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 10, 2023
Q1 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
18.4K+ 97.87% |
$667K - $892K
|
37.2K
$2.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
18.4K+ 46.3% |
$665K - $891K
|
58K
$4.3M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
18.3KNew |
$664K - $889K
|
18.3K
$1.36M
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
18.3KNew |
$662K - $886K
|
18.3K
$1.35M
|
|
|
May 12, 2023
Q1 2023
|
Eisler Capital (Us) LLC
New York, NY |
BUY
|
- |
18.1KNew |
$655K - $877K
|
18.1K
$1.34M
|
|
|
May 02, 2023
Q1 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
18K+ 9.89% |
$652K - $873K
|
200K
$14.8M
|
|
|
May 15, 2023
Q1 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
17.5K+ 70.0% |
$634K - $849K
|
42.5K
$3.15M
|
|
|
May 17, 2023
Q1 2023
|
Long Focus Capital Management, LLC
San Juan, PR |
BUY
|
- |
17.4K+ 15.6% |
$630K - $844K
|
129K
$9.56M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
17.4K+ 2.63% |
$630K - $843K
|
679K
$50.3M
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
17.3KNew |
$627K - $839K
|
17.3K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
17.2K+ 11.21% |
$625K - $836K
|
171K
$12.7M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
17K+ 12.01% |
$616K - $825K
|
159K
$11.8M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
17K+ 6.45% |
$615K - $823K
|
280K
$20.8M
|
|
|
May 02, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
BUY
|
- |
16.4K+ 23.79% |
$596K - $797K
|
85.5K
$6.34M
|
|
|
Jun 01, 2023
Q1 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
16.4K+ 194.17% |
$593K - $794K
|
24.8K
$1.84M
|
|
|
Apr 17, 2023
Q1 2023
|
Xponance, Inc.
|
BUY
|
- |
16.4K+ 3.49% |
$593K - $794K
|
485K
$36M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
16.2K+ 2.48% |
$588K - $787K
|
672K
$49.8M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
16.2K+ 78.41% |
$587K - $786K
|
36.9K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
16.2K+ 1.2% |
$587K - $785K
|
1.36M
$101M
|
|
|
May 15, 2023
Q1 2023
|
Quarry LP
New York, NY |
BUY
|
- |
15.9K+ 198.81% |
$574K - $769K
|
23.8K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
15.7KNew |
$568K - $760K
|
15.7K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
15.6KNew |
$566K - $758K
|
15.6K
$1.16M
|
|
|
May 22, 2023
Q1 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
15.6K+ 2.56% |
$565K - $757K
|
624K
$46.3M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
15.4KNew |
$558K - $747K
|
15.4K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
15.3K+ 1163.33% |
$555K - $743K
|
16.6K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
15.2K+ 1.17% |
$552K - $739K
|
1.32M
$97.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15.1K+ 14.6% |
$548K - $733K
|
119K
$8.8M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14.9K+ 14.83% |
$541K - $724K
|
116K
$8.56M
|
|
|
May 05, 2023
Q1 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
14.8KNew |
$536K - $718K
|
14.8K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
14.7K+ 94.24% |
$533K - $714K
|
30.3K
$2.25M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
14.6KNew |
$527K - $706K
|
14.6K
$1.08M
|
|
|
Apr 26, 2023
Q1 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
14.5K+ 2.54% |
$526K - $704K
|
587K
$43.5M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
14.3K+ 33.63% |
$518K - $694K
|
56.8K
$4.21M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.2K+ 3.8% |
$516K - $690K
|
389K
$28.9M
|
|
|
May 12, 2023
Q1 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
13.7KNew |
$495K - $663K
|
13.7K
$1.01M
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
13.7K+ 22.34% |
$495K - $662K
|
74.7K
$5.54M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
13.6K+ 52.28% |
$493K - $660K
|
39.6K
$2.94M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
13.6K+ 52.28% |
$493K - $660K
|
39.6K
$2.94M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
13.6KNew |
$492K - $659K
|
13.6K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
13.6KNew |
$492K - $658K
|
13.6K
$1.01M
|
|
|
May 09, 2023
Q1 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
13.5K+ 3.3% |
$488K - $653K
|
421K
$31.2M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$469K - $627K
|
12.9K
$959K
|
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
12.9K+ 34740.54% |
$466K - $623K
|
12.9K
$956K
|
|
|
May 11, 2023
Q1 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
12.8K+ 0.23% |
$464K - $621K
|
5.62M
$417M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
12.7K+ 83.34% |
$462K - $618K
|
28K
$2.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
12.7K+ 0.97% |
$462K - $618K
|
1.33M
$98.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.7K+ 66.13% |
$461K - $617K
|
31.9K
$2.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
12.6K+ 9.0% |
$457K - $612K
|
153K
$11.3M
|
|
|
May 11, 2023
Q1 2023
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
12.6K+ 43.51% |
$456K - $610K
|
41.5K
$3.08M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$456K - $610K
|
12.6K
$932K
|