Wells Fargo & Co Institutional Ownership (NYSE:WFC)

$40.90

-1.57 (-3.70 %)

(As of 02/28/2020 11:02 AM ET)

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Today's Range

$40.44

Now: $40.90▼

$41.87

50-Day Range

$44.14

MA: $48.33▼

$52.82

52-Week Range

$42.43

Now: $40.90▼

$54.75

Volume11.26 million shs

Average Volume17.69 million shs

Market Capitalization$172.98 billion

P/E Ratio10.17

Dividend Yield4.62%

Beta1.12

Institutional Ownership Changes (13F Filings) for Wells Fargo & Co (NYSE:WFC)

Institutional Ownership Percentage: 71.91%

Institutional Buying and Selling by Quarter

Wells Fargo & Co (NYSE WFC) Institutional Buying and Selling

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
2/27/2020	Total Clarity Wealth Management Inc.	645	$35K	0.0%	N/A	0.000%
2/27/2020	CA Family Wealth LLC	6,815	$0.37M	0.2%	N/A	0.000%
2/27/2020	Wealth Quarterback LLC	16,818	$35K	0.0%	N/A	0.000%
2/27/2020	Institute for Wealth Management LLC.	7,287	$0.39M	0.1%	+5.0%	0.000%
2/26/2020	Pearl River Capital LLC	4,752	$0.26M	0.1%	N/A	0.000%
2/26/2020	Capital Wealth Planning LLC	24,311	$1.31M	0.1%	-3.7%	0.001%
2/25/2020	Redpoint Investment Management Pty Ltd	284,182	$15.29M	0.7%	-6.6%	0.007%
2/24/2020	Beutel Goodman & Co Ltd.	890,185	$47.89M	0.3%	+0.0%	0.021%
2/24/2020	Stephenson National Bank & Trust	16,345	$0.88M	0.7%	N/A	0.000%
2/24/2020	Fusion Capital LLC	3,937	$0.21M	0.2%	N/A	0.000%
2/24/2020	Circle Wealth Management LLC	8,164	$0.44M	0.1%	+87.7%	0.000%
2/22/2020	1832 Asset Management L.P.	509,684	$27.45M	0.1%	-19.6%	0.012%
2/22/2020	LMR Partners LLP	102,456	$5.51M	0.0%	+223.7%	0.002%
2/21/2020	Quantum Capital Management	23,776	$1.28M	0.6%	+2.6%	0.001%
2/21/2020	Procyon Private Wealth Partners LLC	686	$37K	0.0%	N/A	0.000%
2/21/2020	FSA Wealth Management LLC	744	$40K	0.0%	N/A	0.000%
2/21/2020	Auxier Asset Management	29,066	$1.56M	0.3%	-2.5%	0.001%
2/21/2020	Kerntke Otto McGlone Wealth Management Group	6,171	$0.33M	0.3%	N/A	0.000%
2/21/2020	National Pension Service	4,825,076	$259.59M	0.7%	-2.1%	0.114%
2/20/2020	Cornerstone Wealth Management LLC	10,990	$0.59M	0.1%	-5.1%	0.000%
2/20/2020	Archer Investment Corp	1,774	$95K	0.1%	N/A	0.000%
2/20/2020	Geode Capital Management LLC	55,462,861	$2.98B	0.6%	-1.7%	1.311%
2/20/2020	Integrated Wealth Concepts LLC	7,861	$0.42M	0.0%	-6.0%	0.000%
2/19/2020	Grand Jean Capital Management Inc.	78,510	$4.22M	1.6%	-0.6%	0.002%
2/19/2020	Mason Street Advisors LLC	549,123	$29.54M	0.6%	-3.9%	0.013%
2/19/2020	Transcend Wealth Collective LLC	49,105	$2.64M	0.7%	N/A	0.001%
2/19/2020	ERTS Wealth Advisors LLC	17,503	$0.94M	0.4%	+3.2%	0.000%
2/18/2020	Capital International Investors	29,608,915	$1.59B	0.5%	-12.8%	0.700%
