Purchases and Sales Made in Q3 2023 in Wells Fargo & Company (WFC)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
8+ 17.78% |
$323 - $377
|
53
$4.42K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
7+ 0.12% |
$283 - $330
|
5.66K
$472K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.24% |
$243 - $283
|
2.51K
$209K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
6+ 0.11% |
$243 - $283
|
5.35K
$446K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
6+ 0.03% |
$243 - $283
|
17.9K
$1.49M
|
|
|
Oct 25, 2023
Q3 2023
|
Life Steps Financial, Inc.
|
BUY
|
- |
5+ 0.03% |
$202 - $236
|
14.3K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.09% |
$202 - $236
|
5.31K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Schulhoff & CO Inc
|
BUY
|
- |
5+ 0.07% |
$202 - $236
|
7.27K
$607K
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.74% |
$162 - $189
|
542
$45.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
4+ 0.31% |
$162 - $189
|
1.3K
$109K
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
4+ 0.62% |
$162 - $189
|
648
$54.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 0.88% |
$162 - $189
|
461
$38.5K
|
|
|
May 07, 2025
Q3 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
4+ 0.96% |
$162 - $189
|
419
$35K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$121 - $141
|
19.5K
$1.63M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
3+ 0.24% |
$121 - $141
|
1.28K
$107K
|
|
|
Oct 20, 2023
Q3 2023
|
Newton One Investments LLC
|
BUY
|
- |
3+ 0.85% |
$121 - $141
|
356
$29.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.63% |
$121 - $141
|
483
$40.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.72% |
$121 - $141
|
418
$34.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
3+ 0.03% |
$121 - $141
|
10.4K
$871K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.9% |
$80.9 - $94.3
|
223
$18.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.93% |
$80.9 - $94.3
|
216
$18K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
2+ 0.03% |
$80.9 - $94.3
|
6.38K
$532K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$80.9 - $94.3
|
23.5K
$1.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
2+ 0.0% |
$80.9 - $94.3
|
47.5K
$3.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2+ 0.03% |
$80.9 - $94.3
|
6.58K
$549K
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2+ 0.03% |
$80.9 - $94.3
|
6.37K
$532K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.12% |
$40.4 - $47.1
|
860
$71.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$40.4 - $47.1
|
6.57K
$548K
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.52% |
$40.4 - $47.1
|
194
$16.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$40.4 - $47.1
|
3.73K
$311K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.01% |
$40.4 - $47.1
|
8.76K
$731K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.08% |
$40.4 - $47.1
|
1.33K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.05% |
$40.4 - $47.1
|
2.15K
$179K
|
|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$40.4 - $47.1
|
9.82K
$819K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1+ 0.02% |
$40.4 - $47.1
|
5.07K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1+ 0.01% |
$40.4 - $47.1
|
16.4K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$40.4 - $47.1
|
5.25K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.39% |
$40.4 - $47.1
|
258
$21.5K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
BUY
|
- |
1+ 0.01% |
$40.4 - $47.1
|
10.2K
$851K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.04% |
$40.4 - $47.1
|
2.73K
$227K
|
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1- 0.01% |
$40.4 - $47.1
|
7K
$584K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2- 0.02% |
$80.9 - $94.3
|
13.2K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4- 0.01% |
$162 - $189
|
50.4K
$4.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-6- 0.08% |
$243 - $283
|
7.32K
$611K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-6- 0.03% |
$243 - $283
|
21.2K
$1.77M
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-6- 0.99% |
$243 - $283
|
600
$50.1K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-9- 0.03% |
$364 - $424
|
25.8K
$2.15M
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-10- 0.15% |
$404 - $471
|
6.77K
$564K
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-10- 6.9% |
$404 - $471
|
135
$11.3K
|