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Wells Fargo Co

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
IAT Reinsurance Co Ltd.
NEW
Shares60,000
Change+60,000
Value$1.5M
Filed 2024-02-08
Mengis Capital Management, Inc.
INCREASED
Shares36,195 from 34,695
Change+1,500 (+4%)
Value$908.1K (+$27.6K)
Filed 2024-02-01
RFP Financial Group LLC
UNCHANGED
Shares3,594 from 3,594
Change0 (0%)
Value$90.2K (-$1.0K)
Filed 2024-02-13
PNC Financial Services Group, Inc.
INCREASED
Shares1,224 from 1,049
Change+175 (+17%)
Value$30.7K (+$4.1K)
Filed 2024-03-22
Cornerstone Planning Group LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$2.5K)
Filed 2024-02-12
ORG Partners LLC
CLOSED
Shares0 from 54
Change-54 (-100%)
Value$0 (-$1.4K)
Filed 2024-01-29
Status
IAT Reinsurance Co Ltd.
NEW60,000—+60,000——$1.5M—2024-02-08
Mengis Capital Management, Inc.
INCREASED36,19534,695+1,500+4%$880.6K$908.1K+$27.6K2024-02-01
RFP Financial Group LLC
UNCHANGED3,5943,59400%$91.2K$90.2K-$1.0K2024-02-13
PNC Financial Services Group, Inc.
INCREASED1,2241,049+175+17%$26.6K$30.7K+$4.1K2024-03-22
Cornerstone Planning Group LLC
CLOSED0100-100-100%$2.5K$0-$2.5K2024-02-12
ORG Partners LLC
CLOSED054-54-100%$1.4K$0-$1.4K2024-01-29
Showing 6 of 6 institutions