Purchases and Sales Made in Q1 2023 in Wells Fargo & Company (WFC)

WFC Quotes by TradingView

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 01, 2023 Q1 2023
Unionview, LLC

Seattle, WA
SELL
 -
-727
- 10.96%
$26.3K - $35.3K
5.91K $460K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-740
- 1.51%
$26.8K - $35.9K
48.3K $3.76M
Apr 06, 2023 Q1 2023
Parsec Financial Management, Inc.

SELL
 -
-741
- 4.78%
$26.8K - $35.9K
14.8K $1.15M
Apr 05, 2023 Q1 2023
Rovin Capital

SELL
 -
-746
- 5.52%
$27K - $36.2K
12.8K $995K
Apr 19, 2023 Q1 2023
Field & Main Bank

SELL
 -
-749
- 8.58%
$27.1K - $36.3K
7.98K $621K
May 02, 2023 Q1 2023
Lee Danner & Bass Inc

SELL
 -
-750
- 1.07%
$27.2K - $36.4K
69K $5.37M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-753
- 0.88%
$27.3K - $36.5K
85K $6.62M
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
SELL
 -
-753
- 0.95%
$27.3K - $36.5K
78.1K $6.08M
May 15, 2023 Q1 2023
Eqis Capital Management, Inc.

San Rafael, CA
SELL
 -
-756
- 6.84%
$27.4K - $36.7K
10.3K $801K
May 04, 2023 Q1 2023
First National Bank & Trust CO Of Newtown

SELL
 -
-760
- 9.27%
$27.5K - $36.9K
7.44K $579K
May 15, 2023 Q1 2023
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-778
- 11.1%
$28.2K - $37.7K
6.23K $485K
May 15, 2023 Q1 2023
Bison Wealth, LLC

SELL
 -
-779
- 1.79%
$28.2K - $37.8K
42.8K $3.33M
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
SELL
 -
-784
- 2.37%
$28.4K - $38K
32.3K $2.51M
May 18, 2023 Q1 2023
Courier Capital LLC

SELL
 -
-795
- 2.99%
$28.8K - $38.6K
25.8K $2.01M
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

SELL
 -
-799
- 5.46%
$28.9K - $38.8K
13.8K $1.08M
Apr 20, 2023 Q1 2023
Lafayette Investments, Inc.

SELL
 -
-800
- 3.91%
$29K - $38.8K
19.6K $1.53M
May 09, 2023 Q1 2023
Bedell Frazier Investment Counseling, LLC

SELL
 -
-800
- 10.31%
$29K - $38.8K
6.96K $542K
May 12, 2023 Q1 2023
Westwood Holdings Group Inc

Dallas, TX
SELL
 -
-803
- 3.63%
$29.1K - $38.9K
21.3K $1.66M
Apr 14, 2023 Q1 2023
Welch & Forbes LLC

SELL
 -
-814
- 1.1%
$29.5K - $39.5K
73.3K $5.71M
May 10, 2023 Q1 2023
Alpha Family Trust

Los Angeles, CA
SELL
 -
-820
- 8.93%
$29.7K - $39.8K
8.37K $651K
May 15, 2023 Q1 2023
Fiduciary Group LLC

Savannah, GA
SELL
 -
-821
- 2.77%
$29.7K - $39.8K
28.8K $2.24M
May 03, 2023 Q1 2023
Asb Consultores, LLC

Aventura, FL
SELL
 -
-824
- 8.47%
$29.9K - $40K
8.91K $694K
May 10, 2023 Q1 2023
Northwest Wealth Management, LLC

SELL
 -
-829
- 5.36%
$30K - $40.2K
14.6K $1.14M
May 08, 2023 Q1 2023
Yhb Investment Advisors, Inc.

