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
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
63.3K+ 7.42% |
$2.29M - $3.07M
|
917K
$65.7M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
62.8K+ 6.01% |
$2.27M - $3.05M
|
1.11M
$79.3M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
60.6K+ 8.85% |
$2.2M - $2.94M
|
746K
$53.4M
|
|
|
May 12, 2023
Q1 2023
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
60K+ 9.77% |
$2.17M - $2.91M
|
674K
$48.3M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
59.2K+ 7.42% |
$2.15M - $2.87M
|
857K
$61.4M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
59K+ 98.38% |
$2.14M - $2.86M
|
119K
$8.52M
|
|
|
May 15, 2023
Q1 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
59K+ 78.07% |
$2.14M - $2.86M
|
134K
$9.63M
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
58.4K+ 472.52% |
$2.11M - $2.83M
|
70.7K
$5.06M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
58.2K+ 1.26% |
$2.11M - $2.83M
|
4.66M
$334M
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
57.6K+ 440.52% |
$2.09M - $2.79M
|
70.7K
$5.06M
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
55.1KNew |
$2M - $2.67M
|
55.1K
$3.94M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
54.9K+ 65.11% |
$1.99M - $2.66M
|
139K
$9.97M
|
|
|
May 04, 2023
Q1 2023
|
Portman Square Capital LLP
London, X0 |
BUY
|
- |
54.2K+ 149.41% |
$1.96M - $2.63M
|
90.5K
$6.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
53.6K+ 46.88% |
$1.94M - $2.6M
|
168K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Man Group PLC
London, X0 |
BUY
|
- |
53.4K+ 8.38% |
$1.94M - $2.59M
|
691K
$49.5M
|
|
|
May 08, 2023
Q1 2023
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
52.9K+ 178.09% |
$1.92M - $2.57M
|
82.6K
$5.92M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
51.4K+ 24.6% |
$1.86M - $2.49M
|
261K
$18.7M
|
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
50.7KNew |
$1.84M - $2.46M
|
50.7K
$3.63M
|
|
|
Apr 20, 2023
Q1 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
50.3KNew |
$1.82M - $2.44M
|
50.3K
$3.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
50.2KNew |
$1.82M - $2.43M
|
50.2K
$3.59M
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
49.8KNew |
$1.8M - $2.42M
|
49.8K
$3.57M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
49K+ 90.08% |
$1.77M - $2.38M
|
103K
$7.4M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
46K+ 223.2% |
$1.67M - $2.23M
|
66.7K
$4.77M
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
45.3K+ 16.36% |
$1.64M - $2.2M
|
322K
$23.1M
|
|
|
Feb 22, 2024
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
44.4K+ 70.41% |
$1.61M - $2.15M
|
108K
$7.7M
|
|
|
May 08, 2023
Q1 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
44.4K+ 50.46% |
$1.61M - $2.15M
|
132K
$9.48M
|
|
|
May 11, 2023
Q1 2023
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
44.2KNew |
$1.6M - $2.14M
|
44.2K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
44K+ 15.92% |
$1.6M - $2.14M
|
321K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44K+ 7.21% |
$1.59M - $2.13M
|
654K
$46.8M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
43.2K+ 8.1% |
$1.57M - $2.1M
|
577K
$41.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
43K+ 3.4% |
$1.56M - $2.09M
|
1.31M
$93.6M
|
|
|
May 15, 2023
Q1 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
42.8KNew |
$1.55M - $2.07M
|
42.8K
$3.06M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
41.8KNew |
$1.52M - $2.03M
|
41.8K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
41.3K+ 12.54% |
$1.5M - $2M
|
370K
$26.5M
|
|
|
May 15, 2023
Q1 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
40.3KNew |
$1.46M - $1.96M
|
40.3K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
38.9K+ 821.13% |
$1.41M - $1.89M
|
43.7K
$3.13M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
38.8K+ 134.21% |
$1.41M - $1.88M
|
67.8K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
38.6K+ 62.86% |
$1.4M - $1.87M
|
99.9K
$7.16M
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
38.1K+ 143.6% |
$1.38M - $1.85M
|
64.6K
$4.62M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
37.6K+ 45.48% |
$1.36M - $1.82M
|
120K
$8.61M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
36.4K+ 15.76% |
$1.32M - $1.77M
|
268K
$19.2M
|
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
36.3K+ 13.23% |
$1.32M - $1.76M
|
311K
$22.3M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
36.3K+ 11.7% |
$1.32M - $1.76M
|
347K
$24.8M
|
|
|
May 12, 2023
Q1 2023
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
36KNew |
$1.3M - $1.75M
|
36K
$2.58M
|
|
|
May 01, 2023
Q1 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
35.3KNew |
$1.28M - $1.71M
|
35.3K
$2.53M
|
|
|
May 10, 2023
Q1 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
34.9KNew |
$1.26M - $1.69M
|
34.9K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Polar Capital Holdings PLC
London, X0 |
BUY
|
- |
34.8K+ 6.83% |
$1.26M - $1.69M
|
544K
$38.9M
|
|
|
Dec 09, 2024
Q1 2023
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
33.9K+ 4.46% |
$1.23M - $1.64M
|
793K
$56.8M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.8K+ 5.41% |
$1.23M - $1.64M
|
659K
$47.2M
|
|
|
May 15, 2023
Q1 2023
|
Maltese Capital Management LLC
New York, NY |
BUY
|
- |
32.5K+ 18.06% |
$1.18M - $1.58M
|
213K
$15.2M
|