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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
56+ 8.08% |
$2.03K - $2.72K
|
749
$58.1K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
53+ 0.08% |
$1.92K - $2.57K
|
64.1K
$4.97M
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
53+ 1.07% |
$1.92K - $2.57K
|
5.03K
$390K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$1.81K - $2.43K
|
50
$3.88K
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
50+ 0.16% |
$1.81K - $2.43K
|
30.9K
$2.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
50New |
$1.81K - $2.43K
|
50
$3.88K
|
|
|
May 01, 2023
Q1 2023
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
50+ 0.19% |
$1.81K - $2.43K
|
25.9K
$2M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
50+ 0.34% |
$1.81K - $2.43K
|
14.6K
$1.14M
|
|
|
May 01, 2023
Q1 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
49+ 0.48% |
$1.78K - $2.38K
|
10.2K
$792K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
48+ 0.94% |
$1.74K - $2.33K
|
5.17K
$401K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
48+ 0.48% |
$1.74K - $2.33K
|
9.99K
$775K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
46New |
$1.67K - $2.23K
|
46
$3.57K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
45New |
$1.63K - $2.18K
|
45
$3.49K
|
|
|
Apr 28, 2023
Q1 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
45+ 0.62% |
$1.63K - $2.18K
|
7.28K
$564K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
43+ 4.3% |
$1.56K - $2.09K
|
1.04K
$81K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
42+ 0.47% |
$1.52K - $2.04K
|
9.02K
$699K
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
42+ 0.16% |
$1.52K - $2.04K
|
26.4K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
36+ 0.31% |
$1.3K - $1.75K
|
11.6K
$899K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
35New |
$1.27K - $1.7K
|
35
$2.71K
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
BUY
|
- |
33+ 0.28% |
$1.2K - $1.6K
|
12K
$929K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
32+ 0.25% |
$1.16K - $1.55K
|
13K
$1.01M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
29+ 0.26% |
$1.05K - $1.41K
|
11.4K
$882K
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
29+ 0.54% |
$1.05K - $1.41K
|
5.39K
$418K
|
|
|
Apr 24, 2023
Q1 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
28+ 0.45% |
$1.01K - $1.36K
|
6.23K
$483K
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
28+ 0.25% |
$1.01K - $1.36K
|
11.4K
$881K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
BUY
|
- |
27+ 7.4% |
$978 - $1.31K
|
392
$30.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
24+ 0.43% |
$870 - $1.16K
|
5.56K
$431K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
24+ 0.32% |
$870 - $1.16K
|
7.46K
$578K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
20+ 3.26% |
$725 - $970
|
634
$49.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
19+ 0.09% |
$688 - $922
|
22.1K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
18+ 0.22% |
$652 - $873
|
8.07K
$625K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
18+ 0.24% |
$652 - $873
|
7.66K
$594K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
17+ 0.16% |
$616 - $825
|
10.3K
$802K
|
|
|
May 15, 2023
Q1 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
17+ 0.13% |
$616 - $825
|
13.4K
$1.04M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
15+ 0.63% |
$543 - $728
|
2.39K
$185K
|
|
|
May 04, 2023
Q1 2023
|
Unison Asset Management LLC
|
BUY
|
- |
14+ 0.01% |
$507 - $679
|
102K
$7.91M
|
|
|
Apr 10, 2023
Q1 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
12+ 0.2% |
$435 - $582
|
5.9K
$458K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
12+ 3.13% |
$435 - $582
|
395
$30.6K
|
|
|
May 04, 2023
Q1 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
12+ 0.01% |
$435 - $582
|
108K
$8.35M
|
|
|
May 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
BUY
|
- |
12+ 0.18% |
$435 - $582
|
6.71K
$520K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.68% |
$435 - $582
|
1.78K
$138K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11+ 0.08% |
$399 - $534
|
14.4K
$1.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
10+ 0.16% |
$362 - $485
|
6.27K
$486K
|
|
|
Apr 18, 2023
Q1 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
8+ 0.6% |
$290 - $388
|
1.33K
$103K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
8+ 1.36% |
$290 - $388
|
598
$46.4K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8+ 0.1% |
$290 - $388
|
8.17K
$634K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
8+ 29.63% |
$290 - $388
|
35
$2.71K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
8+ 0.04% |
$290 - $388
|
19K
$1.47M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 0.23% |
$254 - $340
|
3.05K
$237K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
6+ 0.06% |
$217 - $291
|
9.78K
$758K
|