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 11, 2023
Q3 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
89.6KNew |
$3.62M - $4.22M
|
89.6K
$7.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
87.4K+ 291.19% |
$3.53M - $4.12M
|
117K
$9.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
86.8K+ 678.5% |
$3.51M - $4.09M
|
99.6K
$7.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
85.6KNew |
$3.46M - $4.03M
|
85.6K
$6.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
81.6K+ 88.99% |
$3.3M - $3.84M
|
173K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
81.3K+ 12.42% |
$3.29M - $3.83M
|
736K
$58M
|
|
|
Nov 14, 2023
Q3 2023
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
80.3K+ 89.42% |
$3.24M - $3.78M
|
170K
$13.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
75.9K+ 95.44% |
$3.07M - $3.58M
|
155K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
74.8K+ 742.15% |
$3.02M - $3.53M
|
84.9K
$6.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
74.6K+ 110.15% |
$3.02M - $3.52M
|
142K
$11.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Qv Investors Inc.
|
BUY
|
- |
73.5K+ 37.16% |
$2.97M - $3.47M
|
271K
$21.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
BUY
|
- |
70.5K+ 6.46% |
$2.85M - $3.32M
|
1.16M
$91.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
69KNew |
$2.79M - $3.25M
|
69K
$5.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
67.9K+ 2.12% |
$2.75M - $3.2M
|
3.28M
$258M
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
65.5K+ 51.75% |
$2.65M - $3.09M
|
192K
$15.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
65K+ 13.74% |
$2.63M - $3.06M
|
538K
$42.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
62.5K+ 292.58% |
$2.53M - $2.95M
|
83.9K
$6.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
62.3K+ 0.15% |
$2.52M - $2.94M
|
40.5M
$3.19B
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
62.1KNew |
$2.51M - $2.93M
|
62.1K
$4.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
62K+ 5.2% |
$2.51M - $2.92M
|
1.25M
$98.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
60.8KNew |
$2.46M - $2.86M
|
60.8K
$4.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
60.2K+ 11.45% |
$2.43M - $2.84M
|
586K
$46.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
58.9K+ 3.12% |
$2.38M - $2.77M
|
1.95M
$153M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
56.9K+ 8.37% |
$2.3M - $2.68M
|
736K
$58M
|
|
|
Nov 14, 2023
Q3 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
BUY
|
- |
55.3K+ 40.07% |
$2.23M - $2.61M
|
193K
$15.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
54.3K+ 410.52% |
$2.19M - $2.56M
|
67.5K
$5.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
53.5K+ 2.55% |
$2.16M - $2.52M
|
2.16M
$170M
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
53.1K+ 9.7% |
$2.15M - $2.5M
|
601K
$47.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
50.5KNew |
$2.04M - $2.38M
|
50.5K
$3.98M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
49.7KNew |
$2.01M - $2.34M
|
49.7K
$3.92M
|
|
|
Dec 14, 2023
Q3 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
48.3K+ 307.73% |
$1.95M - $2.28M
|
64K
$5.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.4K+ 5.89% |
$1.92M - $2.23M
|
851K
$67.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
47.1KNew |
$1.9M - $2.22M
|
47.1K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
47KNew |
$1.9M - $2.22M
|
47K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
46.5K+ 61.69% |
$1.88M - $2.19M
|
122K
$9.61M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
46.3K+ 404.39% |
$1.87M - $2.18M
|
57.8K
$4.55M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
46.2K+ 13.49% |
$1.87M - $2.18M
|
389K
$30.6M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
46.2K+ 1.87% |
$1.87M - $2.18M
|
2.52M
$198M
|
|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
45.9K+ 36.49% |
$1.85M - $2.16M
|
171K
$13.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Econ Financial Services Corp
|
BUY
|
- |
45.6KNew |
$1.84M - $2.15M
|
45.6K
$3.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
BUY
|
- |
44.6K+ 140.2% |
$1.8M - $2.1M
|
76.4K
$6.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
42.4KNew |
$1.71M - $2M
|
42.4K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
42KNew |
$1.7M - $1.98M
|
42K
$3.31M
|
|
|
Oct 19, 2023
Q3 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
41.9K+ 83.3% |
$1.69M - $1.97M
|
92.2K
$7.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
41.4K+ 2.8% |
$1.67M - $1.95M
|
1.52M
$120M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41.2K+ 336.32% |
$1.66M - $1.94M
|
53.4K
$4.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
41KNew |
$1.66M - $1.93M
|
41K
$3.23M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
41K+ 205.13% |
$1.66M - $1.93M
|
61K
$4.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
40.5K+ 379.75% |
$1.64M - $1.91M
|
51.1K
$4.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
40.2KNew |
$1.62M - $1.89M
|
40.2K
$3.16M
|