2/18/2020	Capital Research Global Investors	19,840,076	$1.07B	0.3%	+227.0%	0.469%
2/18/2020	Equitable Holdings Inc.	12,483	$0.67M	0.0%	N/A	0.000%
2/18/2020	Capital Bank & Trust Co	722,049	$38.85M	0.5%	+4.6%	0.017%
2/18/2020	HM Payson & Co.	360,600	$19.40M	0.6%	+20.5%	0.009%
2/18/2020	Brinker Capital Inc.	266,822	$14.36M	0.4%	-5.0%	0.006%
2/18/2020	Cidel Asset Management Inc.	8,182	$0.44M	0.0%	-4.0%	0.000%
2/18/2020	Profund Advisors LLC	163,041	$8.77M	0.4%	-2.9%	0.004%
2/18/2020	Fort Pitt Capital Group LLC	13,553	$0.73M	0.0%	+10.0%	0.000%
2/18/2020	Intact Investment Management Inc.	103,700	$5.58M	0.2%	-30.9%	0.002%
2/18/2020	Equitable Trust Co.	21,224	$1.14M	0.1%	-8.1%	0.001%
2/18/2020	Capital World Investors	13,525,611	$727.68M	0.2%	+16.7%	0.320%
2/18/2020	Bridges Investment Management Inc.	542,729	$29.20M	1.1%	+1.6%	0.013%
2/18/2020	IHT Wealth Management LLC	13,178	$0.71M	0.1%	+6.7%	0.000%
2/18/2020	Fosun International Ltd	13,790	$0.74M	0.1%	-6.8%	0.000%
2/18/2020	Colony Group LLC	194,866	$10.48M	0.3%	+3.3%	0.005%
2/18/2020	AXA	165,668	$8.91M	0.0%	-20.4%	0.004%
2/18/2020	H&H International Investment LLC	136,000	$7.32M	0.4%	-43.3%	0.003%
2/18/2020	Janus Henderson Group PLC	3,380,273	$181.85M	0.1%	+0.4%	0.080%
2/18/2020	Standard Life Aberdeen plc	2,087,619	$112.31M	0.3%	-6.6%	0.049%
2/18/2020	Resonant Capital Advisors LLC	5,544	$0.30M	0.1%	N/A	0.000%
2/18/2020	BSW Wealth Partners	5,605	$0.30M	0.1%	+7.9%	0.000%
2/18/2020	Man Group plc	128,171	$6.90M	0.0%	-11.0%	0.003%
2/18/2020	Noked Israel Ltd	6,000	$0.32M	0.4%	N/A	0.000%
2/18/2020	German American Bancorp Inc.	5,517	$0.30M	0.1%	-24.1%	0.000%
2/18/2020	Sterneck Capital Management LLC	35,496	$1.91M	1.5%	-1.2%	0.001%
2/18/2020	Rothschild & Co Wealth Management UK Ltd	8,358,981	$449.71M	10.0%	-0.2%	0.198%
2/17/2020	Alberta Investment Management Corp	85,300	$4.59M	0.0%	+71.3%	0.002%
2/17/2020	Gagnon Securities LLC	4,725	$0.25M	0.1%	-8.5%	0.000%
2/17/2020	Hilltop Holdings Inc.	22,594	$1.22M	0.2%	+1.8%	0.001%
2/17/2020	Prana Capital Management LP	82,998	$4.47M	0.7%	N/A	0.002%
2/15/2020	Logan Capital Management Inc.	353,218	$19M	1.0%	-3.8%	0.008%
2/15/2020	Tiedemann Advisors LLC	12,356	$0.67M	0.0%	-9.5%	0.000%
2/15/2020	Kovitz Investment Group Partners LLC	53,995	$2.91M	0.1%	+2.0%	0.001%
2/14/2020	Point72 Hong Kong Ltd	16,312	$0.88M	0.2%	+138.5%	0.000%
2/14/2020	Carolinas Wealth Consulting LLC	5,379	$0.28M	0.3%	N/A	0.000%
2/14/2020	Advisors Asset Management Inc.	74,122	$3.98M	0.0%	+9.2%	0.002%
2/14/2020	Northstar Wealth Partners LLC	18,959	$1.02M	0.4%	+17.5%	0.000%
2/14/2020	Altavista Wealth Management Inc.	15,361	$0.83M	0.2%	-3.2%	0.000%
2/14/2020	Punch & Associates Investment Management Inc.	10,160	$0.55M	0.0%	-8.4%	0.000%
