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 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$456K - $610K
|
12.6K
$900K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
12.5K+ 20.06% |
$453K - $606K
|
74.8K
$5.36M
|
|
|
May 12, 2023
Q1 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
12.5KNew |
$453K - $606K
|
12.5K
$895K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
12.5K+ 1.21% |
$452K - $605K
|
1.04M
$74.7M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
12.5KNew |
$452K - $605K
|
12.5K
$893K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.2K+ 68.28% |
$443K - $593K
|
30.1K
$2.16M
|
|
|
May 15, 2023
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
12.2K+ 4.91% |
$442K - $592K
|
261K
$18.7M
|
|
|
Feb 09, 2024
Q1 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
12.2K+ 4.91% |
$442K - $592K
|
261K
$18.7M
|
|
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.7K+ 1.39% |
$423K - $566K
|
851K
$60.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Fosun International LTD
|
BUY
|
- |
11.6K+ 33.15% |
$422K - $565K
|
46.8K
$3.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
11.3K+ 12.87% |
$410K - $549K
|
99.3K
$7.11M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.3K+ 14.83% |
$409K - $548K
|
87.5K
$6.26M
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
11.2K+ 7.91% |
$407K - $545K
|
153K
$11M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
11.2K+ 2.46% |
$406K - $543K
|
466K
$33.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11K+ 79.82% |
$397K - $532K
|
24.7K
$1.77M
|
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
10.8K+ 0.95% |
$391K - $524K
|
1.14M
$81.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
10.7K+ 3.65% |
$386K - $517K
|
303K
$21.7M
|
|
|
May 12, 2023
Q1 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
10.6K+ 3.62% |
$385K - $516K
|
304K
$21.8M
|
|
|
May 03, 2023
Q1 2023
|
Factorial Partners, LLC
|
BUY
|
- |
10.6K+ 13.47% |
$384K - $514K
|
89.3K
$6.39M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
10.5KNew |
$379K - $508K
|
10.5K
$750K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10.4K+ 19.39% |
$377K - $504K
|
64K
$4.58M
|
|
|
May 11, 2023
Q1 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
10.3K+ 1.29% |
$375K - $502K
|
813K
$58.2M
|
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
10.1KNew |
$365K - $488K
|
10.1K
$721K
|
|
|
May 15, 2023
Q1 2023
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
10K+ 25.0% |
$362K - $485K
|
50K
$3.58M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
9.89KNew |
$358K - $479K
|
9.89K
$708K
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
9.7K+ 1.44% |
$351K - $470K
|
683K
$48.9M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.53K+ 1.79% |
$345K - $462K
|
541K
$38.7M
|
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.51KNew |
$345K - $461K
|
9.51K
$681K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.5K+ 25.03% |
$344K - $461K
|
47.4K
$3.4M
|
|
|
May 11, 2023
Q1 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
9.45K+ 15.11% |
$342K - $458K
|
72K
$5.15M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
9.05K+ 118.18% |
$328K - $439K
|
16.7K
$1.2M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.95K+ 22.13% |
$324K - $434K
|
49.4K
$3.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
8.92K+ 521.35% |
$323K - $432K
|
10.6K
$761K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.83K+ 3.14% |
$320K - $428K
|
290K
$20.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
8.83K+ 7.23% |
$320K - $428K
|
131K
$9.37M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
8.71KNew |
$316K - $423K
|
8.71K
$624K
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
8.7K+ 8.04% |
$315K - $422K
|
117K
$8.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
8.63K+ 26.32% |
$313K - $419K
|
41.4K
$2.97M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.61KNew |
$312K - $418K
|
8.61K
$617K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
8.6K+ 530.62% |
$311K - $417K
|
10.2K
$731K
|
|
|
Apr 03, 2023
Q1 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
8.53KNew |
$309K - $414K
|
8.53K
$611K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.44K+ 5.48% |
$306K - $409K
|
162K
$11.6M
|
|
|
May 02, 2023
Q1 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
8.17K+ 4.7% |
$296K - $396K
|
182K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
BUY
|
- |
8.1KNew |
$293K - $393K
|
8.1K
$580K
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
7.98K+ 18.79% |
$289K - $387K
|
50.4K
$3.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
7.9K+ 51.58% |
$286K - $383K
|
23.2K
$1.66M
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
7.8KNew |
$283K - $378K
|
7.8K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
7.69K+ 43.13% |
$279K - $373K
|
25.5K
$1.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
7.64K+ 78.33% |
$277K - $370K
|
17.4K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
7.63K+ 2.29% |
$276K - $370K
|
340K
$24.4M
|