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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-1.47K- 1.25% |
$59.4K - $69.3K
|
116K
$9.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-1.47K- 10.39% |
$59.6K - $69.4K
|
12.7K
$1M
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.48K- 6.49% |
$59.6K - $69.5K
|
21.2K
$1.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.48K- 14.03% |
$59.8K - $69.8K
|
9.07K
$714K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.49K- 4.75% |
$60K - $70K
|
29.8K
$2.35M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.49K- 2.51% |
$60.1K - $70K
|
57.6K
$4.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-1.49K- 48.3% |
$60.2K - $70.1K
|
1.59K
$126K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.51K- 19.86% |
$60.9K - $71K
|
6.08K
$479K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.51K- 4.94% |
$61K - $71.1K
|
29K
$2.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.55K- 17.33% |
$62.5K - $72.9K
|
7.38K
$581K
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-1.55K- 5.15% |
$62.7K - $73.1K
|
28.6K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1.58K- 2.29% |
$63.9K - $74.5K
|
67.4K
$5.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Silvant Capital Management LLC
|
SELL
|
- |
-1.6K- 4.22% |
$64.7K - $75.5K
|
36.3K
$2.86M
|
|
|
Oct 12, 2023
Q3 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.62K- 8.06% |
$65.4K - $76.2K
|
18.5K
$1.45M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.63K- 18.98% |
$65.8K - $76.7K
|
6.95K
$547K
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.63K- 17.54% |
$65.9K - $76.8K
|
7.66K
$604K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.64K- 3.36% |
$66.3K - $77.3K
|
47.2K
$3.72M
|
|
|
Nov 14, 2023
Q3 2023
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-1.65K- 0.47% |
$66.7K - $77.7K
|
352K
$27.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.69K- 13.39% |
$68.5K - $79.8K
|
11K
$863K
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
SELL
|
- |
-1.7K- 19.69% |
$68.7K - $80.1K
|
6.94K
$547K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.7K- 11.05% |
$68.7K - $80.1K
|
13.7K
$1.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 82.48% |
$68.7K - $80.1K
|
361
$28.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.73K- 7.09% |
$69.9K - $81.5K
|
22.7K
$1.79M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-1.74K- 8.69% |
$70.1K - $81.8K
|
18.2K
$1.44M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-1.74K- 25.95% |
$70.4K - $82.1K
|
4.97K
$392K
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.75K- 5.23% |
$70.6K - $82.2K
|
31.6K
$2.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.77K- 3.06% |
$71.7K - $83.6K
|
56.3K
$4.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.78K- 2.68% |
$72K - $83.9K
|
64.7K
$5.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.78K- 1.3% |
$72.1K - $84.1K
|
136K
$10.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-1.8K- 0.17% |
$72.8K - $84.8K
|
1.06M
$83.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.81K- 3.66% |
$73.3K - $85.5K
|
47.7K
$3.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.82K- 13.54% |
$73.6K - $85.8K
|
11.6K
$915K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.82K- 15.06% |
$73.7K - $85.9K
|
10.3K
$810K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-1.84K- 14.41% |
$74.2K - $86.5K
|
10.9K
$859K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.84K- 3.88% |
$74.3K - $86.6K
|
45.5K
$3.58M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.85K- 41.55% |
$74.6K - $87K
|
2.6K
$205K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.88K- 10.91% |
$76K - $88.6K
|
15.3K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-1.88K- 4.29% |
$76K - $88.6K
|
42K
$3.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.89K- 3.21% |
$76.5K - $89.2K
|
57.2K
$4.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-1.89K- 2.29% |
$76.5K - $89.2K
|
80.6K
$6.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-1.9K- 4.65% |
$76.8K - $89.5K
|
39K
$3.07M
|
|
|
Oct 18, 2023
Q3 2023
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.9K- 1.06% |
$76.8K - $89.5K
|
178K
$14M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-1.9K- 1.99% |
$76.8K - $89.5K
|
93.8K
$7.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.93K- 2.6% |
$77.9K - $90.8K
|
72.1K
$5.68M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.94K- 7.03% |
$78.3K - $91.3K
|
25.6K
$2.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.99K- 19.06% |
$80.5K - $93.8K
|
8.46K
$666K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-2K- 2.72% |
$80.8K - $94.2K
|
71.5K
$5.63M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-2K- 26.08% |
$80.8K - $94.2K
|
5.67K
$447K
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-2K- 17.32% |
$80.9K - $94.3K
|
9.55K
$753K
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-2.04K- 4.86% |
$82.3K - $96K
|
39.8K
$3.14M
|