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
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
795+ 0.07% |
$28.8K - $38.6K
|
1.1M
$85.4M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
787+ 11.96% |
$28.5K - $38.2K
|
7.37K
$571K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
786+ 5.88% |
$28.5K - $38.1K
|
14.1K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
781+ 12.3% |
$28.3K - $37.9K
|
7.13K
$553K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
780+ 7.96% |
$28.3K - $37.8K
|
10.6K
$821K
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
BUY
|
- |
777+ 5.71% |
$28.2K - $37.7K
|
14.4K
$1.12M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
766+ 2.95% |
$27.8K - $37.2K
|
26.7K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
754+ 2.96% |
$27.3K - $36.6K
|
26.2K
$2.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
750+ 4.54% |
$27.2K - $36.4K
|
17.3K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
742+ 19.88% |
$26.9K - $36K
|
4.48K
$347K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
740+ 14.62% |
$26.8K - $35.9K
|
5.8K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
738New |
$26.7K - $35.8K
|
738
$57.2K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
728+ 4.98% |
$26.4K - $35.3K
|
15.4K
$1.19M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
728New |
$26.4K - $35.3K
|
728
$56.4K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
722+ 7.6% |
$26.2K - $35K
|
10.2K
$792K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
705+ 1.54% |
$25.5K - $34.2K
|
46.5K
$3.6M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
678+ 5.37% |
$24.6K - $32.9K
|
13.3K
$1.03M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
675+ 2.66% |
$24.5K - $32.7K
|
26.1K
$2.02M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
665New |
$24.1K - $32.3K
|
665
$51.6K
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
642+ 2.23% |
$23.3K - $31.1K
|
29.5K
$2.28M
|
|
|
Apr 27, 2023
Q1 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
617+ 1.31% |
$22.4K - $29.9K
|
47.9K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
591+ 9.52% |
$21.4K - $28.7K
|
6.8K
$527K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
586+ 8.73% |
$21.2K - $28.4K
|
7.3K
$566K
|
|
|
May 11, 2023
Q1 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
579+ 0.65% |
$21K - $28.1K
|
89.8K
$6.96M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
568+ 3.5% |
$20.6K - $27.5K
|
16.8K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
567+ 0.34% |
$20.5K - $27.5K
|
165K
$12.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
562+ 0.8% |
$20.4K - $27.3K
|
71.1K
$5.51M
|
|
|
Apr 14, 2023
Q1 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
555+ 0.43% |
$20.1K - $26.9K
|
129K
$9.98M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedge Capital Management L L P
|
BUY
|
- |
552+ 8.36% |
$20K - $26.8K
|
7.16K
$555K
|
|
|
Apr 24, 2023
Q1 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
546+ 4.32% |
$19.8K - $26.5K
|
13.2K
$1.02M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
537+ 2.64% |
$19.5K - $26K
|
20.9K
$1.62M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
BUY
|
- |
534+ 1.35% |
$19.3K - $25.9K
|
40K
$3.1M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
531+ 7.4% |
$19.2K - $25.8K
|
7.71K
$598K
|
|
|
May 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
521+ 3.8% |
$18.9K - $25.3K
|
14.2K
$1.1M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
517+ 5.86% |
$18.7K - $25.1K
|
9.33K
$724K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
512+ 11.05% |
$18.5K - $24.8K
|
5.15K
$399K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
505+ 6.72% |
$18.3K - $24.5K
|
8.02K
$622K
|
|
|
May 15, 2023
Q1 2023
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
503+ 3.14% |
$18.2K - $24.4K
|
16.5K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
500New |
$18.1K - $24.3K
|
500
$38.8K
|
|
|
May 08, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
500+ 5.96% |
$18.1K - $24.3K
|
8.88K
$689K
|
|
|
Jun 13, 2023
Q1 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
500+ 5.96% |
$18.1K - $24.3K
|
8.88K
$689K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
499+ 1.76% |
$18.1K - $24.2K
|
28.8K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
495+ 5.18% |
$17.9K - $24K
|
10.1K
$780K
|
|
|
May 12, 2023
Q1 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
495+ 28.58% |
$17.9K - $24K
|
2.23K
$173K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
494+ 6.97% |
$17.9K - $24K
|
7.58K
$588K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
488+ 10.78% |
$17.7K - $23.7K
|
5.02K
$389K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
480+ 0.51% |
$17.4K - $23.3K
|
95K
$7.37M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
480+ 1.39% |
$17.4K - $23.3K
|
35K
$2.71M
|
|
|
May 04, 2023
Q1 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
461+ 5.52% |
$16.7K - $22.4K
|
8.81K
$683K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
460+ 2.78% |
$16.7K - $22.3K
|
17K
$1.32M
|