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 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.48K+ 29.51% |
$128K - $148K
|
15.3K
$1.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.46K+ 22.38% |
$127K - $148K
|
18.9K
$1.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
3.46K+ 14.36% |
$127K - $148K
|
27.5K
$2.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
3.41K+ 55.92% |
$125K - $146K
|
9.51K
$711K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.37K+ 5.9% |
$124K - $144K
|
60.6K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.32K+ 31.98% |
$122K - $142K
|
13.7K
$1.02M
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.3K+ 57.98% |
$121K - $141K
|
8.99K
$672K
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
3.28K+ 25.75% |
$121K - $140K
|
16K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
3.26K+ 10.06% |
$120K - $139K
|
35.7K
$2.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.22K+ 11.32% |
$118K - $138K
|
31.7K
$2.37M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3.2K+ 15.99% |
$118K - $137K
|
23.2K
$1.74M
|
|
|
Jul 20, 2023
Q2 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
3.16K+ 9.21% |
$116K - $135K
|
37.4K
$2.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
3.13K+ 4.77% |
$115K - $134K
|
68.8K
$5.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
3.11KNew |
$114K - $133K
|
3.11K
$232K
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
3.09K+ 21.38% |
$114K - $132K
|
17.6K
$1.31M
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.04K+ 5.83% |
$112K - $130K
|
55.2K
$4.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.02K+ 41.56% |
$111K - $129K
|
10.3K
$769K
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.01K+ 8.42% |
$110K - $128K
|
38.7K
$2.89M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
2.97K+ 2675.68% |
$109K - $127K
|
3.08K
$230K
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
2.94K+ 9.78% |
$108K - $125K
|
33K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.93K+ 122.66% |
$108K - $125K
|
5.33K
$398K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2.87K+ 253.85% |
$105K - $122K
|
4K
$299K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.82K+ 11.13% |
$104K - $120K
|
28.2K
$2.11M
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.78K+ 3.63% |
$102K - $119K
|
79.5K
$5.95M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.78K+ 24.93% |
$102K - $119K
|
13.9K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.73KNew |
$100K - $116K
|
2.73K
$204K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.69K+ 9.48% |
$98.9K - $115K
|
31.1K
$2.33M
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.69K+ 37.16% |
$98.7K - $115K
|
9.92K
$742K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.66K+ 8.42% |
$97.8K - $114K
|
34.3K
$2.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
2.62K+ 5.68% |
$96.4K - $112K
|
48.8K
$3.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.61K+ 9.47% |
$95.8K - $111K
|
30.1K
$2.25M
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.6KNew |
$95.5K - $111K
|
2.6K
$194K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.6K+ 13.24% |
$95.4K - $111K
|
22.2K
$1.66M
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.58K+ 46.84% |
$94.6K - $110K
|
8.07K
$604K
|
|
|
Aug 07, 2023
Q2 2023
|
Salzhauer Michael
|
BUY
|
- |
2.56K+ 1.89% |
$93.9K - $109K
|
138K
$10.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
2.54K+ 2.49% |
$93.3K - $108K
|
105K
$7.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.53K+ 8.16% |
$93K - $108K
|
33.6K
$2.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
2.52K+ 32.36% |
$92.7K - $108K
|
10.3K
$772K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.51KNew |
$92.2K - $107K
|
2.51K
$188K
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
BUY
|
- |
2.5K+ 8.69% |
$91.9K - $107K
|
31.3K
$2.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2.47K+ 13.17% |
$90.6K - $105K
|
21.2K
$1.58M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
2.37K+ 21.4% |
$87K - $101K
|
13.4K
$1M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.24K+ 63.56% |
$82.2K - $95.5K
|
5.76K
$431K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.22K+ 79.08% |
$81.6K - $94.9K
|
5.03K
$376K
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.22K+ 15.68% |
$81.4K - $94.7K
|
16.4K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.22K+ 3.94% |
$81.4K - $94.7K
|
58.4K
$4.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.21K+ 16.39% |
$81K - $94.2K
|
15.7K
$1.17M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.19K+ 21.0% |
$80.5K - $93.6K
|
12.6K
$945K
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
2.18K+ 33.65% |
$80.2K - $93.2K
|
8.68K
$649K
|
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
BUY
|
- |
2.18K+ 24.76% |
$80.1K - $93.1K
|
11K
$822K
|