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 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
459+ 0.52% |
$16.6K - $22.3K
|
88.8K
$6.89M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
458+ 0.53% |
$16.6K - $22.2K
|
86.7K
$6.73M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
456+ 2.01% |
$16.5K - $22.1K
|
23.1K
$1.79M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
455+ 5.19% |
$16.5K - $22.1K
|
9.23K
$715K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
454New |
$16.4K - $22K
|
454
$35.2K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
449+ 1.98% |
$16.3K - $21.8K
|
23.1K
$1.79M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
446+ 1.24% |
$16.2K - $21.6K
|
36.3K
$2.81M
|
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
438+ 0.4% |
$15.9K - $21.2K
|
110K
$8.5M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
438+ 1.28% |
$15.9K - $21.2K
|
34.7K
$2.69M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
438+ 17.42% |
$15.9K - $21.2K
|
2.95K
$229K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
435+ 5.44% |
$15.8K - $21.1K
|
8.43K
$654K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
428+ 6.73% |
$15.5K - $20.8K
|
6.79K
$526K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
428+ 0.89% |
$15.5K - $20.8K
|
48.3K
$3.74M
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
426+ 3.8% |
$15.4K - $20.7K
|
11.7K
$903K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
423+ 4.1% |
$15.3K - $20.5K
|
10.7K
$832K
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
413+ 2.06% |
$15K - $20K
|
20.4K
$1.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
412+ 6.52% |
$14.9K - $20K
|
6.73K
$522K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
404+ 2.31% |
$14.6K - $19.6K
|
17.9K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
402+ 2.31% |
$14.6K - $19.5K
|
17.8K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
401+ 7.35% |
$14.5K - $19.4K
|
5.86K
$454K
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
400+ 6.07% |
$14.5K - $19.4K
|
6.99K
$542K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
395+ 7.67% |
$14.3K - $19.2K
|
5.55K
$430K
|
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
390+ 4.48% |
$14.1K - $18.9K
|
9.09K
$705K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
385+ 2.15% |
$13.9K - $18.7K
|
18.3K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
377+ 8.8% |
$13.7K - $18.3K
|
4.66K
$361K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
374New |
$13.6K - $18.1K
|
374
$29K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
373+ 3.01% |
$13.5K - $18.1K
|
12.7K
$988K
|
|
|
May 02, 2023
Q1 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
369+ 5.83% |
$13.4K - $17.9K
|
6.7K
$520K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
366+ 6.39% |
$13.3K - $17.8K
|
6.1K
$473K
|
|
|
May 04, 2023
Q1 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
363+ 5.14% |
$13.2K - $17.6K
|
7.42K
$575K
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
362+ 2.79% |
$13.1K - $17.6K
|
13.3K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
361+ 4.35% |
$13.1K - $17.5K
|
8.67K
$672K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
350+ 0.29% |
$12.7K - $17K
|
120K
$9.29M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
348+ 1.81% |
$12.6K - $16.9K
|
19.5K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
346+ 1.93% |
$12.5K - $16.8K
|
18.3K
$1.42M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
343+ 18.53% |
$12.4K - $16.6K
|
2.19K
$170K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
341+ 3.76% |
$12.4K - $16.5K
|
9.42K
$730K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
328+ 8.25% |
$11.9K - $15.9K
|
4.3K
$334K
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
322+ 4.67% |
$11.7K - $15.6K
|
7.21K
$559K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
321+ 6.07% |
$11.6K - $15.6K
|
5.61K
$435K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
321+ 2.15% |
$11.6K - $15.6K
|
15.3K
$1.18M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
317+ 1.02% |
$11.5K - $15.4K
|
31.3K
$2.43M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
315+ 1.03% |
$11.4K - $15.3K
|
31K
$2.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
314New |
$11.4K - $15.2K
|
314
$24.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
312+ 1.33% |
$11.3K - $15.1K
|
23.8K
$1.84M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
312+ 6.16% |
$11.3K - $15.1K
|
5.38K
$417K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
311+ 2.88% |
$11.3K - $15.1K
|
11.1K
$862K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
302+ 5.39% |
$10.9K - $14.6K
|
5.91K
$458K
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
300+ 15.0% |
$10.9K - $14.6K
|
2.3K
$178K
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
300+ 5.4% |
$10.9K - $14.6K
|
5.85K
$454K
|