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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-245- 4.25% |
$9K - $10.5K
|
5.53K
$428K
|
|
|
Aug 11, 2023
Q2 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-246- 2.46% |
$9.03K - $10.5K
|
9.77K
$757K
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-250- 0.62% |
$9.18K - $10.7K
|
39.8K
$3.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-250- 11.64% |
$9.18K - $10.7K
|
1.9K
$147K
|
|
|
Mar 06, 2024
Q2 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-250- 1.27% |
$9.18K - $10.7K
|
19.4K
$1.51M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-251- 0.79% |
$9.22K - $10.7K
|
31.3K
$2.43M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-251- 0.79% |
$9.22K - $10.7K
|
31.3K
$2.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-253- 1.08% |
$9.29K - $10.8K
|
23.1K
$1.79M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-263- 5.59% |
$9.66K - $11.2K
|
4.44K
$345K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-268- 1.67% |
$9.84K - $11.4K
|
15.8K
$1.22M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-271- 32.22% |
$9.95K - $11.6K
|
570
$44.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-271- 2.89% |
$9.95K - $11.6K
|
9.12K
$707K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-275- 0.79% |
$10.1K - $11.7K
|
34.7K
$2.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-276- 1.16% |
$10.1K - $11.8K
|
23.5K
$1.82M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-280- 18.25% |
$10.3K - $12K
|
1.25K
$97.2K
|
|
|
Jul 17, 2023
Q2 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-283- 0.08% |
$10.4K - $12.1K
|
361K
$28M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-285- 0.77% |
$10.5K - $12.2K
|
36.9K
$2.86M
|
|
|
Sep 13, 2023
Q2 2023
|
Ims Capital Management
|
SELL
|
- |
-285- 0.46% |
$10.5K - $12.2K
|
61.3K
$4.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-288- 0.83% |
$10.6K - $12.3K
|
34.4K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-292- 3.71% |
$10.7K - $12.5K
|
7.57K
$587K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-299- 9.03% |
$11K - $12.8K
|
3.01K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-299- 2.95% |
$11K - $12.8K
|
9.82K
$762K
|
|
|
Oct 09, 2024
Q2 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-299- 2.12% |
$11K - $12.8K
|
13.8K
$1.07M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-300- 13.04% |
$11K - $12.8K
|
2K
$155K
|
|
|
Jul 11, 2023
Q2 2023
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-300- 1.16% |
$11K - $12.8K
|
25.6K
$1.98M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-300- 0.6% |
$11K - $12.8K
|
49.4K
$3.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Lipe & Dalton
|
SELL
|
- |
-300- 1.7% |
$11K - $12.8K
|
17.3K
$1.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-300- 40.65% |
$11K - $12.8K
|
438
$34K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-300- 8.26% |
$11K - $12.8K
|
3.33K
$259K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-307- 0.06% |
$11.3K - $13.1K
|
526K
$40.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-308- 2.65% |
$11.3K - $13.1K
|
11.3K
$876K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-311- 1.32% |
$11.4K - $13.3K
|
23.2K
$1.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-315- 0.71% |
$11.6K - $13.4K
|
43.8K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-316- 0.1% |
$11.6K - $13.5K
|
328K
$25.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-319- 8.09% |
$11.7K - $13.6K
|
3.63K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-319- 1.99% |
$11.7K - $13.6K
|
15.7K
$1.22M
|
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
SELL
|
- |
-325- 1.73% |
$11.9K - $13.9K
|
18.4K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-325- 1.71% |
$11.9K - $13.9K
|
18.7K
$1.45M
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-336- 2.49% |
$12.3K - $14.3K
|
13.1K
$1.02M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-340- 3.63% |
$12.5K - $14.5K
|
9.02K
$699K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-341- 0.48% |
$12.5K - $14.6K
|
71.1K
$5.51M
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-341- 5.38% |
$12.5K - $14.6K
|
5.99K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-345- 0.22% |
$12.7K - $14.7K
|
158K
$12.3M
|
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-346- 15.63% |
$12.7K - $14.8K
|
1.87K
$145K
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-348- 7.65% |
$12.8K - $14.9K
|
4.2K
$326K
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-350- 4.05% |
$12.9K - $14.9K
|
8.29K
$643K
|
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-352- 3.0% |
$12.9K - $15K
|
11.4K
$882K
|
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-358- 2.99% |
$13.1K - $15.3K
|
11.6K
$901K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-365- 1.08% |
$13.4K - $15.6K
|
33.4K
$2.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-369- 5.51% |
$13.5K - $15.7K
|
6.33K
$491K
|