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 12, 2023 Q3 2023
Heartland Bank & Trust CO

BUY
 -
228
+ 1.36%
$9.22K - $10.7K
16.9K $1.37M
Nov 07, 2023 Q3 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
226
+ 2.71%
$9.14K - $10.7K
8.58K $691K
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
225
+ 1.04%
$9.1K - $10.6K
21.8K $1.76M
Nov 13, 2023 Q3 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
221
+ 9.15%
$8.94K - $10.4K
2.64K $212K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
219
+ 18.0%
$8.85K - $10.3K
1.44K $116K
Oct 24, 2023 Q3 2023
Bailard, Inc.

BUY
 -
213
+ 2.85%
$8.61K - $10K
7.68K $619K
Nov 03, 2023 Q3 2023
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
213
+ 0.36%
$8.61K - $10K
60.2K $4.85M
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
211
+ 2.51%
$8.53K - $9.94K
8.61K $694K
Oct 20, 2023 Q3 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
208
+ 0.9%
$8.41K - $9.8K
23.2K $1.87M
Oct 23, 2023 Q3 2023
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
203
+ 1.65%
$8.21K - $9.57K
12.5K $1.01M
Jan 05, 2024 Q3 2023
Jamison Private Wealth Management, Inc.

Milton, GA
BUY
 -
195
New
$7.88K - $9.19K
195 $15.7K
Oct 27, 2023 Q3 2023
Klingenstein Fields & CO LP

BUY
 -
192
+ 3.25%
$7.76K - $9.05K
6.1K $492K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
182
+ 0.82%
$7.36K - $8.58K
22.3K $1.8M
Oct 05, 2023 Q3 2023
Wallace Advisory Group, LLC

Lafayette, CA
BUY
 -
176
+ 1.62%
$7.12K - $8.29K
11.1K $892K
Nov 03, 2023 Q3 2023
Pavion Blue Capital, LLC

BUY
 -
173
+ 0.37%
$6.99K - $8.15K
47.2K $3.8M
Nov 03, 2023 Q3 2023
Meridian Wealth Partners, LLC

Blue Bell, PA
BUY
 -
172
+ 0.42%
$6.95K - $8.11K
41.4K $3.34M
Nov 08, 2023 Q3 2023
Element Wealth, LLC

BUY
 -
171
+ 1.09%
$6.91K - $8.06K
15.9K $1.28M
Oct 31, 2023 Q3 2023
Mc Adam, LLC

BUY
 -
167
+ 3.4%
$6.75K - $7.87K
5.08K $409K
Oct 10, 2023 Q3 2023
First Hawaiian Bank

BUY
 -
159
+ 0.07%
$6.43K - $7.49K
214K $17.2M
Oct 27, 2023 Q3 2023
Oarsman Capital, Inc.

Milwaukee, WI
BUY
 -
158
+ 0.46%
$6.39K - $7.45K
34.8K $2.81M
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
155
+ 1.71%
$6.27K - $7.31K
9.2K $741K
Nov 09, 2023 Q3 2023
Spc Financial, Inc.

BUY
 -
155
+ 2.8%
$6.27K - $7.31K
5.7K $459K
Nov 14, 2023 Q3 2023
Smith, Moore & Co.

Clayton, MO
BUY
 -
155
+ 1.79%
$6.27K - $7.31K
8.83K $711K
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
154
+ 1.3%
$6.23K - $7.26K
12K $968K
Oct 30, 2023 Q3 2023
Wp Advisors, LLC

BUY
 -
151
+ 0.84%
$6.1K - $7.12K
18.2K $1.46M
Oct 26, 2023 Q3 2023
Conning Inc.

BUY
 -
150
+ 0.48%
$6.06K - $7.07K
31.3K $2.52M
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
149
+ 0.22%
$6.02K - $7.02K
68.3K $5.5M
Nov 01, 2023 Q3 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
148
+ 2.06%
$5.98K - $6.98K
7.32K $590K
Nov 03, 2023 Q3 2023
Larson Financial Group LLC

BUY
 -
142
+ 5.77%
$5.74K - $6.69K
2.6K $210K
Oct 20, 2023 Q3 2023
Avestar Capital, LLC

BUY
 -
141
+ 0.41%
$5.7K - $6.65K
34.8K $2.8M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
141
+ 1.1%
$5.7K - $6.65K
12.9K $1.04M
Nov 13, 2023 Q3 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
140
+ 2.81%
$5.66K - $6.6K
5.12K $413K
Oct 19, 2023 Q3 2023
Aaron Wealth Advisors LLC

BUY
 -
136
+ 1.51%
$5.5K - $6.41K
9.12K $735K
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
130
+ 0.03%
$5.26K - $6.13K
431K $34.8M
Oct 13, 2023 Q3 2023
Mascoma Wealth Management LLC

BUY
 -
124
+ 9.68%
$5.01K - $5.84K
1.41K $113K
Oct 25, 2023 Q3 2023
Forvis Wealth Advisors, LLC

BUY
 -
123
+ 1.0%
$4.97K - $5.8K
12.5K $1.01M
Nov 09, 2023 Q3 2023
Loomis Sayles & CO L P

BUY
 -
123
+ 12.67%
$4.97K - $5.8K
1.09K $88.2K
Oct 18, 2023 Q3 2023
High Mark Wealth Management LLC

BUY
 -
122
+ 0.16%
$4.93K - $5.75K
74.9K $6.04M
Oct 03, 2023 Q3 2023
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
120
+ 0.64%
$4.85K - $5.66K
18.8K $1.52M
Oct 12, 2023 Q3 2023
Ferguson Wellman Capital Management, Inc

BUY
 -
120
+ 0.39%
$4.85K - $5.66K
31K $2.5M
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
119
+ 0.72%
$4.81K - $5.61K
16.6K $1.34M
Nov 14, 2023 Q3 2023
Baker Avenue Asset Management, LP

BUY
 -
119
+ 0.41%
$4.81K - $5.61K
28.9K $2.33M
Oct 24, 2023 Q3 2023
Stonegate Investment Group, LLC

Birmingham, AL
BUY
 -
116
+ 0.3%
$4.69K - $5.47K
38.8K $3.12M
Nov 14, 2023 Q3 2023
Chiron Capital Management, LLC

BUY
 -
115
+ 0.29%
$4.65K - $5.42K
39.3K $3.17M
Nov 01, 2023 Q3 2023
Quilter PLC

BUY
 -
112
+ 0.61%
$4.53K - $5.28K
18.5K $1.49M
Oct 10, 2023 Q3 2023
Green Square Capital Advisors LLC

BUY
 -
110
+ 2.24%
$4.45K - $5.18K
5.01K $404K
Oct 17, 2023 Q3 2023
Purus Wealth Management, LLC

BUY
 -
109
+ 0.83%
$4.41K - $5.14K
13.2K $1.06M
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
108
+ 0.16%
$4.37K - $5.09K
66.4K $5.35M
Mar 29, 2024 Q3 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
BUY
 -
108
+ 18.82%
$4.37K - $5.09K
682 $55K

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