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 05, 2023
Q1 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-10.9K- 16.02% |
$394K - $527K
|
57K
$4.23M
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-10.9K- 1.09% |
$394K - $528K
|
984K
$72.9M
|
|
May 18, 2023
Q1 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-10.9K- 2.2% |
$395K - $529K
|
485K
$35.9M
|
|
May 15, 2023
Q1 2023
|
Cipher Capital LP
New York, NY |
SELL
|
- |
-11K- 11.86% |
$397K - $531K
|
81.4K
$6.04M
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-11.1K- 10.7% |
$401K - $537K
|
92.4K
$6.85M
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-11.4K- 61.61% |
$412K - $552K
|
7.09K
$526K
|
|
May 08, 2023
Q1 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-11.5K- 12.15% |
$415K - $556K
|
82.8K
$6.14M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-11.8K- 8.52% |
$426K - $571K
|
126K
$9.37M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.2K- 12.54% |
$442K - $592K
|
85.1K
$6.31M
|
|
May 15, 2023
Q1 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-12.2K- 1.26% |
$443K - $593K
|
959K
$71.1M
|
|
May 01, 2023
Q1 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-12.2K- 80.37% |
$443K - $594K
|
2.99K
$222K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 2.23% |
$452K - $606K
|
547K
$40.6M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.5K- 31.96% |
$453K - $606K
|
26.6K
$1.97M
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-12.9K- 99.71% |
$466K - $623K
|
37
$2.74K
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-12.9K- 5.5% |
$466K - $624K
|
221K
$16.4M
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-13K- 52.51% |
$471K - $631K
|
11.8K
$872K
|
|
May 15, 2023
Q1 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-13.1K- 20.3% |
$474K - $634K
|
51.3K
$3.81M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-13.1K- 36.58% |
$474K - $634K
|
22.7K
$1.68M
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
- |
-13.3K- 16.47% |
$482K - $645K
|
67.5K
$5M
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-13.3K- 10.48% |
$482K - $646K
|
114K
$8.43M
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-13.6K- 2.0% |
$491K - $658K
|
666K
$49.4M
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-13.7K- 46.04% |
$495K - $663K
|
16K
$1.19M
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-13.9K- 1.27% |
$505K - $675K
|
1.08M
$80.1M
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-15K- 6.12% |
$542K - $725K
|
229K
$17M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15.1K- 17.4% |
$547K - $732K
|
71.7K
$5.31M
|
|
May 11, 2023
Q1 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-15.2K- 1.98% |
$550K - $736K
|
751K
$55.7M
|
|
May 11, 2023
Q1 2023
|
Poplar Forest Capital LLC
|
SELL
|
- |
-15.3K- 1.95% |
$556K - $744K
|
772K
$57.2M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-15.9K- 0.69% |
$576K - $771K
|
2.28M
$169M
|
|
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
$96.8M
|
|
Oct 07, 2024
Q1 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-16.8K- 1.27% |
$607K - $813K
|
1.31M
$96.8M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-17.1K- 8.73% |
$618K - $828K
|
178K
$13.2M
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-17.4K- 89.67% |
$630K - $843K
|
2K
$148K
|
|
May 11, 2023
Q1 2023
|
Golden Green, Inc.
|
SELL
|
- |
-17.7K- 76.69% |
$642K - $859K
|
5.39K
$399K
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-17.9K- 14.71% |
$649K - $869K
|
104K
$7.7M
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-17.9K- 41.44% |
$650K - $870K
|
25.3K
$1.88M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18K- 26.82% |
$654K - $875K
|
49.2K
$3.65M
|
|
Jul 11, 2023
Q1 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-18.1K- 1.53% |
$655K - $877K
|
1.16M
$86M
|
|
May 02, 2023
Q1 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-18.2K- 24.71% |
$658K - $881K
|
55.3K
$4.1M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.3K- 30.18% |
$664K - $889K
|
42.4K
$3.15M
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-18.5K- 2.91% |
$670K - $897K
|
617K
$45.7M
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-18.5K- 34.18% |
$671K - $899K
|
35.7K
$2.65M
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-18.6K- 11.07% |
$673K - $900K
|
149K
$11.1M
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-18.8K- 3.52% |
$679K - $910K
|
514K
$38.1M
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-18.8K- 46.31% |
$681K - $912K
|
21.8K
$1.62M
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-19K- 3.76% |
$688K - $922K
|
487K
$36.1M
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-19.1K- 23.63% |
$693K - $928K
|
61.8K
$4.58M
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-19.4K- 13.82% |
$702K - $939K
|
121K
$8.95M
|
|
May 09, 2023
Q1 2023
|
Sicart Associates LLC
|
SELL
|
- |
-19.6K- 13.21% |
$710K - $951K
|
129K
$9.55M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-19.8K- 2.8% |
$717K - $960K
|
687K
$50.9M
|