Purchases and Sales Made in Q1 2023 in Wells Fargo & Company (WFC)

WFC Quotes by TradingView

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 09, 2023 Q1 2023
Griffin Asset Management, Inc.

BUY
 -
1.1K
+ 0.45%
$39.7K - $53.2K
244K $19M
May 08, 2023 Q1 2023
Madison Wealth Management

Cincinnati, OH
BUY
 -
1.1K
+ 8.73%
$39.7K - $53.1K
13.6K $1.06M
May 11, 2023 Q1 2023
Pin Oak Investment Advisors Inc

Houston, TX
BUY
 -
1.1K
+ 15.07%
$39.7K - $53.1K
8.36K $651K
Apr 20, 2023 Q1 2023
44 Wealth Management LLC

BUY
 -
1.09K
+ 3.47%
$39.6K - $53.1K
32.6K $2.54M
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
1.05K
+ 168.43%
$38.1K - $51K
1.68K $130K
Apr 13, 2023 Q1 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
1.05K
+ 3.47%
$38K - $50.9K
31.3K $2.44M
May 11, 2023 Q1 2023
Journey Strategic Wealth LLC

Summit, NJ
BUY
 -
1.05K
+ 10.3%
$38K - $50.8K
11.2K $874K
Apr 12, 2023 Q1 2023
Perkins Coie Trust CO

BUY
 -
1.04K
+ 1.62%
$37.7K - $50.5K
65.2K $5.07M
May 15, 2023 Q1 2023
Intrua Financial, LLC

Houston, TX
BUY
 -
1.04K
+ 10.67%
$37.6K - $50.4K
10.8K $839K
Apr 20, 2023 Q1 2023
Institute For Wealth Management, Llc.

BUY
 -
1.03K
+ 11.16%
$37.3K - $49.9K
10.2K $798K
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.03K
+ 9.32%
$37.2K - $49.8K
12K $937K
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1.02K
+ 2.78%
$37K - $49.5K
37.7K $2.93M
Apr 25, 2023 Q1 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
1.02K
+ 9.67%
$36.8K - $49.3K
11.5K $898K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
1.01K
+ 38.88%
$36.7K - $49.2K
3.62K $282K
Apr 25, 2023 Q1 2023
Adviser Investments LLC

BUY
 -
1K
+ 16.58%
$36.3K - $48.5K
7.04K $548K
Apr 18, 2023 Q1 2023
Hedges Asset Management LLC

BUY
 -
1K
+ 2.56%
$36.2K - $48.5K
40.1K $3.12M
Apr 26, 2023 Q1 2023
Flc Capital Advisors

BUY
 -
1K
+ 13.99%
$36.2K - $48.5K
8.15K $634K
May 15, 2023 Q1 2023
Marietta Investment Partners LLC

Milwaukee, WI
BUY
 -
1K
+ 12.82%
$36.2K - $48.5K
8.8K $685K
May 15, 2023 Q1 2023
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
1K
+ 9.84%
$36.2K - $48.5K
11.2K $869K
May 04, 2023 Q1 2023
Intrust Bank Na

Wichita, KS
BUY
 -
983
+ 13.19%
$35.6K - $47.7K
8.44K $657K
May 12, 2023 Q1 2023
Foster Dykema Cabot & CO Inc

BUY
 -
979
New
$35.5K - $47.5K
979 $76.2K
Apr 25, 2023 Q1 2023
North Crest Asset Manangement, LLC

BUY
 -
970
+ 0.59%
$35.1K - $47K
165K $12.9M
May 03, 2023 Q1 2023
Winslow Asset Management Inc

BUY
 -
948
+ 0.92%
$34.3K - $46K
104K $8.09M
Apr 04, 2023 Q1 2023
Platform Technology Partners

BUY
 -
946
+ 8.87%
$34.3K - $45.9K
11.6K $904K
Apr 03, 2023 Q1 2023
Park National Corp

BUY
 -
926
+ 15.43%
$33.5K - $44.9K
6.93K $539K
Apr 26, 2024 Q1 2023
Prestige Wealth Management Group LLC

BUY
 -
921
+ 57.42%
$33.4K - $44.7K
2.53K $197K
Apr 20, 2023 Q1 2023
Source Financial Advisors LLC

New York, NY
BUY
 -
920
+ 4.19%
$33.3K - $44.6K
22.9K $1.78M
Apr 14, 2023 Q1 2023
Prentice Wealth Management LLC

BUY
 -
916
+ 15.02%
$33.2K - $44.4K
7.02K $546K
May 04, 2023 Q1 2023
Mutual Of America Capital Management LLC

New York, NY
BUY
 -
909
+ 0.17%
$32.9K - $44.1K
545K $42.4M
May 09, 2023 Q1 2023
Beta Wealth Group, Inc.

BUY
 -
900
+ 15.25%
$32.6K - $43.7K
6.8K $529K
Mar 06, 2024 Q1 2023
Sentry LLC

Memphis, TN
BUY
 -
900
+ 4.79%
$32.6K - $43.7K
19.7K $1.53M
May 15, 2023 Q1 2023
Tranquilli Financial Advisor LLC

Clinton, NJ
BUY
 -
899
+ 10.0%
$32.6K - $43.6K
9.89K $770K
Apr 13, 2023 Q1 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
885
+ 0.36%
$32.1K - $42.9K
250K $19.4M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
885
New
$32.1K - $42.9K
885 $68.9K
May 08, 2023 Q1 2023
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
880
+ 1.15%
$31.9K - $42.7K
77.6K $6.04M
May 08, 2023 Q1 2023
Blume Capital Management, Inc.

Berkeley, CA
BUY
 -
860
+ 0.63%
$31.2K - $41.7K
138K $10.8M
Apr 26, 2023 Q1 2023
Cva Family Office, LLC

BUY
 -
838
+ 10.99%
$30.4K - $40.6K
8.47K $659K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

BUY
 -
837
+ 4.63%
$30.3K - $40.6K
18.9K $1.47M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
828
+ 4.95%
$30K - $40.2K
17.6K $1.37M
Apr 27, 2023 Q1 2023
Defender Capital, Llc.

BUY
 -
819
+ 16.14%
$29.7K - $39.7K
5.89K $459K
Apr 12, 2023 Q1 2023
Naviter Wealth, LLC

BUY
 -
818
+ 2.59%
$29.6K - $39.7K
32.5K $2.53M
May 11, 2023 Q1 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
817
+ 0.52%
$29.6K - $39.6K
159K $12.4M
May 02, 2023 Q1 2023
Black Diamond Wealth Management Inc.

BUY
 -
815
+ 15.06%
$29.5K - $39.5K
6.23K $485K
May 10, 2023 Q1 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
815
+ 0.63%
$29.5K - $39.5K
131K $10.2M
Apr 18, 2023 Q1 2023
Activest Wealth Management

BUY
 -
812
New
$29.4K - $39.4K
812 $63.2K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
803
+ 1.82%
$29.1K - $38.9K
44.9K $3.49M
May 11, 2023 Q1 2023
State Board Of Administration Of Florida Retirement System

BUY
 -
800
+ 0.02%
$29K - $38.8K
4.34M $338M
Jun 14, 2023 Q1 2023
State Board Of Administration Of Florida Retirement System

BUY
 -
800
+ 0.02%
$29K - $38.8K
4.34M $338M
May 10, 2023 Q1 2023
Pring Turner Capital Group Inc

Walnut Creek, CA
BUY
 -
796
+ 1.66%
$28.8K - $38.6K
48.8K $3.8M

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