SELL
 -
-834
- 1.07%
$30.2K - $40.4K
76.8K $5.98M
Apr 26, 2023 Q1 2023
Clean Yield Group

SELL
 -
-848
- 27.43%
$30.7K - $41.1K
2.24K $175K
May 05, 2023 Q1 2023
Horizon Bancorp Inc /In/

Michigan City, IN
SELL
 -
-850
- 62.09%
$30.8K - $41.2K
519 $40.4K
May 16, 2023 Q1 2023
Quilter PLC

SELL
 -
-850
- 4.34%
$30.8K - $41.2K
18.7K $1.46M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-850
- 3.61%
$30.8K - $41.2K
22.7K $1.77M
Apr 10, 2023 Q1 2023
Mkt Advisors LLC

Escondido, CA
SELL
 -
-857
- 9.92%
$31K - $41.6K
7.79K $606K
May 04, 2023 Q1 2023
Lakeside Advisors, Inc.

Seattle, WA
SELL
 -
-867
- 6.85%
$31.4K - $42K
11.8K $918K
May 09, 2023 Q1 2023
Associated Banc Corp

Green Bay, WI
SELL
 -
-870
- 1.7%
$31.5K - $42.2K
50.3K $3.91M
May 31, 2023 Q1 2023
Kennedy Investment Group

West Depford, NJ
SELL
 -
-885
- 4.0%
$32.1K - $42.9K
21.3K $1.66M
Apr 19, 2023 Q1 2023
Rocky Mountain Advisers, LLC

SELL
 -
-900
- 2.11%
$32.6K - $43.7K
41.7K $3.24M
May 12, 2023 Q1 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
SELL
 -
-914
- 10.54%
$33.1K - $44.3K
7.76K $604K
Mar 29, 2024 Q1 2023
Kapitalo Investimentos Ltda

Sao Paulo, D5
SELL
 -
-914
Closed
$33.1K - $44.3K
0 $0
Apr 06, 2023 Q1 2023
Foster Group, Inc.

SELL
 -
-917
- 1.91%
$33.2K - $44.5K
47K $3.66M
Apr 26, 2023 Q1 2023
Veriti Management LLC

SELL
 -
-917
- 1.61%
$33.2K - $44.5K
55.9K $4.35M
May 12, 2023 Q1 2023
Applied Capital Llc/Fl

Hollywood, FL
SELL
 -
-944
- 2.8%
$34.2K - $45.8K
32.8K $2.55M
May 04, 2023 Q1 2023
Edge Capital Group, LLC

SELL
 -
-952
- 5.54%
$34.5K - $46.2K
16.2K $1.26M
Apr 21, 2023 Q1 2023
Fortem Financial Group, LLC

SELL
 -
-977
- 8.93%
$35.4K - $47.4K
9.97K $776K
May 09, 2023 Q1 2023
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
SELL
 -
-978
- 8.57%
$35.4K - $47.4K
10.4K $813K
May 04, 2023 Q1 2023
Parkside Financial Bank & Trust

SELL
 -
-980
- 18.6%
$35.5K - $47.5K
4.29K $334K
May 10, 2023 Q1 2023
Ascent Group, LLC

SELL
 -
-984
- 6.76%
$35.7K - $47.7K
13.6K $1.06M
Apr 10, 2023 Q1 2023
Chemistry Wealth Management LLC

New York, NY
SELL
 -
-995
- 2.77%
$36K - $48.3K
34.9K $2.72M
Apr 03, 2023 Q1 2023
M&R Capital Management Inc

SELL
 -
-999
- 14.74%
$36.2K - $48.5K
5.78K $450K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
SELL
 -
-1K
- 5.18%
$36.3K - $48.6K
18.3K $1.43M
Apr 18, 2023 Q1 2023
Assenagon Asset Management S.A.

SELL
 -
-1.01K
- 1.05%
$36.7K - $49.1K
95.8K $7.46M
Apr 20, 2023 Q1 2023
Stonegate Investment Group, LLC

Birmingham, AL
SELL
 -
-1.01K
- 2.42%
$36.7K - $49.1K
40.9K $3.18M
Apr 26, 2023 Q1 2023
Silvant Capital Management LLC

SELL
 -
-1.02K
- 2.01%
$36.8K - $49.2K
49.5K $3.85M

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