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 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-1.02K- 5.19% |
$36.9K - $49.4K
|
18.6K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.05K- 5.47% |
$38K - $50.9K
|
18.1K
$1.41M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-1.06K- 5.59% |
$38.2K - $51.2K
|
17.8K
$1.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.06K- 0.36% |
$38.3K - $51.3K
|
290K
$22.6M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.11K- 5.65% |
$40.4K - $54K
|
18.6K
$1.45M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.12K- 22.6% |
$40.6K - $54.4K
|
3.84K
$299K
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.13K- 3.73% |
$40.8K - $54.7K
|
29K
$2.26M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.13K- 4.96% |
$40.9K - $54.8K
|
21.7K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.14K- 15.81% |
$41.3K - $55.3K
|
6.08K
$473K
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.15K- 6.76% |
$41.6K - $55.7K
|
15.9K
$1.23M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.15K- 6.28% |
$41.7K - $55.8K
|
17.2K
$1.34M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.15K- 1.53% |
$41.8K - $55.9K
|
74.4K
$5.79M
|
|
|
May 08, 2023
Q1 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-1.17K- 8.38% |
$42.2K - $56.6K
|
12.7K
$992K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-1.17K- 1.67% |
$42.4K - $56.7K
|
68.9K
$5.37M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.19K- 10.89% |
$43.2K - $57.9K
|
9.76K
$760K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.21K- 3.01% |
$43.7K - $58.5K
|
38.9K
$3.03M
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.21K- 7.65% |
$43.8K - $58.6K
|
14.6K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.23K- 3.07% |
$44.5K - $59.6K
|
38.8K
$3.02M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.24K- 14.71% |
$44.8K - $59.9K
|
7.17K
$558K
|
|
|
May 15, 2023
Q1 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-1.24K- 0.56% |
$44.9K - $60.1K
|
219K
$17.1M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.24K- 9.53% |
$45K - $60.2K
|
11.8K
$917K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.25K- 14.07% |
$45.4K - $60.8K
|
7.65K
$596K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.28K- 4.03% |
$46.3K - $61.9K
|
30.4K
$2.37M
|
|
|
May 11, 2023
Q1 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-1.28K- 7.93% |
$46.4K - $62.1K
|
14.9K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Planning Center, Inc.
|
SELL
|
- |
-1.3K- 16.29% |
$47.1K - $63.1K
|
6.68K
$520K
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.3K- 2.89% |
$47.1K - $63.1K
|
43.7K
$3.4M
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.3K- 8.66% |
$47.2K - $63.1K
|
13.7K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.32K- 3.72% |
$47.7K - $63.9K
|
34.1K
$2.65M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.32K- 70.54% |
$47.7K - $63.9K
|
550
$42.8K
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.32K- 13.04% |
$48K - $64.2K
|
8.83K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.35K- 1.3% |
$48.9K - $65.5K
|
102K
$7.97M
|
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.35K- 9.75% |
$48.9K - $65.5K
|
12.5K
$973K
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.36K- 10.13% |
$49.1K - $65.7K
|
12K
$936K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.37K- 2.32% |
$49.5K - $66.3K
|
57.6K
$4.49M
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-1.39K- 4.2% |
$50.3K - $67.4K
|
31.6K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 3.75% |
$50.4K - $67.4K
|
35.7K
$2.78M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.4K- 16.2% |
$50.8K - $68K
|
7.26K
$565K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.44K- 6.79% |
$52.1K - $69.8K
|
19.8K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.44K- 7.55% |
$52.2K - $69.9K
|
17.6K
$1.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.45K- 11.75% |
$52.5K - $70.3K
|
10.9K
$848K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.46K- 6.71% |
$53K - $70.9K
|
20.3K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.48K- 7.01% |
$53.6K - $71.8K
|
19.6K
$1.53M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.48K- 2.51% |
$53.7K - $71.9K
|
57.6K
$4.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-1.5K- 12.86% |
$54.3K - $72.8K
|
10.2K
$791K
|
|
|
May 10, 2023
Q1 2023
|
Aft, Forsyth & Sober, LLC
|
SELL
|
- |
-1.5K- 2.91% |
$54.3K - $72.8K
|
50K
$3.89M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-1.53K- 9.31% |
$55.6K - $74.4K
|
14.9K
$1.16M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
SELL
|
- |
-1.54K- 11.77% |
$55.8K - $74.7K
|
11.6K
$899K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.54K- 17.31% |
$55.9K - $74.9K
|
7.37K
$574K
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.57K- 1.55% |
$56.9K - $76.2K
|
99.7K
$7.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.58K- 20.48% |
$57.4K - $76.8K
|
6.15K
$479K
|