Purchases and Sales Made in Q3 2023 in Wells Fargo & Company (WFC)

WFC Quotes by TradingView

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
Nov 07, 2023 Q3 2023
Valmark Advisers, Inc.

SELL
 -
-74
- 0.5%
$2.99K - $3.49K
14.8K $1.16M
Oct 20, 2023 Q3 2023
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-75
- 7.64%
$3.03K - $3.53K
907 $71.5K
Nov 13, 2023 Q3 2023
Weik Capital Management

Wyomissing, PA
SELL
 -
-75
- 0.1%
$3.03K - $3.53K
78.3K $6.17M
Oct 23, 2023 Q3 2023
Arbor Investment Advisors, LLC

SELL
 -
-81
- 1.02%
$3.27K - $3.82K
7.84K $618K
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

SELL
 -
-85
- 1.24%
$3.44K - $4.01K
6.77K $533K
Oct 11, 2023 Q3 2023
Schaper Benz & Wise Investment Counsel Inc

SELL
 -
-85
- 0.02%
$3.44K - $4.01K
361K $28.5M
Oct 10, 2023 Q3 2023
Doliver Advisors, LP

Houston, TX
SELL
 -
-88
- 0.95%
$3.56K - $4.15K
9.22K $727K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-89
- 3.58%
$3.6K - $4.19K
2.4K $189K
Nov 15, 2023 Q3 2023
Bryn Mawr Trust CO

Bryn Mawr, PA
SELL
 -
-89
- 1.47%
$3.6K - $4.19K
5.96K $470K
Nov 09, 2023 Q3 2023
Oliver Luxxe Assets LLC

Gladstone, NJ
SELL
 -
-90
- 1.5%
$3.64K - $4.24K
5.91K $466K
Oct 30, 2023 Q3 2023
Cascade Investment Advisors, Inc.

Oregon City, OR
SELL
 -
-94
- 0.56%
$3.8K - $4.43K
16.6K $1.31M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

SELL
 -
-95
- 0.45%
$3.84K - $4.48K
21K $1.66M
Nov 14, 2023 Q3 2023
Stone X Group Inc.

SELL
 -
-99
- 0.86%
$4K - $4.67K
11.3K $894K
Oct 10, 2023 Q3 2023
Fruth Investment Management

SELL
 -
-100
- 1.56%
$4.04K - $4.71K
6.32K $498K
Oct 11, 2023 Q3 2023
Tributary Capital Management, LLC

SELL
 -
-100
- 1.13%
$4.04K - $4.71K
8.75K $690K
Oct 23, 2023 Q3 2023
First Bancorp, Inc

SELL
 -
-100
- 1.16%
$4.04K - $4.71K
8.49K $669K
Oct 27, 2023 Q3 2023
Lee Danner & Bass Inc

SELL
 -
-100
- 0.15%
$4.04K - $4.71K
68.4K $5.39M
Nov 02, 2023 Q3 2023
Jnba Financial Advisors

SELL
 -
-100
- 0.68%
$4.04K - $4.71K
14.6K $1.15M
Nov 14, 2023 Q3 2023
Gilder Gagnon Howe & CO LLC

New York, NY
SELL
 -
-104
- 0.2%
$4.2K - $4.9K
52.2K $4.12M
Nov 01, 2023 Q3 2023
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-105
- 1.89%
$4.25K - $4.95K
5.44K $429K
Nov 15, 2023 Q3 2023
Brooks, Moore & Associates, Inc.

SELL
 -
-108
- 0.76%
$4.37K - $5.09K
14.1K $1.11M
Oct 20, 2023 Q3 2023
Lantz Financial LLC

SELL
 -
-110
- 0.67%
$4.45K - $5.18K
16.4K $1.29M
Oct 26, 2023 Q3 2023
Dmg Group, LLC

Birmingham, AL
SELL
 -
-113
- 0.59%
$4.57K - $5.33K
19.1K $1.51M
Nov 01, 2023 Q3 2023
Modera Wealth Management, LLC

