Purchases and Sales Made in Q1 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.84K+ 25.65% |
$66.7K - $89.3K
|
9.02K
$702K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.83K+ 6.01% |
$66.2K - $88.6K
|
32.2K
$2.51M
|
|
|
May 15, 2023
Q1 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
1.83K+ 30.54% |
$66.1K - $88.5K
|
7.8K
$607K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 2.57% |
$64.8K - $86.7K
|
71.4K
$5.56M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
1.78K+ 15.58% |
$64.6K - $86.5K
|
13.2K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1.77K+ 3.93% |
$64K - $85.7K
|
46.8K
$3.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.74K+ 11.4% |
$62.9K - $84.1K
|
17K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
1.73K+ 627.17% |
$62.7K - $84K
|
2.01K
$156K
|
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.72K+ 3.76% |
$62.2K - $83.3K
|
47.3K
$3.69M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.71K+ 32.02% |
$62K - $82.9K
|
7.05K
$549K
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.71K+ 250.22% |
$61.9K - $82.9K
|
2.39K
$186K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.7K+ 21.33% |
$61.7K - $82.5K
|
9.68K
$754K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
1.69K+ 6.7% |
$61.2K - $82K
|
26.9K
$2.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
1.69K+ 1.68% |
$61K - $81.7K
|
102K
$7.96M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.68K+ 3.95% |
$61K - $81.7K
|
44.3K
$3.45M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.67KNew |
$60.6K - $81.1K
|
1.67K
$130K
|
|
|
May 05, 2023
Q1 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.65K+ 1.16% |
$59.7K - $80K
|
144K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.65K+ 5.88% |
$59.6K - $79.8K
|
29.6K
$2.31M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.63K+ 7.9% |
$59.2K - $79.2K
|
22.3K
$1.74M
|
|
|
Apr 21, 2023
Q1 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
1.62K+ 20.77% |
$58.7K - $78.6K
|
9.42K
$733K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.61K+ 5.79% |
$58.1K - $77.8K
|
29.3K
$2.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.55K+ 4.4% |
$56.3K - $75.4K
|
36.9K
$2.87M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.54K+ 1.97% |
$55.7K - $74.6K
|
79.7K
$6.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.53KNew |
$55.6K - $74.4K
|
1.53K
$119K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
1.53K+ 1.16% |
$55.6K - $74.4K
|
134K
$10.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
1.5K+ 0.61% |
$54.3K - $72.8K
|
248K
$19.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
BUY
|
- |
1.5K+ 12.54% |
$54.3K - $72.8K
|
13.5K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
1.49K+ 0.58% |
$54.1K - $72.4K
|
261K
$20.3M
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.48K+ 1.11% |
$53.5K - $71.6K
|
135K
$10.5M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.43K+ 0.27% |
$52K - $69.5K
|
542K
$42.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.41K+ 9.77% |
$51K - $68.3K
|
15.8K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.4K+ 48.7% |
$50.8K - $68K
|
4.28K
$333K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.4KNew |
$50.7K - $67.9K
|
1.4K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.39K+ 2.11% |
$50.3K - $67.3K
|
67K
$5.22M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.39K+ 9.74% |
$50.2K - $67.2K
|
15.6K
$1.22M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.36K+ 243.65% |
$49.3K - $66.1K
|
1.92K
$150K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.35K+ 235.78% |
$48.9K - $65.5K
|
1.92K
$150K
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.34KNew |
$48.4K - $64.8K
|
1.34K
$104K
|
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.33KNew |
$48.1K - $64.4K
|
1.33K
$103K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.27K+ 1.38% |
$45.9K - $61.4K
|
93.1K
$7.25M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.26K+ 7.97% |
$45.6K - $61.1K
|
17.1K
$1.33M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.23K+ 2.69% |
$44.6K - $59.7K
|
46.9K
$3.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.23K+ 3.57% |
$44.4K - $59.5K
|
35.6K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
1.2K+ 15.38% |
$43.5K - $58.2K
|
9K
$701K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.2K+ 248.45% |
$43.5K - $58.2K
|
1.68K
$131K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.2K+ 4.79% |
$43.3K - $58K
|
26.1K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
1.19K+ 12.22% |
$43K - $57.5K
|
10.9K
$848K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.16K+ 21.21% |
$42.1K - $56.4K
|
6.65K
$517K
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.14K+ 7.86% |
$41.3K - $55.3K
|
15.6K
$1.22M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
1.1K+ 6.25% |
$39.9K - $53.4K
|
18.7K
$1.46M
|