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 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-173- 0.84% |
$6.99K - $8.15K
|
20.3K
$1.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-174- 0.22% |
$7.03K - $8.2K
|
79.8K
$6.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-185- 14.75% |
$7.48K - $8.72K
|
1.07K
$84.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-186- 0.76% |
$7.52K - $8.77K
|
24.2K
$1.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-188- 28.27% |
$7.6K - $8.86K
|
477
$37.6K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-197- 1.73% |
$7.96K - $9.28K
|
11.2K
$880K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-200- 0.99% |
$8.09K - $9.43K
|
20K
$1.58M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-200- 1.86% |
$8.09K - $9.43K
|
10.6K
$832K
|
|
|
Oct 24, 2023
Q3 2023
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-200- 0.62% |
$8.09K - $9.43K
|
32.1K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-200- 0.27% |
$8.09K - $9.43K
|
73.8K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-200- 1.44% |
$8.09K - $9.43K
|
13.7K
$1.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 1.49% |
$8.09K - $9.43K
|
13.2K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-204- 5.2% |
$8.25K - $9.61K
|
3.72K
$293K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-205- 0.73% |
$8.29K - $9.66K
|
27.7K
$2.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-209- 17.91% |
$8.45K - $9.85K
|
958
$75.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-217- 2.63% |
$8.77K - $10.2K
|
8.04K
$634K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-218- 2.17% |
$8.81K - $10.3K
|
9.81K
$773K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-219- 2.05% |
$8.85K - $10.3K
|
10.5K
$824K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-221- 2.39% |
$8.94K - $10.4K
|
9.03K
$711K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-222- 3.95% |
$8.98K - $10.5K
|
5.41K
$426K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-223- 1.5% |
$9.02K - $10.5K
|
14.6K
$1.15M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-230- 10.13% |
$9.3K - $10.8K
|
2.04K
$161K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-231- 3.06% |
$9.34K - $10.9K
|
7.31K
$576K
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-233- 1.9% |
$9.42K - $11K
|
12.1K
$950K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-237- 15.63% |
$9.58K - $11.2K
|
1.28K
$101K
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-240- 4.18% |
$9.7K - $11.3K
|
5.5K
$433K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-240- 1.65% |
$9.7K - $11.3K
|
14.3K
$1.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-241- 1.89% |
$9.74K - $11.4K
|
12.5K
$984K
|
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-243- 10.83% |
$9.82K - $11.5K
|
2K
$158K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-248- 1.81% |
$10K - $11.7K
|
13.4K
$1.06M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-250- 1.4% |
$10.1K - $11.8K
|
17.6K
$1.39M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-252- 4.64% |
$10.2K - $11.9K
|
5.18K
$408K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-253- 4.66% |
$10.2K - $11.9K
|
5.17K
$408K
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-255- 0.18% |
$10.3K - $12K
|
143K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-255- 1.24% |
$10.3K - $12K
|
20.4K
$1.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-255- 1.64% |
$10.3K - $12K
|
15.3K
$1.21M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-255- 0.18% |
$10.3K - $12K
|
143K
$11.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-258- 0.95% |
$10.4K - $12.2K
|
26.9K
$2.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-259- 0.02% |
$10.5K - $12.2K
|
1.55M
$122M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-264- 50.87% |
$10.7K - $12.4K
|
255
$20.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-265- 2.67% |
$10.7K - $12.5K
|
9.65K
$760K
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-271- 3.11% |
$11K - $12.8K
|
8.44K
$665K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-275- 0.18% |
$11.1K - $13K
|
156K
$12.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
SELL
|
- |
-283- 2.83% |
$11.4K - $13.3K
|
9.71K
$765K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-284- 0.26% |
$11.5K - $13.4K
|
108K
$8.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-294- 2.15% |
$11.9K - $13.9K
|
13.4K
$1.06M
|
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-295- 3.71% |
$11.9K - $13.9K
|
7.66K
$603K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-295- 2.72% |
$11.9K - $13.9K
|
10.5K
$830K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-299- 5.41% |
$12.1K - $14.1K
|
5.23K
$412K
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-300- 2.06% |
$12.1K - $14.1K
|
14.3K
$1.13M
|