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 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-166- 4.71% |
$6.01K - $8.05K
|
3.36K
$260K
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-168- 0.34% |
$6.09K - $8.15K
|
48.8K
$3.78M
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-172- 2.16% |
$6.23K - $8.34K
|
7.81K
$605K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-174- 0.56% |
$6.3K - $8.44K
|
30.9K
$2.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-176- 0.45% |
$6.38K - $8.54K
|
38.6K
$2.99M
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
SELL
|
- |
-180- 1.8% |
$6.52K - $8.73K
|
9.82K
$761K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-185- 0.72% |
$6.7K - $8.97K
|
25.5K
$1.98M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-186- 1.38% |
$6.74K - $9.02K
|
13.3K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-195- 0.96% |
$7.06K - $9.46K
|
20K
$1.55M
|
|
|
May 23, 2023
Q1 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-195- 0.6% |
$7.06K - $9.46K
|
32.3K
$2.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-200- 0.36% |
$7.25K - $9.7K
|
55.4K
$4.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-200- 2.75% |
$7.25K - $9.7K
|
7.07K
$548K
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-200- 1.56% |
$7.25K - $9.7K
|
12.6K
$980K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-204- 1.54% |
$7.39K - $9.89K
|
13.1K
$1.01M
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-205- 2.56% |
$7.43K - $9.94K
|
7.8K
$605K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-205- 0.38% |
$7.43K - $9.94K
|
53.7K
$4.16M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-207- 2.53% |
$7.5K - $10K
|
7.99K
$619K
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-208- 0.14% |
$7.54K - $10.1K
|
152K
$11.8M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-212- 0.1% |
$7.68K - $10.3K
|
202K
$15.7M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-214- 1.86% |
$7.75K - $10.4K
|
11.3K
$875K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-215- 1.26% |
$7.79K - $10.4K
|
16.9K
$1.31M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-220- 2.95% |
$7.97K - $10.7K
|
7.23K
$560K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-220- 39.22% |
$7.97K - $10.7K
|
341
$26.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-224- 1.11% |
$8.12K - $10.9K
|
20K
$1.55M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-225- 2.86% |
$8.15K - $10.9K
|
7.64K
$592K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-225- 2.12% |
$8.15K - $10.9K
|
10.4K
$804K
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-226- 0.9% |
$8.19K - $11K
|
24.9K
$1.93M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-227- 15.1% |
$8.22K - $11K
|
1.28K
$98.9K
|
|
|
May 10, 2023
Q1 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-228- 3.95% |
$8.26K - $11.1K
|
5.55K
$430K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-232- 3.1% |
$8.41K - $11.3K
|
7.26K
$563K
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-235- 1.87% |
$8.51K - $11.4K
|
12.3K
$954K
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-236- 0.28% |
$8.55K - $11.4K
|
83.1K
$6.45M
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-236- 4.03% |
$8.55K - $11.4K
|
5.62K
$436K
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-239- 3.57% |
$8.66K - $11.6K
|
6.46K
$501K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-250- 11.2% |
$9.06K - $12.1K
|
1.98K
$154K
|
|
|
Apr 20, 2023
Q1 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-250- 1.08% |
$9.06K - $12.1K
|
23K
$1.78M
|
|
|
May 11, 2023
Q1 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-250- 0.54% |
$9.06K - $12.1K
|
45.8K
$3.55M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-250- 1.22% |
$9.06K - $12.1K
|
20.2K
$1.57M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-253- 36.51% |
$9.17K - $12.3K
|
440
$34.1K
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-259- 2.17% |
$9.38K - $12.6K
|
11.7K
$905K
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-271- 0.04% |
$9.82K - $13.1K
|
759K
$58.8M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-279- 3.78% |
$10.1K - $13.5K
|
7.1K
$550K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-281- 1.05% |
$10.2K - $13.6K
|
26.4K
$2.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-294- 0.35% |
$10.7K - $14.3K
|
82.6K
$6.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-296- 12.14% |
$10.7K - $14.4K
|
2.14K
$166K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-298- 0.35% |
$10.8K - $14.5K
|
85.5K
$6.63M
|
|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 1.96% |
$10.9K - $14.6K
|
15K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-300- 1.34% |
$10.9K - $14.6K
|
22K
$1.71M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-300- 4.9% |
$10.9K - $14.6K
|
5.83K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-300- 23.08% |
$10.9K - $14.6K
|
1K
$77.5K
|