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 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.89K+ 13.02% |
$105K - $140K
|
25.1K
$1.86M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
2.87K+ 27.28% |
$104K - $139K
|
13.4K
$993K
|
|
|
May 12, 2023
Q1 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.87K+ 3.79% |
$104K - $139K
|
78.5K
$5.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2.81KNew |
$102K - $136K
|
2.81K
$208K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2.81KNew |
$102K - $136K
|
2.81K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.76K+ 9.27% |
$100K - $134K
|
32.6K
$2.42M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
2.76K+ 51.26% |
$99.8K - $134K
|
8.13K
$603K
|
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2.73K+ 427.86% |
$99.1K - $133K
|
3.37K
$250K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.73K+ 10.31% |
$99K - $133K
|
29.2K
$2.17M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.67K+ 9.13% |
$96.7K - $129K
|
31.9K
$2.36M
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.66K+ 5.9% |
$96.3K - $129K
|
47.7K
$3.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Argyle Capital Management Inc.
|
BUY
|
- |
2.64K+ 4.54% |
$95.6K - $128K
|
60.8K
$4.51M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.63K+ 6.35% |
$95.4K - $128K
|
44.1K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
2.61K+ 2.39% |
$94.4K - $126K
|
112K
$8.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
2.58K+ 0.58% |
$93.4K - $125K
|
449K
$33.3M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
2.51KNew |
$90.8K - $121K
|
2.51K
$186K
|
|
|
May 11, 2023
Q1 2023
|
Marco Investment Management LLC
|
BUY
|
- |
2.5K+ 8.53% |
$90.6K - $121K
|
31.8K
$2.36M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.48K+ 12.1% |
$89.7K - $120K
|
22.9K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.46K+ 10.1% |
$89.2K - $119K
|
26.8K
$1.99M
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.41K+ 34.68% |
$87.3K - $117K
|
9.36K
$694K
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
2.4K+ 13.31% |
$86.9K - $116K
|
20.4K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.38K+ 21.48% |
$86.2K - $115K
|
13.5K
$998K
|
|
|
May 10, 2023
Q1 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
2.37K+ 10.83% |
$85.8K - $115K
|
24.2K
$1.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.35K+ 23.64% |
$85.1K - $114K
|
12.3K
$910K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.33K+ 9.14% |
$84.5K - $113K
|
27.8K
$2.06M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.24K+ 15.33% |
$81.2K - $109K
|
16.9K
$1.25M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.22K+ 12.63% |
$80.6K - $108K
|
19.8K
$1.47M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
2.21K+ 0.71% |
$80.2K - $107K
|
315K
$23.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.16K+ 9.84% |
$78.1K - $105K
|
24.1K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.15K+ 14.98% |
$78K - $104K
|
16.5K
$1.23M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2.15K+ 17.01% |
$77.8K - $104K
|
14.8K
$1.1M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
2.14K+ 14.0% |
$77.6K - $104K
|
17.4K
$1.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.11K+ 14.29% |
$76.5K - $102K
|
16.9K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.09K+ 4.05% |
$75.6K - $101K
|
53.6K
$3.97M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.08K+ 3.62% |
$75.5K - $101K
|
59.6K
$4.42M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.08KNew |
$75.5K - $101K
|
2.08K
$154K
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
2.08K+ 56.85% |
$75.2K - $101K
|
5.73K
$424K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
2.07K+ 15.96% |
$74.8K - $100K
|
15K
$1.11M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.07K+ 2.7% |
$74.8K - $100K
|
78.6K
$5.83M
|
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
2K+ 15.64% |
$72.5K - $97K
|
14.8K
$1.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
2K+ 22.51% |
$72.4K - $96.9K
|
10.9K
$806K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.98K+ 0.24% |
$71.8K - $96.2K
|
840K
$62.3M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.93K+ 16.05% |
$70.1K - $93.8K
|
14K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.89K+ 3.34% |
$68.4K - $91.5K
|
58.4K
$4.33M
|
|
|
May 09, 2023
Q1 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
1.87K+ 3.79% |
$67.8K - $90.8K
|
51.3K
$3.8M
|
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
1.87K+ 0.29% |
$67.8K - $90.7K
|
646K
$47.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
1.85K+ 11.27% |
$67.1K - $89.9K
|
18.3K
$1.36M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.85K+ 28.61% |
$67K - $89.7K
|
8.31K
$616K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.84K+ 25.65% |
$66.7K - $89.3K
|
9.02K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.83K+ 6.01% |
$66.2K - $88.6K
|
32.2K
$2.39M
|