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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.74K+ 19.17% |
$208K - $278K
|
35.7K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.7K+ 1.32% |
$206K - $276K
|
437K
$31.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Davidson Trust CO
|
BUY
|
- |
5.69K+ 32.16% |
$206K - $276K
|
23.4K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
5.68KNew |
$206K - $275K
|
5.68K
$406K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.68KNew |
$206K - $275K
|
5.68K
$406K
|
|
|
May 03, 2023
Q1 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.67K+ 12.2% |
$205K - $275K
|
52.1K
$3.73M
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.66K+ 46.04% |
$205K - $275K
|
18K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
5.66KNew |
$205K - $275K
|
5.66K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.63K+ 7.68% |
$204K - $273K
|
78.9K
$5.65M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
5.61K+ 31.26% |
$203K - $272K
|
23.5K
$1.69M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
5.6KNew |
$203K - $272K
|
5.6K
$401K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.6KNew |
$203K - $271K
|
5.6K
$401K
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
5.53KNew |
$200K - $268K
|
5.53K
$396K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5.5KNew |
$199K - $267K
|
5.5K
$394K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.45KNew |
$197K - $264K
|
5.45K
$390K
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
5.41K+ 1.82% |
$196K - $263K
|
304K
$21.7M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.41KNew |
$196K - $262K
|
5.41K
$387K
|
|
|
May 15, 2023
Q1 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
BUY
|
- |
5.37K+ 6.43% |
$195K - $260K
|
88.8K
$6.36M
|
|
|
May 15, 2023
Q1 2023
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
5.36K+ 3.34% |
$194K - $260K
|
166K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
5.15K+ 0.37% |
$187K - $250K
|
1.39M
$99.3M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.12K+ 0.84% |
$186K - $249K
|
618K
$44.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
5.04K+ 213.17% |
$182K - $244K
|
7.4K
$530K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.03K+ 29.7% |
$182K - $244K
|
21.9K
$1.57M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
5.02K+ 13.97% |
$182K - $243K
|
41K
$2.93M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
5.02K+ 11.79% |
$182K - $243K
|
47.5K
$3.4M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.95K+ 49.12% |
$179K - $240K
|
15K
$1.07M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
4.9K+ 91.76% |
$177K - $238K
|
10.2K
$733K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4.89K+ 10.37% |
$177K - $237K
|
52K
$3.72M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
4.87K+ 14.03% |
$177K - $236K
|
39.6K
$2.84M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
4.76K+ 4.54% |
$172K - $231K
|
110K
$7.85M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
4.75K+ 0.0% |
$172K - $230K
|
335M
$24B
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.65K+ 9.64% |
$169K - $226K
|
52.9K
$3.79M
|
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
4.64K+ 95.08% |
$168K - $225K
|
9.51K
$681K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
4.6K+ 63.01% |
$167K - $223K
|
11.9K
$852K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.58K+ 10.07% |
$166K - $222K
|
50K
$3.58M
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.57K+ 22.0% |
$166K - $222K
|
25.4K
$1.82M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.56K+ 10.2% |
$165K - $221K
|
49.3K
$3.53M
|
|
|
May 10, 2023
Q1 2023
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
4.52K+ 42.49% |
$164K - $219K
|
15.2K
$1.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
4.51K+ 46.41% |
$163K - $219K
|
14.2K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.51K+ 8.68% |
$163K - $218K
|
56.4K
$4.04M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
4.5KNew |
$163K - $218K
|
4.5K
$322K
|
|
|
May 08, 2023
Q1 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
4.47K+ 30.55% |
$162K - $217K
|
19.1K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.42K+ 16.21% |
$160K - $215K
|
31.7K
$2.27M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.4K+ 3.96% |
$159K - $213K
|
115K
$8.27M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.31K+ 11.99% |
$156K - $209K
|
40.3K
$2.88M
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
4.3K+ 43.73% |
$156K - $208K
|
14.1K
$1.01M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.29K+ 2.13% |
$155K - $208K
|
205K
$14.7M
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
4.28K+ 71.96% |
$155K - $207K
|
10.2K
$732K
|
|
|
May 12, 2023
Q1 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 10.19% |
$155K - $207K
|
46.2K
$3.31M
|
|
|
May 15, 2023
Q1 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.26K+ 1.32% |
$154K - $207K
|
328K
$23.5M
|