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 |
|---|---|---|---|---|---|---|---|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.61K- 19.09% |
$169K - $197K
|
19.6K
$1.52M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.63K- 8.17% |
$170K - $198K
|
52K
$4.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-4.64K- 8.14% |
$170K - $198K
|
52.4K
$4.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-4.7K- 16.01% |
$172K - $200K
|
24.6K
$1.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-4.74K- 0.36% |
$174K - $202K
|
1.3M
$101M
|
|
|
Oct 07, 2024
Q2 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-4.74K- 0.36% |
$174K - $202K
|
1.3M
$101M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-4.78K- 20.93% |
$176K - $204K
|
18.1K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-4.79K- 35.06% |
$176K - $204K
|
8.87K
$691K
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-4.81K- 19.4% |
$177K - $205K
|
20K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-4.84K- 28.34% |
$178K - $206K
|
12.2K
$952K
|
|
|
Aug 14, 2023
Q2 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.87K- 3.94% |
$179K - $208K
|
119K
$9.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.88K- 4.89% |
$179K - $208K
|
94.8K
$7.38M
|
|
|
Jul 24, 2023
Q2 2023
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.89K- 0.54% |
$179K - $208K
|
902K
$70.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-4.9K- 2.39% |
$180K - $209K
|
200K
$15.6M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-4.96K- 7.51% |
$182K - $212K
|
61K
$4.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-5.01K- 6.35% |
$184K - $214K
|
74K
$5.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-5.15K- 8.87% |
$189K - $220K
|
52.9K
$4.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5.23K- 8.16% |
$192K - $223K
|
58.9K
$4.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.23K- 10.73% |
$192K - $223K
|
43.5K
$3.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-5.26K- 0.2% |
$193K - $224K
|
2.58M
$201M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-5.3K- 38.82% |
$195K - $226K
|
8.35K
$650K
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-5.3K- 30.41% |
$195K - $226K
|
12.1K
$944K
|
|
|
Jul 26, 2023
Q2 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-5.46K- 1.74% |
$200K - $233K
|
308K
$24M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-5.46K- 1.0% |
$201K - $233K
|
540K
$42M
|
|
|
Aug 11, 2023
Q2 2023
|
Isam Funds (Uk) LTD
London, X0 |
SELL
|
- |
-5.49K- 27.92% |
$202K - $234K
|
14.2K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-5.49K- 5.74% |
$202K - $234K
|
90.3K
$7.03M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.72K- 11.58% |
$210K - $244K
|
43.7K
$3.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.81K- 13.12% |
$213K - $248K
|
38.5K
$3M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-5.84K- 18.2% |
$214K - $249K
|
26.2K
$2.04M
|
|
|
Aug 10, 2023
Q2 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-5.86K- 19.56% |
$215K - $250K
|
24.1K
$1.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-5.92K- 39.05% |
$217K - $253K
|
9.24K
$719K
|
|
|
Aug 11, 2023
Q2 2023
|
Myda Advisors LLC
Inwood, NY |
SELL
|
- |
-6K- 16.67% |
$220K - $256K
|
30K
$2.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-6.01K- 20.7% |
$221K - $257K
|
23K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-6.02K- 0.52% |
$221K - $257K
|
1.16M
$90.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-6.09K- 13.94% |
$224K - $260K
|
37.6K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-6.23K- 15.55% |
$229K - $266K
|
33.8K
$2.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-6.27K- 2.4% |
$230K - $268K
|
255K
$19.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.31K- 1.17% |
$232K - $269K
|
531K
$41.4M
|
|
|
Jul 06, 2023
Q2 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-6.38K- 17.93% |
$234K - $272K
|
29.2K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.42K- 10.14% |
$236K - $274K
|
56.9K
$4.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
SELL
|
- |
-6.5K- 45.67% |
$239K - $277K
|
7.73K
$602K
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-6.53K- 59.76% |
$240K - $279K
|
4.4K
$342K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-6.56K- 8.32% |
$241K - $280K
|
72.3K
$5.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.56K- 13.83% |
$241K - $280K
|
40.9K
$3.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-6.66K- 44.7% |
$245K - $284K
|
8.24K
$642K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.69K- 30.51% |
$246K - $285K
|
15.2K
$1.19M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.69K- 7.85% |
$246K - $286K
|
78.6K
$6.12M
|
|
|
Jul 25, 2023
Q2 2023
|
Qv Investors Inc.
|
SELL
|
- |
-6.71K- 3.28% |
$246K - $286K
|
198K
$15.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.75K- 0.83% |
$248K - $288K
|
804K
$62.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.83K- 9.39% |
$251K - $292K
|
65.9K
$5.13M
|