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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
BUY
|
- |
11.3K+ 135.77% |
$458K - $534K
|
19.7K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 232.26% |
$454K - $529K
|
16.1K
$1.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
10.9KNew |
$439K - $512K
|
10.9K
$778K
|
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
10.8K+ 44.9% |
$436K - $508K
|
34.8K
$2.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
10.8K+ 10.86% |
$435K - $507K
|
110K
$7.86M
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
10.7KNew |
$431K - $503K
|
10.7K
$764K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
10.6KNew |
$428K - $498K
|
10.6K
$757K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
10.5K+ 2.82% |
$423K - $493K
|
381K
$27.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
10.3K+ 76.78% |
$417K - $486K
|
23.7K
$1.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
10.3K+ 18.1% |
$416K - $485K
|
67.2K
$4.81M
|
|
|
Nov 01, 2023
Q3 2023
|
New Mexico Educational Retirement Board
|
BUY
|
- |
10.1K+ 5.46% |
$408K - $476K
|
195K
$14M
|
|
|
Oct 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
10K+ 18.26% |
$404K - $471K
|
64.8K
$4.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
9.99KNew |
$404K - $471K
|
9.99K
$716K
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
9.92K+ 210.86% |
$401K - $468K
|
14.6K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
9.91K+ 87.12% |
$401K - $467K
|
21.3K
$1.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
9.85KNew |
$398K - $464K
|
9.85K
$705K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.82K+ 95.54% |
$397K - $463K
|
20.1K
$1.44M
|
|
|
Nov 09, 2023
Q3 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
9.8K+ 66.48% |
$396K - $462K
|
24.5K
$1.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
9.7K+ 53.33% |
$392K - $457K
|
27.9K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
9.7KNew |
$392K - $457K
|
9.7K
$695K
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
9.68K+ 68.24% |
$391K - $456K
|
23.9K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9.62K+ 545.83% |
$389K - $454K
|
11.4K
$815K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
9.62K+ 545.83% |
$389K - $454K
|
11.4K
$815K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
9.59K+ 17.94% |
$388K - $452K
|
63.1K
$4.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
9.4K+ 1.66% |
$380K - $443K
|
576K
$41.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
9.39KNew |
$380K - $442K
|
9.39K
$672K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
9.34K+ 168.57% |
$378K - $440K
|
14.9K
$1.07M
|
|
|
Nov 02, 2023
Q3 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
9.33K+ 19.54% |
$377K - $439K
|
57K
$4.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
9.17K+ 21.86% |
$371K - $432K
|
51.1K
$3.66M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.08KNew |
$367K - $428K
|
9.08K
$650K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
9.06K+ 4.15% |
$366K - $427K
|
227K
$16.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
8.86KNew |
$358K - $418K
|
8.86K
$635K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
8.81K+ 13.32% |
$356K - $415K
|
74.9K
$5.37M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
8.68KNew |
$351K - $409K
|
8.68K
$622K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
8.48K+ 47.66% |
$343K - $400K
|
26.3K
$1.88M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
8.35K+ 7.72% |
$338K - $394K
|
117K
$8.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
7.95K+ 78.39% |
$321K - $375K
|
18.1K
$1.3M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
7.89K+ 10.66% |
$319K - $372K
|
81.9K
$5.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
7.75K+ 36.4% |
$313K - $365K
|
29K
$2.08M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
7.61KNew |
$308K - $359K
|
7.61K
$545K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
7.52KNew |
$304K - $355K
|
7.52K
$539K
|
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
7.5K+ 19.37% |
$303K - $353K
|
46.2K
$3.31M
|
|
|
Nov 09, 2023
Q3 2023
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
7.41K+ 0.03% |
$300K - $349K
|
24.4M
$1.75B
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.33K+ 9.33% |
$297K - $346K
|
85.9K
$6.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
7.33KNew |
$296K - $346K
|
7.33K
$525K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
7.27K+ 448.64% |
$294K - $343K
|
8.89K
$636K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.13K+ 0.99% |
$288K - $336K
|
726K
$52M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.89K+ 24.46% |
$279K - $325K
|
35.1K
$2.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.88K+ 18.65% |
$278K - $324K
|
43.8K
$3.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
6.85K+ 2.21% |
$277K - $323K
|
317K
$22.7M
|