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 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.6K- 2.67% |
$57.9K - $77.5K
|
58.2K
$4.59M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.61K- 5.36% |
$58.1K - $77.8K
|
28.4K
$2.23M
|
|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-1.61K- 8.05% |
$58.2K - $77.9K
|
18.4K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-1.63K- 8.31% |
$58.9K - $78.8K
|
17.9K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1.65K- 28.88% |
$59.9K - $80.2K
|
4.07K
$321K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.66K- 0.77% |
$60.2K - $80.6K
|
214K
$16.9M
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-1.69K- 11.4% |
$61.3K - $82.1K
|
13.2K
$1.04M
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.7K- 1.36% |
$61.7K - $82.5K
|
124K
$9.76M
|
|
|
May 02, 2023
Q1 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.71K- 8.86% |
$61.9K - $82.8K
|
17.6K
$1.38M
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.72K- 18.3% |
$62.2K - $83.3K
|
7.67K
$604K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.73K- 19.72% |
$62.8K - $84K
|
7.05K
$556K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.77K- 18.1% |
$64.1K - $85.8K
|
8.01K
$631K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.78K- 5.34% |
$64.5K - $86.4K
|
31.6K
$2.49M
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.81K- 4.47% |
$65.4K - $87.5K
|
38.5K
$3.04M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.82K- 66.23% |
$66.1K - $88.5K
|
930
$73.3K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.87K- 2.13% |
$67.8K - $90.7K
|
85.9K
$6.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.92K- 4.35% |
$69.6K - $93.2K
|
42.2K
$3.32M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.92K- 3.14% |
$69.6K - $93.2K
|
59.3K
$4.67M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.93K- 0.62% |
$69.9K - $93.6K
|
307K
$24.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.94K- 4.59% |
$70.3K - $94.1K
|
40.3K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.97K- 19.1% |
$71.3K - $95.4K
|
8.34K
$657K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.99K- 16.57% |
$72K - $96.4K
|
10K
$788K
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.03K- 15.53% |
$73.7K - $98.6K
|
11.1K
$872K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.04K- 11.98% |
$74K - $99.1K
|
15K
$1.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-2.05K- 7.29% |
$74.3K - $99.4K
|
26.1K
$2.05M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.05K- 4.51% |
$74.3K - $99.5K
|
43.5K
$3.43M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-2.06K- 11.29% |
$74.5K - $99.7K
|
16.1K
$1.27M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-2.08K- 4.67% |
$75.2K - $101K
|
42.4K
$3.34M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.08K- 3.29% |
$75.3K - $101K
|
61.2K
$4.82M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 83.42% |
$75.6K - $101K
|
415
$32.7K
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.21K- 17.57% |
$80.1K - $107K
|
10.4K
$818K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-2.23K- 24.66% |
$80.8K - $108K
|
6.81K
$537K
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.24K- 21.5% |
$81K - $108K
|
8.16K
$643K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.25K- 23.05% |
$81.5K - $109K
|
7.51K
$592K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.26K- 3.6% |
$82K - $110K
|
60.6K
$4.77M
|
|
|
May 09, 2023
Q1 2023
|
Sws Partners
|
SELL
|
- |
-2.27K- 3.22% |
$82.1K - $110K
|
68.1K
$5.37M
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-2.29K- 28.47% |
$83K - $111K
|
5.76K
$453K
|
|
|
May 15, 2023
Q1 2023
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-2.35K- 30.42% |
$85K - $114K
|
5.37K
$423K
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-2.35K- 6.48% |
$85.1K - $114K
|
33.9K
$2.67M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.37K- 3.05% |
$86K - $115K
|
75.4K
$5.94M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.38K- 4.06% |
$86.2K - $115K
|
56.2K
$4.43M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-2.38K- 26.59% |
$86.3K - $115K
|
6.58K
$518K
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.39K- 30.5% |
$86.7K - $116K
|
5.45K
$430K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.42K- 28.35% |
$87.6K - $117K
|
6.12K
$482K
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-2.42K- 0.73% |
$87.7K - $117K
|
330K
$26M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.42K- 1.21% |
$87.7K - $117K
|
197K
$15.5M
|
|
|
May 11, 2023
Q1 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-2.42K- 4.89% |
$87.7K - $117K
|
47.1K
$3.71M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.42K- 13.39% |
$87.8K - $118K
|
15.7K
$1.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 29.07% |
$88K - $118K
|
5.93K
$467K
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.46K- 6.87% |
$89.1K - $119K
|
33.3K
$2.63M
|