Purchases and Sales Made in Q2 2023 in Wells Fargo & Company (WFC)

WFC Quotes by TradingView

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
Jul 11, 2023 Q2 2023
Grassi Investment Management

BUY
 -
794
+ 0.4%
$29.2K - $33.9K
197K $15.3M
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
789
+ 8.32%
$29K - $33.7K
10.3K $800K
Jul 14, 2023 Q2 2023
Venture Visionary Partners LLC

BUY
 -
779
+ 2.9%
$28.6K - $33.2K
27.7K $2.15M
Aug 14, 2023 Q2 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
767
+ 5.11%
$28.2K - $32.7K
15.8K $1.23M
Aug 14, 2023 Q2 2023
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
761
+ 13.68%
$27.9K - $32.5K
6.32K $492K
Aug 14, 2023 Q2 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
760
+ 2.38%
$27.9K - $32.4K
32.7K $2.54M
Aug 14, 2023 Q2 2023
Marshall Wace, LLP

London, X0
BUY
 -
740
New
$27.2K - $31.6K
740 $57.6K
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
734
+ 82.84%
$27K - $31.3K
1.62K $126K
Aug 07, 2023 Q2 2023
Cfo4 Life Group, LLC

BUY
 -
733
+ 13.14%
$26.9K - $31.3K
6.31K $491K
Aug 11, 2023 Q2 2023
Enterprise Financial Services Corp

Clayton, MO
BUY
 -
731
+ 11.73%
$26.8K - $31.2K
6.96K $542K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
704
+ 3.8%
$25.9K - $30K
19.2K $1.5M
Jul 24, 2023 Q2 2023
Bergan Kdv Wealth Management, LLC

BUY
 -
704
+ 0.49%
$25.9K - $30K
144K $11.2M
Jul 10, 2023 Q2 2023
City State Bank

Norwalk, IA
BUY
 -
694
+ 9.42%
$25.5K - $29.6K
8.06K $627K
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
694
+ 9.56%
$25.5K - $29.6K
7.95K $619K
Aug 01, 2023 Q2 2023
Abbrea Capital, LLC

BUY
 -
672
+ 4.5%
$24.7K - $28.7K
15.6K $1.21M
Jul 28, 2023 Q2 2023
Marquette Asset Management, LLC

BUY
 -
656
+ 26.19%
$24.1K - $28K
3.16K $246K
Jul 18, 2023 Q2 2023
David Katz Matrix Asset Advisors Inc
BUY
 -
655
+ 0.26%
$24.1K - $28K
250K $19.5M
Aug 11, 2023 Q2 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
642
+ 8.28%
$23.6K - $27.4K
8.4K $654K
Jul 25, 2023 Q2 2023
Institute For Wealth Management, Llc.

BUY
 -
640
+ 6.25%
$23.5K - $27.3K
10.9K $847K
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
634
+ 11.22%
$23.3K - $27.1K
6.28K $489K
Aug 03, 2023 Q2 2023
Duff & Phelps Investment Management CO

Chicago, IL
BUY
 -
600
+ 1.84%
$22K - $25.6K
33.2K $2.59M
Aug 08, 2023 Q2 2023
Gyroscope Capital Management Group, LLC

BUY
 -
600
+ 7.69%
$22K - $25.6K
8.4K $654K
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
594
+ 143.13%
$21.8K - $25.4K
1.01K $78.6K
Jul 24, 2023 Q2 2023
Hexagon Capital Partners LLC

BUY
 -
590
+ 4.27%
$21.7K - $25.2K
14.4K $1.12M
Aug 11, 2023 Q2 2023
Vident Investment Advisory, LLC

Alpharetta, GA
BUY
 -
576
+ 2.26%
$21.2K - $24.6K
26.1K $2.03M
Mar 29, 2024 Q2 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
574
New
$21.1K - $24.5K
574 $44.7K
Aug 08, 2023 Q2 2023
Baron Wealth Management LLC

Troy, MI
BUY
 -
571
+ 10.29%
$21K - $24.4K
6.12K $476K
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
567
+ 6.97%
$20.8K - $24.2K
8.7K $677K
Aug 14, 2023 Q2 2023
United Services Automobile Association

San Antonio, TX
BUY
 -
560
+ 0.65%
$20.6K - $23.9K
86.1K $6.7M
Jul 14, 2023 Q2 2023
Financial Connections Group, Inc.

BUY
 -
550
+ 287.96%
$20.2K - $23.5K
741 $57.7K
Jul 25, 2023 Q2 2023
Mainstay Capital Management LLC

BUY
 -
550
+ 3.35%
$20.2K - $23.5K
17K $1.32M
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
534
+ 10.64%
$19.6K - $22.8K
5.55K $432K
Jul 31, 2023 Q2 2023
Wayfinding Financial, LLC

Lynnwood, WA
BUY
 -
523
+ 7.05%
$19.2K - $22.3K
7.94K $618K
Jul 20, 2023 Q2 2023
St. Johns Investment Management Company, LLC

BUY
 -
500
+ 943.4%
$18.4K - $21.3K
553 $43.1K
Aug 10, 2023 Q2 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
500
+ 8.51%
$18.4K - $21.3K
6.38K $496K
Aug 11, 2023 Q2 2023
First National Advisers, LLC

Omaha, NE
BUY
 -
498
+ 3.5%
$18.3K - $21.3K
14.7K $1.15M
Jul 18, 2023 Q2 2023
Welch Group, LLC

BUY
 -
498
+ 3.82%
$18.3K - $21.3K
13.5K $1.05M
Aug 04, 2023 Q2 2023
Argent Advisors, Inc.

Monroe, LA
BUY
 -
494
+ 2.05%
$18.1K - $21.1K
24.6K $1.91M
Jul 31, 2023 Q2 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
493
+ 2.7%
$18.1K - $21K
18.8K $1.46M
Aug 10, 2023 Q2 2023
Belmont Capital, LLC

BUY
 -
492
+ 88.81%
$18.1K - $21K
1.05K $81.4K
Aug 10, 2023 Q2 2023
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
485
+ 0.41%
$17.8K - $20.7K
117K $9.14M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
483
+ 2.31%
$17.7K - $20.6K
21.4K $1.66M
Aug 14, 2023 Q2 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
478
+ 3.48%
$17.6K - $20.4K
14.2K $1.11M
Aug 09, 2023 Q2 2023
Altfest L J & CO Inc

BUY
 -
477
+ 4.39%
$17.5K - $20.4K
11.3K $883K
Aug 14, 2023 Q2 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
468
New
$17.2K - $20K
468 $36.4K
Aug 14, 2023 Q2 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
468
+ 0.77%
$17.2K - $20K
61K $4.75M
Aug 08, 2023 Q2 2023
Gfs Advisors, LLC

BUY
 -
458
+ 2.11%
$16.8K - $19.5K
22.2K $1.73M
Oct 12, 2023 Q2 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
436
+ 8.06%
$16K - $18.6K
5.85K $455K
Jul 26, 2023 Q2 2023
Plancorp, LLC

BUY
 -
434
+ 5.67%
$15.9K - $18.5K
8.09K $630K

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