Purchases and Sales Made in Q2 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
2.1K+ 5.81% |
$77.2K - $89.8K
|
38.3K
$3.02M
|
|
Jul 26, 2023
Q2 2023
|
Spartan Fund Management Inc.
|
BUY
|
- |
2.06K+ 58.11% |
$75.7K - $88K
|
5.61K
$442K
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.06K+ 221.29% |
$75.6K - $87.8K
|
2.99K
$235K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
2.02KNew |
$74.1K - $86.1K
|
2.02K
$159K
|
|
Jul 27, 2023
Q2 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
2K+ 1.0% |
$73.4K - $85.4K
|
202K
$15.9M
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.97K+ 12.73% |
$72.3K - $84K
|
17.4K
$1.37M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$71.6K - $83.2K
|
1.95K
$154K
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1.93K+ 0.58% |
$70.9K - $82.4K
|
337K
$26.6M
|
|
Aug 03, 2023
Q2 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.93K+ 6.34% |
$70.7K - $82.2K
|
32.3K
$2.55M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.92K+ 7.14% |
$70.5K - $81.9K
|
28.8K
$2.27M
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.92K+ 4.02% |
$70.4K - $81.9K
|
49.6K
$3.91M
|
|
Aug 08, 2023
Q2 2023
|
Candriam S.C.A.
|
BUY
|
- |
1.87K+ 26.14% |
$68.7K - $79.9K
|
9.03K
$711K
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.85K+ 7.63% |
$67.9K - $79K
|
26.1K
$2.06M
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1.83K+ 3.91% |
$67.3K - $78.2K
|
48.7K
$3.84M
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.81K+ 15.11% |
$66.6K - $77.4K
|
13.8K
$1.09M
|
|
Jul 28, 2023
Q2 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.79K+ 2.48% |
$65.7K - $76.4K
|
73.8K
$5.81M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.78K+ 7.26% |
$65.5K - $76.1K
|
26.4K
$2.08M
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1.77K+ 241.14% |
$65K - $75.5K
|
2.5K
$197K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.77K+ 16.69% |
$64.8K - $75.3K
|
12.3K
$973K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.75K+ 1.75% |
$64.1K - $74.6K
|
102K
$8.01M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.68K+ 8.72% |
$61.7K - $71.7K
|
20.9K
$1.65M
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.67K+ 9.36% |
$61.4K - $71.4K
|
19.6K
$1.54M
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
1.67K+ 5.11% |
$61.2K - $71.1K
|
34.3K
$2.7M
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.65K+ 8.64% |
$60.6K - $70.5K
|
20.8K
$1.64M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.63K+ 11.68% |
$60K - $69.7K
|
15.6K
$1.23M
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.63K+ 1.35% |
$59.9K - $69.6K
|
122K
$9.64M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.62K+ 14.26% |
$59.6K - $69.2K
|
13K
$1.02M
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.62K+ 3.66% |
$59.4K - $69K
|
45.8K
$3.61M
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.58K+ 4.1% |
$58.1K - $67.5K
|
40.2K
$3.17M
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 4.17% |
$58K - $67.4K
|
39.5K
$3.11M
|
|
Aug 03, 2023
Q2 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.56K+ 1.97% |
$57.2K - $66.5K
|
80.7K
$6.36M
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.55K+ 5.72% |
$56.8K - $66.1K
|
28.6K
$2.25M
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.53K+ 19.83% |
$56.1K - $65.3K
|
9.24K
$728K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.51K+ 8.98% |
$55.4K - $64.4K
|
18.3K
$1.44M
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.51K+ 3.11% |
$55.3K - $64.2K
|
49.8K
$3.93M
|
|
Aug 10, 2023
Q2 2023
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.5K+ 3.0% |
$55.1K - $64K
|
51.5K
$4.06M
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.43K+ 5.44% |
$52.4K - $60.9K
|
27.7K
$2.18M
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.4K+ 12.4% |
$51.6K - $59.9K
|
12.7K
$1M
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
1.4K+ 12.4% |
$51.6K - $59.9K
|
12.7K
$1M
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.4KNew |
$51.5K - $59.9K
|
1.4K
$111K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.4K+ 20.57% |
$51.3K - $59.6K
|
8.19K
$645K
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.37K+ 21.84% |
$50.5K - $58.6K
|
7.67K
$604K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.37K+ 2.35% |
$50.2K - $58.3K
|
59.6K
$4.69M
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
1.36KNew |
$50K - $58.2K
|
1.36K
$107K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.36K+ 6.88% |
$49.9K - $58K
|
21.1K
$1.66M
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.36K+ 2.18% |
$49.8K - $57.9K
|
63.5K
$5.01M
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
1.35K+ 19.27% |
$49.6K - $57.7K
|
8.37K
$659K
|
|
Jul 10, 2023
Q2 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.34K+ 1.14% |
$49.1K - $57.1K
|
119K
$9.34M
|
|
Jul 17, 2023
Q2 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1.32K+ 28.26% |
$48.4K - $56.2K
|
5.98K
$471K
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.31K+ 0.43% |
$48K - $55.8K
|
305K
$24.1M
|