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
Nov 08, 2023 Q3 2023
Drexel Morgan & Co.

Radnor, PA
BUY
 -
6.75K
New
$273K - $318K
6.75K $500K
Oct 10, 2023 Q3 2023
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
6.67K
+ 10.28%
$270K - $314K
71.5K $5.3M
Nov 08, 2023 Q3 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
6.63K
New
$268K - $313K
6.63K $492K
Nov 09, 2023 Q3 2023
Prudent Man Advisors, LLC

BUY
 -
6.59K
+ 39.57%
$266K - $310K
23.2K $1.72M
Oct 30, 2023 Q3 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
6.55K
+ 3.52%
$265K - $309K
192K $14.3M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
6.52K
+ 4.18%
$264K - $307K
162K $12M
Nov 14, 2023 Q3 2023
Schroder Investment Management Group

London, X0
BUY
 -
6.52K
+ 0.28%
$263K - $307K
2.37M $176M
Oct 24, 2023 Q3 2023
Kure Advisory, LLC

Plymouth, MN
BUY
 -
6.47K
New
$261K - $305K
6.47K $479K
Nov 14, 2023 Q3 2023
Sciencast Management LP

BUY
 -
6.46K
+ 54.24%
$261K - $304K
18.4K $1.36M
Nov 06, 2023 Q3 2023
Wealthstream Advisors, Inc.

BUY
 -
6.42K
New
$260K - $303K
6.42K $476K
Nov 07, 2023 Q3 2023
Klcm Advisors, Inc.

BUY
 -
6.37K
+ 1.51%
$258K - $300K
429K $31.8M
Nov 08, 2023 Q3 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
6.04K
New
$244K - $285K
6.04K $448K
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
6.04K
+ 15.77%
$244K - $285K
44.3K $3.29M
Nov 06, 2023 Q3 2023
Sfmg, LLC

BUY
 -
6.04K
New
$244K - $284K
6.04K $448K
Oct 24, 2023 Q3 2023
California First Leasing Corp

Newport Beach, CA
BUY
 -
6K
+ 5.98%
$243K - $283K
106K $7.89M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
5.79K
+ 0.19%
$234K - $273K
2.98M $221M
Apr 29, 2024 Q3 2023
Oversea Chinese Banking Corp LTD

Great Eastern Centre, U0
BUY
 -
5.73K
New
$232K - $270K
5.73K $425K
Nov 14, 2023 Q3 2023
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
5.67K
New
$229K - $267K
5.67K $420K
Nov 13, 2023 Q3 2023
Parallel Advisors, LLC

BUY
 -
5.66K
+ 18.06%
$229K - $267K
37K $2.74M
May 20, 2024 Q3 2023
Parallel Advisors, LLC

BUY
 -
5.66K
+ 18.06%
$229K - $267K
37K $2.74M
Oct 16, 2023 Q3 2023
Lex Aurum Advisors, LLC

BUY
 -
5.65K
+ 38.3%
$228K - $266K
20.4K $1.51M
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
5.61K
New
$227K - $264K
5.61K $416K
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
5.6K
+ 8.79%
$226K - $264K
69.3K $5.14M
Nov 14, 2023 Q3 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
5.6K
New
$226K - $264K
5.6K $415K
Nov 01, 2023 Q3 2023
Empowered Funds, LLC

BUY
 -
5.58K
+ 3.85%
$226K - $263K
150K $11.2M
Nov 03, 2023 Q3 2023
Cottonwood Capital Advisors, LLC

BUY
 -
5.58K
New
$226K - $263K
5.58K $414K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
5.41K
+ 0.84%
$219K - $255K
646K $47.9M
Nov 09, 2023 Q3 2023
Houlihan Financial Resource Group, Ltd.

Ashburn, VA
BUY
 -
5.39K
New
$218K - $254K
5.39K $400K
Oct 13, 2023 Q3 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
5.39K
New
$218K - $254K
5.39K $400K
Nov 14, 2023 Q3 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
5.33K
+ 22.63%
$216K - $251K
28.9K $2.14M
Oct 19, 2023 Q3 2023
Valeo Financial Advisors, LLC

BUY
 -
5.33K
+ 8.8%
$215K - $251K
65.9K $4.89M
Oct 31, 2023 Q3 2023
Vise Technologies, Inc.

New York, NY
BUY
 -
5.31K
+ 16.73%
$215K - $250K
37.1K $2.75M
Oct 23, 2023 Q3 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
5.31K
+ 4.7%
$215K - $250K
118K $8.77M
Apr 22, 2024 Q3 2023
Hoey Investments, Inc

Coatesville, PA
BUY
 -
5.31K
+ 4.7%
$215K - $250K
118K $8.77M
Oct 12, 2023 Q3 2023
Johnson & White Wealth Management, LLC

York, PA
BUY
 -
5.25K
New
$212K - $247K
5.25K $389K
Nov 08, 2023 Q3 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
5.17K
New
$209K - $244K
5.17K $383K
Feb 14, 2024 Q3 2023
Alternative Investment Advisors, Llc.

Maitland, FL
BUY
 -
5.16K
New
$209K - $243K
5.16K $383K
Oct 30, 2023 Q3 2023
Win Advisors, Inc

BUY
 -
5.1K
New
$206K - $240K
5.1K $378K
Nov 06, 2023 Q3 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
5.09K
+ 49.54%
$206K - $240K
15.4K $1.14M
Oct 24, 2023 Q3 2023
Avaii Wealth Management, LLC

Appleton, WI
BUY
 -
5.08K
New
$206K - $240K
5.08K $377K
Nov 13, 2023 Q3 2023
Westover Capital Advisors, LLC

Wilmington, DE
BUY
 -
5.05K
New
$204K - $238K
5.05K $374K
Nov 01, 2023 Q3 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
5.04K
New
$204K - $238K
5.04K $374K
Nov 14, 2023 Q3 2023
Slagle Financial, LLC

Edwardsville, IL
BUY
 -
5.03K
+ 7.71%
$203K - $237K
70.2K $5.21M
Nov 14, 2023 Q3 2023
Suvretta Capital Management, LLC

New York, NY
BUY
 -
5K
+ 1.18%
$202K - $236K
429K $31.8M
Nov 13, 2023 Q3 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
4.99K
+ 5.69%
$202K - $235K
92.8K $6.88M
Nov 07, 2023 Q3 2023
Hc Advisors, LLC

BUY
 -
4.99K
New
$202K - $235K
4.99K $370K
Nov 01, 2023 Q3 2023
Principal Street Partners, LLC

Memphis, TN
BUY
 -
4.95K
+ 100.2%
$200K - $233K
9.89K $733K
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.92K
+ 1.5%
$199K - $232K
334K $24.8M
Nov 15, 2023 Q3 2023
Studio Investment Management LLC

Chicago, IL
BUY
 -
4.92K
+ 92.38%
$199K - $232K
10.2K $760K

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