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 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6+ 0.37% |
$217 - $291
|
1.65K
$128K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.27% |
$217 - $291
|
2.2K
$171K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.69% |
$181 - $243
|
734
$56.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5+ 0.09% |
$181 - $243
|
5.88K
$456K
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.75% |
$145 - $194
|
534
$41.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$145 - $194
|
6.65K
$516K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
4+ 0.11% |
$145 - $194
|
3.52K
$273K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4+ 0.15% |
$145 - $194
|
2.63K
$204K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
3+ 0.05% |
$109 - $146
|
5.74K
$445K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
3+ 0.11% |
$109 - $146
|
2.7K
$209K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.2% |
$109 - $146
|
1.49K
$115K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
3+ 0.2% |
$109 - $146
|
1.47K
$114K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.23% |
$109 - $146
|
1.33K
$103K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.01% |
$109 - $146
|
21.9K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.74% |
$109 - $146
|
408
$31.6K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3+ 13.64% |
$109 - $146
|
25
$1.94K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2+ 0.03% |
$72.5 - $97
|
7.98K
$618K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.34% |
$72.5 - $97
|
587
$45.5K
|
|
|
May 05, 2023
Q1 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
2+ 0.02% |
$72.5 - $97
|
8.53K
$662K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.49% |
$72.5 - $97
|
411
$31.9K
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2+ 0.04% |
$72.5 - $97
|
5.66K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2+ 0.03% |
$72.5 - $97
|
6.37K
$494K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
2+ 0.0% |
$72.5 - $97
|
95.5K
$7.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1+ 0.01% |
$36.2 - $48.5
|
10.4K
$807K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.46% |
$36.2 - $48.5
|
219
$17K
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
1+ 0.01% |
$36.2 - $48.5
|
10.6K
$818K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.53% |
$36.2 - $48.5
|
191
$14.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1+ 0.01% |
$36.2 - $48.5
|
17.2K
$1.33M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$36.2 - $48.5
|
6.99K
$542K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$36.2 - $48.5
|
6.17K
$479K
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1+ 0.01% |
$36.2 - $48.5
|
12.3K
$952K
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$36.2 - $48.5
|
3.73K
$289K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-1- -0.0% |
$36.2 - $48.5
|
66.3K
$5.14M
|
|
|
May 08, 2023
Q1 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2- 0.03% |
$72.5 - $97
|
6.56K
$509K
|
|
|
May 09, 2023
Q1 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-2- -0.0% |
$72.5 - $97
|
47.9K
$3.72M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3- 0.02% |
$109 - $146
|
15K
$1.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 0.19% |
$109 - $146
|
1.57K
$122K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-4- 9.76% |
$145 - $194
|
37
$2.87K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-5- 0.05% |
$181 - $243
|
9.39K
$728K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-6- 2.73% |
$217 - $291
|
214
$16.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-7- 0.1% |
$254 - $340
|
7.25K
$562K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-8- 0.06% |
$290 - $388
|
14.5K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-8- 0.1% |
$290 - $388
|
7.77K
$602K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-9- 4.07% |
$326 - $437
|
212
$16.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-12- 0.3% |
$435 - $582
|
4.04K
$313K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-12- 11.43% |
$435 - $582
|
93
$7.21K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-12- 0.01% |
$435 - $582
|
190K
$14.8M
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-14- 15.22% |
$507 - $679
|
78
$6.05K
|