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
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
8.11K+ 6868.64% |
$298K - $346K
|
8.22K
$644K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
8.08K+ 18.57% |
$297K - $345K
|
51.6K
$4.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
8KNew |
$294K - $341K
|
8K
$627K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
7.84KNew |
$288K - $335K
|
7.84K
$614K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.82K+ 701.7% |
$287K - $334K
|
8.94K
$700K
|
|
|
Aug 10, 2023
Q2 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
7.75K+ 0.7% |
$285K - $331K
|
1.11M
$86.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
7.67K+ 17.35% |
$282K - $327K
|
51.9K
$4.06M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
BUY
|
- |
7.66K+ 110.57% |
$281K - $327K
|
14.6K
$1.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7.59K+ 1.13% |
$279K - $324K
|
679K
$53.2M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.5K+ 7.19% |
$276K - $320K
|
112K
$8.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
7.5K+ 0.53% |
$276K - $320K
|
1.43M
$112M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
7.49KNew |
$275K - $320K
|
7.49K
$587K
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
BUY
|
- |
7.45K+ 3.0% |
$274K - $318K
|
256K
$20.1M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
7.45K+ 125.76% |
$273K - $318K
|
13.4K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7.37K+ 7.57% |
$271K - $314K
|
105K
$8.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.37K+ 212.49% |
$271K - $314K
|
10.8K
$849K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
7.23K+ 6.99% |
$265K - $308K
|
111K
$8.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
7.2K+ 44.06% |
$265K - $307K
|
23.6K
$1.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
7.19KNew |
$264K - $307K
|
7.19K
$563K
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
7.07KNew |
$260K - $302K
|
7.07K
$554K
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
7.06KNew |
$259K - $301K
|
7.06K
$553K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
7KNew |
$257K - $299K
|
7K
$548K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.76K+ 93.3% |
$248K - $288K
|
14K
$1.1M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.62K+ 61.41% |
$243K - $282K
|
17.4K
$1.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
6.62K+ 1.42% |
$243K - $282K
|
472K
$37M
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.59K+ 2.17% |
$242K - $281K
|
310K
$24.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
6.56K+ 91.91% |
$241K - $280K
|
13.7K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.46K+ 2.06% |
$237K - $276K
|
320K
$25.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
6.46KNew |
$237K - $276K
|
6.46K
$506K
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
6.37KNew |
$234K - $272K
|
6.37K
$499K
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
6.37KNew |
$234K - $272K
|
6.37K
$499K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
6.33KNew |
$232K - $270K
|
6.33K
$496K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
6.3K+ 8.36% |
$231K - $269K
|
81.6K
$6.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
6.23K+ 3.33% |
$229K - $266K
|
193K
$15.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.21KNew |
$228K - $265K
|
6.21K
$486K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
6.16KNew |
$226K - $263K
|
6.16K
$482K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.13K+ 11.93% |
$225K - $262K
|
57.5K
$4.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
6.06KNew |
$223K - $259K
|
6.06K
$475K
|
|
|
Aug 25, 2023
Q2 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
5.96K+ 1.42% |
$219K - $255K
|
427K
$33.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
5.92K+ 63.11% |
$217K - $253K
|
15.3K
$1.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
5.92K+ 20.09% |
$217K - $253K
|
35.4K
$2.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
5.91KNew |
$217K - $252K
|
5.91K
$463K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
5.91KNew |
$217K - $252K
|
5.91K
$463K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.91KNew |
$217K - $252K
|
5.91K
$463K
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
5.9KNew |
$217K - $252K
|
5.9K
$462K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.9K+ 23.52% |
$217K - $252K
|
31K
$2.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
5.87K+ 20.37% |
$215K - $250K
|
34.7K
$2.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
5.75KNew |
$211K - $245K
|
5.75K
$450K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
5.72K+ 10.23% |
$210K - $244K
|
61.7K
$4.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
5.69K+ 4.44% |
$209K - $243K
|
134K
$10.5M
|