Purchases and Sales Made in Q3 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.99K+ 4.71% |
$80.4K - $93.7K
|
44.2K
$3.48M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.99K+ 3.83% |
$80.3K - $93.6K
|
53.9K
$4.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.95KNew |
$78.8K - $91.9K
|
1.95K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
1.95K+ 1.8% |
$78.8K - $91.9K
|
110K
$8.68M
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.93K+ 0.62% |
$77.9K - $90.8K
|
313K
$24.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.91K+ 43.08% |
$77.3K - $90.1K
|
6.35K
$500K
|
|
|
Nov 14, 2023
Q3 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
1.91K+ 3.51% |
$77.3K - $90.1K
|
56.4K
$4.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.9K+ 4.63% |
$76.7K - $89.4K
|
42.9K
$3.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.87K+ 46.2% |
$75.5K - $88K
|
5.91K
$466K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1.85K+ 9.98% |
$74.9K - $87.3K
|
20.4K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.83KNew |
$74.1K - $86.4K
|
1.83K
$145K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.83K+ 18.68% |
$74K - $86.3K
|
11.6K
$917K
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.81K+ 34.2% |
$73.1K - $85.2K
|
7.09K
$559K
|
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.69K+ 8.16% |
$68.2K - $79.5K
|
22.4K
$1.76M
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
1.67K+ 12.75% |
$67.4K - $78.5K
|
14.7K
$1.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.66K+ 6.77% |
$67.3K - $78.4K
|
26.2K
$2.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.64K+ 515.41% |
$66.3K - $77.2K
|
1.96K
$154K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.6K+ 21.4% |
$64.7K - $75.4K
|
9.08K
$715K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.59K+ 7.52% |
$64.4K - $75.1K
|
22.8K
$1.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Bennett Selby Investments LP
|
BUY
|
- |
1.58K+ 4.63% |
$63.9K - $74.5K
|
35.7K
$2.82M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
1.55K+ 2.52% |
$62.7K - $73.1K
|
63.2K
$4.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
1.55K+ 0.33% |
$62.6K - $73K
|
474K
$37.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
1.5KNew |
$60.6K - $70.7K
|
1.5K
$118K
|
|
|
Oct 31, 2023
Q3 2023
|
Asio Capital, LLC
|
BUY
|
- |
1.5K+ 1.86% |
$60.6K - $70.6K
|
82.2K
$6.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 0.47% |
$60.6K - $70.6K
|
322K
$25.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.5K+ 7.79% |
$60.5K - $70.6K
|
20.7K
$1.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
1.49K+ 1.06% |
$60.4K - $70.4K
|
143K
$11.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.49K+ 7.51% |
$60.1K - $70.1K
|
21.3K
$1.68M
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.47K+ 19.94% |
$59.6K - $69.4K
|
8.86K
$698K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.47K+ 4.88% |
$59.4K - $69.3K
|
31.6K
$2.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.46K+ 19.74% |
$58.9K - $68.6K
|
8.83K
$696K
|
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
1.46KNew |
$58.8K - $68.6K
|
1.46K
$115K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.43K+ 0.98% |
$57.9K - $67.5K
|
148K
$11.7M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.43K+ 1.95% |
$57.9K - $67.5K
|
74.9K
$5.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
1.42K+ 3.96% |
$57.2K - $66.7K
|
37.1K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.41K+ 3.37% |
$57K - $66.4K
|
43.2K
$3.41M
|
|
|
Nov 13, 2023
Q3 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1.41K+ 18.01% |
$56.8K - $66.2K
|
9.21K
$725K
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.4K+ 7.3% |
$56.5K - $65.9K
|
20.6K
$1.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Unison Asset Management LLC
|
BUY
|
- |
1.37K+ 1.34% |
$55.4K - $64.6K
|
104K
$8.16M
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.37K+ 230.13% |
$55.3K - $64.4K
|
1.96K
$155K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.36K+ 1.67% |
$55.1K - $64.3K
|
83K
$6.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.35K+ 9.33% |
$54.4K - $63.4K
|
15.8K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.34K+ 6.02% |
$54.1K - $63.1K
|
23.6K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.27K+ 12.28% |
$51.5K - $60K
|
11.6K
$917K
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.26K+ 102.7% |
$50.8K - $59.2K
|
2.48K
$195K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.26K+ 2.87% |
$50.7K - $59.1K
|
44.9K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.25K+ 41.27% |
$50.6K - $59K
|
4.29K
$338K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.24KNew |
$50.3K - $58.6K
|
1.24K
$98K
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.24K+ 15.21% |
$50.2K - $58.5K
|
9.4K
$741K
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.22K+ 17.29% |
$49.4K - $57.6K
|
8.29K
$653K
|