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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
14+ 1.06% |
$514 - $598
|
1.34K
$106K
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
14+ 0.13% |
$514 - $598
|
10.4K
$821K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
14+ 0.07% |
$514 - $598
|
20.9K
$1.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
14+ 0.14% |
$514 - $598
|
9.91K
$781K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
14+ 0.52% |
$514 - $598
|
2.72K
$215K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
13+ 0.39% |
$477 - $555
|
3.37K
$266K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
13+ 0.22% |
$477 - $555
|
5.92K
$466K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
13+ 0.73% |
$477 - $555
|
1.79K
$141K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
13+ 0.11% |
$477 - $555
|
12.3K
$969K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
13+ 0.02% |
$477 - $555
|
67.7K
$5.34M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 5.83% |
$441 - $512
|
218
$17.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12+ 1.34% |
$441 - $512
|
906
$71.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
11+ 0.19% |
$404 - $469
|
5.87K
$463K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
11+ 0.09% |
$404 - $469
|
12.6K
$990K
|
|
|
Aug 02, 2023
Q2 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
10+ 0.7% |
$367 - $427
|
1.44K
$113K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
10+ 0.1% |
$367 - $427
|
10.4K
$823K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
9+ 0.3% |
$330 - $384
|
2.97K
$234K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
9+ 0.68% |
$330 - $384
|
1.34K
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.26% |
$294 - $341
|
3.06K
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6+ 16.22% |
$220 - $256
|
43
$3.39K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.27% |
$220 - $256
|
2.21K
$174K
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
5+ 0.06% |
$184 - $213
|
8.98K
$708K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.75% |
$147 - $171
|
538
$42.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
4+ 0.3% |
$147 - $171
|
1.33K
$105K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.67% |
$147 - $171
|
602
$47.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 0.97% |
$147 - $171
|
415
$32.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4+ 0.01% |
$147 - $171
|
29.2K
$2.3M
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4+ 0.06% |
$147 - $171
|
7.21K
$568K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.86% |
$110 - $128
|
353
$27.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.01% |
$110 - $128
|
54.8K
$4.32M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.51% |
$110 - $128
|
590
$46.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
3+ 0.47% |
$110 - $128
|
637
$50.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
3+ 0.66% |
$110 - $128
|
457
$36K
|
|
|
Jul 05, 2023
Q2 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.94% |
$73.4 - $85.4
|
214
$16.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$73.4 - $85.4
|
2.14K
$169K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.91% |
$73.4 - $85.4
|
221
$17.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2+ 1.05% |
$73.4 - $85.4
|
193
$15.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.01% |
$73.4 - $85.4
|
27.2K
$2.14M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2+ 0.03% |
$73.4 - $85.4
|
6.37K
$502K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1+ 0.02% |
$36.7 - $42.7
|
5.73K
$451K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 1.39% |
$36.7 - $42.7
|
73
$5.75K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.39% |
$36.7 - $42.7
|
257
$20.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.56% |
$36.7 - $42.7
|
181
$14.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1+ 0.02% |
$36.7 - $42.7
|
5.86K
$461K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.0% |
$36.7 - $42.7
|
95.5K
$7.53M
|
|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.02% |
$36.7 - $42.7
|
5.75K
$453K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.03% |
$147 - $171
|
12.7K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 0.05% |
$147 - $171
|
7.39K
$582K
|