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 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
5.55KNew |
$204K - $237K
|
5.55K
$411K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.54KNew |
$204K - $237K
|
5.54K
$411K
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
5.53KNew |
$203K - $236K
|
5.53K
$410K
|
|
|
Jul 27, 2023
Q2 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
5.52K+ 0.94% |
$203K - $236K
|
592K
$43.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Hardy Reed LLC
|
BUY
|
- |
5.49KNew |
$202K - $234K
|
5.49K
$407K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.43KNew |
$199K - $232K
|
5.43K
$402K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.39KNew |
$198K - $230K
|
5.39K
$400K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.39K+ 15.15% |
$198K - $230K
|
41K
$3.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
5.36KNew |
$197K - $229K
|
5.36K
$398K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
5.32KNew |
$195K - $227K
|
5.32K
$394K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
5.3KNew |
$195K - $226K
|
5.3K
$393K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
5.28KNew |
$194K - $226K
|
5.28K
$392K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5.26K+ 34.31% |
$193K - $225K
|
20.6K
$1.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
5.26KNew |
$193K - $224K
|
5.26K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
5.25KNew |
$193K - $224K
|
5.25K
$389K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
5.25KNew |
$193K - $224K
|
5.25K
$389K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.22KNew |
$191K - $223K
|
5.22K
$387K
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
5.2K+ 1.25% |
$191K - $222K
|
423K
$31.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
5.18K+ 29.02% |
$190K - $221K
|
23K
$1.71M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.15K+ 3.72% |
$189K - $220K
|
144K
$10.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
5.15KNew |
$189K - $220K
|
5.15K
$382K
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5.15K+ 3.72% |
$189K - $220K
|
144K
$10.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$189K - $219K
|
5.14K
$381K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
5.13K+ 25.27% |
$188K - $219K
|
25.4K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
5.13K+ 36.91% |
$188K - $219K
|
19K
$1.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
5.12KNew |
$188K - $218K
|
5.12K
$379K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.11KNew |
$188K - $218K
|
5.11K
$379K
|
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
5.1KNew |
$187K - $218K
|
5.1K
$378K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.1KNew |
$187K - $217K
|
5.1K
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.08KNew |
$187K - $217K
|
5.08K
$377K
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.07KNew |
$186K - $216K
|
5.07K
$376K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
5.07KNew |
$186K - $216K
|
5.07K
$376K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.03K+ 5.45% |
$185K - $215K
|
97.3K
$7.21M
|
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
5.02KNew |
$184K - $214K
|
5.02K
$372K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5.01KNew |
$184K - $214K
|
5.01K
$371K
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
5KNew |
$184K - $213K
|
5K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
BUY
|
- |
5KNew |
$184K - $213K
|
5K
$371K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
5KNew |
$183K - $213K
|
5K
$370K
|
|
|
Jul 20, 2023
Q2 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.99KNew |
$183K - $213K
|
4.99K
$370K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
4.98KNew |
$183K - $213K
|
4.98K
$370K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.98KNew |
$183K - $213K
|
4.98K
$369K
|
|
|
Aug 11, 2023
Q2 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.98KNew |
$183K - $213K
|
4.98K
$369K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
4.96KNew |
$182K - $212K
|
4.96K
$368K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
4.95KNew |
$182K - $211K
|
4.95K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Uss Investment Management LTD
|
BUY
|
- |
4.94K+ 0.83% |
$182K - $211K
|
600K
$44.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.94KNew |
$182K - $211K
|
4.94K
$366K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.94KNew |
$181K - $211K
|
4.94K
$366K
|
|
|
Aug 10, 2023
Q2 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
4.94KNew |
$181K - $211K
|
4.94K
$366K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.94KNew |
$181K - $211K
|
4.94K
$366K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
4.91KNew |
$180K - $210K
|
4.91K
$364K
|