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 17, 2023
Q2 2023
|
Riverview Trust CO
|
SELL
|
- |
-2.77K- 64.44% |
$102K - $118K
|
1.53K
$114K
|
|
|
Nov 13, 2023
Q2 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-2.83K- 3.66% |
$104K - $121K
|
74.5K
$5.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.86K- 0.43% |
$105K - $122K
|
656K
$49M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.9K- 68.96% |
$107K - $124K
|
1.31K
$97.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-2.91K- 2.8% |
$107K - $124K
|
101K
$7.55M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.91K- 14.25% |
$107K - $124K
|
17.5K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Fayez Sarofim & CO
Houston, TX |
SELL
|
- |
-2.93K- 19.7% |
$107K - $125K
|
11.9K
$891K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.95K- 1.86% |
$108K - $126K
|
156K
$11.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-2.99K- 13.51% |
$110K - $128K
|
19.2K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.99K- 5.65% |
$110K - $128K
|
49.9K
$3.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Boit C F David
Boston, MA |
SELL
|
- |
-3K- 11.47% |
$110K - $128K
|
23.2K
$1.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3K- 12.83% |
$110K - $128K
|
20.4K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-3K- 20.29% |
$110K - $128K
|
11.8K
$881K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.01K- 6.11% |
$110K - $128K
|
46.2K
$3.45M
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-3.04K- 7.54% |
$112K - $130K
|
37.3K
$2.79M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-3.04K- 7.17% |
$112K - $130K
|
39.4K
$2.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.08K- 0.89% |
$113K - $131K
|
344K
$25.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.11K- 20.26% |
$114K - $133K
|
12.2K
$915K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-3.22K- 10.19% |
$118K - $137K
|
28.4K
$2.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-3.22K- 3.46% |
$118K - $138K
|
89.9K
$6.72M
|
|
|
Feb 13, 2025
Q2 2023
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-3.29K- 1.2% |
$121K - $140K
|
271K
$20.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-3.36K- 3.91% |
$123K - $143K
|
82.5K
$6.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-3.37K- 2.22% |
$124K - $144K
|
148K
$11.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.37K- 6.74% |
$124K - $144K
|
46.7K
$3.49M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.4K- 25.64% |
$125K - $145K
|
9.86K
$736K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.47K- 3.99% |
$127K - $148K
|
83.5K
$6.24M
|
|
|
Aug 04, 2023
Q2 2023
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-3.49K- 25.74% |
$128K - $149K
|
10.1K
$753K
|
|
|
Jul 20, 2023
Q2 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.5K- 31.89% |
$129K - $149K
|
7.48K
$559K
|
|
|
Aug 02, 2023
Q2 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-3.54K- 0.54% |
$130K - $151K
|
653K
$48.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.55K- 1.8% |
$130K - $152K
|
193K
$14.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
SELL
|
- |
-3.56K- 10.26% |
$131K - $152K
|
31.1K
$2.33M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.56K- 11.52% |
$131K - $152K
|
27.3K
$2.04M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.61K- 12.73% |
$133K - $154K
|
24.7K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.64K- 26.82% |
$134K - $155K
|
9.93K
$742K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.67K- 8.95% |
$135K - $156K
|
37.3K
$2.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-3.68K- 27.82% |
$135K - $157K
|
9.55K
$714K
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.71K- 2.17% |
$136K - $158K
|
167K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.71K- 5.29% |
$136K - $158K
|
66.4K
$4.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-3.77K- 4.8% |
$138K - $161K
|
74.8K
$5.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-3.81K- 30.51% |
$140K - $162K
|
8.67K
$648K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.83K- 5.37% |
$141K - $163K
|
67.5K
$5.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.86K- 5.92% |
$142K - $165K
|
61.3K
$4.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.88K- 10.88% |
$143K - $166K
|
31.8K
$2.37M
|
|
|
Jul 18, 2023
Q2 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.94K- 1.78% |
$145K - $168K
|
217K
$16.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.96K- 22.03% |
$145K - $169K
|
14K
$1.05M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-4.15K- 62.39% |
$152K - $177K
|
2.5K
$187K
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-4.16K- 9.95% |
$153K - $178K
|
37.7K
$2.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-4.18K- 35.79% |
$153K - $178K
|
7.5K
$560K
|
|
|
Aug 17, 2023
Q2 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-4.19K- 0.86% |
$154K - $179K
|
481K
$35.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.21K- 24.12% |
$155K - $180K
|
13.3K
$990K
|