,100
   ALGEBRIS (UK) Ltd 32 *Closed 2023-12-31 0 $0 -246,663
   Fourthstone LLC 70 *Closed 2023-12-31 0 $0 -26,100
   Optiver Holding B.V. 203 *Closed 2023-12-31 0 $0 -1,134,288
   SIMPLEX TRADING LLC 2625 *Closed 2024-03-31 0 $0 -352,816
   FengHe Fund Management Pte. Ltd. *Closed 2023-12-31 0 $0 -92,200
   ASSET MANAGEMENT INVESTORS LLC 139 *Closed 2023-12-31 0 $0 -9,968
   Foresight Wealth Management LLC 76 *Closed 2022-12-31 0 $0 -18,664
   IFG Advisory LLC 589 *Closed 2023-12-31 0 $0 -5,611
   Sciencast Management LP 285 *Closed 2023-12-31 0 $0 -18,355
   Lansing Street Advisors 231 *Closed 2023-12-31 0 $0 -181
   ASPIREON WEALTH ADVISORS 44 *Closed 2023-03-31 0 $0 -5,124
   Team Financial Group LLC 206 *Closed 2023-12-31 0 $0 -62
   Winton Capital Group Ltd 791 *Closed 2023-12-31 0 $0 -595,745
   Purus Wealth Management LLC 124 *Closed 2024-03-31 0 $0 -13,686
   Vident Investment Advisory LLC 504 *Closed 2023-09-30 0 $0 -26,109
   Your Advocates Ltd. LLP 236 *Closed 2023-12-31 0 $0 -73
   Brown Miller Wealth Management LLC 127 *Closed 2024-03-31 0 $0 -6,338
   SFMG, LLC 266 *Closed 2023-12-31 0 $0 -6,036
   LIBERTY WEALTH MANAGEMENT LLC 171 *Closed 2023-12-31 0 $0 -14,821
   Seatown Holdings Pte. Ltd. 26 *Closed 2024-03-31 0 $0 -45,500
   OPTIMAS CAPITAL Ltd *Closed 2023-12-31 0 $0 -91,600
   PAYDENFUNDS 177 *Closed 2023-09-30 0 $0 -1,700
   Axiom Investment Management LLC 253 *Closed 2022-12-31 0 $0 -2,692
   Hennion & Walsh Asset Management Inc. 846 *Closed 2024-03-31 0 $0 -13,533
   Altshuler Shaham Ltd 266 *Closed 2023-12-31 0 $0 -3,276,652
   Capital Advantage Inc. *Closed 2023-12-31 0 $0 -10,668
   State of Wyoming 1678 *Closed 2023-12-31 0 $0 -2,224
   CANTOR FITZGERALD L. P. 425 *Closed 2023-12-31 0 $0 -395,172
   HEAD & ASSOCIATES LLC 424 *Closed 2023-12-31 0 $0 -2,985
   AlphaCrest Capital Management LLC 667 *Closed 2022-12-31 0 $0 -94,010
   ACORN CREEK CAPITAL LLC 79 *Closed 2024-03-31 0 $0 -4,875
   ROCK CREEK GROUP, LP 138 *Closed 2023-12-31 0 $0 -2,458
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 222 *Closed 2023-12-31 0 $0 -5,686
   Integrated Investment Consultants LLC 278 *Closed 2024-03-31 0 $0 -6,248
   TSFG LLC 896 *Closed 2024-03-31 0 $0 -138
   Green Square Asset Management LLC 222 *Closed 2023-12-31 0 $0 -9,886
   ALYESKA INVESTMENT GROUP, L.P. 504 *Closed 2023-12-31 0 $0 -1,353,081
   MIZUHO MARKETS AMERICAS LLC 181 *Closed 2023-12-31 0 $0 -328,964
   Level Financial Advisors Inc. 188 *Closed 2024-03-31 0 $0 -546
   Gillson Capital LP 62 *Closed 2023-12-31 0 $0 -472,278
   Buck Wealth Strategies LLC *Closed 2023-12-31 0 $0 -10
   Planned Solutions Inc. 484 *Closed 2024-03-31 0 $0 -2,895
   SEGALL BRYANT & HAMILL 484 *Closed 2023-12-31 0 $0 -52,400
   Defender Capital LLC. *Closed 2023-12-31 0 $0 -5,893
   CMT Capital Markets Trading GmbH 60 *Closed 2023-12-31 0 $0 -77,900
   WEALTH EFFECTS LLC 234 *Closed 2024-03-31 0 $0 -5,243
   Rothschild & Co Wealth Management UK Ltd 34 *Closed 2023-12-31 0 $0 -229,217
   Total Clarity Wealth Management Inc. 281 *Closed 2024-03-31 0 $0 -6,157
   Smith Group Asset Management LLC 327 *Closed 2023-12-31 0 $0 -1,323
   Stokes Family Office LLC 316 *Closed 2023-12-31 0 $0 -13,490
   Priebe Wealth Holdings LLC 73 *Closed 2024-03-31 0 $0 -4,255
   SEVEN EIGHT CAPITAL LLC 800 *Closed 2023-12-31 0 $0 -42,368
   RIVERBRIDGE PARTNERS LLC 206 *Closed 2024-03-31 0 $0 -6,100
   Benson Investment Management Company Inc. 56 *Closed 2024-03-31 0 $0 -90,109
   GARDA CAPITAL PARTNERS LP 156 *Closed 2023-12-31 0 $0 -9,994
   MSDC MANAGEMENT, L.P. 57 *Closed 2023-12-31 0 $0 -112,325
   MADDEN SECURITIES Corp 108 *Closed 2024-03-31 0 $0 -4,380
   EARNEST PARTNERS LLC 1136 *Closed 2023-12-31 0 $0 -1,761
   Cinctive Capital Management LP 501 *Closed 2023-12-31 0 $0 -124,890
   WOLVERINE ASSET MANAGEMENT LLC 1363 *Closed 2023-12-31 0 $0 -131,609

  100 Records found
  1    
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