Purchases and Sales Made in Q3 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-16- 0.01% |
$647 - $754
|
250K
$19.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-16- 0.17% |
$647 - $754
|
9.34K
$736K
|
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-16- 0.05% |
$647 - $754
|
32.9K
$2.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-16- 0.22% |
$647 - $754
|
7.17K
$565K
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-17- 0.14% |
$687 - $801
|
12.5K
$982K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-17- 2.67% |
$687 - $801
|
620
$48.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-18- 3.05% |
$728 - $848
|
572
$45.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-18- 0.06% |
$728 - $848
|
31K
$2.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Adirondack Trust CO
|
SELL
|
- |
-19- 1.07% |
$768 - $895
|
1.76K
$139K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-20- 0.01% |
$809 - $943
|
158K
$12.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-25- 31.25% |
$1.01K - $1.18K
|
55
$4.33K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-25- 0.44% |
$1.01K - $1.18K
|
5.69K
$448K
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-25- 0.4% |
$1.01K - $1.18K
|
6.17K
$487K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-28- 0.34% |
$1.13K - $1.32K
|
8.2K
$646K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-29- 0.2% |
$1.17K - $1.37K
|
14.2K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-29- 0.73% |
$1.17K - $1.37K
|
3.97K
$313K
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-30- 0.71% |
$1.21K - $1.41K
|
4.17K
$329K
|
|
|
Nov 01, 2023
Q3 2023
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-31- 0.51% |
$1.25K - $1.46K
|
6.09K
$480K
|
|
|
Nov 07, 2023
Q3 2023
|
Keystone Financial Services
|
SELL
|
- |
-31- 0.19% |
$1.25K - $1.46K
|
16K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-32- 0.1% |
$1.29K - $1.51K
|
30.9K
$2.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-33- 0.36% |
$1.33K - $1.56K
|
9.12K
$719K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-34- 0.57% |
$1.37K - $1.6K
|
5.96K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-35- 0.38% |
$1.42K - $1.65K
|
9.28K
$731K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-36- 0.06% |
$1.46K - $1.7K
|
56K
$4.42M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-36- 1.37% |
$1.46K - $1.7K
|
2.6K
$205K
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-37- 0.19% |
$1.5K - $1.74K
|
19.6K
$1.54M
|
|
|
Nov 14, 2023
Q3 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-39- 0.19% |
$1.58K - $1.84K
|
20.5K
$1.61M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-42- 97.67% |
$1.7K - $1.98K
|
1
$78.8
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-43- 0.73% |
$1.74K - $2.03K
|
5.86K
$462K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-46- 0.84% |
$1.86K - $2.17K
|
5.43K
$428K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-46- 0.54% |
$1.86K - $2.17K
|
8.47K
$668K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-46- 0.81% |
$1.86K - $2.17K
|
5.64K
$445K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-48- 0.14% |
$1.94K - $2.26K
|
33.1K
$2.61M
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-50- 0.35% |
$2.02K - $2.36K
|
14.4K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-50- 0.02% |
$2.02K - $2.36K
|
254K
$20.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-52- 7.66% |
$2.1K - $2.45K
|
627
$49.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-52- 1.54% |
$2.1K - $2.45K
|
3.32K
$261K
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-53- 0.98% |
$2.14K - $2.5K
|
5.38K
$424K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-54- 1.22% |
$2.18K - $2.55K
|
4.37K
$344K
|
|
|
Oct 26, 2023
Q3 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-59- 0.74% |
$2.39K - $2.78K
|
7.97K
$628K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-62- 0.26% |
$2.51K - $2.92K
|
23.7K
$1.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-65- 0.21% |
$2.63K - $3.06K
|
31.6K
$2.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-66- 1.13% |
$2.67K - $3.11K
|
5.79K
$456K
|
|
|
Nov 14, 2023
Q3 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-66- 1.29% |
$2.67K - $3.11K
|
5.04K
$397K
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-67- 0.22% |
$2.71K - $3.16K
|
30.3K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-68- 0.22% |
$2.75K - $3.2K
|
31K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-68- 0.19% |
$2.75K - $3.2K
|
35.3K
$2.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-68- 0.36% |
$2.75K - $3.2K
|
19K
$1.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Hardy Reed LLC
|
SELL
|
- |
-70- 1.28% |
$2.83K - $3.3K
|
5.42K
$427K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-71- 15.81% |
$2.87K - $3.35K
|
378
$29.8K
|