Purchases and Sales Made in Q3 2023 in Wells Fargo & Company (WFC)

WFC Quotes by TradingView

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
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
1.22K
+ 17.29%
$49.4K - $57.6K
8.29K $620K
Nov 09, 2023 Q3 2023
Skba Capital Management LLC

San Francisco, CA
BUY
 -
1.2K
+ 0.53%
$48.5K - $56.6K
226K $16.9M
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
1.19K
+ 19.54%
$47.9K - $55.8K
7.25K $542K
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
1.16K
+ 2.48%
$46.9K - $54.7K
48K $3.59M
Nov 06, 2023 Q3 2023
Xml Financial, LLC

BUY
 -
1.16K
+ 6.46%
$46.8K - $54.6K
19.1K $1.43M
Oct 17, 2023 Q3 2023
Btc Capital Management, Inc.

BUY
 -
1.15K
+ 0.74%
$46.4K - $54.1K
156K $11.6M
Oct 19, 2023 Q3 2023
Gfs Advisors, LLC

BUY
 -
1.12K
+ 5.04%
$45.3K - $52.8K
23.3K $1.74M
Nov 02, 2023 Q3 2023
Ingalls & Snyder LLC

New York, NY
BUY
 -
1.11K
+ 8.4%
$44.9K - $52.4K
14.3K $1.07M
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.11K
+ 109.81%
$44.8K - $52.2K
2.12K $158K
Oct 10, 2023 Q3 2023
Pacifica Partners Inc.

BUY
 -
1.1K
+ 10.35%
$44.4K - $51.7K
11.7K $875K
Nov 08, 2023 Q3 2023
Plancorp, LLC

BUY
 -
1.09K
+ 13.43%
$43.9K - $51.2K
9.18K $686K
Oct 17, 2023 Q3 2023
Argus Investors' Counsel, Inc.

BUY
 -
1.08K
+ 4.87%
$43.8K - $51.1K
23.4K $1.75M
Oct 30, 2023 Q3 2023
Nvwm, LLC

BUY
 -
1.07K
+ 3.66%
$43.1K - $50.3K
30.2K $2.26M
Nov 13, 2023 Q3 2023
Personal Cfo Solutions, LLC

BUY
 -
1.06K
+ 6.78%
$42.9K - $50.1K
16.7K $1.25M
Nov 06, 2023 Q3 2023
Washington Trust Bank

BUY
 -
1.06K
+ 11.66%
$42.8K - $49.9K
10.1K $758K
Nov 06, 2023 Q3 2023
Ghe, LLC

BUY
 -
1.04K
+ 15.36%
$42.2K - $49.2K
7.83K $585K
Oct 13, 2023 Q3 2023
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
1.04K
+ 24.64%
$42K - $49K
5.26K $393K
Oct 19, 2023 Q3 2023
Great Lakes Retirement, Inc.

Sandusky, OH
BUY
 -
1.04K
+ 4.77%
$41.8K - $48.8K
22.8K $1.7M
Nov 14, 2023 Q3 2023
Becker Capital Management Inc

BUY
 -
1.03K
+ 7.31%
$41.8K - $48.7K
15.2K $1.13M
Oct 23, 2023 Q3 2023
Sweet Financial Partners, LLC

BUY
 -
1.03K
+ 11.73%
$41.8K - $48.7K
9.84K $735K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.03K
+ 1.05%
$41.4K - $48.3K
98.3K $7.35M
Oct 18, 2023 Q3 2023
Boston Trust Walden Corp

BUY
 -
1K
+ 7.4%
$40.4K - $47.1K
14.5K $1.08M
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
992
+ 18.93%
$40.1K - $46.8K
6.23K $466K
Nov 09, 2023 Q3 2023
Ipg Investment Advisors LLC

San Diego, CA
BUY
 -
970
+ 8.23%
$39.2K - $45.7K
12.8K $953K
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
BUY
 -
960
+ 318.94%
$38.8K - $45.2K
1.26K $94.2K
Oct 25, 2023 Q3 2023
Guyasuta Investment Advisors Inc

BUY
 -
955
+ 16.41%
$38.6K - $45K
6.77K $506K
Oct 23, 2023 Q3 2023
Vicus Capital

State College, PA
BUY
 -
937
+ 13.1%
$37.9K - $44.2K
8.09K $604K
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
923
+ 6.85%
$37.3K - $43.5K
14.4K $1.08M
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
901
+ 3.43%
$36.4K - $42.5K
27.2K $2.03M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
866
+ 3.51%
$35K - $40.8K
25.5K $1.91M
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
862
+ 15.85%
$34.9K - $40.6K
6.3K $471K
Nov 13, 2023 Q3 2023
Bay Colony Advisory Group, Inc D

BUY
 -
842
+ 6.42%
$34K - $39.7K
14K $1.04M
Nov 01, 2023 Q3 2023
Northwest Wealth Management, LLC

BUY
 -
839
+ 5.78%
$33.9K - $39.5K
15.4K $1.15M
Oct 17, 2023 Q3 2023
Lawson Kroeker Investment Management Inc

BUY
 -
828
+ 1.12%
$33.5K - $39K
74.6K $5.58M
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
825
New
$33.4K - $38.9K
825 $61.6K
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
812
+ 0.63%
$32.8K - $38.3K
129K $9.66M
Nov 03, 2023 Q3 2023
Berger Financial Group, Inc

Plymouth, MN
BUY
 -
808
+ 12.67%
$32.7K - $38.1K
7.19K $537K
Nov 13, 2023 Q3 2023
Banco De Sabadell, S.A

Miami, FL
BUY
 -
808
+ 41.67%
$32.7K - $38.1K
2.75K $205K
Oct 19, 2023 Q3 2023
Alpha Cubed Investments, LLC

BUY
 -
807
+ 2.13%
$32.6K - $38K
38.6K $2.89M
Oct 25, 2023 Q3 2023
Jeppson Wealth Management, LLC

BUY
 -
800
+ 2.93%
$32.3K - $37.7K
28.1K $2.1M
Nov 06, 2023 Q3 2023
Star Financial Bank

Fort Wayne, IN
BUY
 -
800
+ 10.73%
$32.3K - $37.7K
8.26K $617K
Nov 06, 2023 Q3 2023
Wrapmanager Inc

BUY
 -
794
+ 3.16%
$32.1K - $37.4K
25.9K $1.93M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
769
+ 2.36%
$31.1K - $36.2K
33.4K $2.5M
Oct 19, 2023 Q3 2023
Sns Financial Group, LLC

BUY
 -
767
+ 11.0%
$31K - $36.1K
7.74K $578K
Oct 13, 2023 Q3 2023
Jacobs & CO

BUY
 -
765
+ 6.59%
$30.9K - $36.1K
12.4K $925K
Nov 07, 2023 Q3 2023
Intelligence Driven Advisers, LLC

BUY
 -
740
+ 15.47%
$29.9K - $34.9K
5.52K $413K
Oct 10, 2023 Q3 2023
Central Bank & Trust CO

BUY
 -
734
+ 444.85%
$29.7K - $34.6K
899 $67.2K
Oct 19, 2023 Q3 2023
Grimes & Company, Inc.

BUY
 -
734
+ 2.68%
$29.7K - $34.6K
28.1K $2.1M
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
733
+ 12.23%
$29.6K - $34.5K
6.73K $503K

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