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 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-535- 5.23% |
$19.6K - $22.8K
|
9.7K
$752K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-535- 3.29% |
$19.6K - $22.8K
|
15.7K
$1.22M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-535- 5.23% |
$19.6K - $22.8K
|
9.7K
$752K
|
|
|
Jul 26, 2023
Q2 2023
|
Sws Partners
|
SELL
|
- |
-542- 0.8% |
$19.9K - $23.1K
|
67.6K
$5.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-543- 0.53% |
$19.9K - $23.2K
|
102K
$7.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-545- 7.71% |
$20K - $23.3K
|
6.52K
$506K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-546- 4.14% |
$20K - $23.3K
|
12.6K
$981K
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-548- 2.13% |
$20.1K - $23.4K
|
25.2K
$1.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-550- 3.94% |
$20.2K - $23.5K
|
13.4K
$1.04M
|
|
|
Jul 05, 2023
Q2 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-556- 6.52% |
$20.4K - $23.7K
|
7.98K
$618K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-563- 2.66% |
$20.7K - $24K
|
20.6K
$1.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-576- 0.21% |
$21.2K - $24.6K
|
279K
$21.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-590- 7.6% |
$21.7K - $25.2K
|
7.18K
$556K
|
|
|
Aug 01, 2023
Q2 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-590- 8.95% |
$21.7K - $25.2K
|
6K
$465K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-594- 16.37% |
$21.8K - $25.4K
|
3.03K
$235K
|
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-596- 1.11% |
$21.9K - $25.4K
|
53.1K
$4.12M
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-600- 10.57% |
$22K - $25.6K
|
5.08K
$394K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-604- 6.17% |
$22.2K - $25.8K
|
9.18K
$712K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-604- 8.27% |
$22.2K - $25.8K
|
6.7K
$520K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-615- 1.84% |
$22.6K - $26.2K
|
32.7K
$2.54M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-619- 4.3% |
$22.7K - $26.4K
|
13.8K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-619- 3.37% |
$22.7K - $26.4K
|
17.7K
$1.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
SELL
|
- |
-622- 10.26% |
$22.8K - $26.5K
|
5.44K
$422K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-623- 10.39% |
$22.9K - $26.6K
|
5.37K
$417K
|
|
|
Jul 19, 2023
Q2 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-626- 3.12% |
$23K - $26.7K
|
19.4K
$1.51M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-628- 0.73% |
$23.1K - $26.8K
|
84.9K
$6.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-631- 9.26% |
$23.2K - $26.9K
|
6.18K
$479K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-638- 8.36% |
$23.4K - $27.2K
|
7K
$542K
|
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-640- 0.19% |
$23.5K - $27.3K
|
340K
$26.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-642- 2.92% |
$23.6K - $27.4K
|
21.4K
$1.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-643- 1.24% |
$23.6K - $27.4K
|
51.4K
$3.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-650- 5.41% |
$23.9K - $27.7K
|
11.4K
$882K
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-650- 1.05% |
$23.9K - $27.7K
|
61.5K
$4.77M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-650- 34.82% |
$23.9K - $27.7K
|
1.22K
$94.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-657- 3.85% |
$24.1K - $28K
|
16.4K
$1.27M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-658- 0.22% |
$24.2K - $28.1K
|
298K
$23.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
SELL
|
- |
-680- 0.53% |
$25K - $29K
|
128K
$9.94M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-688- 4.06% |
$25.3K - $29.4K
|
16.3K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-692- 15.13% |
$25.4K - $29.5K
|
3.88K
$301K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-694- 3.37% |
$25.5K - $29.6K
|
19.9K
$1.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-695- 1.45% |
$25.5K - $29.7K
|
47.2K
$3.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
SELL
|
- |
-703- 4.94% |
$25.8K - $30K
|
13.5K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-704- 7.54% |
$25.9K - $30K
|
8.63K
$669K
|
|
|
Jul 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-710- 2.2% |
$26.1K - $30.3K
|
31.6K
$2.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-724- 1.88% |
$26.6K - $30.9K
|
37.8K
$2.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-724- 5.53% |
$26.6K - $30.9K
|
12.4K
$958K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-728- 3.91% |
$26.7K - $31.1K
|
17.9K
$1.39M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-735- 3.28% |
$27K - $31.4K
|
21.7K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-751- 0.22% |
$27.6K - $32.1K
|
342K
$26.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-759- 7.84% |
$27.9K - $32.4K
|
8.92K
$692K
|