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
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
3.43K+ 3.28% |
$138K - $161K
|
108K
$8M
|
|
Nov 14, 2023
Q3 2023
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.4K+ 0.8% |
$138K - $160K
|
431K
$31.9M
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.39K+ 26.61% |
$137K - $160K
|
16.1K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
3.33K+ 1.13% |
$134K - $157K
|
297K
$22M
|
|
Nov 13, 2023
Q3 2023
|
Capital International Sarl
Los Angeles, CA |
BUY
|
- |
3.26K+ 8.34% |
$132K - $154K
|
42.4K
$3.14M
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.26K+ 23.28% |
$132K - $154K
|
17.3K
$1.28M
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
3.23K+ 30.81% |
$131K - $152K
|
13.7K
$1.02M
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
3.23K+ 58.19% |
$131K - $152K
|
8.78K
$651K
|
|
Nov 09, 2023
Q3 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
3.23K+ 0.67% |
$130K - $152K
|
484K
$35.9M
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.16K+ 32.1% |
$128K - $149K
|
13K
$965K
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
3.15K+ 2.37% |
$127K - $148K
|
136K
$10.1M
|
|
Oct 30, 2023
Q3 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
3.1K+ 29.45% |
$125K - $146K
|
13.6K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.09KNew |
$125K - $146K
|
3.09K
$229K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.06K+ 1.79% |
$124K - $144K
|
174K
$12.9M
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.03K+ 18.86% |
$123K - $143K
|
19.1K
$1.42M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.99KNew |
$121K - $141K
|
2.99K
$221K
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.98K+ 3.12% |
$120K - $140K
|
98.5K
$7.3M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.97K+ 21.71% |
$120K - $140K
|
16.7K
$1.24M
|
|
Nov 14, 2023
Q3 2023
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
2.95K+ 5.13% |
$119K - $139K
|
60.4K
$4.48M
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
2.8K+ 12.75% |
$113K - $132K
|
24.8K
$1.84M
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
2.8K+ 2.95% |
$113K - $132K
|
97.6K
$7.24M
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.76K+ 32.86% |
$112K - $130K
|
11.2K
$827K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
2.74KNew |
$111K - $129K
|
2.74K
$203K
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
2.72K+ 27.79% |
$110K - $128K
|
12.5K
$928K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.69K+ 4.78% |
$109K - $127K
|
58.9K
$4.37M
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.58K+ 13.79% |
$104K - $122K
|
21.3K
$1.58M
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.57K+ 0.92% |
$104K - $121K
|
282K
$20.9M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.56K+ 2.54% |
$104K - $121K
|
103K
$7.66M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.49K+ 0.99% |
$100K - $117K
|
255K
$18.9M
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
2.48K+ 26.82% |
$100K - $117K
|
11.7K
$869K
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.47K+ 4.85% |
$99.7K - $116K
|
53.3K
$3.95M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.43K+ 18.24% |
$98.3K - $115K
|
15.8K
$1.17M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.43K+ 11.37% |
$98.2K - $114K
|
23.8K
$1.76M
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.37K+ 13.19% |
$95.6K - $111K
|
20.3K
$1.5M
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
2.35K+ 29.96% |
$95K - $111K
|
10.2K
$756K
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.3K+ 48.42% |
$93K - $108K
|
7.05K
$523K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.27K+ 1.99% |
$91.9K - $107K
|
117K
$8.65M
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.22KNew |
$89.9K - $105K
|
2.22K
$165K
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.21K+ 7.25% |
$89.3K - $104K
|
32.7K
$2.42M
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
2.19K+ 76.36% |
$88.4K - $103K
|
5.05K
$374K
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.19K+ 39.53% |
$88.3K - $103K
|
7.71K
$572K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.15K+ 0.66% |
$86.8K - $101K
|
330K
$24.4M
|
|
Nov 14, 2023
Q3 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.15K+ 11.29% |
$86.8K - $101K
|
21.2K
$1.57M
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.12KNew |
$85.5K - $99.7K
|
2.12K
$157K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
2.07K+ 89.16% |
$83.5K - $97.3K
|
4.38K
$325K
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.04KNew |
$82.3K - $96K
|
2.04K
$151K
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.03K+ 17.44% |
$82K - $95.6K
|
13.7K
$1.01M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 10.56% |
$81.2K - $94.7K
|
21K
$1.56M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2K+ 4.04% |
$81K - $94.4K
|
51.5K
$3.82M
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.99K+ 8.13% |
$80.5K - $93.8K
|
26.5K
$1.96M
|