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
|
Field & Main Bank
|
SELL
|
- |
-1.01K- 13.34% |
$40.9K - $47.6K
|
6.57K
$518K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.02K- 5.05% |
$41.3K - $48.1K
|
19.2K
$1.51M
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.03K- 10.77% |
$41.6K - $48.5K
|
8.53K
$672K
|
|
|
Oct 25, 2023
Q3 2023
|
Sicart Associates LLC
|
SELL
|
- |
-1.03K- 0.81% |
$41.8K - $48.7K
|
127K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.04K- 2.76% |
$42K - $49K
|
36.6K
$2.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.05K- 1.05% |
$42.4K - $49.4K
|
98.5K
$7.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.06K- 7.61% |
$42.7K - $49.7K
|
12.8K
$1.01M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.06K- 7.61% |
$42.7K - $49.7K
|
12.8K
$1.01M
|
|
|
Oct 24, 2023
Q3 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-1.06K- 0.71% |
$42.7K - $49.8K
|
148K
$11.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
SELL
|
- |
-1.07K- 9.62% |
$43.2K - $50.4K
|
10K
$792K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-1.07K- 4.51% |
$43.4K - $50.6K
|
22.7K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-1.09K- 0.1% |
$43.9K - $51.1K
|
1.11M
$87.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-1.09K- 0.81% |
$43.9K - $51.2K
|
132K
$10.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-1.09K- 5.41% |
$44K - $51.3K
|
19K
$1.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.09K- 7.21% |
$44.2K - $51.5K
|
14.1K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-1.1K- 5.88% |
$44.4K - $51.7K
|
17.6K
$1.38M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.11K- 1.48% |
$44.7K - $52.1K
|
73.7K
$5.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.13K- 11.33% |
$45.5K - $53K
|
8.8K
$694K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.14K- 2.49% |
$46.1K - $53.8K
|
44.6K
$3.52M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.14K- 2.9% |
$46.2K - $53.8K
|
38.2K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-1.14K- 3.44% |
$46.3K - $53.9K
|
32.1K
$2.53M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.15K- 4.66% |
$46.4K - $54.1K
|
23.5K
$1.85M
|
|
|
Oct 19, 2023
Q3 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-1.17K- 11.92% |
$47.2K - $55K
|
8.62K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-1.17K- 1.06% |
$47.3K - $55.1K
|
109K
$8.62M
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-1.2K- 5.76% |
$48.6K - $56.7K
|
19.7K
$1.55M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.21K- 7.4% |
$49K - $57.2K
|
15.2K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.22K- 1.53% |
$49.4K - $57.5K
|
78.4K
$6.18M
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.23K- 2.51% |
$49.5K - $57.7K
|
47.5K
$3.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.23K- 11.22% |
$49.7K - $58K
|
9.73K
$767K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.23K- 4.68% |
$49.8K - $58.1K
|
25.1K
$1.98M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-1.25K- 10.3% |
$50.5K - $58.9K
|
10.9K
$858K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-1.27K- 6.47% |
$51.2K - $59.7K
|
18.3K
$1.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.27K- 5.1% |
$51.4K - $59.9K
|
23.7K
$1.87M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-1.27K- 7.46% |
$51.4K - $59.9K
|
15.8K
$1.24M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.27K- 18.2% |
$51.5K - $60K
|
5.73K
$451K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-1.28K- 5.52% |
$51.5K - $60.1K
|
21.8K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.28K- 1.23% |
$51.9K - $60.5K
|
103K
$8.12M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.28K- 9.44% |
$51.9K - $60.5K
|
12.3K
$971K
|
|
|
Nov 08, 2023
Q3 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-1.28K- 2.61% |
$51.9K - $60.5K
|
48K
$3.78M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.29K- 6.1% |
$52.3K - $60.9K
|
19.9K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-1.31K- 4.24% |
$52.9K - $61.6K
|
29.6K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.32K- 2.56% |
$53.4K - $62.2K
|
50.2K
$3.96M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.34K- 5.8% |
$54K - $63K
|
21.7K
$1.71M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.35K- 3.43% |
$54.5K - $63.5K
|
37.9K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.36K- 2.33% |
$55K - $64.1K
|
57.1K
$4.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.37K- 35.74% |
$55.3K - $64.4K
|
2.46K
$194K
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.42K- 0.69% |
$57.4K - $66.9K
|
204K
$16.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.42K- 14.97% |
$57.5K - $67.1K
|
8.09K
$637K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.45K- 14.72% |
$58.5K - $68.2K
|
8.39K
$661K
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.45K- 14.22% |
$58.6K - $68.3K
|
8.75K
$689K
|