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 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
468+ 0.77% |
$17.2K - $20K
|
61K
$4.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
458+ 2.11% |
$16.8K - $19.5K
|
22.2K
$1.66M
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
436+ 8.06% |
$16K - $18.6K
|
5.85K
$437K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
434+ 5.67% |
$15.9K - $18.5K
|
8.09K
$605K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
426+ 1.95% |
$15.6K - $18.2K
|
22.3K
$1.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
425+ 0.87% |
$15.6K - $18.1K
|
49.3K
$3.68M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
419+ 387.96% |
$15.4K - $17.9K
|
527
$39.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
415+ 2.83% |
$15.2K - $17.7K
|
15.1K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
402+ 0.13% |
$14.8K - $17.2K
|
302K
$22.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
385+ 0.21% |
$14.1K - $16.4K
|
184K
$13.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
383+ 1.93% |
$14.1K - $16.3K
|
20.2K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
BUY
|
- |
368+ 4.22% |
$13.5K - $15.7K
|
9.08K
$678K
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
365+ 1.23% |
$13.4K - $15.6K
|
30K
$2.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
364+ 2.42% |
$13.4K - $15.5K
|
15.4K
$1.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
345New |
$12.7K - $14.7K
|
345
$25.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
337+ 2.34% |
$12.4K - $14.4K
|
14.7K
$1.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
333+ 26.2% |
$12.2K - $14.2K
|
1.6K
$120K
|
|
|
Aug 04, 2023
Q2 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
327+ 1.45% |
$12K - $14K
|
22.9K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
318+ 3.11% |
$11.7K - $13.6K
|
10.5K
$788K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
318New |
$11.7K - $13.6K
|
318
$23.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
301New |
$11.1K - $12.8K
|
301
$22.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
300+ 15.63% |
$11K - $12.8K
|
2.22K
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
300New |
$11K - $12.8K
|
300
$22.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
297+ 0.91% |
$10.9K - $12.7K
|
33K
$2.46M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
297+ 0.91% |
$10.9K - $12.7K
|
33K
$2.46M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
290+ 0.09% |
$10.6K - $12.4K
|
311K
$23.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
287+ 17.32% |
$10.5K - $12.2K
|
1.94K
$145K
|
|
|
Jul 26, 2023
Q2 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
285New |
$10.5K - $12.2K
|
285
$21.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
283+ 3.78% |
$10.4K - $12.1K
|
7.78K
$581K
|
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
282+ 31.86% |
$10.4K - $12K
|
1.17K
$87.2K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
280New |
$10.3K - $12K
|
280
$20.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
279+ 0.58% |
$10.2K - $11.9K
|
48.2K
$3.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
278+ 10.75% |
$10.2K - $11.9K
|
2.86K
$214K
|
|
|
Aug 10, 2023
Q2 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
277+ 0.39% |
$10.2K - $11.8K
|
70.6K
$5.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
276+ 72.82% |
$10.1K - $11.8K
|
655
$48.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
273+ 1.55% |
$10K - $11.7K
|
17.9K
$1.34M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
271+ 3.21% |
$9.95K - $11.6K
|
8.71K
$651K
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
270+ 0.55% |
$9.91K - $11.5K
|
49.5K
$3.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
266+ 0.27% |
$9.77K - $11.4K
|
99.6K
$7.44M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
255New |
$9.36K - $10.9K
|
255
$19.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
240+ 0.77% |
$8.81K - $10.2K
|
31.6K
$2.36M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
233+ 0.98% |
$8.56K - $9.94K
|
23.9K
$1.79M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
233New |
$8.56K - $9.94K
|
233
$17.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
226+ 1.17% |
$8.3K - $9.65K
|
19.6K
$1.47M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
223+ 1.31% |
$8.19K - $9.52K
|
17.2K
$1.29M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
218+ 0.47% |
$8K - $9.3K
|
47K
$3.51M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
216+ 5.14% |
$7.93K - $9.22K
|
4.42K
$330K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
214+ 3.33% |
$7.86K - $9.13K
|
6.64K
$496K
|
|
|
Jul 27, 2023
Q2 2023
|
Core Alternative Capital
|
BUY
|
- |
212+ 2.87% |
$7.78K - $9.05K
|
7.61K
$569K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
212+ 1.73% |
$7.78K - $9.05K
|
12.5K
$932K
|