Purchases and Sales Made in Q2 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 6.16% |
$47.4K - $55.1K
|
22.2K
$1.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.29K+ 7.05% |
$47.4K - $55.1K
|
19.6K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
1.29KNew |
$47.2K - $54.8K
|
1.29K
$93.9K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.26KNew |
$46.3K - $53.8K
|
1.26K
$92.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.25K+ 2.28% |
$45.9K - $53.4K
|
56.2K
$4.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.24K+ 20.16% |
$45.5K - $52.9K
|
7.39K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.23K+ 3500.0% |
$45K - $52.3K
|
1.26K
$92.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.2K+ 56.21% |
$44.1K - $51.2K
|
3.34K
$244K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
1.16KNew |
$42.6K - $49.5K
|
1.16K
$84.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.15K+ 1.96% |
$42.3K - $49.2K
|
60K
$4.38M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.11K+ 0.26% |
$40.6K - $47.2K
|
420K
$30.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.1K+ 12.33% |
$40.4K - $47K
|
10K
$733K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.1K+ 4.79% |
$40.4K - $46.9K
|
24K
$1.76M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.06K+ 1.43% |
$38.9K - $45.2K
|
75.4K
$5.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
1.06K+ 4.54% |
$38.7K - $45K
|
24.3K
$1.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.02K+ 2.5% |
$37.5K - $43.6K
|
41.9K
$3.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.02K+ 6.78% |
$37.5K - $43.5K
|
16.1K
$1.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.01K+ 3.18% |
$37K - $43K
|
32.7K
$2.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Beta Wealth Group, Inc.
|
BUY
|
- |
1K+ 14.71% |
$36.7K - $42.7K
|
7.8K
$570K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1K+ 657.89% |
$36.7K - $42.7K
|
1.15K
$84.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
994+ 3.57% |
$36.5K - $42.4K
|
28.8K
$2.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
985+ 10.34% |
$36.2K - $42K
|
10.5K
$768K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
982+ 0.78% |
$36.1K - $41.9K
|
127K
$9.25M
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
981+ 492.96% |
$36K - $41.9K
|
1.18K
$86.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
980+ 15.32% |
$36K - $41.8K
|
7.38K
$539K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
955+ 12.09% |
$35.1K - $40.8K
|
8.86K
$647K
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
946+ 10.62% |
$34.7K - $40.4K
|
9.86K
$720K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
940+ 7.93% |
$34.5K - $40.1K
|
12.8K
$935K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
933+ 14.89% |
$34.3K - $39.8K
|
7.2K
$526K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
913+ 2.47% |
$33.5K - $39K
|
37.8K
$2.76M
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
908+ 5.83% |
$33.3K - $38.8K
|
16.5K
$1.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
902+ 0.59% |
$33.1K - $38.5K
|
154K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
900+ 7.12% |
$33K - $38.4K
|
13.5K
$989K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
893+ 4.33% |
$32.8K - $38.1K
|
21.5K
$1.57M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
891+ 1.8% |
$32.7K - $38K
|
50.4K
$3.68M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
884+ 1.9% |
$32.5K - $37.7K
|
47.4K
$3.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
872+ 0.46% |
$32K - $37.2K
|
191K
$14M
|
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
872+ 11.97% |
$32K - $37.2K
|
8.16K
$596K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
855+ 13.92% |
$31.4K - $36.5K
|
7K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
850+ 15.02% |
$31.2K - $36.3K
|
6.51K
$476K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
837+ 2.86% |
$30.7K - $35.7K
|
30.1K
$2.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
832+ 8.52% |
$30.6K - $35.5K
|
10.6K
$774K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
829+ 1.76% |
$30.4K - $35.4K
|
47.8K
$3.5M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
816+ 22.53% |
$30K - $34.8K
|
4.44K
$324K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
816+ 22.53% |
$30K - $34.8K
|
4.44K
$324K
|
|
|
Aug 10, 2023
Q2 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
813+ 0.93% |
$29.9K - $34.7K
|
87.8K
$6.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
810+ 0.09% |
$29.7K - $34.6K
|
857K
$62.6M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
800+ 33.54% |
$29.4K - $34.1K
|
3.19K
$233K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
796+ 13.91% |
$29.2K - $34K
|
6.52K
$476K
|
|
|
Aug 11, 2023
Q2 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
795+ 8.74% |
$29.2K - $33.9K
|
9.89K
$722K
|