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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.79KClosed |
$210K - $281K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Meyer Handelman CO
|
SELL
|
- |
-5.8K- 2.28% |
$210K - $281K
|
249K
$19.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-5.89K- 17.13% |
$213K - $286K
|
28.5K
$2.22M
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.96K- 5.43% |
$216K - $289K
|
104K
$8.07M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-5.96K- 24.85% |
$216K - $289K
|
18K
$1.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Harbor Island Capital LLC
|
SELL
|
- |
-6.09K- 1.87% |
$221K - $295K
|
319K
$24.8M
|
|
|
May 17, 2023
Q1 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-6.1K- 59.8% |
$221K - $296K
|
4.1K
$319K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.16K- 15.12% |
$223K - $299K
|
34.6K
$2.69M
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-6.24K- 15.24% |
$226K - $303K
|
34.7K
$2.7M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.27K- 39.78% |
$227K - $304K
|
9.48K
$738K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.29K- 26.02% |
$228K - $305K
|
17.9K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-6.43K- 0.64% |
$233K - $312K
|
999K
$77.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-6.45K- 4.53% |
$234K - $313K
|
136K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.51K- 20.95% |
$236K - $316K
|
24.6K
$1.91M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-6.55K- 5.91% |
$237K - $318K
|
104K
$8.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.59K- 9.12% |
$239K - $319K
|
65.6K
$5.11M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.65K- 25.09% |
$241K - $323K
|
19.9K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-6.94K- 13.86% |
$251K - $337K
|
43.1K
$3.36M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-7K- 26.52% |
$254K - $339K
|
19.4K
$1.51M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-7.29K- 3.43% |
$264K - $354K
|
205K
$16M
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-7.34K- 12.91% |
$266K - $356K
|
49.5K
$3.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-7.37K- 14.49% |
$267K - $357K
|
43.5K
$3.38M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-7.43K- 18.49% |
$269K - $360K
|
32.7K
$2.55M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-7.59K- 1.39% |
$275K - $368K
|
537K
$41.8M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-7.6K- 96.5% |
$275K - $369K
|
276
$21.5K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-7.78K- 8.21% |
$282K - $377K
|
87K
$6.77M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.85K- 68.42% |
$284K - $381K
|
3.62K
$282K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-7.95K- 5.84% |
$288K - $386K
|
128K
$9.98M
|
|
|
Apr 17, 2023
Q1 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-7.99K- 0.87% |
$289K - $387K
|
907K
$70.6M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-7.99K- 41.35% |
$289K - $387K
|
11.3K
$882K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-7.99K- 41.35% |
$289K - $387K
|
11.3K
$882K
|
|
|
May 09, 2023
Q1 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-8.06K- 56.17% |
$292K - $391K
|
6.29K
$490K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-8.08K- 9.18% |
$293K - $392K
|
80K
$6.23M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.12K- 3.07% |
$294K - $394K
|
256K
$19.9M
|
|
|
May 15, 2023
Q1 2023
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-8.15K- 4.4% |
$295K - $395K
|
177K
$13.8M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-8.34K- 1.53% |
$302K - $405K
|
538K
$41.9M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-8.56K- 4.11% |
$310K - $415K
|
199K
$15.5M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.83K- 9.4% |
$320K - $428K
|
85.1K
$6.62M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-8.83K- 31.54% |
$320K - $428K
|
19.2K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-9.16K- 10.39% |
$332K - $444K
|
79K
$6.15M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-9.29K- 25.22% |
$336K - $450K
|
27.5K
$2.14M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-9.42K- 41.74% |
$341K - $457K
|
13.1K
$1.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-9.51K- 39.66% |
$344K - $461K
|
14.5K
$1.13M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-9.97K- 23.86% |
$361K - $484K
|
31.8K
$2.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-10K- 51.75% |
$363K - $486K
|
9.34K
$727K
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-10.2K- 2.28% |
$368K - $492K
|
434K
$33.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.3K- 20.85% |
$372K - $498K
|
39K
$3.04M
|
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-10.5K- 40.38% |
$380K - $509K
|
15.5K
$1.21M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-10.5K- 47.8% |
$382K - $511K
|
11.5K
$896K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-10.6K- 9.15% |
$383K - $513K
|
105K
$8.17M
|