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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-85- 0.2% |
$3.08K - $4.12K
|
42.4K
$3.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-88- 0.75% |
$3.19K - $4.27K
|
11.7K
$909K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-90- 9.1% |
$3.26K - $4.37K
|
899
$69.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-90- 0.94% |
$3.26K - $4.37K
|
9.5K
$737K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-91- 1.3% |
$3.3K - $4.41K
|
6.89K
$535K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-93- 1.28% |
$3.37K - $4.51K
|
7.19K
$558K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-95- 5.85% |
$3.44K - $4.61K
|
1.53K
$119K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-95- 0.8% |
$3.44K - $4.61K
|
11.7K
$909K
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-98- 0.43% |
$3.55K - $4.75K
|
22.6K
$1.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 0.1% |
$3.62K - $4.85K
|
102K
$7.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-100- 6.24% |
$3.62K - $4.85K
|
1.5K
$117K
|
|
|
Apr 26, 2023
Q1 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-100- 0.33% |
$3.62K - $4.85K
|
30.4K
$2.36M
|
|
|
May 03, 2023
Q1 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-100- 0.36% |
$3.62K - $4.85K
|
27.5K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-100- 0.78% |
$3.62K - $4.85K
|
12.8K
$990K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-100- 0.25% |
$3.62K - $4.85K
|
40K
$3.11M
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-103- 1.16% |
$3.73K - $5K
|
8.75K
$679K
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-104- 0.3% |
$3.77K - $5.04K
|
34.7K
$2.69M
|
|
|
May 04, 2023
Q1 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-105- 0.25% |
$3.8K - $5.09K
|
41.4K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-105- 0.81% |
$3.8K - $5.09K
|
12.8K
$995K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-106- 0.59% |
$3.84K - $5.14K
|
17.9K
$1.39M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-109- 3.55% |
$3.95K - $5.29K
|
2.96K
$230K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-110- 38.73% |
$3.99K - $5.34K
|
174
$13.5K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-110- 1.49% |
$3.99K - $5.34K
|
7.28K
$564K
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-112- 0.51% |
$4.06K - $5.43K
|
21.9K
$1.7M
|
|
|
Apr 24, 2023
Q1 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-115- 2.38% |
$4.17K - $5.58K
|
4.72K
$366K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-115- 0.77% |
$4.17K - $5.58K
|
14.9K
$1.16M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-115- 0.31% |
$4.17K - $5.58K
|
37.1K
$2.88M
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-116- 37.18% |
$4.2K - $5.63K
|
196
$15.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-118- 2.45% |
$4.28K - $5.72K
|
4.71K
$365K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-119- 1.21% |
$4.31K - $5.77K
|
9.75K
$756K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-122- 2.01% |
$4.42K - $5.92K
|
5.93K
$460K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-123- 1.14% |
$4.46K - $5.97K
|
10.7K
$829K
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-123- 0.62% |
$4.46K - $5.97K
|
19.6K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-125- 0.16% |
$4.53K - $6.06K
|
80K
$6.2M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-125- 0.87% |
$4.53K - $6.06K
|
14.2K
$1.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-130- 0.9% |
$4.71K - $6.31K
|
14.3K
$1.11M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-130- 4.9% |
$4.71K - $6.31K
|
2.53K
$196K
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-131- 1.22% |
$4.75K - $6.35K
|
10.6K
$819K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-134- 1.95% |
$4.85K - $6.5K
|
6.74K
$523K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-136- 2.27% |
$4.93K - $6.6K
|
5.86K
$454K
|
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-143- 2.43% |
$5.18K - $6.94K
|
5.75K
$446K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-148- 11.46% |
$5.36K - $7.18K
|
1.14K
$88.7K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 2.45% |
$5.43K - $7.28K
|
5.97K
$463K
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
SELL
|
- |
-150- 1.65% |
$5.43K - $7.28K
|
8.92K
$691K
|
|
|
Apr 26, 2023
Q1 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-150- 1.63% |
$5.43K - $7.28K
|
9.05K
$702K
|
|
|
May 08, 2023
Q1 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-150- 2.67% |
$5.43K - $7.28K
|
5.47K
$424K
|
|
|
Sep 12, 2023
Q1 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-158- 0.11% |
$5.72K - $7.66K
|
139K
$10.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-160- 0.66% |
$5.8K - $7.76K
|
24K
$1.86M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-163- 2.29% |
$5.91K - $7.91K
|
6.97K
$540K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-165- 14.19% |
$5.98K - $8K
|
998
$77.4K
|