IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Wells Fargo & Co

Q4 2017 vs Q1 2018

Comparing institutional holders between quarters

Quarters

Q1 2018Q4 2017Q3 2017Q2 2017Q1 2017
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Wells Fargo & Company
DECREASED
Shares237,000 from 706,000
Change-469,000 (-66%)
Value$236 (-$494)
Filed 2018-05-02
D.A. Davidson & Co.
DECREASED
Shares120,000 from 150,000
Change-30,000 (-20%)
Value$118 (-$35)
Filed 2018-05-04
GV Capital Management
UNCHANGED
Shares40,000 from 40,000
Change0 (0%)
Value$39 (-$2)
Filed 2018-05-15
Wellesley Asset Management
INCREASED
Shares39,142 from 39,035
Change+107 (+0%)
Value$38.7K (-$1.4K)
Filed 2018-05-11
Creative Planning
INCREASED
Shares27,000 from 11,000
Change+16,000 (+145%)
Value$27 (+$16)
Filed 2018-04-18
FMR LLC
NEW
Shares24,000
Change+24,000
Value$24
Filed 2018-05-14
Commonwealth Equity Services, LLC
UNCHANGED
Shares14,000 from 14,000
Change0 (0%)
Value$13 (-$1)
Filed 2018-05-14
Verdence Capital Advisors LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$11 ($0)
Filed 2020-01-30
Bank of America Corp
DECREASED
Shares9,000 from 19,000
Change-10,000 (-53%)
Value$9 (-$10)
Filed 2018-05-15
Advisor Group, Inc.
DECREASED
Shares27 from 43
Change-16 (-37%)
Value$27 (-$17)
Filed 2018-05-15
Edge Advisors, LLC
CLOSED
Shares0 from 28,000
Change-28,000 (-100%)
Value$0 (-$28)
Filed 2018-05-15
Status
Wells Fargo & Company
DECREASED237,000706,000-469,000-66%$730$236-$4942018-05-02
D.A. Davidson & Co.
DECREASED120,000150,000-30,000-20%$153$118-$352018-05-04
GV Capital Management
UNCHANGED40,00040,00000%$41$39-$22018-05-15
Wellesley Asset Management
INCREASED39,14239,035+107+0%$40.1K$38.7K-$1.4K2018-05-11
Creative Planning
INCREASED27,00011,000+16,000+145%$11$27+$162018-04-18
FMR LLC
NEW24,000—+24,000——$24—2018-05-14
Commonwealth Equity Services, LLC
UNCHANGED14,00014,00000%$14$13-$12018-05-14
Verdence Capital Advisors LLC
UNCHANGED11,00011,00000%$11$11$02020-01-30
Bank of America Corp
DECREASED9,00019,000-10,000-53%$19$9-$102018-05-15
Advisor Group, Inc.
DECREASED2743-16-37%$44$27-$172018-05-15
Edge Advisors, LLC
CLOSED028,000-28,000-100%$28$0-$282018-05-15
Showing 11 of 11 institutions