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 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-6.56K- 8.32% |
$241K - $280K
|
72.3K
$5.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-6.56K- 13.83% |
$241K - $280K
|
40.9K
$3.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-6.66K- 44.7% |
$245K - $284K
|
8.24K
$624K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-6.69K- 30.51% |
$246K - $285K
|
15.2K
$1.15M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.69K- 7.85% |
$246K - $286K
|
78.6K
$5.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Qv Investors Inc.
|
SELL
|
- |
-6.71K- 3.28% |
$246K - $286K
|
198K
$15M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.75K- 0.83% |
$248K - $288K
|
804K
$60.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.83K- 9.39% |
$251K - $292K
|
65.9K
$4.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-6.84K- 1.56% |
$251K - $292K
|
431K
$32.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-6.92K- 4.06% |
$254K - $295K
|
164K
$12.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-6.93K- 19.3% |
$254K - $296K
|
29K
$2.19M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.99K- 5.53% |
$257K - $298K
|
119K
$9.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-7.1K- 20.45% |
$261K - $303K
|
27.6K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.11K- 8.12% |
$261K - $303K
|
80.4K
$6.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-7.18K- 1.64% |
$264K - $306K
|
430K
$32.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-7.21K- 14.92% |
$265K - $308K
|
41.1K
$3.11M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-7.45K- 36.51% |
$274K - $318K
|
13K
$980K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-7.52K- 0.41% |
$276K - $321K
|
1.81M
$137M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-7.58K- 19.51% |
$278K - $323K
|
31.3K
$2.36M
|
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-7.79K- 0.98% |
$286K - $332K
|
785K
$59.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-7.86K- 3.02% |
$289K - $335K
|
253K
$19.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.88K- 21.25% |
$289K - $336K
|
29.2K
$2.21M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-7.95K- 1.47% |
$292K - $339K
|
534K
$40.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-8.06K- 3.94% |
$296K - $344K
|
197K
$14.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-8.09K- 18.59% |
$297K - $345K
|
35.4K
$2.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-8.36K- 7.17% |
$307K - $357K
|
108K
$8.18M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-8.42K- 21.26% |
$309K - $359K
|
31.2K
$2.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-8.5K- 26.31% |
$312K - $363K
|
23.8K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Humankind Investments LLC
|
SELL
|
- |
-8.51K- 95.41% |
$312K - $363K
|
409
$30.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-8.51K- 50.49% |
$313K - $363K
|
8.35K
$632K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-8.53K- 51.04% |
$313K - $364K
|
8.18K
$619K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.58K- 46.78% |
$315K - $366K
|
9.76K
$739K
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-8.61K- 4.26% |
$316K - $368K
|
194K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.68K- 4.74% |
$319K - $371K
|
174K
$13.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-8.8K- 9.91% |
$323K - $376K
|
80K
$6.05M
|
|
|
Jul 12, 2023
Q2 2023
|
Sciencast Management LP
|
SELL
|
- |
-8.9K- 42.79% |
$327K - $380K
|
11.9K
$900K
|
|
|
Jul 06, 2023
Q2 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-9K- 39.96% |
$330K - $384K
|
13.5K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-9.03K- 26.51% |
$332K - $386K
|
25K
$1.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-9.17K- 10.33% |
$337K - $392K
|
79.7K
$6.03M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-9.19K- 29.3% |
$337K - $392K
|
22.2K
$1.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-9.24K- 5.5% |
$339K - $394K
|
159K
$12M
|
|
|
Aug 07, 2023
Q2 2023
|
Securian Asset Management, Inc
|
SELL
|
- |
-9.36K- 2.97% |
$344K - $400K
|
306K
$23.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-9.37K- 1.12% |
$344K - $400K
|
831K
$62.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-9.38K- 37.01% |
$344K - $400K
|
16K
$1.21M
|
|
|
Jul 05, 2023
Q2 2023
|
Private Asset Management Inc
|
SELL
|
- |
-9.41K- 18.7% |
$345K - $401K
|
40.9K
$3.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-9.43K- 53.78% |
$346K - $402K
|
8.1K
$613K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.49K- 5.74% |
$348K - $405K
|
156K
$11.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Metis Global Partners, LLC
|
SELL
|
- |
-9.85K- 7.44% |
$362K - $420K
|
123K
$9.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-10.8K- 0.08% |
$397K - $461K
|
13.1M
$988M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-10.9K- 60.32% |
$399K - $464K
|
7.15K
$541K
|