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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
706+ 3.19% |
$28.5K - $33.3K
|
22.9K
$1.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
681+ 5.4% |
$27.5K - $32.1K
|
13.3K
$1.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
679+ 11.61% |
$27.5K - $32K
|
6.53K
$514K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
678+ 1.79% |
$27.4K - $32K
|
38.5K
$3.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
657+ 1.32% |
$26.6K - $31K
|
50.5K
$3.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
652+ 0.38% |
$26.4K - $30.7K
|
172K
$13.5M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
BUY
|
- |
650+ 11.35% |
$26.3K - $30.6K
|
6.38K
$502K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
636+ 10.82% |
$25.7K - $30K
|
6.52K
$513K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
624+ 6.43% |
$25.2K - $29.4K
|
10.3K
$813K
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
624+ 6.43% |
$25.2K - $29.4K
|
10.3K
$813K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
622+ 2.97% |
$25.1K - $29.3K
|
21.6K
$1.7M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
620New |
$25.1K - $29.2K
|
620
$48.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
619+ 3.49% |
$25K - $29.2K
|
18.4K
$1.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
615+ 10.15% |
$24.9K - $29K
|
6.68K
$526K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
600+ 10.04% |
$24.3K - $28.3K
|
6.58K
$518K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
592+ 8.56% |
$23.9K - $27.9K
|
7.51K
$592K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
580+ 23.21% |
$23.4K - $27.3K
|
3.08K
$243K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
579+ 2.72% |
$23.4K - $27.3K
|
21.8K
$1.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
571+ 3.02% |
$23.1K - $26.9K
|
19.5K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
Lgt Group Foundation
|
BUY
|
- |
568+ 1.08% |
$23K - $26.8K
|
53.3K
$4.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
565+ 11.34% |
$22.8K - $26.6K
|
5.55K
$437K
|
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
554+ 5.67% |
$22.4K - $26.1K
|
10.3K
$813K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
534+ 3.94% |
$21.6K - $25.2K
|
14.1K
$1.11M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
520+ 0.83% |
$21K - $24.5K
|
62.8K
$4.95M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
516+ 5.76% |
$20.9K - $24.3K
|
9.47K
$746K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
510+ 42.04% |
$20.6K - $24K
|
1.72K
$136K
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
500+ 2.56% |
$20.2K - $23.6K
|
20.1K
$1.58M
|
|
|
Nov 02, 2023
Q3 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
500+ 3.26% |
$20.2K - $23.6K
|
15.8K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
500+ 4.19% |
$20.2K - $23.6K
|
12.4K
$979K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
500New |
$20.2K - $23.6K
|
500
$39.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
495+ 2.8% |
$20K - $23.3K
|
18.2K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
493+ 7.79% |
$19.9K - $23.2K
|
6.83K
$538K
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
BUY
|
- |
488+ 7.66% |
$19.7K - $23K
|
6.86K
$541K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
484+ 0.16% |
$19.6K - $22.8K
|
306K
$24.1M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
465+ 7.85% |
$18.8K - $21.9K
|
6.39K
$503K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
464+ 1.41% |
$18.8K - $21.9K
|
33.4K
$2.63M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
454+ 4.28% |
$18.4K - $21.4K
|
11.1K
$871K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
454+ 1.1% |
$18.4K - $21.4K
|
41.5K
$3.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
453+ 6.55% |
$18.3K - $21.3K
|
7.37K
$581K
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
453+ 6.5% |
$18.3K - $21.3K
|
7.42K
$585K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
451+ 2.85% |
$18.2K - $21.3K
|
16.3K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
445+ 0.33% |
$18K - $21K
|
136K
$10.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
BUY
|
- |
443+ 0.33% |
$17.9K - $20.9K
|
134K
$10.6M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
442+ 2.98% |
$17.9K - $20.8K
|
15.3K
$1.2M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
442+ 3.94% |
$17.9K - $20.8K
|
11.7K
$919K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
424+ 12.73% |
$17.1K - $20K
|
3.75K
$296K
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
420+ 1.11% |
$17K - $19.8K
|
38.1K
$3M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
417+ 0.88% |
$16.9K - $19.7K
|
47.8K
$3.77M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
414+ 2.8% |
$16.7K - $19.5K
|
15.2K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
414+ 4.01% |
$16.7K - $19.5K
|
10.7K
$846K
|