Purchases and Sales Made in Q1 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
4.21K+ 1.54% |
$152K - $204K
|
277K
$20.5M
|
|
|
May 09, 2023
Q1 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
4.2KNew |
$152K - $204K
|
4.2K
$312K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.14K+ 67.86% |
$150K - $201K
|
10.2K
$760K
|
|
|
Apr 03, 2023
Q1 2023
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
4.12K+ 1.09% |
$149K - $200K
|
382K
$28.4M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.1K+ 33.51% |
$149K - $199K
|
16.4K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
4.07K+ 1.21% |
$147K - $197K
|
341K
$25.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
4.06K+ 26.02% |
$147K - $197K
|
19.6K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.02K+ 9.63% |
$146K - $195K
|
45.8K
$3.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
3.98K+ 11.19% |
$144K - $193K
|
39.5K
$2.93M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
3.9K+ 6.1% |
$141K - $189K
|
67.9K
$5.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.89K+ 25.6% |
$141K - $189K
|
19.1K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
3.84K+ 0.29% |
$139K - $186K
|
1.33M
$98.9M
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.81K+ 61.39% |
$138K - $185K
|
10K
$742K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
3.78K+ 45.96% |
$137K - $183K
|
12K
$890K
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
3.71K+ 0.37% |
$134K - $180K
|
996K
$73.8M
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
3.7K+ 19.05% |
$134K - $180K
|
23.2K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.7K+ 6.02% |
$134K - $180K
|
65.3K
$4.84M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
3.7K+ 41.72% |
$134K - $179K
|
12.6K
$931K
|
|
|
May 15, 2023
Q1 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.68K+ 3.79% |
$133K - $179K
|
101K
$7.48M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.67K+ 14.14% |
$133K - $178K
|
29.6K
$2.2M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.67K+ 40.78% |
$133K - $178K
|
12.7K
$940K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
3.62K+ 2.74% |
$131K - $175K
|
136K
$10.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Lgt Group Foundation
|
BUY
|
- |
3.6K+ 7.33% |
$130K - $175K
|
52.7K
$3.91M
|
|
|
Apr 12, 2023
Q1 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.56K+ 1602.7% |
$129K - $173K
|
3.78K
$280K
|
|
|
May 01, 2023
Q1 2023
|
Narwhal Capital Management
|
BUY
|
- |
3.55K+ 14.05% |
$129K - $172K
|
28.8K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.55K+ 5.93% |
$128K - $172K
|
63.3K
$4.69M
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.46K+ 38.38% |
$125K - $168K
|
12.5K
$925K
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.42K+ 4.62% |
$124K - $166K
|
77.4K
$5.74M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
3.4K+ 61.8% |
$123K - $165K
|
8.9K
$660K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.4K+ 26.63% |
$123K - $165K
|
16.2K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
3.38K+ 1.65% |
$122K - $164K
|
209K
$15.5M
|
|
|
May 05, 2023
Q1 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
3.37K+ 8.51% |
$122K - $163K
|
43K
$3.19M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.34K+ 27.6% |
$121K - $162K
|
15.5K
$1.15M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.31K+ 109.14% |
$120K - $160K
|
6.34K
$470K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
3.3K+ 9.02% |
$120K - $160K
|
39.9K
$2.96M
|
|
|
May 03, 2023
Q1 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
3.25K+ 63.91% |
$118K - $158K
|
8.34K
$618K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
3.25K+ 144.59% |
$118K - $158K
|
5.5K
$407K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.23K+ 4.82% |
$117K - $157K
|
70.2K
$5.2M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.16K+ 18.05% |
$114K - $153K
|
20.6K
$1.53M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
3.16K+ 18.05% |
$114K - $153K
|
20.6K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.1K+ 26.53% |
$112K - $150K
|
14.8K
$1.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
3.08K+ 4.3% |
$112K - $149K
|
74.7K
$5.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.08K+ 28.47% |
$112K - $149K
|
13.9K
$1.03M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
3.07K+ 1.03% |
$111K - $149K
|
301K
$22.3M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.05K+ 9.93% |
$110K - $148K
|
33.7K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.01K+ 18.48% |
$109K - $146K
|
19.3K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
2.96K+ 10.95% |
$107K - $144K
|
30K
$2.23M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
2.96K+ 2.6% |
$107K - $144K
|
117K
$8.69M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.96K+ 5.15% |
$107K - $144K
|
60.5K
$4.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
2.96K+ 21.1% |
$107K - $144K
|
17K
$1.26M
|