Purchases and Sales Made in Q2 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-60- 0.34% |
$2.2K - $2.56K
|
17.4K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-62- 0.13% |
$2.28K - $2.65K
|
49.2K
$3.81M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-63- 26.03% |
$2.31K - $2.69K
|
179
$13.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Athena Investment Management
|
SELL
|
- |
-63- 0.61% |
$2.31K - $2.69K
|
10.2K
$791K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-63- 0.42% |
$2.31K - $2.69K
|
14.9K
$1.15M
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-64- 20.38% |
$2.35K - $2.73K
|
250
$19.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-64- 1.49% |
$2.35K - $2.73K
|
4.22K
$327K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-65- 1.32% |
$2.39K - $2.77K
|
4.85K
$376K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-65- 1.32% |
$2.39K - $2.77K
|
4.85K
$376K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-65- 0.58% |
$2.39K - $2.77K
|
11.2K
$870K
|
|
|
Jul 24, 2023
Q2 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-66- 5.11% |
$2.42K - $2.82K
|
1.23K
$95K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-68- 1.4% |
$2.5K - $2.9K
|
4.78K
$371K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-68- 2.79% |
$2.5K - $2.9K
|
2.37K
$184K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-69- 0.96% |
$2.53K - $2.94K
|
7.15K
$554K
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-73- 0.21% |
$2.68K - $3.12K
|
34.4K
$2.67M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-74- 0.61% |
$2.72K - $3.16K
|
12.1K
$938K
|
|
|
Jul 18, 2023
Q2 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-75- 0.22% |
$2.75K - $3.2K
|
34.5K
$2.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-75- 0.09% |
$2.75K - $3.2K
|
82.5K
$6.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-76- 0.09% |
$2.79K - $3.24K
|
85.4K
$6.62M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-76- 0.58% |
$2.79K - $3.24K
|
13.1K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-76- 0.18% |
$2.79K - $3.24K
|
42.4K
$3.28M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-77- 12.11% |
$2.83K - $3.29K
|
559
$43.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-80- 1.36% |
$2.94K - $3.41K
|
5.82K
$451K
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-85- 1.48% |
$3.12K - $3.63K
|
5.65K
$438K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-85- 0.51% |
$3.12K - $3.63K
|
16.6K
$1.29M
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-88- 1.58% |
$3.23K - $3.76K
|
5.47K
$424K
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-91- 0.77% |
$3.34K - $3.88K
|
11.7K
$905K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-91- 0.68% |
$3.34K - $3.88K
|
13.2K
$1.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-91- 1.46% |
$3.34K - $3.88K
|
6.13K
$475K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-91- 0.37% |
$3.34K - $3.88K
|
24.5K
$1.9M
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-93- 0.94% |
$3.41K - $3.97K
|
9.8K
$760K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-93- 12.05% |
$3.41K - $3.97K
|
679
$52.6K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-93- 2.23% |
$3.41K - $3.97K
|
4.07K
$316K
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-95- 1.51% |
$3.49K - $4.05K
|
6.21K
$481K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-95- 0.64% |
$3.49K - $4.05K
|
14.8K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-96- 0.5% |
$3.53K - $4.1K
|
19.2K
$1.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-96- 0.38% |
$3.53K - $4.1K
|
24.9K
$1.93M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-98- 8.57% |
$3.6K - $4.18K
|
1.05K
$81.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-99- 1.51% |
$3.64K - $4.23K
|
6.46K
$501K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-100- 0.4% |
$3.67K - $4.27K
|
24.9K
$1.93M
|
|
|
Jul 20, 2023
Q2 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-100- 0.01% |
$3.67K - $4.27K
|
758K
$58.8M
|
|
|
Aug 16, 2023
Q2 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-100- 0.95% |
$3.67K - $4.27K
|
10.5K
$811K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-100- 0.4% |
$3.67K - $4.27K
|
24.9K
$1.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-106- 1.7% |
$3.89K - $4.52K
|
6.12K
$474K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-110- 0.46% |
$4.04K - $4.69K
|
23.9K
$1.85M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 63.22% |
$4.04K - $4.69K
|
64
$4.96K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-111- 1.72% |
$4.08K - $4.74K
|
6.35K
$492K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-116- 7.04% |
$4.26K - $4.95K
|
1.53K
$119K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-116- 0.81% |
$4.26K - $4.95K
|
14.2K
$1.1M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-119- 0.63% |
$4.37K - $5.08K
|
18.7K
$1.45M
|