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 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.6K+ 11.8% |
$833K - $971K
|
195K
$14.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.6K+ 6.45% |
$831K - $969K
|
339K
$25.2M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
19.2K+ 53.73% |
$775K - $903K
|
54.8K
$4.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
18.8K+ 10.27% |
$760K - $886K
|
202K
$15M
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
18.4KNew |
$745K - $869K
|
18.4K
$1.37M
|
|
|
Nov 07, 2023
Q3 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
18.4K+ 15.02% |
$744K - $867K
|
141K
$10.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
18.4K+ 20.56% |
$743K - $866K
|
108K
$7.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
18.1KNew |
$732K - $854K
|
18.1K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
18.1KNew |
$731K - $852K
|
18.1K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
18KNew |
$729K - $849K
|
18K
$1.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
18K+ 20.73% |
$727K - $848K
|
105K
$7.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
17.7KNew |
$716K - $835K
|
17.7K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
17K+ 0.52% |
$688K - $802K
|
3.28M
$243M
|
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
17K+ 0.52% |
$688K - $802K
|
3.28M
$243M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
16.9K+ 81.38% |
$683K - $796K
|
37.6K
$2.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Wilsey Asset Management Inc
|
BUY
|
- |
16.8K+ 2.83% |
$678K - $790K
|
609K
$45.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
16.6K+ 47.98% |
$673K - $784K
|
51.3K
$3.81M
|
|
|
Nov 03, 2023
Q3 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
16.3KNew |
$660K - $770K
|
16.3K
$1.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
16.3K+ 34.46% |
$660K - $769K
|
63.7K
$4.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Los Angeles Capital Management LLC
|
BUY
|
- |
15.9K+ 11.5% |
$641K - $748K
|
154K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
15.7K+ 189.12% |
$636K - $742K
|
24.1K
$1.78M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
15.7K+ 6.75% |
$633K - $738K
|
248K
$18.4M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
15.5KNew |
$626K - $730K
|
15.5K
$1.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
15.2K+ 5.08% |
$614K - $716K
|
314K
$23.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
15K+ 101.45% |
$606K - $707K
|
29.8K
$2.21M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
14.9K+ 84.13% |
$604K - $704K
|
32.7K
$2.42M
|
|
|
Nov 14, 2023
Q3 2023
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
14.7K+ 0.26% |
$595K - $693K
|
5.73M
$425M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
14.5K+ 24.35% |
$587K - $684K
|
74.1K
$5.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
14.4K+ 88.87% |
$583K - $680K
|
30.7K
$2.27M
|
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$579K - $675K
|
14.3K
$1.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
14.3K+ 2.38% |
$578K - $674K
|
614K
$45.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
14.2K+ 5.41% |
$574K - $669K
|
277K
$20.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14.2K+ 9.11% |
$573K - $668K
|
170K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
13.9K+ 4.36% |
$561K - $654K
|
332K
$24.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Seizert Capital Partners, LLC
|
BUY
|
- |
13.8K+ 1.68% |
$558K - $650K
|
836K
$62M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
13.6K+ 60.13% |
$548K - $639K
|
36.1K
$2.68M
|
|
|
Nov 21, 2023
Q3 2023
|
Braun Stacey Associates Inc
|
BUY
|
- |
13.5K+ 3.78% |
$545K - $635K
|
370K
$27.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13KNew |
$526K - $613K
|
13K
$964K
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.8KNew |
$517K - $602K
|
12.8K
$947K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
12.5K+ 30.49% |
$505K - $589K
|
53.5K
$3.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Basswood Capital Management, L.L.C.
New York, NY |
BUY
|
- |
12.5K+ 1.57% |
$504K - $588K
|
809K
$59.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
12.3KNew |
$499K - $582K
|
12.3K
$916K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
12.3K+ 125.53% |
$496K - $578K
|
22K
$1.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Wright Investors Service Inc
|
BUY
|
- |
12.1K+ 83.15% |
$489K - $570K
|
26.6K
$1.97M
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
12KNew |
$487K - $567K
|
12K
$893K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Finance, LLC
|
BUY
|
- |
11.9K+ 9.81% |
$482K - $561K
|
133K
$9.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
11.9KNew |
$481K - $561K
|
11.9K
$882K
|
|
|
Nov 14, 2023
Q3 2023
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
11.8K+ 13.74% |
$478K - $557K
|
97.9K
$7.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
11.6K+ 0.65% |
$467K - $545K
|
1.79M
$133M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.4K+ 180.39% |
$461K - $537K
|
17.7K
$1.31M
|