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 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
4.92K+ 37.92% |
$199K - $232K
|
17.9K
$1.41M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
BUY
|
- |
4.91KNew |
$199K - $232K
|
4.91K
$387K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.91K+ 17.36% |
$199K - $232K
|
33.2K
$2.62M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.84K+ 8.66% |
$196K - $228K
|
60.7K
$4.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.8K+ 95.84% |
$194K - $226K
|
9.8K
$772K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
BUY
|
- |
4.74K+ 7.02% |
$192K - $223K
|
72.3K
$5.7M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.68KNew |
$189K - $220K
|
4.68K
$368K
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.66K+ 15.97% |
$189K - $220K
|
33.9K
$2.67M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.64K+ 95.08% |
$187K - $218K
|
9.51K
$749K
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
4.62K+ 45.48% |
$187K - $218K
|
14.8K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.61K+ 23.6% |
$187K - $217K
|
24.2K
$1.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
4.61K+ 1.16% |
$186K - $217K
|
403K
$31.7M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
4.59K+ 3.86% |
$186K - $216K
|
123K
$9.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.57K+ 71.63% |
$185K - $215K
|
10.9K
$862K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.56K+ 89.43% |
$184K - $215K
|
9.66K
$761K
|
|
|
Nov 13, 2023
Q3 2023
|
Factorial Partners, LLC
|
BUY
|
- |
4.5K+ 5.04% |
$182K - $212K
|
93.8K
$7.39M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.49K+ 13.72% |
$181K - $212K
|
37.2K
$2.93M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
4.48K+ 6.51% |
$181K - $211K
|
73.2K
$5.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.45K+ 29.15% |
$180K - $210K
|
19.7K
$1.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
4.44K+ 23.65% |
$179K - $209K
|
23.2K
$1.83M
|
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
4.38K+ 6.29% |
$177K - $206K
|
73.9K
$5.82M
|
|
|
Nov 13, 2023
Q3 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
4.34K+ 1521.75% |
$175K - $204K
|
4.62K
$364K
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
4.2K+ 58.82% |
$170K - $198K
|
11.4K
$894K
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
4.14KNew |
$167K - $195K
|
4.14K
$326K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
4.13K+ 8.02% |
$167K - $195K
|
55.7K
$4.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
4.13KNew |
$167K - $194K
|
4.13K
$325K
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
4.09K+ 10.82% |
$165K - $193K
|
41.9K
$3.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.07K+ 14.7% |
$164K - $192K
|
31.7K
$2.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
4.05K+ 10.28% |
$164K - $191K
|
43.5K
$3.42M
|
|
|
Oct 05, 2023
Q3 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
4.04K+ 2.05% |
$163K - $190K
|
201K
$15.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
4K+ 4.98% |
$162K - $189K
|
84.4K
$6.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
4K+ 51.28% |
$162K - $189K
|
11.8K
$930K
|
|
|
Oct 09, 2024
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4K+ 40.7% |
$162K - $188K
|
13.8K
$1.09M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.97K+ 21.65% |
$160K - $187K
|
22.3K
$1.76M
|
|
|
Nov 09, 2023
Q3 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.95KNew |
$160K - $186K
|
3.95K
$311K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
3.95K+ 178.96% |
$160K - $186K
|
6.15K
$485K
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.91K+ 5.3% |
$158K - $184K
|
77.7K
$6.12M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.84K+ 43.08% |
$155K - $181K
|
12.8K
$1M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3.83K+ 33.43% |
$155K - $180K
|
15.3K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
3.76K+ 6.36% |
$152K - $177K
|
62.9K
$4.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
3.73K+ 356.88% |
$151K - $176K
|
4.78K
$377K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.72K+ 6.96% |
$150K - $175K
|
57.2K
$4.51M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
3.7K+ 28.5% |
$149K - $174K
|
16.7K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
3.68K+ 21.12% |
$149K - $174K
|
21.1K
$1.66M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.65K+ 5.0% |
$147K - $172K
|
76.6K
$6.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.55K+ 7.16% |
$143K - $167K
|
53.1K
$4.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.51K+ 3.35% |
$142K - $166K
|
108K
$8.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 7.13% |
$141K - $164K
|
52.3K
$4.12M
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.45K+ 6.64% |
$139K - $162K
|
55.3K
$4.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
3.44K+ 7.28% |
$139K - $162K
|
50.7K
$3.99M
|