Purchases and Sales Made in Q1 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-15- 0.14% |
$543 - $728
|
10.6K
$834K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-18- 2.65% |
$652 - $873
|
662
$52.2K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-19- 4.06% |
$688 - $922
|
449
$35.4K
|
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-19- 0.29% |
$688 - $922
|
6.58K
$518K
|
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-21- 0.24% |
$761 - $1.02K
|
8.86K
$698K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-23- 0.07% |
$833 - $1.12K
|
34.5K
$2.72M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-24- 0.18% |
$870 - $1.16K
|
12.9K
$1.02M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-25- 2.74% |
$906 - $1.21K
|
886
$69.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-25- 0.32% |
$906 - $1.21K
|
7.8K
$615K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-25- 0.02% |
$906 - $1.21K
|
144K
$11.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-25- 0.26% |
$906 - $1.21K
|
9.52K
$750K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-26- 0.35% |
$942 - $1.26K
|
7.48K
$590K
|
|
|
Apr 25, 2023
Q1 2023
|
First Bank & Trust
|
SELL
|
- |
-27- 0.11% |
$978 - $1.31K
|
23.7K
$1.86M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.64% |
$978 - $1.31K
|
4.21K
$331K
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-30- 0.55% |
$1.09K - $1.46K
|
5.4K
$426K
|
|
|
May 11, 2023
Q1 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-30- 0.03% |
$1.09K - $1.46K
|
109K
$8.56M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-32- 2.35% |
$1.16K - $1.55K
|
1.33K
$105K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-33- 5.53% |
$1.2K - $1.6K
|
564
$44.4K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-33- 0.21% |
$1.2K - $1.6K
|
15.5K
$1.22M
|
|
|
Nov 13, 2023
Q1 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-35- 0.05% |
$1.27K - $1.7K
|
77.3K
$6.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-37- 23.13% |
$1.34K - $1.79K
|
123
$9.69K
|
|
|
Apr 04, 2023
Q1 2023
|
Lynch & Associates
|
SELL
|
- |
-39- 0.54% |
$1.41K - $1.89K
|
7.13K
$561K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-39- 0.22% |
$1.41K - $1.89K
|
17.6K
$1.39M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-40- 0.26% |
$1.45K - $1.94K
|
15.6K
$1.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-41- 12.2% |
$1.49K - $1.99K
|
295
$23.2K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-46- 0.02% |
$1.67K - $2.23K
|
261K
$20.5M
|
|
|
May 12, 2023
Q1 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-47- 0.43% |
$1.7K - $2.28K
|
10.9K
$856K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-47- 0.43% |
$1.7K - $2.28K
|
10.9K
$857K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-48- 1.74% |
$1.74K - $2.33K
|
2.71K
$214K
|
|
|
May 05, 2023
Q1 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-50- 20.75% |
$1.81K - $2.43K
|
191
$15.1K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-50- 0.09% |
$1.81K - $2.43K
|
57.2K
$4.51M
|
|
|
May 15, 2023
Q1 2023
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-50- 0.3% |
$1.81K - $2.43K
|
16.4K
$1.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-52- 0.23% |
$1.88K - $2.52K
|
22.5K
$1.77M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-53- 0.32% |
$1.92K - $2.57K
|
16.4K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-53- 2.35% |
$1.92K - $2.57K
|
2.21K
$174K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-54- 0.4% |
$1.96K - $2.62K
|
13.5K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-54- -0.0% |
$1.96K - $2.62K
|
1.57M
$123M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-55- 0.55% |
$1.99K - $2.67K
|
9.87K
$778K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-59- 0.08% |
$2.14K - $2.86K
|
69.7K
$5.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 36.36% |
$2.17K - $2.91K
|
105
$8.27K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-61- 0.23% |
$2.21K - $2.96K
|
26.6K
$2.09M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-63- 0.79% |
$2.28K - $3.06K
|
7.9K
$623K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-66- 0.94% |
$2.39K - $3.2K
|
6.92K
$545K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-66- 0.34% |
$2.39K - $3.2K
|
19.2K
$1.52M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-68- 46.26% |
$2.46K - $3.3K
|
79
$6.23K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-72- 0.62% |
$2.61K - $3.49K
|
11.5K
$904K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-74- 0.3% |
$2.68K - $3.59K
|
25K
$1.97M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74- 0.3% |
$2.68K - $3.59K
|
25K
$1.97M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-75- 1.05% |
$2.72K - $3.64K
|
7.1K
$559K
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
SELL
|
- |
-77- 1.09% |
$2.79K - $3.73K
|
6.96K
$548K
|