2/14/2020	Captrust Financial Advisors	187,225	$10.06M	0.2%	+118.6%	0.004%
2/14/2020	Cubist Systematic Strategies LLC	393,146	$21.15M	0.4%	+1,434.1%	0.009%
2/14/2020	Orion Portfolio Solutions LLC	56,654	$3.05M	0.2%	N/A	0.001%
2/14/2020	Keebeck Wealth Management LLC	2,675	$0.14M	0.0%	N/A	0.000%
2/14/2020	AQR Capital Management LLC	7,948,698	$427.64M	0.5%	-2.4%	0.188%
2/14/2020	Caisse DE Depot ET Placement DU Quebec	1,333,299	$71.73M	0.2%	-29.4%	0.032%
2/14/2020	Westwood Holdings Group Inc.	2,146,629	$115.49M	1.2%	+8.2%	0.051%
2/14/2020	Advisory Alpha LLC	2,284	$0.12M	0.0%	-21.1%	0.000%
2/14/2020	Blueshift Asset Management LLC	10,927	$0.59M	0.1%	-81.8%	0.000%
2/14/2020	First Republic Investment Management Inc.	828,112	$44.55M	0.2%	+11.1%	0.020%
2/14/2020	Schonfeld Strategic Advisors LLC	247,445	$13.31M	0.3%	+3,891.0%	0.006%
2/14/2020	Jacobs Levy Equity Management Inc.	8,558	$0.46M	0.0%	N/A	0.000%
2/14/2020	Covenant Partners LLC	21,881	$1.18M	0.5%	+21.1%	0.001%
2/14/2020	Marshall Wace LLP	54,958	$2.96M	0.0%	N/A	0.001%
2/14/2020	Loomis Sayles & Co. L P	6,041	$0.33M	0.0%	-6.0%	0.000%
2/14/2020	Visionary Wealth Advisors	49,046	$2.64M	0.5%	N/A	0.001%
2/14/2020	ArrowMark Colorado Holdings LLC	256,510	$13.80M	0.1%	-8.1%	0.006%
2/14/2020	Knights of Columbus Asset Advisors LLC	173,376	$9.33M	0.8%	+0.4%	0.004%
2/14/2020	GHP Investment Advisors Inc.	29,317	$1.58M	0.2%	+4.7%	0.001%
2/14/2020	Penserra Capital Management LLC	1,588	$84K	0.0%	-93.9%	0.000%
2/14/2020	Guggenheim Capital LLC	334,945	$18.02M	0.1%	+10.8%	0.008%
2/14/2020	Mitsubishi UFJ Trust & Banking Corp	4,390,214	$236.19M	0.6%	-3.2%	0.104%
2/14/2020	Skandinaviska Enskilda Banken AB publ	718,539	$38.66M	0.3%	+4.7%	0.017%
2/14/2020	Asset Management One Co. Ltd.	2,340,065	$125.90M	0.6%	-2.1%	0.055%
2/14/2020	CWS Financial Advisors LLC	9,819	$0.53M	0.4%	N/A	0.000%
2/14/2020	Capital Wealth Alliance LLC	1,252	$59K	0.0%	N/A	0.000%
2/14/2020	Public Sector Pension Investment Board	937,817	$50.46M	0.3%	-18.3%	0.022%
2/14/2020	Williams Jones Wealth Management LLC.	187,569	$10.09M	0.2%	+83.1%	0.004%
2/14/2020	Mairs & Power INC	2,310,746	$124.32M	1.4%	-0.2%	0.055%
2/14/2020	Meiji Yasuda Life Insurance Co	59,121	$3.18M	0.4%	-5.7%	0.001%
2/14/2020	Amundi Pioneer Asset Management Inc.	10,660,597	$573.54M	0.7%	+264.5%	0.252%
2/14/2020	Nissay Asset Management Corp Japan ADV	427,335	$22.99M	0.5%	-3.7%	0.010%
2/14/2020	Murphy Pohlad Asset Management LLC	58,256	$3.13M	1.7%	+4.5%	0.001%

(Data available from 1/1/2016 forward)

This page was last updated on 2/28/2020 by MarketBeat.com Staff

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Institutional Ownership Changes (13F Filings) for Wells Fargo & Co (NYSE:WFC)

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