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 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
44+ 0.37% |
$1.78K - $2.07K
|
11.9K
$960K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
44+ 0.71% |
$1.78K - $2.07K
|
6.2K
$500K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
41New |
$1.66K - $1.93K
|
41
$3.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
40+ 2.38% |
$1.62K - $1.89K
|
1.72K
$139K
|
|
|
Oct 25, 2023
Q3 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
40+ 0.26% |
$1.62K - $1.89K
|
15.3K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
40+ 0.79% |
$1.62K - $1.89K
|
5.11K
$412K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
39+ 0.09% |
$1.58K - $1.84K
|
41.5K
$3.34M
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
39+ 0.17% |
$1.58K - $1.84K
|
22.9K
$1.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
38+ 0.7% |
$1.54K - $1.79K
|
5.46K
$440K
|
|
|
Nov 09, 2023
Q3 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
37+ 0.0% |
$1.5K - $1.74K
|
868K
$69.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
37+ 0.45% |
$1.5K - $1.74K
|
8.35K
$673K
|
|
|
Oct 13, 2023
Q3 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
36+ 0.57% |
$1.46K - $1.7K
|
6.3K
$507K
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
34+ 0.05% |
$1.37K - $1.6K
|
64.2K
$5.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
32+ 0.57% |
$1.29K - $1.51K
|
5.61K
$452K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
32+ 1.06% |
$1.29K - $1.51K
|
3.05K
$245K
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
30+ 0.55% |
$1.21K - $1.41K
|
5.5K
$443K
|
|
|
Nov 01, 2023
Q3 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
30+ 0.1% |
$1.21K - $1.41K
|
29.5K
$2.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
29+ 0.24% |
$1.17K - $1.37K
|
11.9K
$960K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
29+ 7.34% |
$1.17K - $1.37K
|
424
$34.2K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
29+ 1.8% |
$1.17K - $1.37K
|
1.64K
$132K
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
28+ 0.45% |
$1.13K - $1.32K
|
6.24K
$503K
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
27+ 1.76% |
$1.09K - $1.27K
|
1.56K
$126K
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
27+ 0.41% |
$1.09K - $1.27K
|
6.68K
$538K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
26+ 0.18% |
$1.05K - $1.23K
|
14.8K
$1.19M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
26+ 0.27% |
$1.05K - $1.23K
|
9.79K
$789K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
BUY
|
- |
25+ 0.07% |
$1.01K - $1.18K
|
35.8K
$2.89M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
BUY
|
- |
24+ 0.19% |
$970 - $1.13K
|
12.8K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
23+ 0.17% |
$930 - $1.08K
|
13.5K
$1.09M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 0.17% |
$889 - $1.04K
|
12.8K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21+ 2.63% |
$849 - $990
|
821
$66.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
20+ 1.59% |
$809 - $943
|
1.28K
$103K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
18+ 0.25% |
$728 - $848
|
7.24K
$583K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16+ 0.2% |
$647 - $754
|
7.89K
$636K
|
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
16+ 0.1% |
$647 - $754
|
16.4K
$1.32M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
16+ 0.05% |
$647 - $754
|
31.2K
$2.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
16+ 0.27% |
$647 - $754
|
5.93K
$478K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
15+ 0.84% |
$606 - $707
|
1.8K
$145K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
15+ 0.21% |
$606 - $707
|
7K
$564K
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13+ 0.22% |
$526 - $613
|
5.88K
$474K
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
12+ 0.07% |
$485 - $566
|
16.4K
$1.32M
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
12+ 0.17% |
$485 - $566
|
7.21K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
12+ 0.1% |
$485 - $566
|
12.6K
$1.01M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
11+ 0.76% |
$445 - $518
|
1.45K
$117K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
11+ 0.82% |
$445 - $518
|
1.35K
$109K
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
11+ 0.07% |
$445 - $518
|
15.7K
$1.27M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10New |
$404 - $471
|
10
$806
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 0.86% |
$364 - $424
|
1.06K
$85K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9+ 0.29% |
$364 - $424
|
3.07K
$247K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
8+ 0.1% |
$323 - $377
|
8.42K
$678K
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8+ 17.78% |
$323 - $377
|
53
$4.27K
|