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 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
49.2KNew |
$1.81M - $2.1M
|
49.2K
$3.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
47.5KNew |
$1.74M - $2.03M
|
47.5K
$3.52M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
BUY
|
- |
47.3KNew |
$1.74M - $2.02M
|
47.3K
$3.51M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
47.3K+ 22.61% |
$1.74M - $2.02M
|
256K
$19M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
45.6K+ 14.86% |
$1.67M - $1.95M
|
352K
$26.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
45.3K+ 288.85% |
$1.66M - $1.93M
|
60.9K
$4.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
45.1K+ 20.7% |
$1.65M - $1.92M
|
263K
$19.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
44.9K+ 1.94% |
$1.65M - $1.92M
|
2.36M
$175M
|
|
|
Jul 27, 2023
Q2 2023
|
Ifm Investors Pty LTD
|
BUY
|
- |
44.2K+ 6.59% |
$1.62M - $1.89M
|
715K
$53M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
44.2K+ 13.38% |
$1.62M - $1.89M
|
374K
$27.7M
|
|
|
Aug 11, 2023
Q2 2023
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
43.6K+ 16.53% |
$1.6M - $1.86M
|
307K
$22.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
40.1K+ 162.34% |
$1.47M - $1.71M
|
64.8K
$4.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
40K+ 34.67% |
$1.47M - $1.71M
|
156K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
39.9KNew |
$1.46M - $1.7M
|
39.9K
$2.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Summitry LLC
Foster City, CA |
BUY
|
- |
39.1K+ 4.81% |
$1.44M - $1.67M
|
852K
$63.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
38.5K+ 10.4% |
$1.41M - $1.64M
|
409K
$30.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
38.2K+ 33.56% |
$1.4M - $1.63M
|
152K
$11.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Xponance, Inc.
|
BUY
|
- |
36.9K+ 7.6% |
$1.35M - $1.57M
|
522K
$38.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
35.9K+ 4.63% |
$1.32M - $1.53M
|
811K
$60.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
35.3K+ 32.22% |
$1.3M - $1.51M
|
145K
$10.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Arizona State Retirement System
|
BUY
|
- |
35.3K+ 3.39% |
$1.3M - $1.51M
|
1.08M
$79.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
35KNew |
$1.29M - $1.49M
|
35K
$2.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
34KNew |
$1.25M - $1.45M
|
34K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
33.6K+ 0.91% |
$1.23M - $1.43M
|
3.72M
$276M
|
|
|
Jul 31, 2023
Q2 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
33.4K+ 7.59% |
$1.22M - $1.42M
|
473K
$35M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
33K+ 13.67% |
$1.21M - $1.41M
|
275K
$20.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
33K+ 58.43% |
$1.21M - $1.41M
|
89.4K
$6.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
32.5K+ 13.95% |
$1.19M - $1.39M
|
266K
$19.7M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
32K+ 23.02% |
$1.18M - $1.37M
|
171K
$12.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
31.3K+ 11.7% |
$1.15M - $1.34M
|
299K
$22.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
30.6K+ 18.67% |
$1.12M - $1.31M
|
195K
$14.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
30.5K+ 0.8% |
$1.12M - $1.3M
|
3.84M
$285M
|
|
|
Aug 14, 2023
Q2 2023
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
- |
30.5KNew |
$1.12M - $1.3M
|
30.5K
$2.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
29.7K+ 151.49% |
$1.09M - $1.27M
|
49.2K
$3.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28.7K+ 9.9% |
$1.05M - $1.22M
|
319K
$23.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Waycross Partners, LLC
Louisville, KY |
BUY
|
- |
28.3K+ 20.53% |
$1.04M - $1.21M
|
166K
$12.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
26.9K+ 2.03% |
$989K - $1.15M
|
1.35M
$100M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
26.3K+ 8.99% |
$965K - $1.12M
|
318K
$23.6M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
26.3K+ 30.45% |
$964K - $1.12M
|
112K
$8.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Andra Ap Fonden
Goteborg, V7 |
BUY
|
- |
25.8K+ 206.4% |
$947K - $1.1M
|
38.3K
$2.84M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
25.6K+ 165.99% |
$939K - $1.09M
|
41K
$3.04M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25.4K+ 487.57% |
$933K - $1.08M
|
30.6K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.4K+ 25.86% |
$932K - $1.08M
|
124K
$9.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
25.1K+ 49.55% |
$923K - $1.07M
|
75.9K
$5.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24.9K+ 527.89% |
$915K - $1.06M
|
29.6K
$2.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24.1K+ 3.69% |
$887K - $1.03M
|
678K
$50.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
23.5KNew |
$862K - $1M
|
23.5K
$1.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
23.2K+ 32.0% |
$851K - $989K
|
95.6K
$7.09M
|
|
|
Jul 10, 2023
Q2 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
23.1K+ 4.25% |
$848K - $986K
|
567K
$42M
|
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
22.8KNew |
$836K - $971K
|
22.8K
$1.69M
|