Purchases and Sales Made in Q3 2023 in Wells Fargo & Company (WFC)

WFC Quotes by TradingView

This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 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
Oct 10, 2023 Q3 2023
Marcum Wealth, LLC

BUY
 -
412
+ 2.74%
$16.7K - $19.4K
15.5K $1.15M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
411
+ 1.49%
$16.6K - $19.4K
28K $2.08M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
410
+ 0.38%
$16.6K - $19.3K
109K $8.06M
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
396
+ 4.56%
$16K - $18.7K
9.07K $673K
Oct 16, 2023 Q3 2023
Bard Financial Services, Inc.

BUY
 -
395
+ 0.35%
$16K - $18.6K
113K $8.37M
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
390
+ 6.42%
$15.8K - $18.4K
6.47K $479K
Oct 10, 2023 Q3 2023
Sendero Wealth Management, LLC

San Antonio, TX
BUY
 -
387
+ 1.03%
$15.6K - $18.2K
37.8K $2.8M
Oct 19, 2023 Q3 2023
Strateg Iq Financial Group, LLC

BUY
 -
383
+ 3.34%
$15.5K - $18.1K
11.8K $878K
Oct 30, 2023 Q3 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
376
+ 9.56%
$15.2K - $17.7K
4.31K $320K
Nov 14, 2023 Q3 2023
Poehling Capital Management, Inc.

Madison, WI
BUY
 -
370
+ 0.25%
$15K - $17.4K
149K $11M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
364
+ 2.11%
$14.7K - $17.2K
17.6K $1.31M
Nov 07, 2023 Q3 2023
Equitable Trust CO

BUY
 -
363
+ 4.4%
$14.7K - $17.1K
8.61K $638K
Nov 14, 2023 Q3 2023
Finer Wealth Management, Inc.

Salem, MA
BUY
 -
353
+ 6.43%
$14.3K - $16.6K
5.84K $433K
Nov 13, 2023 Q3 2023
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
350
+ 2.56%
$14.2K - $16.5K
14K $1.04M
Oct 13, 2023 Q3 2023
Summit Global Investments

Bountiful, UT
BUY
 -
343
+ 6.34%
$13.9K - $16.2K
5.75K $427K
Oct 27, 2023 Q3 2023
Carmel Capital Partners, LLC

BUY
 -
340
+ 136.0%
$13.7K - $16K
590 $43.7K
Oct 17, 2023 Q3 2023
Garrison Point Advisors, LLC

Walnut Creek, CA
BUY
 -
336
+ 2.05%
$13.6K - $15.8K
16.7K $1.24M
Oct 24, 2023 Q3 2023
Lynch & Associates

BUY
 -
334
+ 4.69%
$13.5K - $15.7K
7.46K $553K
Nov 14, 2023 Q3 2023
Jt Stratford LLC

Gainesville, GA
BUY
 -
329
+ 2.32%
$13.3K - $15.5K
14.5K $1.08M
Oct 12, 2023 Q3 2023
Essex Savings Bank

BUY
 -
319
+ 1.87%
$12.9K - $15K
17.4K $1.29M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
314
+ 2.72%
$12.7K - $14.8K
11.9K $880K
Oct 16, 2023 Q3 2023
Wealth Effects LLC

BUY
 -
310
+ 4.47%
$12.5K - $14.6K
7.24K $537K
Dec 06, 2023 Q3 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
304
+ 5.48%
$12.3K - $14.3K
5.86K $434K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
303
New
$12.3K - $14.3K
303 $22.5K
Oct 10, 2023 Q3 2023
Affinity Capital Advisors, LLC

BUY
 -
297
+ 6.01%
$12K - $14K
5.24K $388K
Nov 13, 2023 Q3 2023
Private Capital Management LLC

BUY
 -
295
+ 5.13%
$11.9K - $13.9K
6.04K $448K
Oct 10, 2023 Q3 2023
Farmers Trust CO

BUY
 -
291
+ 2.48%
$11.8K - $13.7K
12K $892K
Nov 08, 2023 Q3 2023
Concentric Wealth Management, LLC

Lafayette, CA
BUY
 -
291
+ 0.32%
$11.8K - $13.7K
90.2K $6.69M
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
291
+ 1.84%
$11.8K - $13.7K
16.1K $1.19M
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
288
+ 18.84%
$11.6K - $13.6K
1.82K $135K
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
284
+ 1.22%
$11.5K - $13.4K
23.5K $1.74M
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
283
+ 146.63%
$11.4K - $13.3K
476 $35.3K
Oct 19, 2023 Q3 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
282
+ 3.1%
$11.4K - $13.3K
9.38K $695K
Oct 24, 2023 Q3 2023
Eclectic Associates Inc

BUY
 -
280
+ 2.03%
$11.3K - $13.2K
14K $1.04M
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
278
+ 52.95%
$11.2K - $13.1K
803 $59.5K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
266
+ 3.06%
$10.8K - $12.5K
8.97K $665K
Oct 27, 2023 Q3 2023
Dt Investment Partners, LLC

BUY
 -
265
+ 15.82%
$10.7K - $12.5K
1.94K $144K
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
264
+ 0.95%
$10.7K - $12.4K
27.9K $2.07M
Nov 14, 2023 Q3 2023
Evercore Wealth Management, LLC

New York, NY
BUY
 -
262
+ 0.69%
$10.6K - $12.3K
38.2K $2.83M
Nov 13, 2023 Q3 2023
True Private Wealth Advisors

BUY
 -
256
+ 1.0%
$10.4K - $12.1K
25.7K $1.91M
Oct 19, 2023 Q3 2023
Zullo Investment Group, Inc.

Scranton, PA
BUY
 -
253
+ 3.71%
$10.2K - $11.9K
7.06K $524K
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
253
+ 0.75%
$10.2K - $11.9K
33.8K $2.51M
Nov 13, 2023 Q3 2023
Security National Bank Of So Dak

Sioux City, IA
BUY
 -
252
+ 3.02%
$10.2K - $11.9K
8.59K $637K
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
246
+ 2.73%
$9.95K - $11.6K
9.26K $687K
Oct 10, 2023 Q3 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
244
+ 8.7%
$9.86K - $11.5K
3.05K $226K
Oct 11, 2023 Q3 2023
Rosenberg Matthew Hamilton

BUY
 -
240
+ 7.96%
$9.7K - $11.3K
3.25K $241K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
240
+ 1.31%
$9.7K - $11.3K
18.6K $1.38M
Nov 02, 2023 Q3 2023
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
231
+ 3.54%
$9.34K - $10.9K
6.75K $500K
Oct 12, 2023 Q3 2023
Heartland Bank & Trust CO

BUY
 -
228
+ 1.36%
$9.22K - $10.7K
16.9K $1.26M

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