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 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.9K+ 32.97% |
$472K - $549K
|
51.9K
$3.84M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
12.7K+ 39.87% |
$468K - $544K
|
44.7K
$3.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
12.4K+ 29.18% |
$455K - $529K
|
54.9K
$4.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
12.3K+ 14.17% |
$451K - $524K
|
99K
$7.34M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
12.3K+ 16.39% |
$450K - $523K
|
87.1K
$6.46M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
12.2K+ 135.6% |
$448K - $521K
|
21.2K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
BUY
|
- |
11.9K+ 2.22% |
$438K - $509K
|
549K
$40.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
11.9KNew |
$437K - $508K
|
11.9K
$882K
|
|
|
Jul 27, 2023
Q2 2023
|
Empirical Finance, LLC
|
BUY
|
- |
11.8K+ 10.78% |
$434K - $504K
|
121K
$9.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Double Line ETF Adviser LP
Tampa, FL |
BUY
|
- |
11.7K+ 27.32% |
$429K - $499K
|
54.4K
$4.04M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
11.5K+ 385.62% |
$423K - $492K
|
14.5K
$1.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
11.5KNew |
$421K - $489K
|
11.5K
$849K
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.5KNew |
$420K - $489K
|
11.5K
$849K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11.4K+ 859.01% |
$419K - $487K
|
12.7K
$944K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
11.4K+ 138.98% |
$418K - $486K
|
19.6K
$1.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.3K+ 26.8% |
$415K - $483K
|
53.5K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
11KNew |
$405K - $471K
|
11K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
10.6K+ 23.14% |
$389K - $452K
|
56.4K
$4.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10.4K+ 1115.38% |
$383K - $446K
|
11.4K
$843K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
10.2KNew |
$374K - $435K
|
10.2K
$756K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.1KNew |
$371K - $432K
|
10.1K
$750K
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.93K+ 516.01% |
$365K - $424K
|
11.9K
$879K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
9.8K+ 938.7% |
$360K - $418K
|
10.8K
$804K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
9.72K+ 0.3% |
$357K - $415K
|
3.27M
$242M
|
|
|
Aug 07, 2023
Q2 2023
|
Twin Capital Management Inc
|
BUY
|
- |
9.69K+ 11.7% |
$356K - $414K
|
92.5K
$6.86M
|
|
|
Jul 10, 2023
Q2 2023
|
Allied Investment Advisors, LLC
|
BUY
|
- |
9.64K+ 5.15% |
$354K - $412K
|
197K
$14.6M
|
|
|
Aug 18, 2023
Q2 2023
|
Humankind Investments LLC
|
BUY
|
- |
9.63K+ 2353.3% |
$353K - $411K
|
10K
$744K
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.56KNew |
$351K - $408K
|
9.56K
$708K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.55KNew |
$351K - $408K
|
9.55K
$708K
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
9.33K+ 3.83% |
$343K - $398K
|
253K
$18.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
9.14K+ 0.84% |
$336K - $390K
|
1.09M
$80.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
8.92K+ 5.5% |
$327K - $381K
|
171K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.92K+ 15.05% |
$327K - $380K
|
68.2K
$5.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
8.89KNew |
$326K - $379K
|
8.89K
$659K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.85K+ 8.29% |
$325K - $378K
|
116K
$8.57M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.85KNew |
$325K - $378K
|
8.85K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.84K+ 3.63% |
$325K - $377K
|
252K
$18.7M
|
|
|
Jul 17, 2023
Q2 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
8.8K+ 4.99% |
$323K - $376K
|
185K
$13.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.78KNew |
$322K - $375K
|
8.78K
$651K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
8.61K+ 37.18% |
$316K - $367K
|
31.8K
$2.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.57K+ 8.59% |
$315K - $366K
|
108K
$8.03M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
8.52K+ 38.83% |
$313K - $364K
|
30.5K
$2.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
8.43K+ 1.3% |
$309K - $360K
|
654K
$48.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.42K+ 18.38% |
$309K - $359K
|
54.2K
$4.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
8.32KNew |
$306K - $355K
|
8.32K
$617K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.3K+ 18.5% |
$305K - $354K
|
53.2K
$3.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
8.26KNew |
$303K - $353K
|
8.26K
$612K
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8.11K+ 7.73% |
$298K - $346K
|
113K
$8.38M
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
8.11K+ 7.73% |
$298K - $346K
|
113K
$8.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8.11K+ 6868.64% |
$298K - $346K
|
8.22K
$610K
|