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 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-762- 30.18% |
$28K - $32.5K
|
1.76K
$139K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-762- 30.18% |
$28K - $32.5K
|
1.76K
$139K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-766- 4.81% |
$28.1K - $32.7K
|
15.2K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-772- 0.21% |
$28.3K - $32.9K
|
374K
$29.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-772- 1.36% |
$28.3K - $32.9K
|
56.1K
$4.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-774- 2.56% |
$28.4K - $33K
|
29.5K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-775- 6.26% |
$28.5K - $33.1K
|
11.6K
$915K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-776- 9.38% |
$28.5K - $33.1K
|
7.5K
$591K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-778- 7.61% |
$28.6K - $33.2K
|
9.44K
$744K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-787- 0.37% |
$28.9K - $33.6K
|
213K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-787- 5.74% |
$28.9K - $33.6K
|
12.9K
$1.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-791- 15.74% |
$29K - $33.8K
|
4.24K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-798- 5.74% |
$29.3K - $34.1K
|
13.1K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-800- 6.8% |
$29.4K - $34.1K
|
11K
$864K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
SELL
|
- |
-805- 99.14% |
$29.6K - $34.4K
|
7
$552
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-819- 2.76% |
$30.1K - $35K
|
28.8K
$2.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-821- 6.48% |
$30.1K - $35K
|
11.9K
$934K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-827- 12.14% |
$30.4K - $35.3K
|
5.98K
$471K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-828- 1.78% |
$30.4K - $35.3K
|
45.7K
$3.6M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-831- 11.71% |
$30.5K - $35.5K
|
6.27K
$494K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-833- 12.41% |
$30.6K - $35.6K
|
5.88K
$463K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-836- 5.34% |
$30.7K - $35.7K
|
14.8K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-837- 10.3% |
$30.7K - $35.7K
|
7.29K
$574K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-845- 11.26% |
$31K - $36.1K
|
6.66K
$525K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-846- 7.89% |
$31.1K - $36.1K
|
9.88K
$779K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-847- 63.83% |
$31.1K - $36.1K
|
480
$37.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-858- 19.17% |
$31.5K - $36.6K
|
3.62K
$285K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-860- 1.11% |
$31.6K - $36.7K
|
76.6K
$6.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-866- 2.85% |
$31.8K - $37K
|
29.6K
$2.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-867- 11.44% |
$31.8K - $37K
|
6.71K
$529K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-879- 0.61% |
$32.3K - $37.5K
|
142K
$11.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-882- 0.3% |
$32.4K - $37.6K
|
289K
$22.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-883- 3.89% |
$32.4K - $37.7K
|
21.8K
$1.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-883- 42.39% |
$32.4K - $37.7K
|
1.2K
$94.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-884- 1.09% |
$32.5K - $37.7K
|
80.2K
$6.32M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-887- 3.32% |
$32.6K - $37.9K
|
25.8K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-890- 9.45% |
$32.7K - $38K
|
8.53K
$672K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-892- 0.66% |
$32.8K - $38.1K
|
135K
$10.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-896- 7.69% |
$32.9K - $38.2K
|
10.8K
$847K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-897- 10.17% |
$32.9K - $38.3K
|
7.92K
$624K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-924- 8.35% |
$33.9K - $39.4K
|
10.1K
$799K
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-945- 5.5% |
$34.7K - $40.3K
|
16.2K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-969- 15.94% |
$35.6K - $41.4K
|
5.11K
$403K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-972- 5.7% |
$35.7K - $41.5K
|
16.1K
$1.27M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-982- 12.3% |
$36.1K - $41.9K
|
7K
$552K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
SELL
|
- |
-995- 14.89% |
$36.5K - $42.5K
|
5.69K
$448K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-1K- 14.32% |
$36.7K - $42.7K
|
5.98K
$472K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1K- 5.09% |
$36.7K - $42.7K
|
18.6K
$1.47M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-1K- 2.72% |
$36.7K - $42.7K
|
35.8K
$2.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.01K- 7.85% |
$37.2K - $43.2K
|
11.9K
$936K
|