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 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-452- 1.69% |
$18.3K - $21.3K
|
26.4K
$2.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-455- 17.55% |
$18.4K - $21.4K
|
2.14K
$172K
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-457- 6.33% |
$18.5K - $21.5K
|
6.76K
$545K
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-460- 2.58% |
$18.6K - $21.7K
|
17.3K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-469- 0.46% |
$19K - $22.1K
|
101K
$8.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-472- 5.2% |
$19.1K - $22.2K
|
8.61K
$694K
|
|
|
Feb 04, 2025
Q3 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-473- 8.18% |
$19.1K - $22.3K
|
5.31K
$428K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-482- 5.13% |
$19.5K - $22.7K
|
8.92K
$719K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-483- 0.97% |
$19.5K - $22.8K
|
49.4K
$3.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Quarry LP
New York, NY |
SELL
|
- |
-485- 76.62% |
$19.6K - $22.9K
|
148
$11.9K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-493- 5.37% |
$19.9K - $23.2K
|
8.69K
$700K
|
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-500- 4.3% |
$20.2K - $23.6K
|
11.1K
$897K
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-500- 4.69% |
$20.2K - $23.6K
|
10.2K
$819K
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-500- 4.09% |
$20.2K - $23.6K
|
11.7K
$945K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-501- 8.71% |
$20.3K - $23.6K
|
5.25K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-508- 5.34% |
$20.5K - $23.9K
|
9K
$726K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-511- 2.2% |
$20.7K - $24.1K
|
22.7K
$1.83M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-515- 2.36% |
$20.8K - $24.3K
|
21.3K
$1.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-531- 2.2% |
$21.5K - $25K
|
23.6K
$1.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-532- 10.24% |
$21.5K - $25.1K
|
4.66K
$376K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-537- 3.3% |
$21.7K - $25.3K
|
15.7K
$1.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-540- 3.08% |
$21.8K - $25.5K
|
17K
$1.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-550- 8.08% |
$22.2K - $25.9K
|
6.26K
$504K
|
|
|
Nov 13, 2023
Q3 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-557- 8.89% |
$22.5K - $26.3K
|
5.71K
$460K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-558- 1.85% |
$22.6K - $26.3K
|
29.6K
$2.39M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-558- 3.71% |
$22.6K - $26.3K
|
14.5K
$1.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-565- 7.7% |
$22.8K - $26.6K
|
6.77K
$546K
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
SELL
|
- |
-565- 2.56% |
$22.8K - $26.6K
|
21.5K
$1.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-570- 7.18% |
$23K - $26.9K
|
7.37K
$594K
|
|
|
Nov 09, 2023
Q3 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-570- 0.93% |
$23K - $26.9K
|
60.5K
$4.87M
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-573- 5.07% |
$23.2K - $27K
|
10.7K
$865K
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-575- 0.6% |
$23.2K - $27.1K
|
94.5K
$7.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-584- 2.24% |
$23.6K - $27.5K
|
25.5K
$2.06M
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-590- 1.55% |
$23.9K - $27.8K
|
37.5K
$3.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-600- 2.45% |
$24.3K - $28.3K
|
23.9K
$1.93M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-603- 3.92% |
$24.4K - $28.4K
|
14.8K
$1.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
SELL
|
- |
-610- 10.19% |
$24.7K - $28.7K
|
5.37K
$433K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-618- 0.04% |
$25K - $29.1K
|
1.43M
$115M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-630- 2.06% |
$25.5K - $29.7K
|
30K
$2.42M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-633- 2.01% |
$25.6K - $29.8K
|
30.9K
$2.49M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-641- 4.32% |
$25.9K - $30.2K
|
14.2K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-645- 0.8% |
$26.1K - $30.4K
|
79.7K
$6.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-649- 3.82% |
$26.2K - $30.6K
|
16.3K
$1.32M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-650- 9.29% |
$26.3K - $30.6K
|
6.35K
$511K
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-656- 2.87% |
$26.5K - $30.9K
|
22.2K
$1.79M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-659- 10.38% |
$26.6K - $31.1K
|
5.69K
$458K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-659- 1.51% |
$26.6K - $31.1K
|
42.9K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-666- 11.59% |
$26.9K - $31.4K
|
5.08K
$410K
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-671- 6.69% |
$27.1K - $31.6K
|
9.36K
$755K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-675- 3.93% |
$27.3K - $31.8K
|
16.5K
$1.33M
|