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 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.48K- 7.98% |
$89.7K - $120K
|
28.5K
$2.22M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-2.49K- 23.68% |
$90.1K - $121K
|
8.02K
$624K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.49K- 11.75% |
$90.4K - $121K
|
18.7K
$1.46M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-2.5K- 70.42% |
$90.6K - $121K
|
1.05K
$81.7K
|
|
|
May 11, 2023
Q1 2023
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-2.5K- 1.1% |
$90.6K - $121K
|
225K
$17.5M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-2.51K- 23.43% |
$90.8K - $121K
|
8.19K
$637K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-2.53K- 13.95% |
$91.8K - $123K
|
15.6K
$1.22M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-2.57K- 6.52% |
$93K - $124K
|
36.8K
$2.87M
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-2.63K- 12.42% |
$95.2K - $127K
|
18.5K
$1.44M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
SELL
|
- |
-2.64K- 4.98% |
$95.5K - $128K
|
50.3K
$3.92M
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-2.67K- 20.88% |
$96.7K - $129K
|
10.1K
$788K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.69K- 2.45% |
$97.4K - $130K
|
107K
$8.31M
|
|
|
May 15, 2023
Q1 2023
|
Baxter Bros Inc
|
SELL
|
- |
-2.69K- 2.03% |
$97.4K - $130K
|
130K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.71K- 4.06% |
$98.2K - $131K
|
64.1K
$4.99M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.72K- 14.57% |
$98.5K - $132K
|
15.9K
$1.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.75K- 4.59% |
$99.8K - $134K
|
57.2K
$4.45M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.76K- 19.98% |
$100K - $134K
|
11.1K
$862K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.8K- 4.31% |
$101K - $136K
|
62.1K
$4.84M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-2.88K- 10.49% |
$104K - $140K
|
24.6K
$1.91M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.89K- 24.41% |
$105K - $140K
|
8.96K
$697K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.95K- 26.07% |
$107K - $143K
|
8.35K
$650K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3.01K- 79.56% |
$109K - $146K
|
772
$60.1K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-3.02K- 12.04% |
$109K - $146K
|
22.1K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-3.04K- 3.84% |
$110K - $147K
|
76.1K
$5.93M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.12K- 10.4% |
$113K - $151K
|
26.9K
$2.09M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-3.13K- 14.42% |
$113K - $152K
|
18.5K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3.14K- 5.7% |
$114K - $152K
|
51.9K
$4.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-3.15K- 31.58% |
$114K - $153K
|
6.83K
$531K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-3.16K- 48.79% |
$114K - $153K
|
3.31K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-3.38K- 96.51% |
$122K - $164K
|
122
$9.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-3.41K- 23.39% |
$124K - $165K
|
11.2K
$870K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-3.42K- 8.58% |
$124K - $166K
|
36.4K
$2.84M
|
|
|
May 08, 2023
Q1 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-3.55K- 0.14% |
$129K - $172K
|
2.59M
$202M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-3.59K- 16.39% |
$130K - $174K
|
18.3K
$1.43M
|
|
|
Apr 10, 2023
Q1 2023
|
Gagnon Securities LLC
|
SELL
|
- |
-3.6K- 21.62% |
$131K - $175K
|
13.1K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.61K- 23.06% |
$131K - $175K
|
12.1K
$938K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3.68K- 4.09% |
$133K - $178K
|
86.3K
$6.72M
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-3.72K- 63.59% |
$135K - $180K
|
2.13K
$166K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.78K- 4.94% |
$137K - $183K
|
72.8K
$5.66M
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
SELL
|
- |
-3.79K- 23.73% |
$137K - $184K
|
12.2K
$949K
|
|
|
May 01, 2023
Q1 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-3.83K- 9.93% |
$139K - $186K
|
34.8K
$2.71M
|
|
|
May 09, 2023
Q1 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3.87K- 4.89% |
$140K - $188K
|
75.3K
$5.86M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.88K- 30.14% |
$141K - $188K
|
9K
$701K
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-3.9K- 15.7% |
$141K - $189K
|
20.9K
$1.63M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.91K- 9.51% |
$142K - $189K
|
37.2K
$2.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-3.91K- 10.24% |
$142K - $190K
|
34.3K
$2.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.92K- 36.52% |
$142K - $190K
|
6.81K
$530K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-3.95K- 1.67% |
$143K - $192K
|
233K
$18.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.01K- 9.25% |
$145K - $194K
|
39.3K
$3.06M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.07K- 18.55% |
$148K - $197K
|
17.9K
$1.39M
|