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
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
7.23KNew |
$262K - $351K
|
7.23K
$536K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
7.22KNew |
$261K - $350K
|
7.22K
$535K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
7.22K+ 1.67% |
$261K - $350K
|
438K
$32.5M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.17K+ 8.43% |
$260K - $348K
|
92.3K
$6.84M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
7.12K+ 2579.35% |
$258K - $345K
|
7.4K
$548K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7.11K+ 23.94% |
$257K - $345K
|
36.8K
$2.73M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7.11K+ 23.94% |
$257K - $345K
|
36.8K
$2.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7K+ 27.91% |
$254K - $340K
|
32.1K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
7K+ 1372.55% |
$254K - $340K
|
7.51K
$557K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
6.93K+ 0.67% |
$251K - $336K
|
1.04M
$77.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.87K+ 24.7% |
$249K - $333K
|
34.7K
$2.57M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
6.81KNew |
$247K - $330K
|
6.81K
$505K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
6.77KNew |
$245K - $328K
|
6.77K
$502K
|
|
|
Apr 17, 2023
Q1 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
6.75K+ 3.74% |
$244K - $327K
|
187K
$13.9M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
6.74K+ 48.61% |
$244K - $327K
|
20.6K
$1.53M
|
|
|
Apr 05, 2023
Q1 2023
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
6.65K+ 20.12% |
$241K - $322K
|
39.7K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
6.63KNew |
$240K - $322K
|
6.63K
$492K
|
|
|
Apr 28, 2023
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
6.61K+ 0.67% |
$239K - $321K
|
999K
$74.1M
|
|
|
Jun 20, 2024
Q1 2023
|
Abrdn PLC
|
BUY
|
- |
6.61K+ 0.67% |
$239K - $321K
|
999K
$74.1M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
6.57KNew |
$238K - $319K
|
6.57K
$487K
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
6.55KNew |
$237K - $318K
|
6.55K
$486K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.54K+ 29.9% |
$237K - $317K
|
28.4K
$2.11M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
6.49KNew |
$235K - $315K
|
6.49K
$481K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
6.45KNew |
$234K - $313K
|
6.45K
$478K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
6.44KNew |
$233K - $312K
|
6.44K
$478K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
6.4K+ 10.93% |
$232K - $310K
|
65K
$4.82M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.4KNew |
$232K - $310K
|
6.4K
$474K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.37K+ 16.84% |
$231K - $309K
|
44.2K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
6.36K+ 31.79% |
$231K - $309K
|
26.4K
$1.96M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.35KNew |
$230K - $308K
|
6.35K
$471K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.35KNew |
$230K - $308K
|
6.35K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
6.31KNew |
$229K - $306K
|
6.31K
$468K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
6.28K+ 4.78% |
$227K - $305K
|
138K
$10.2M
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
6.28KNew |
$227K - $304K
|
6.28K
$465K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
6.23KNew |
$226K - $302K
|
6.23K
$462K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6.22KNew |
$225K - $302K
|
6.22K
$461K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
6.15KNew |
$223K - $298K
|
6.15K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
6.12K+ 78.87% |
$222K - $297K
|
13.9K
$1.03M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
6.07K+ 8.63% |
$220K - $294K
|
76.4K
$5.66M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
6.06KNew |
$220K - $294K
|
6.06K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
6KNew |
$217K - $291K
|
6K
$445K
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
6KNew |
$217K - $291K
|
6K
$444K
|
|
|
May 12, 2023
Q1 2023
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
5.96K+ 3.21% |
$216K - $289K
|
192K
$14.2M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
5.95KNew |
$215K - $288K
|
5.95K
$441K
|
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
5.9K+ 3.91% |
$214K - $286K
|
157K
$11.6M
|
|
|
May 12, 2023
Q1 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
5.8K+ 0.31% |
$210K - $281K
|
1.86M
$138M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
5.78K+ 27.47% |
$209K - $280K
|
26.8K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
5.77K+ 11.2% |
$209K - $280K
|
57.3K
$4.25M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
5.76K+ 18.74% |
$209K - $279K
|
36.5K
$2.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.74K+ 19.17% |
$208K - $278K
|
35.7K
$2.64M
|