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 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
30.6K+ 10.2% |
$1.11M - $1.48M
|
330K
$24.5M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
30.4K+ 84.58% |
$1.1M - $1.47M
|
66.4K
$4.92M
|
|
|
May 04, 2023
Q1 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
29.4K+ 1.73% |
$1.07M - $1.43M
|
1.73M
$128M
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
BUY
|
- |
29.3K+ 17.56% |
$1.06M - $1.42M
|
196K
$14.5M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
29.3KNew |
$1.06M - $1.42M
|
29.3K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
28.9K+ 281.92% |
$1.05M - $1.4M
|
39.1K
$2.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.6K+ 18.21% |
$1.03M - $1.38M
|
185K
$13.7M
|
|
|
May 12, 2023
Q1 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
28KNew |
$1.01M - $1.36M
|
28K
$2.07M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
27.8K+ 1.82% |
$1.01M - $1.35M
|
1.55M
$115M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.8K+ 17.86% |
$1.01M - $1.35M
|
183K
$13.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
27.7K+ 1.84% |
$1M - $1.34M
|
1.53M
$113M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
27.4K+ 1.32% |
$992K - $1.33M
|
2.1M
$156M
|
|
|
May 15, 2023
Q1 2023
|
Tcw Group Inc
|
BUY
|
- |
27.3K+ 8.58% |
$990K - $1.33M
|
346K
$25.7M
|
|
|
May 18, 2023
Q1 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
27.3K+ 30.59% |
$989K - $1.32M
|
117K
$8.64M
|
|
|
Dec 14, 2023
Q1 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
26.5K+ 51.84% |
$958K - $1.28M
|
77.5K
$5.74M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
26.2K+ 153.46% |
$950K - $1.27M
|
43.3K
$3.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.9K+ 8.99% |
$938K - $1.26M
|
314K
$23.3M
|
|
|
May 15, 2023
Q1 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
25.7KNew |
$932K - $1.25M
|
25.7K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
25.3KNew |
$917K - $1.23M
|
25.3K
$1.88M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
25.3K+ 9.46% |
$915K - $1.22M
|
292K
$21.7M
|
|
|
May 12, 2023
Q1 2023
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
25K+ 119.29% |
$907K - $1.21M
|
46K
$3.41M
|
|
|
May 15, 2023
Q1 2023
|
Continental Advisors LLC
Chicago, IL |
BUY
|
- |
24K+ 42.55% |
$870K - $1.16M
|
80.4K
$5.96M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
23.7K+ 98841.67% |
$859K - $1.15M
|
23.7K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
23.7K+ 14.34% |
$857K - $1.15M
|
189K
$14M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
23.5K+ 28.78% |
$850K - $1.14M
|
105K
$7.78M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
23.4K+ 13.27% |
$846K - $1.13M
|
199K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.2K+ 5.6% |
$805K - $1.08M
|
419K
$31.1M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
22KNew |
$798K - $1.07M
|
22K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
22KNew |
$798K - $1.07M
|
22K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
21.9K+ 16.86% |
$795K - $1.06M
|
152K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
21.7K+ 0.96% |
$787K - $1.05M
|
2.28M
$169M
|
|
|
May 09, 2023
Q1 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
21.6KNew |
$782K - $1.05M
|
21.6K
$1.6M
|
|
|
Apr 26, 2023
Q1 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
21.6K+ 0.97% |
$781K - $1.05M
|
2.24M
$166M
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
21.5K+ 5.14% |
$778K - $1.04M
|
439K
$32.6M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
21K+ 76.58% |
$760K - $1.02M
|
48.4K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
21KNew |
$760K - $1.02M
|
21K
$1.55M
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
BUY
|
- |
20.8KNew |
$754K - $1.01M
|
20.8K
$1.54M
|
|
|
Apr 25, 2023
Q1 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
20.6KNew |
$747K - $1M
|
20.6K
$1.53M
|
|
|
Apr 13, 2023
Q1 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
20.4K+ 150.18% |
$740K - $991K
|
34K
$2.52M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
20K+ 57.5% |
$725K - $970K
|
54.8K
$4.06M
|
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
20KNew |
$723K - $968K
|
20K
$1.48M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$718K - $961K
|
19.8K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
19.7K+ 3.03% |
$715K - $957K
|
671K
$49.7M
|
|
|
May 10, 2023
Q1 2023
|
Isam Funds (Uk) LTD
London, X0 |
BUY
|
- |
19.7KNew |
$713K - $954K
|
19.7K
$1.46M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
19.5K+ 8.7% |
$706K - $944K
|
243K
$18M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
19K+ 951.0% |
$690K - $923K
|
21K
$1.56M
|
|
|
May 02, 2023
Q1 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
18.9K+ 6.35% |
$685K - $917K
|
316K
$23.5M
|
|
|
May 12, 2023
Q1 2023
|
Uss Investment Management LTD
|
BUY
|
- |
18.8K+ 3.26% |
$680K - $910K
|
595K
$44.1M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
18.7K+ 5941.72% |
$676K - $905K
|
19K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
18.5K+ 322.26% |
$672K - $899K
|
24.3K
$1.8M
|