Purchases and Sales Made in Q1 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.83K- 9.4% |
$320K - $428K
|
85.1K
$6.85M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-8.83K- 31.54% |
$320K - $428K
|
19.2K
$1.54M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-9.16K- 10.39% |
$332K - $444K
|
79K
$6.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-9.29K- 25.22% |
$336K - $450K
|
27.5K
$2.22M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-9.42K- 41.74% |
$341K - $457K
|
13.1K
$1.06M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-9.51K- 39.66% |
$344K - $461K
|
14.5K
$1.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-9.97K- 23.86% |
$361K - $484K
|
31.8K
$2.56M
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-10K- 51.75% |
$363K - $486K
|
9.34K
$752K
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-10.2K- 2.28% |
$368K - $492K
|
434K
$35M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.3K- 20.85% |
$372K - $498K
|
39K
$3.14M
|
|
|
May 04, 2023
Q1 2023
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-10.5K- 40.38% |
$380K - $509K
|
15.5K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-10.5K- 47.8% |
$382K - $511K
|
11.5K
$926K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-10.6K- 9.15% |
$383K - $513K
|
105K
$8.45M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-10.6K- 12.8% |
$385K - $515K
|
72.4K
$5.82M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.6K- 10.9% |
$385K - $516K
|
86.9K
$7M
|
|
|
May 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-10.9K- 16.02% |
$394K - $527K
|
57K
$4.59M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10.9K- 1.09% |
$394K - $528K
|
984K
$79.2M
|
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-10.9K- 2.2% |
$395K - $529K
|
485K
$39M
|
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-11K- 11.86% |
$397K - $531K
|
81.4K
$6.55M
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-11.1K- 10.7% |
$401K - $537K
|
92.4K
$7.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-11.4K- 61.61% |
$412K - $552K
|
7.09K
$571K
|
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-11.5K- 12.15% |
$415K - $556K
|
82.8K
$6.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-11.8K- 8.52% |
$426K - $571K
|
126K
$10.2M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.2K- 12.54% |
$442K - $592K
|
85.1K
$6.85M
|
|
|
May 15, 2023
Q1 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-12.2K- 1.26% |
$443K - $593K
|
959K
$77.2M
|
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-12.2K- 80.37% |
$443K - $594K
|
2.99K
$241K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 2.23% |
$452K - $606K
|
547K
$44.1M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.5K- 31.96% |
$453K - $606K
|
26.6K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12.9K- 99.71% |
$466K - $623K
|
37
$2.98K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-12.9K- 5.5% |
$466K - $624K
|
221K
$17.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-13K- 52.51% |
$471K - $631K
|
11.8K
$947K
|
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-13.1K- 20.3% |
$474K - $634K
|
51.3K
$4.13M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.1K- 36.58% |
$474K - $634K
|
22.7K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-13.3K- 16.47% |
$482K - $645K
|
67.5K
$5.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-13.3K- 10.48% |
$482K - $646K
|
114K
$9.16M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-13.6K- 2.0% |
$491K - $658K
|
666K
$53.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-13.7K- 46.04% |
$495K - $663K
|
16K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.9K- 1.27% |
$505K - $675K
|
1.08M
$87M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-15K- 6.12% |
$542K - $725K
|
229K
$18.5M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15.1K- 17.4% |
$547K - $732K
|
71.7K
$5.77M
|
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-15.2K- 1.98% |
$550K - $736K
|
751K
$60.5M
|
|
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-15.3K- 1.95% |
$556K - $744K
|
772K
$62.1M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-15.9K- 0.69% |
$576K - $771K
|
2.28M
$184M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-16.3KClosed |
$591K - $791K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-16.8K- 1.27% |
$607K - $813K
|
1.31M
$105M
|
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-16.8K- 1.27% |
$607K - $813K
|
1.31M
$105M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.1K- 8.73% |
$618K - $828K
|
178K
$14.4M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-17.4K- 89.67% |
$630K - $843K
|
2K
$161K
|
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
SELL
|
- |
-17.7K- 76.69% |
$642K - $859K
|
5.39K
$433K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-17.9K- 14.71% |
$649K - $869K
|
104K
$8.36M
|