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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
106+ 1.54% |
$4.29K - $5K
|
7K
$551K
|
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
100+ 0.41% |
$4.04K - $4.71K
|
24.7K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
100+ 0.11% |
$4.04K - $4.71K
|
90.4K
$7.12M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
100+ 3.0% |
$4.04K - $4.71K
|
3.43K
$271K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
99+ 2.43% |
$4K - $4.67K
|
4.17K
$329K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
96+ 18.22% |
$3.88K - $4.52K
|
623
$49.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
92+ 1.83% |
$3.72K - $4.34K
|
5.13K
$404K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
92+ 0.28% |
$3.72K - $4.34K
|
32.5K
$2.56M
|
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
91+ 0.38% |
$3.68K - $4.29K
|
24K
$1.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
89+ 1.11% |
$3.6K - $4.19K
|
8.14K
$641K
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
84+ 1.0% |
$3.4K - $3.96K
|
8.45K
$666K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
82+ 0.69% |
$3.32K - $3.86K
|
11.9K
$939K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
82+ 1.45% |
$3.32K - $3.86K
|
5.74K
$453K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
81+ 5.94% |
$3.27K - $3.82K
|
1.44K
$114K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
BUY
|
- |
75+ 1.13% |
$3.03K - $3.53K
|
6.7K
$528K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
74+ 13.24% |
$2.99K - $3.49K
|
633
$49.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
73+ 0.87% |
$2.95K - $3.44K
|
8.47K
$667K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
71+ 6.88% |
$2.87K - $3.35K
|
1.1K
$86.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
71+ 0.32% |
$2.87K - $3.35K
|
22.1K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
70+ 0.47% |
$2.83K - $3.3K
|
15.1K
$1.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
69+ 0.3% |
$2.79K - $3.25K
|
22.9K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
68+ 0.53% |
$2.75K - $3.2K
|
12.8K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
68+ 5.67% |
$2.75K - $3.2K
|
1.27K
$99.9K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
66+ 0.67% |
$2.67K - $3.11K
|
9.99K
$787K
|
|
|
Oct 30, 2023
Q3 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
64+ 0.62% |
$2.59K - $3.02K
|
10.3K
$814K
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
BUY
|
- |
64+ 0.55% |
$2.59K - $3.02K
|
11.8K
$930K
|
|
|
Nov 14, 2023
Q3 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
64+ 0.08% |
$2.59K - $3.02K
|
75.8K
$5.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
62New |
$2.51K - $2.92K
|
62
$4.89K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
61+ 0.55% |
$2.47K - $2.87K
|
11.2K
$884K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
61+ 0.85% |
$2.47K - $2.87K
|
7.25K
$572K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
60+ 4.47% |
$2.43K - $2.83K
|
1.4K
$110K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
60+ 1.5% |
$2.43K - $2.83K
|
4.05K
$319K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
59+ 0.75% |
$2.39K - $2.78K
|
7.94K
$626K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
59+ 0.9% |
$2.39K - $2.78K
|
6.58K
$518K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
58+ 0.69% |
$2.34K - $2.73K
|
8.49K
$669K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
58+ 0.95% |
$2.34K - $2.73K
|
6.19K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcw Group Inc
|
BUY
|
- |
57+ 0.02% |
$2.3K - $2.69K
|
364K
$28.7M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
56+ 0.23% |
$2.26K - $2.64K
|
24.6K
$1.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
55+ 0.67% |
$2.22K - $2.59K
|
8.22K
$647K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
54+ 0.31% |
$2.18K - $2.55K
|
17.6K
$1.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
52+ 0.18% |
$2.1K - $2.45K
|
28.4K
$2.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
51+ 0.75% |
$2.06K - $2.4K
|
6.86K
$541K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
51+ 0.21% |
$2.06K - $2.4K
|
23.9K
$1.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
51+ 0.44% |
$2.06K - $2.4K
|
11.5K
$910K
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
50New |
$2.02K - $2.36K
|
50
$3.94K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
50+ 0.98% |
$2.02K - $2.36K
|
5.15K
$405K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
47+ 1.07% |
$1.9K - $2.22K
|
4.44K
$350K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
46New |
$1.86K - $2.17K
|
46
$3.62K
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
45+ 0.71% |
$1.82K - $2.12K
|
6.42K
$506K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
44+ 0.88% |
$1.78K - $2.07K
|
5.03K
$397K
|