SELL
 -
-117
- 0.48%
$4.73K - $5.51K
24.3K $1.92M
Oct 10, 2023 Q3 2023
Magnus Financial Group LLC

New York, NY
SELL
 -
-118
- 2.19%
$4.77K - $5.56K
5.28K $416K
Oct 27, 2023 Q3 2023
Whittier Trust CO Of Nevada Inc

SELL
 -
-118
- 0.4%
$4.77K - $5.56K
29.5K $2.32M
Nov 07, 2023 Q3 2023
Insight Advisors, LLC

Newtown, PA
SELL
 -
-124
- 0.52%
$5.01K - $5.84K
23.8K $1.88M
Nov 15, 2023 Q3 2023
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-124
- 1.68%
$5.01K - $5.84K
7.27K $573K
Nov 13, 2023 Q3 2023
Bank Of Hawaii

Honolulu, HI
SELL
 -
-132
- 1.17%
$5.34K - $6.22K
11.1K $878K
Nov 14, 2023 Q3 2023
Fairview Capital Investment Management, LLC

Greenbrae, CA
SELL
 -
-133
- 1.41%
$5.38K - $6.27K
9.32K $734K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
SELL
 -
-134
- 0.41%
$5.42K - $6.32K
32.9K $2.59M
Nov 09, 2023 Q3 2023
Nemes Rush Group LLC

Novi, MI
SELL
 -
-136
- 5.42%
$5.5K - $6.41K
2.37K $187K
Oct 19, 2023 Q3 2023
Ogorek Anthony Joseph

SELL
 -
-138
Closed
$5.58K - $6.5K
0 $0
Oct 16, 2023 Q3 2023
Erts Wealth Advisors, LLC

SELL
 -
-139
- 2.09%
$5.62K - $6.55K
6.51K $513K
Oct 19, 2023 Q3 2023
Core Alternative Capital

SELL
 -
-139
- 1.83%
$5.62K - $6.55K
7.47K $589K
Oct 27, 2023 Q3 2023
Narwhal Capital Management

SELL
 -
-139
- 0.44%
$5.62K - $6.55K
31.2K $2.46M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
SELL
 -
-145
- 1.27%
$5.86K - $6.83K
11.3K $890K
Oct 25, 2023 Q3 2023
Miracle Mile Advisors, LLC

SELL
 -
-150
- 0.62%
$6.06K - $7.07K
23.9K $1.88M
Nov 13, 2023 Q3 2023
Alterna Wealth Management, Inc

Houston, TX
SELL
 -
-150
- 1.32%
$6.06K - $7.07K
11.2K $884K
Oct 28, 2024 Q3 2023
Highline Wealth Partners LLC

Sherman Oaks, CA
SELL
 -
-150
- 1.13%
$6.06K - $7.07K
13.1K $1.04M
Oct 31, 2023 Q3 2023
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-153
- 2.2%
$6.19K - $7.21K
6.81K $537K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-154
- 0.43%
$6.23K - $7.26K
36.1K $2.84M
Nov 07, 2023 Q3 2023
Lazari Capital Management, Inc.

Woodland Hills, CA
SELL
 -
-156
- 0.69%
$6.31K - $7.35K
22.6K $1.78M
Nov 13, 2023 Q3 2023
Aull & Monroe Investment Management Corp

Mobile, AL
SELL
 -
-161
- 1.48%
$6.51K - $7.59K
10.7K $843K
Nov 14, 2023 Q3 2023
New Republic Capital, LLC

Charlotte, NC
SELL
 -
-161
- 2.3%
$6.51K - $7.59K
6.84K $539K
Oct 30, 2023 Q3 2023
Pflug Koory, LLC

SELL
 -
-165
- 0.72%
$6.67K - $7.78K
22.7K $1.79M
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
SELL
 -
-167
- 1.89%
$6.75K - $7.87K
8.69K $685K
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

SELL
 -
-170
- 0.69%
$6.87K - $8.01K
24.6K $1.94M
Nov 03, 2023 Q3 2023
Ssi Investment Management LLC

Los Angeles, CA
SELL
 -
-170
- 2.4%
$6.87K - $8.01K
6.93K $546K

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