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
Aug 14, 2023 Q2 2023
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
426
+ 1.95%
$15.6K - $18.2K
22.3K $1.74M
Aug 08, 2023 Q2 2023
Pring Turner Capital Group Inc

Walnut Creek, CA
BUY
 -
425
+ 0.87%
$15.6K - $18.1K
49.3K $3.84M
Jul 10, 2023 Q2 2023
Financial Management Professionals, Inc.

BUY
 -
419
+ 387.96%
$15.4K - $17.9K
527 $41K
Aug 15, 2023 Q2 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
415
+ 2.83%
$15.2K - $17.7K
15.1K $1.17M
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems

Frankfort, KY
BUY
 -
402
+ 0.13%
$14.8K - $17.2K
302K $23.5M
Jul 13, 2023 Q2 2023
Consilium Wealth Advisory, LLC

BUY
 -
385
+ 0.21%
$14.1K - $16.4K
184K $14.3M
Jul 31, 2023 Q2 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
383
+ 1.93%
$14.1K - $16.3K
20.2K $1.58M
Aug 10, 2023 Q2 2023
Washington Trust Bank

BUY
 -
368
+ 4.22%
$13.5K - $15.7K
9.08K $707K
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
365
+ 1.23%
$13.4K - $15.6K
30K $2.34M
Aug 08, 2023 Q2 2023
Claro Advisors LLC

Boston, MA
BUY
 -
364
+ 2.42%
$13.4K - $15.5K
15.4K $1.2M
Jul 25, 2023 Q2 2023
Lex Aurum Advisors, LLC

BUY
 -
337
+ 2.34%
$12.4K - $14.4K
14.7K $1.15M
Jul 27, 2023 Q2 2023
Mendota Financial Group, LLC

Madison, WI
BUY
 -
333
+ 26.2%
$12.2K - $14.2K
1.6K $125K
Aug 04, 2023 Q2 2023
Investors Asset Management Of Georgia Inc

BUY
 -
327
+ 1.45%
$12K - $14K
22.9K $1.78M
Jul 21, 2023 Q2 2023
First Purpose Wealth LLC

BUY
 -
318
+ 3.11%
$11.7K - $13.6K
10.5K $821K
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
318
New
$11.7K - $13.6K
318 $24.8K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
301
New
$11.1K - $12.8K
301 $23.4K
Aug 02, 2023 Q2 2023
Gables Capital Management Inc.

BUY
 -
300
+ 15.63%
$11K - $12.8K
2.22K $173K
Aug 11, 2023 Q2 2023
Old Point Trust & Financial Services N A

BUY
 -
300
New
$11K - $12.8K
300 $23.4K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
297
+ 0.91%
$10.9K - $12.7K
33K $2.57M
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
297
+ 0.91%
$10.9K - $12.7K
33K $2.57M
Jul 31, 2023 Q2 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
290
+ 0.09%
$10.6K - $12.4K
311K $24.2M
Jul 28, 2023 Q2 2023
Key F Inancial Inc

BUY
 -
287
+ 17.32%
$10.5K - $12.2K
1.94K $151K
Jul 26, 2023 Q2 2023
V Square Quantitative Management LLC

Chicago, IL
BUY
 -
285
New
$10.5K - $12.2K
285 $22.2K
Aug 07, 2023 Q2 2023
Red Door Wealth Management, LLC

BUY
 -
283
+ 3.78%
$10.4K - $12.1K
7.78K $606K
Aug 03, 2023 Q2 2023
Paladin Advisory Group, LLC

BUY
 -
282
+ 31.86%
$10.4K - $12K
1.17K $90.9K
Sep 12, 2023 Q2 2023
Cgc Financial Services, LLC

Lake Oswego, OR
BUY
 -
280
New
$10.3K - $12K
280 $21.8K
Aug 11, 2023 Q2 2023
Schwarz Dygos Wheeler Investment Advisors LLC

Minneapolis, MN
BUY
 -
279
+ 0.58%
$10.2K - $11.9K
48.2K $3.75M
Jul 07, 2023 Q2 2023
Harvest Fund Management Co., LTD

Beijing, F4
BUY
 -
278
+ 10.75%
$10.2K - $11.9K
2.86K $223K
Aug 10, 2023 Q2 2023
Karpas Strategies, LLC

BUY
 -
277
+ 0.39%
$10.2K - $11.8K
70.6K $5.5M
Aug 07, 2023 Q2 2023
Tfc Financial Management

BUY
 -
276
+ 72.82%
$10.1K - $11.8K
655 $51K
Aug 07, 2023 Q2 2023
Xml Financial, LLC

BUY
 -
273
+ 1.55%
$10K - $11.7K
17.9K $1.4M
Dec 11, 2023 Q2 2023
Rb Capital Management, LLC

BUY
 -
271
+ 3.21%
$9.95K - $11.6K
8.71K $678K
Aug 11, 2023 Q2 2023
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
270
+ 0.55%
$9.91K - $11.5K
49.5K $3.86M
Aug 01, 2023 Q2 2023
Madison Asset Management, LLC

Madison, WI
BUY
 -
266
+ 0.27%
$9.77K - $11.4K
99.6K $7.75M
Aug 21, 2023 Q2 2023
Vision Point Advisory Group, LLC

Dallas, TX
BUY
 -
255
New
$9.36K - $10.9K
255 $19.9K
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
240
+ 0.77%
$8.81K - $10.2K
31.6K $2.46M
Jul 12, 2023 Q2 2023
First Bank & Trust

BUY
 -
233
+ 0.98%
$8.56K - $9.94K
23.9K $1.86M
Jul 18, 2023 Q2 2023
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
233
New
$8.56K - $9.94K
233 $18.1K
Aug 08, 2023 Q2 2023
Main Street Research LLC

Sausalito, CA
BUY
 -
226
+ 1.17%
$8.3K - $9.65K
19.6K $1.53M
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
223
+ 1.31%
$8.19K - $9.52K
17.2K $1.34M
Aug 02, 2023 Q2 2023
Pavion Blue Capital, LLC

BUY
 -
218
+ 0.47%
$8K - $9.3K
47K $3.66M
Aug 11, 2023 Q2 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
216
+ 5.14%
$7.93K - $9.22K
4.42K $344K
Jul 17, 2023 Q2 2023
Erts Wealth Advisors, LLC

BUY
 -
214
+ 3.33%
$7.86K - $9.13K
6.64K $517K
Jul 27, 2023 Q2 2023
Core Alternative Capital

BUY
 -
212
+ 2.87%
$7.78K - $9.05K
7.61K $592K
Aug 08, 2023 Q2 2023
9258 Wealth Management, LLC

BUY
 -
212
+ 1.73%
$7.78K - $9.05K
12.5K $971K
Jul 20, 2023 Q2 2023
Argus Investors' Counsel, Inc.

BUY
 -
209
+ 0.95%
$7.67K - $8.92K
22.3K $1.73M
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
207
+ 9.38%
$7.6K - $8.83K
2.41K $188K
Jul 18, 2023 Q2 2023
Stratos Wealth Advisors, LLC

BUY
 -
204
+ 1.08%
$7.49K - $8.71K
19K $1.48M
Aug 03, 2023 Q2 2023
Bristlecone Advisors, LLC

BUY
 -
200
+ 1.0%
$7.34K - $8.54K
20.2K $1.58M

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