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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2023
Q2 2023
|
Lgt Group Foundation
|
BUY
|
- |
88+ 0.17% |
$3.23K - $3.76K
|
52.8K
$4.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
87+ 0.46% |
$3.19K - $3.71K
|
19.1K
$1.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
82+ 0.45% |
$3.01K - $3.5K
|
18.3K
$1.53M
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
81+ 0.51% |
$2.97K - $3.46K
|
16.1K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
81+ 0.51% |
$2.97K - $3.46K
|
15.9K
$1.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
80+ 0.31% |
$2.94K - $3.41K
|
26.1K
$2.18M
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
79+ 14.01% |
$2.9K - $3.37K
|
643
$53.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
73+ 0.23% |
$2.68K - $3.12K
|
32.3K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
73+ 0.64% |
$2.68K - $3.12K
|
11.4K
$954K
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
66+ 0.61% |
$2.42K - $2.82K
|
10.9K
$907K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
62+ 0.85% |
$2.28K - $2.65K
|
7.34K
$612K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
61+ 0.36% |
$2.24K - $2.6K
|
17K
$1.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
59+ 0.71% |
$2.17K - $2.52K
|
8.41K
$702K
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
59+ 0.04% |
$2.17K - $2.52K
|
136K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
59+ 0.99% |
$2.17K - $2.52K
|
5.99K
$500K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
56+ 0.37% |
$2.06K - $2.39K
|
15.1K
$1.26M
|
|
|
Feb 04, 2025
Q2 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
55+ 0.96% |
$2.02K - $2.35K
|
5.78K
$482K
|
|
|
Aug 02, 2023
Q2 2023
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
54+ 0.53% |
$1.98K - $2.3K
|
10.3K
$857K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
52+ 0.75% |
$1.91K - $2.22K
|
6.97K
$582K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
51+ 0.08% |
$1.87K - $2.18K
|
66.3K
$5.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
51+ 0.3% |
$1.87K - $2.18K
|
17K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
50+ 0.16% |
$1.84K - $2.13K
|
31.8K
$2.66M
|
|
|
Aug 04, 2023
Q2 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
49+ 0.95% |
$1.8K - $2.09K
|
5.2K
$433K
|
|
|
Jul 28, 2023
Q2 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
48+ 0.39% |
$1.76K - $2.05K
|
12.3K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
42+ 4.24% |
$1.54K - $1.79K
|
1.03K
$86.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
40+ 38.1% |
$1.47K - $1.71K
|
145
$12.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
39+ 0.04% |
$1.43K - $1.66K
|
108K
$8.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
39+ 0.29% |
$1.43K - $1.66K
|
13.7K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
BUY
|
- |
37+ 0.29% |
$1.36K - $1.58K
|
12.8K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
36+ 0.42% |
$1.32K - $1.54K
|
8.7K
$726K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
35+ 0.17% |
$1.29K - $1.49K
|
20.7K
$1.72M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
34+ 0.08% |
$1.25K - $1.45K
|
41.5K
$3.46M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.31% |
$1.25K - $1.45K
|
11.2K
$930K
|
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
33+ 0.28% |
$1.21K - $1.41K
|
11.8K
$987K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
33+ 0.04% |
$1.21K - $1.41K
|
74.8K
$6.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
32+ 0.59% |
$1.18K - $1.37K
|
5.42K
$453K
|
|
|
Jul 14, 2023
Q2 2023
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
31+ 0.5% |
$1.14K - $1.32K
|
6.26K
$522K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.18% |
$1.06K - $1.24K
|
16.5K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
29+ 0.13% |
$1.06K - $1.24K
|
22.5K
$1.88M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
25+ 0.44% |
$918 - $1.07K
|
5.71K
$477K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
24+ 0.42% |
$881 - $1.02K
|
5.78K
$482K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
24+ 0.33% |
$881 - $1.02K
|
7.33K
$611K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
24+ 0.27% |
$881 - $1.02K
|
8.76K
$731K
|
|
|
Aug 09, 2023
Q2 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
24+ 0.26% |
$881 - $1.02K
|
9.25K
$772K
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
24+ 0.09% |
$881 - $1.02K
|
28K
$2.33M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
22+ 0.23% |
$808 - $939
|
9.77K
$815K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
22+ 0.15% |
$808 - $939
|
14.8K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
21+ 0.12% |
$771 - $896
|
17.9K
$1.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19+ 0.3% |
$698 - $811
|
6.32K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
19+ 0.14% |
$698 - $811
|
13.5K
$1.12M
|