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 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
200+ 1.12% |
$7.34K - $8.54K
|
18K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
199+ 1.92% |
$7.31K - $8.49K
|
10.5K
$818K
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
199+ 0.76% |
$7.31K - $8.49K
|
26.4K
$2.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
197+ 8.22% |
$7.23K - $8.41K
|
2.59K
$201K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
190+ 2.82% |
$6.98K - $8.11K
|
6.92K
$536K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
188+ 1.41% |
$6.9K - $8.02K
|
13.5K
$1.05M
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
184+ 0.29% |
$6.76K - $7.85K
|
64.3K
$4.99M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
181+ 2.67% |
$6.65K - $7.73K
|
6.97K
$541K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
176+ 0.24% |
$6.46K - $7.51K
|
73.5K
$5.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
171+ 0.63% |
$6.28K - $7.3K
|
27.3K
$2.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
170+ 1.09% |
$6.24K - $7.26K
|
15.8K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Trinity Financial Advisors LLC
|
BUY
|
- |
169+ 0.47% |
$6.21K - $7.21K
|
36.5K
$2.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
168+ 0.64% |
$6.17K - $7.17K
|
26.3K
$2.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
166+ 0.94% |
$6.1K - $7.08K
|
17.8K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
166+ 1.32% |
$6.1K - $7.08K
|
12.7K
$988K
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
165+ 0.35% |
$6.06K - $7.04K
|
47.7K
$3.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
162+ 0.77% |
$5.95K - $6.91K
|
21.1K
$1.64M
|
|
|
Aug 10, 2023
Q2 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
158+ 0.38% |
$5.8K - $6.74K
|
41.6K
$3.23M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
158+ 0.72% |
$5.8K - $6.74K
|
22.1K
$1.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
151New |
$5.54K - $6.44K
|
151
$11.7K
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
150+ 1.92% |
$5.51K - $6.4K
|
7.95K
$616K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
150+ 1.36% |
$5.51K - $6.4K
|
11.2K
$870K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
140+ 2.5% |
$5.14K - $5.98K
|
5.74K
$445K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
138+ 1.54% |
$5.07K - $5.89K
|
9.09K
$705K
|
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
138New |
$5.07K - $5.89K
|
138
$10.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
137+ 1.52% |
$5.03K - $5.85K
|
9.16K
$710K
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
136+ 0.63% |
$4.99K - $5.8K
|
21.7K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
131+ 1.15% |
$4.81K - $5.59K
|
11.5K
$891K
|
|
|
Aug 11, 2023
Q2 2023
|
Unison Asset Management LLC
|
BUY
|
- |
129+ 0.13% |
$4.74K - $5.51K
|
102K
$7.92M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
127+ 0.56% |
$4.66K - $5.42K
|
22.8K
$1.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln Capital LLC
|
BUY
|
- |
125+ 1.92% |
$4.59K - $5.34K
|
6.63K
$514K
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
BUY
|
- |
124+ 0.51% |
$4.55K - $5.29K
|
24.6K
$1.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
123+ 150.0% |
$4.52K - $5.25K
|
205
$15.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
118New |
$4.33K - $5.04K
|
118
$9.15K
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
115+ 0.32% |
$4.22K - $4.91K
|
36.6K
$2.83M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
108+ 7.35% |
$3.97K - $4.61K
|
1.58K
$122K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
106+ 4.8% |
$3.89K - $4.52K
|
2.32K
$180K
|
|
|
Jul 20, 2023
Q2 2023
|
Uncommon Cents Investing LLC
|
BUY
|
- |
105+ 0.08% |
$3.86K - $4.48K
|
129K
$9.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Street Capital Management, Inc.
|
BUY
|
- |
101+ 0.8% |
$3.71K - $4.31K
|
12.8K
$991K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
100+ 0.59% |
$3.67K - $4.27K
|
17.1K
$1.32M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
100+ 4.19% |
$3.67K - $4.27K
|
2.49K
$193K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
99+ 1.5% |
$3.64K - $4.23K
|
6.7K
$520K
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
96+ 1.23% |
$3.53K - $4.1K
|
7.88K
$611K
|
|
|
Jul 21, 2023
Q2 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
94+ 0.57% |
$3.45K - $4.01K
|
16.7K
$1.29M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
91+ 0.27% |
$3.34K - $3.88K
|
34K
$2.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
90+ 0.72% |
$3.3K - $3.84K
|
12.6K
$979K
|
|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
88+ 0.17% |
$3.23K - $3.76K
|
52.8K
$4.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
87+ 0.46% |
$3.19K - $3.71K
|
19.1K
$1.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
82+ 0.45% |
$3.01K - $3.5K
|
18.3K
$1.42M
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
81+ 0.51% |
$2.97K - $3.46K
|
16.1K
$1.25M
|