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 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
4.91KNew |
$180K - $210K
|
4.91K
$382K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
4.9KNew |
$180K - $209K
|
4.9K
$382K
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
4.9KNew |
$180K - $209K
|
4.9K
$382K
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4.88KNew |
$179K - $208K
|
4.88K
$380K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.87KNew |
$179K - $208K
|
4.87K
$379K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.87KNew |
$179K - $208K
|
4.87K
$379K
|
|
|
Aug 11, 2023
Q2 2023
|
Hayek Kallen Investment Management
Fairhope, AL |
BUY
|
- |
4.86KNew |
$178K - $207K
|
4.86K
$378K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.85KNew |
$178K - $207K
|
4.85K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.83KNew |
$177K - $206K
|
4.83K
$376K
|
|
|
Aug 23, 2023
Q2 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
4.8KNew |
$176K - $205K
|
4.8K
$374K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.8KNew |
$176K - $205K
|
4.8K
$374K
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
4.77KNew |
$175K - $204K
|
4.77K
$372K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4.77KNew |
$175K - $203K
|
4.77K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.74KNew |
$174K - $202K
|
4.74K
$369K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.73KNew |
$174K - $202K
|
4.73K
$368K
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
4.72KNew |
$173K - $201K
|
4.72K
$367K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
BUY
|
- |
4.72KNew |
$173K - $201K
|
4.72K
$367K
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.71KNew |
$173K - $201K
|
4.71K
$367K
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
4.71KNew |
$173K - $201K
|
4.71K
$366K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.71K+ 8.17% |
$173K - $201K
|
62.3K
$4.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
4.7KNew |
$173K - $201K
|
4.7K
$366K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.69KNew |
$172K - $200K
|
4.69K
$365K
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.64K+ 95.08% |
$170K - $198K
|
9.51K
$740K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
4.62K+ 4.46% |
$170K - $197K
|
108K
$8.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.55K+ 0.02% |
$167K - $194K
|
20.3M
$1.58B
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
4.51K+ 17.07% |
$165K - $192K
|
30.9K
$2.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Monument Capital Management
|
BUY
|
- |
4.29K+ 62.89% |
$158K - $183K
|
11.1K
$865K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.26K+ 9.42% |
$157K - $182K
|
49.5K
$3.86M
|
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
4.25KNew |
$156K - $181K
|
4.25K
$331K
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
4.24K+ 17.04% |
$156K - $181K
|
29.1K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4.22K+ 5.54% |
$155K - $180K
|
80.3K
$6.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
4.11K+ 9.61% |
$151K - $175K
|
46.9K
$3.65M
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
4.1K+ 50.1% |
$150K - $175K
|
12.3K
$955K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.07K+ 6.84% |
$150K - $174K
|
63.6K
$4.95M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.06K+ 11.05% |
$149K - $173K
|
40.8K
$3.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.06K+ 0.26% |
$149K - $173K
|
1.57M
$122M
|
|
|
Jul 25, 2023
Q2 2023
|
Monte Financial Group, LLC
|
BUY
|
- |
4.02K+ 2.78% |
$148K - $172K
|
149K
$11.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.94K+ 12.58% |
$145K - $168K
|
35.3K
$2.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
3.87K+ 8.83% |
$142K - $165K
|
47.7K
$3.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.85K+ 64.71% |
$141K - $164K
|
9.79K
$762K
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3.85K+ 16.61% |
$141K - $164K
|
27K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.81K+ 1.77% |
$140K - $162K
|
218K
$17M
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3.8K+ 67.73% |
$139K - $162K
|
9.4K
$732K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.78K+ 23.58% |
$139K - $161K
|
19.8K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.74K+ 5.73% |
$137K - $160K
|
69K
$5.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.63K+ 11.15% |
$133K - $155K
|
36.2K
$2.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
3.55K+ 35.87% |
$130K - $151K
|
13.4K
$1.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.48K+ 29.51% |
$128K - $148K
|
15.3K
$1.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.46K+ 22.38% |
$127K - $148K
|
18.9K
$1.47M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.46K+ 14.36% |
$127K - $148K
|
27.5K
$2.14M
|