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 15, 2023 Q1 2023
Fiduciary Group LLC

Savannah, GA
BUY
 -
298
+ 1.02%
$10.8K - $14.5K
29.6K $2.3M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
293
+ 0.41%
$10.6K - $14.2K
71.4K $5.53M
May 11, 2023 Q1 2023
Tradition Wealth Management, LLC

BUY
 -
293
+ 0.92%
$10.6K - $14.2K
32.2K $2.49M
Apr 19, 2023 Q1 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
284
+ 0.7%
$10.3K - $13.8K
40.9K $3.17M
May 11, 2023 Q1 2023
Camden Capital, LLC

BUY
 -
283
+ 0.09%
$10.3K - $13.7K
304K $23.6M
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
278
+ 6.47%
$10.1K - $13.5K
4.57K $355K
May 03, 2023 Q1 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
273
+ 0.53%
$9.89K - $13.2K
51.4K $3.99M
May 15, 2023 Q1 2023
Choate Investment Advisors

Boston, MA
BUY
 -
266
+ 0.74%
$9.64K - $12.9K
36.2K $2.81M
May 12, 2023 Q1 2023
Royal Capital Wealth Management, LLC

Carmel, IN
BUY
 -
264
+ 2.74%
$9.56K - $12.8K
9.9K $767K
May 09, 2023 Q1 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
262
+ 2.26%
$9.49K - $12.7K
11.9K $920K
May 08, 2023 Q1 2023
Greenup Street Wealth Management LLC

BUY
 -
258
+ 1.37%
$9.35K - $12.5K
19K $1.48M
May 09, 2023 Q1 2023
Addison Advisors LLC

BUY
 -
256
+ 34.88%
$9.27K - $12.4K
990 $76.8K
May 10, 2023 Q1 2023
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
256
+ 10.99%
$9.27K - $12.4K
2.59K $201K
Apr 14, 2023 Q1 2023
Piscataqua Savings Bank

BUY
 -
250
+ 3.12%
$9.06K - $12.1K
8.27K $641K
May 15, 2023 Q1 2023
First Dallas Securities Inc.

BUY
 -
250
+ 2.37%
$9.06K - $12.1K
10.8K $837K
Apr 25, 2023 Q1 2023
American National Bank

BUY
 -
248
+ 8.51%
$8.99K - $12K
3.16K $245K
May 02, 2023 Q1 2023
Karpas Strategies, LLC

BUY
 -
247
+ 0.35%
$8.95K - $12K
70.3K $5.45M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
246
+ 4.79%
$8.91K - $11.9K
5.39K $418K
May 12, 2023 Q1 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
243
+ 2.64%
$8.8K - $11.8K
9.46K $734K
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

BUY
 -
242
+ 1.01%
$8.77K - $11.7K
24.1K $1.87M
May 09, 2023 Q1 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
240
+ 27.43%
$8.7K - $11.6K
1.12K $86.5K
Apr 06, 2023 Q1 2023
Fulton Bank, N.A.

BUY
 -
239
+ 1.04%
$8.66K - $11.6K
23.3K $1.81M
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
237
+ 0.21%
$8.59K - $11.5K
115K $8.89M
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
236
+ 1.42%
$8.55K - $11.4K
16.8K $1.3M
Apr 28, 2023 Q1 2023
Keystone Financial Services

BUY
 -
232
+ 1.47%
$8.41K - $11.3K
16K $1.24M
Apr 20, 2023 Q1 2023
Kovack Advisors, Inc.

BUY
 -
227
+ 1.9%
$8.22K - $11K
12.2K $944K
May 03, 2023 Q1 2023
Woodward Diversified Capital, LLC

BUY
 -
226
+ 0.26%
$8.19K - $11K
85.5K $6.63M
May 03, 2023 Q1 2023
Cfo4 Life Group, LLC

BUY
 -
225
+ 4.2%
$8.15K - $10.9K
5.58K $433K
Apr 11, 2023 Q1 2023
Ullmann Wealth Partners Group, LLC

BUY
 -
222
+ 3.65%
$8.04K - $10.8K
6.3K $489K
May 05, 2023 Q1 2023
Gfg Capital, LLC

BUY
 -
222
+ 0.95%
$8.04K - $10.8K
23.6K $1.83M
May 12, 2023 Q1 2023
True Wealth Design, LLC

Akron, OH
BUY
 -
220
New
$7.97K - $10.7K
220 $17.1K
May 09, 2023 Q1 2023
25 LLC

St. Louis, MO
BUY
 -
206
New
$7.46K - $9.99K
206 $16K
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
206
+ 3.64%
$7.46K - $9.99K
5.86K $455K
May 12, 2023 Q1 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
205
+ 1.44%
$7.43K - $9.94K
14.4K $1.12M
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
202
+ 2.74%
$7.32K - $9.8K
7.58K $588K
Apr 04, 2023 Q1 2023
Trust CO Of Toledo Na

Holland, OH
BUY
 -
200
+ 0.74%
$7.25K - $9.7K
27.1K $2.1M
May 02, 2023 Q1 2023
Advisory Alpha, LLC

BUY
 -
200
+ 3.59%
$7.25K - $9.7K
5.77K $447K
May 12, 2023 Q1 2023
Ckw Financial Group

BUY
 -
200
+ 3.23%
$7.25K - $9.7K
6.4K $496K
Apr 12, 2023 Q1 2023
Contravisory Investment Management, Inc.

BUY
 -
199
+ 2.0%
$7.21K - $9.65K
10.2K $787K
Apr 18, 2023 Q1 2023
West Financial Advisors, LLC

BUY
 -
199
New
$7.21K - $9.65K
199 $15.4K
Apr 27, 2023 Q1 2023
Columbus Macro, LLC

BUY
 -
191
+ 0.53%
$6.92K - $9.26K
36.1K $2.8M
Apr 26, 2023 Q1 2023
Monte Financial Group, LLC

BUY
 -
189
+ 0.13%
$6.85K - $9.17K
145K $11.2M
May 15, 2023 Q1 2023
Icapital Wealth LLC

Walnut Creek, CA
BUY
 -
180
+ 1.57%
$6.52K - $8.73K
11.7K $906K
Apr 13, 2023 Q1 2023
Peoples Financial Services Corp.

BUY
 -
175
+ 0.95%
$6.34K - $8.49K
18.5K $1.44M
May 15, 2023 Q1 2023
Shell Asset Management CO

The Hague, P7
BUY
 -
175
+ 0.26%
$6.34K - $8.49K
66.8K $5.18M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
174
New
$6.3K - $8.44K
174 $13.5K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
174
+ 3.18%
$6.3K - $8.44K
5.65K $438K
May 01, 2023 Q1 2023
Sheaff Brock Investment Advisors, LLC

BUY
 -
167
+ 0.67%
$6.05K - $8.1K
25K $1.94M
May 11, 2023 Q1 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
160
New
$5.8K - $7.76K
160 $12.4K

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