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 28, 2023
Q1 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-4.25K- 1.28% |
$154K - $206K
|
329K
$25.6M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.26K- 12.47% |
$154K - $207K
|
29.9K
$2.33M
|
|
|
May 04, 2023
Q1 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-4.26K- 2.99% |
$154K - $207K
|
138K
$10.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-4.3K- 4.18% |
$156K - $209K
|
98.7K
$7.68M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.33K- 1.07% |
$157K - $210K
|
400K
$31.1M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.35K- 0.41% |
$157K - $211K
|
1.05M
$81.6M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-4.41K- 42.05% |
$160K - $214K
|
6.07K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-4.42K- 33.66% |
$160K - $214K
|
8.71K
$678K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-4.42K- 4.88% |
$160K - $214K
|
86.2K
$6.71M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.44K- 7.48% |
$161K - $215K
|
55K
$4.28M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.45K- 33.54% |
$161K - $216K
|
8.82K
$686K
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.5K- 69.23% |
$163K - $218K
|
2K
$156K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.55K- 29.63% |
$165K - $221K
|
10.8K
$841K
|
|
|
May 02, 2023
Q1 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-4.56K- 0.46% |
$165K - $221K
|
986K
$76.8M
|
|
|
May 08, 2023
Q1 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-4.6K- 0.96% |
$167K - $223K
|
474K
$36.9M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-4.63K- 9.54% |
$168K - $224K
|
43.9K
$3.41M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.68K- 7.63% |
$170K - $227K
|
56.7K
$4.41M
|
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
SELL
|
- |
-4.69K- 1.11% |
$170K - $227K
|
417K
$32.5M
|
|
|
Apr 13, 2023
Q1 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-4.7K- 2.5% |
$170K - $228K
|
183K
$14.3M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-4.71K- 17.24% |
$171K - $228K
|
22.6K
$1.76M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.74K- 5.27% |
$172K - $230K
|
85.2K
$6.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-4.76K- 5.08% |
$172K - $231K
|
88.8K
$6.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-4.79K- 15.52% |
$174K - $232K
|
26.1K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-4.88K- 12.43% |
$177K - $237K
|
34.4K
$2.68M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.93K- 2.24% |
$179K - $239K
|
215K
$16.8M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-4.99K- 2.93% |
$181K - $242K
|
165K
$12.8M
|
|
|
May 09, 2023
Q1 2023
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-5.01K- 3.89% |
$182K - $243K
|
124K
$9.65M
|
|
|
May 04, 2023
Q1 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-5.03K- 6.29% |
$182K - $244K
|
74.9K
$5.83M
|
|
|
Jan 03, 2024
Q1 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-5.03K- 6.29% |
$182K - $244K
|
74.9K
$5.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.15K- 0.48% |
$187K - $250K
|
1.06M
$82.8M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-5.22K- 3.64% |
$189K - $253K
|
138K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-5.23K- 27.98% |
$189K - $253K
|
13.4K
$1.05M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-5.25K- 32.48% |
$190K - $255K
|
10.9K
$850K
|
|
|
May 01, 2023
Q1 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.27K- 18.53% |
$191K - $255K
|
23.1K
$1.8M
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-5.27K- 4.03% |
$191K - $256K
|
126K
$9.78M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-5.28K- 3.08% |
$191K - $256K
|
166K
$12.9M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5.3K- 33.31% |
$192K - $257K
|
10.6K
$825K
|
|
|
May 05, 2023
Q1 2023
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-5.3K- 12.99% |
$192K - $257K
|
35.5K
$2.76M
|
|
|
May 16, 2023
Q1 2023
|
Check Capital Management Inc
|
SELL
|
- |
-5.31K- 0.68% |
$192K - $258K
|
781K
$60.8M
|
|
|
Jan 31, 2024
Q1 2023
|
Check Capital Management Inc
|
SELL
|
- |
-5.31K- 0.68% |
$192K - $258K
|
781K
$60.8M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.34K- 10.56% |
$194K - $259K
|
45.3K
$3.52M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-5.37K- 97.97% |
$195K - $260K
|
111
$8.64K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.52K- 17.04% |
$200K - $268K
|
26.9K
$2.09M
|
|
|
May 15, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.58K- 0.25% |
$202K - $271K
|
2.25M
$175M
|
|
|
Dec 19, 2023
Q1 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-5.58K- 0.25% |
$202K - $271K
|
2.25M
$175M
|
|
|
May 03, 2023
Q1 2023
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.6K- 3.08% |
$203K - $272K
|
176K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-5.66K- 24.92% |
$205K - $275K
|
17.1K
$1.33M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.68K- 37.38% |
$206K - $275K
|
9.51K
$740K
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-5.75K- 6.63% |
$208K - $279K
|
81.1K
$6.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-5.76K- 24.32% |
$209K - $280K
|
17.9K
$1.4M
|