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 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-48K- 22.49% |
$1.74M - $2.33M
|
165K
$12.9M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-48.5K- 15.33% |
$1.76M - $2.35M
|
268K
$20.8M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.7K- 18.27% |
$1.76M - $2.36M
|
218K
$16.9M
|
|
May 08, 2023
Q1 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-48.7K- 0.8% |
$1.77M - $2.36M
|
6.03M
$469M
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-50K- 22.67% |
$1.81M - $2.42M
|
170K
$13.3M
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-50.1K- 27.54% |
$1.82M - $2.43M
|
132K
$10.3M
|
|
May 08, 2023
Q1 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-50.2K- 46.85% |
$1.82M - $2.43M
|
56.9K
$4.43M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-53.3K- 12.46% |
$1.93M - $2.59M
|
375K
$29.2M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-53.9K- 35.45% |
$1.95M - $2.61M
|
98.1K
$7.64M
|
|
May 04, 2023
Q1 2023
|
Salzhauer Michael
|
SELL
|
- |
-54.4K- 28.71% |
$1.97M - $2.64M
|
135K
$10.5M
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-54.4K- 29.68% |
$1.97M - $2.64M
|
129K
$10M
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-54.4K- 38.9% |
$1.97M - $2.64M
|
85.5K
$6.66M
|
|
May 12, 2023
Q1 2023
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-57.5K- 7.32% |
$2.08M - $2.79M
|
728K
$56.7M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-57.7K- 83.53% |
$2.09M - $2.8M
|
11.4K
$885K
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-58.1K- 4.59% |
$2.1M - $2.82M
|
1.21M
$93.9M
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-61.6K- 83.92% |
$2.23M - $2.99M
|
11.8K
$919K
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-61.9K- 73.76% |
$2.24M - $3M
|
22K
$1.71M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-62.2K- 2.47% |
$2.25M - $3.02M
|
2.46M
$191M
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-62.5K- 3.32% |
$2.27M - $3.03M
|
1.82M
$142M
|
|
May 09, 2023
Q1 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-62.7K- 25.09% |
$2.27M - $3.04M
|
187K
$14.6M
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-63.7K- 2.01% |
$2.31M - $3.09M
|
3.11M
$242M
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-63.9K- 78.17% |
$2.31M - $3.1M
|
17.8K
$1.39M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64.3K- 52.35% |
$2.33M - $3.12M
|
58.5K
$4.55M
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-64.5K- 48.46% |
$2.34M - $3.13M
|
68.6K
$5.34M
|
|
May 05, 2023
Q1 2023
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-66K- 82.5% |
$2.39M - $3.2M
|
14K
$1.09M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-66.3K- 16.82% |
$2.4M - $3.21M
|
328K
$25.5M
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-68.8K- 5.81% |
$2.49M - $3.34M
|
1.12M
$86.9M
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-68.9K- 5.44% |
$2.49M - $3.34M
|
1.2M
$93.2M
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-69.3K- 42.85% |
$2.51M - $3.36M
|
92.4K
$7.19M
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-70.8K- 7.82% |
$2.57M - $3.44M
|
834K
$65M
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-74.6K- 31.24% |
$2.7M - $3.62M
|
164K
$12.8M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-75.8K- 15.92% |
$2.75M - $3.68M
|
400K
$31.2M
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-78.8K- 82.82% |
$2.85M - $3.82M
|
16.3K
$1.27M
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-80.1K- 78.14% |
$2.9M - $3.88M
|
22.4K
$1.74M
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-80.4K- 42.56% |
$2.91M - $3.9M
|
109K
$8.45M
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-83.3K- 91.77% |
$3.02M - $4.04M
|
7.48K
$582K
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-83.7K- 7.58% |
$3.03M - $4.06M
|
1.02M
$79.4M
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-86.1K- 6.06% |
$3.12M - $4.17M
|
1.33M
$104M
|
|
May 12, 2023
Q1 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-89.1K- 53.01% |
$3.23M - $4.32M
|
79K
$6.15M
|
|
May 15, 2023
Q1 2023
|
Alyeska Investment Group, L.P.
Chicago, IL |
SELL
|
- |
-89.7K- 11.68% |
$3.25M - $4.35M
|
678K
$52.8M
|
|
May 15, 2023
Q1 2023
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-91.2K- 9.54% |
$3.3M - $4.42M
|
864K
$67.3M
|
|
Apr 19, 2023
Q1 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-91.6K- 93.29% |
$3.32M - $4.44M
|
6.59K
$513K
|
|
May 01, 2023
Q1 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-94.5K- 3.21% |
$3.42M - $4.58M
|
2.85M
$222M
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-98K- 36.95% |
$3.55M - $4.75M
|
167K
$13M
|
|
May 12, 2023
Q1 2023
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-98K- 8.31% |
$3.55M - $4.75M
|
1.08M
$84.2M
|
|
May 12, 2023
Q1 2023
|
Holowesko Partners Ltd.
Nassau, C5 |
SELL
|
- |
-102K- 28.69% |
$3.7M - $4.96M
|
254K
$19.8M
|
|
May 03, 2023
Q1 2023
|
Marathon Asset Management LTD
|
SELL
|
- |
-102K- 13.4% |
$3.7M - $4.96M
|
661K
$51.5M
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-109K- 9.48% |
$3.96M - $5.31M
|
1.04M
$81.3M
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-110KClosed |
$3.97M - $5.32M
|
0
$0
|
|
Apr 25, 2023
Q1 2023
|
Hikari Power LTD
|
SELL
|
- |
-114K- 31.58% |
$4.11M - $5.5M
|
246K
$19.1M
|