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 04, 2023 Q1 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
157
+ 12.34%
$5.69K - $7.61K
1.43K $111K
Apr 25, 2023 Q1 2023
Iowa State Bank

BUY
 -
155
+ 1.33%
$5.62K - $7.52K
11.8K $917K
May 10, 2023 Q1 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
148
+ 1.31%
$5.36K - $7.18K
11.4K $885K
Apr 28, 2023 Q1 2023
Guyasuta Investment Advisors Inc

BUY
 -
146
+ 2.54%
$5.29K - $7.08K
5.9K $457K
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
145
+ 1.06%
$5.25K - $7.03K
13.8K $1.07M
May 12, 2023 Q1 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
145
+ 0.56%
$5.25K - $7.03K
26.2K $2.03M
May 15, 2023 Q1 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
144
+ 2.66%
$5.22K - $6.98K
5.56K $431K
Apr 17, 2023 Q1 2023
Douglas Lane & Associates, LLC

BUY
 -
138
+ 1.19%
$5K - $6.69K
11.8K $912K
May 12, 2023 Q1 2023
Crestwood Advisors Group LLC

BUY
 -
131
+ 0.28%
$4.75K - $6.35K
46.6K $3.61M
Apr 25, 2023 Q1 2023
Busey Wealth Management

BUY
 -
129
+ 0.62%
$4.67K - $6.26K
20.8K $1.62M
May 03, 2023 Q1 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
125
+ 1.6%
$4.53K - $6.06K
7.93K $615K
May 10, 2023 Q1 2023
Cnb Bank

Clearfield, PA
BUY
 -
125
+ 5.17%
$4.53K - $6.06K
2.54K $197K
May 15, 2023 Q1 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
124
+ 0.32%
$4.49K - $6.01K
39.3K $3.05M
May 10, 2023 Q1 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
123
+ 12.23%
$4.46K - $5.97K
1.13K $87.5K
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
121
+ 16.81%
$4.38K - $5.87K
841 $65.2K
May 11, 2023 Q1 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
121
+ 0.55%
$4.38K - $5.87K
22K $1.7M
May 03, 2023 Q1 2023
Gables Capital Management Inc.

BUY
 -
120
+ 6.67%
$4.35K - $5.82K
1.92K $149K
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
118
+ 0.68%
$4.28K - $5.72K
17.5K $1.35M
May 10, 2023 Q1 2023
Diligent Investors, LLC

BUY
 -
110
+ 0.72%
$3.99K - $5.34K
15.3K $1.19M
May 02, 2023 Q1 2023
Lvw Advisors, LLC

BUY
 -
102
+ 1.03%
$3.7K - $4.95K
9.99K $774K
May 11, 2023 Q1 2023
Elequin Capital LP

New York, NY
BUY
 -
101
New
$3.66K - $4.9K
101 $7.83K
Apr 17, 2023 Q1 2023
Tanglewood Legacy Advisors, LLC

Houston, TX
BUY
 -
100
New
$3.62K - $4.85K
100 $7.75K
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
100
+ 2.32%
$3.62K - $4.85K
4.41K $342K
May 12, 2023 Q1 2023
Koss Olinger Consulting, LLC

BUY
 -
100
+ 0.7%
$3.62K - $4.85K
14.3K $1.11M
May 12, 2023 Q1 2023
Cadence Bank

Tupelo, MS
BUY
 -
96
+ 1.24%
$3.48K - $4.66K
7.87K $610K
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
93
+ 1.69%
$3.37K - $4.51K
5.59K $434K
May 11, 2023 Q1 2023
Texas Capital Bancshares Inc

BUY
 -
93
+ 0.99%
$3.37K - $4.51K
9.45K $733K
Apr 19, 2023 Q1 2023
Sterneck Capital Management, LLC

Kansas City, MO
BUY
 -
92
+ 0.29%
$3.33K - $4.46K
32.2K $2.5M
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
92
+ 1.63%
$3.33K - $4.46K
5.74K $445K
May 03, 2023 Q1 2023
Element Wealth, LLC

BUY
 -
92
+ 0.58%
$3.33K - $4.46K
16K $1.24M
May 05, 2023 Q1 2023
Avion Wealth

The Woodlands, TX
BUY
 -
92
+ 1.29%
$3.33K - $4.46K
7.24K $561K
May 15, 2023 Q1 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
89
+ 1.48%
$3.22K - $4.32K
6.09K $472K
May 16, 2023 Q1 2023
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
89
+ 4.06%
$3.22K - $4.32K
2.28K $177K
May 10, 2023 Q1 2023
Purus Wealth Management, LLC

BUY
 -
84
+ 0.64%
$3.04K - $4.07K
13.2K $1.02M
May 03, 2023 Q1 2023
9258 Wealth Management, LLC

BUY
 -
81
+ 0.67%
$2.93K - $3.93K
12.3K $951K
May 15, 2023 Q1 2023
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.

Fort Worth, TX
BUY
 -
79
+ 0.22%
$2.86K - $3.83K
36.4K $2.83M
May 12, 2023 Q1 2023
Gm Advisory Group, Inc.

Melville, NY
BUY
 -
76
+ 0.45%
$2.75K - $3.69K
16.9K $1.31M
May 15, 2023 Q1 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
76
+ 1.11%
$2.75K - $3.69K
6.95K $539K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
75
+ 44.91%
$2.72K - $3.64K
242 $18.8K
May 08, 2023 Q1 2023
Shelton Wealth Management, LLC

BUY
 -
74
+ 0.25%
$2.68K - $3.59K
30.3K $2.35M
Apr 24, 2023 Q1 2023
Beacon Capital Management, Inc.

BUY
 -
70
New
$2.54K - $3.4K
70 $5.43K
Apr 25, 2023 Q1 2023
Sky Investment Group LLC

BUY
 -
70
+ 0.87%
$2.54K - $3.4K
8.07K $626K
May 11, 2023 Q1 2023
Wilson & Boucher Capital Management, LLC

BUY
 -
70
+ 0.5%
$2.54K - $3.4K
13.9K $1.08M
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
68
+ 2.87%
$2.46K - $3.3K
2.44K $189K
May 05, 2023 Q1 2023
Howland Capital Management LLC

BUY
 -
66
+ 0.87%
$2.39K - $3.2K
7.63K $592K
May 05, 2023 Q1 2023
Arcadia Investment Management Corp

BUY
 -
66
+ 5.39%
$2.39K - $3.2K
1.29K $100K
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
60
New
$2.17K - $2.91K
60 $4.65K
May 08, 2023 Q1 2023
Tfc Financial Management

BUY
 -
58
+ 18.07%
$2.1K - $2.81K
379 $29.4K
Apr 18, 2023 Q1 2023
Scott & Selber, Inc.

BUY
 -
57
+ 0.19%
$2.07K - $2.76K
30.5K $2.37M

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