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
|
Stephens Inc
|
BUY
|
- |
22.7K+ 29.77% |
$835K - $971K
|
99.1K
$7.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.2K+ 3.19% |
$815K - $947K
|
719K
$55.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
22.1K+ 14.41% |
$811K - $943K
|
175K
$13.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
21.9K+ 110.17% |
$802K - $933K
|
41.7K
$3.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
21.8K+ 7.14% |
$802K - $932K
|
328K
$25.5M
|
|
|
Aug 14, 2023
Q2 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
20.5KNew |
$753K - $875K
|
20.5K
$1.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
20K+ 11.0% |
$734K - $853K
|
202K
$15.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
20K+ 1.88% |
$734K - $853K
|
1.08M
$84.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$713K - $829K
|
19.4K
$1.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.4K+ 3.13% |
$711K - $826K
|
637K
$49.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
19.2KNew |
$705K - $820K
|
19.2K
$1.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
18.9K+ 0.31% |
$692K - $805K
|
6.06M
$472M
|
|
|
Jul 26, 2023
Q2 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
18.7KNew |
$688K - $799K
|
18.7K
$1.46M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
18.6KNew |
$681K - $792K
|
18.6K
$1.44M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
18.5K+ 1.78% |
$681K - $792K
|
1.06M
$82.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
18.2KNew |
$668K - $776K
|
18.2K
$1.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
18.2K+ 26.81% |
$667K - $775K
|
85.9K
$6.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
18.2K+ 52.49% |
$667K - $775K
|
52.7K
$4.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcw Group Inc
|
BUY
|
- |
18K+ 5.19% |
$660K - $767K
|
364K
$28.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
18K+ 7.98% |
$659K - $766K
|
243K
$18.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
17.8K+ 10.77% |
$654K - $760K
|
183K
$14.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
17.6K+ 272.91% |
$647K - $752K
|
24.1K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
17.5K+ 105.86% |
$642K - $747K
|
34K
$2.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
17.4K+ 414.78% |
$640K - $744K
|
21.6K
$1.68M
|
|
|
Jul 27, 2023
Q2 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
17.4K+ 46.77% |
$639K - $743K
|
54.6K
$4.25M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
17K+ 92.72% |
$624K - $725K
|
35.3K
$2.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
16.4K+ 96.97% |
$602K - $700K
|
33.3K
$2.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
16.4K+ 28.38% |
$601K - $698K
|
74K
$5.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
16.3K+ 1221.33% |
$599K - $696K
|
17.7K
$1.37M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
16.3K+ 10.68% |
$599K - $696K
|
169K
$13.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
16.2K+ 37.68% |
$594K - $691K
|
59.2K
$4.61M
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
BUY
|
- |
16.1K+ 69.77% |
$592K - $688K
|
39.2K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.9K+ 7.4% |
$585K - $680K
|
231K
$18M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
BUY
|
- |
15.9K+ 1.11% |
$585K - $679K
|
1.45M
$113M
|
|
|
Jul 11, 2023
Q2 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
15.8K+ 4.14% |
$581K - $676K
|
398K
$31M
|
|
|
Aug 14, 2023
Q2 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
15.6K+ 17.56% |
$573K - $666K
|
104K
$8.13M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15K+ 4.59% |
$552K - $642K
|
343K
$26.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
15K+ 4.17% |
$550K - $639K
|
374K
$29.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
14.6K+ 147.9% |
$536K - $623K
|
24.5K
$1.9M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.6K+ 12.63% |
$536K - $623K
|
130K
$10.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14.6K+ 22.76% |
$535K - $622K
|
78.6K
$6.12M
|
|
|
Jul 27, 2023
Q2 2023
|
Wright Investors Service Inc
|
BUY
|
- |
14.5KNew |
$534K - $621K
|
14.5K
$1.13M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14.5K+ 24.74% |
$531K - $617K
|
73K
$5.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.4K+ 5.99% |
$528K - $614K
|
254K
$19.8M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.3K+ 47.51% |
$526K - $611K
|
44.4K
$3.46M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.1K+ 35.89% |
$518K - $603K
|
53.5K
$4.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Fjarde Ap Fonden
|
BUY
|
- |
14K+ 2.22% |
$514K - $598K
|
644K
$50.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
13.5KNew |
$495K - $576K
|
13.5K
$1.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
13.4KNew |
$491K - $571K
|
13.4K
$1.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
13.2KNew |
$485K - $564K
|
13.2K
$1.03M
|