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
|
Amg National Trust Bank
|
SELL
|
- |
-17.9K- 41.44% |
$650K - $870K
|
25.3K
$2.04M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-18K- 26.82% |
$654K - $875K
|
49.2K
$3.96M
|
|
|
Jul 11, 2023
Q1 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-18.1K- 1.53% |
$655K - $877K
|
1.16M
$93.4M
|
|
|
May 02, 2023
Q1 2023
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-18.2K- 24.71% |
$658K - $881K
|
55.3K
$4.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.3K- 30.18% |
$664K - $889K
|
42.4K
$3.42M
|
|
|
May 08, 2023
Q1 2023
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-18.5K- 2.91% |
$670K - $897K
|
617K
$49.7M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-18.5K- 34.18% |
$671K - $899K
|
35.7K
$2.87M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-18.6K- 11.07% |
$673K - $900K
|
149K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-18.8K- 3.52% |
$679K - $910K
|
514K
$41.4M
|
|
|
May 10, 2023
Q1 2023
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-18.8K- 46.31% |
$681K - $912K
|
21.8K
$1.75M
|
|
|
May 15, 2023
Q1 2023
|
Point72 Europe (London) LLP
London, X0 |
SELL
|
- |
-19K- 3.76% |
$688K - $922K
|
487K
$39.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-19.1K- 23.63% |
$693K - $928K
|
61.8K
$4.98M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-19.4K- 13.82% |
$702K - $939K
|
121K
$9.72M
|
|
|
May 09, 2023
Q1 2023
|
Sicart Associates LLC
|
SELL
|
- |
-19.6K- 13.21% |
$710K - $951K
|
129K
$10.4M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-19.8K- 2.8% |
$717K - $960K
|
687K
$55.3M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-19.9K- 56.89% |
$720K - $963K
|
15.1K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-20K- 7.71% |
$726K - $972K
|
240K
$19.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-20.3K- 0.19% |
$736K - $985K
|
10.5M
$848M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-20.8K- 8.84% |
$753K - $1.01M
|
215K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-21.2K- 1.72% |
$768K - $1.03M
|
1.21M
$97.4M
|
|
|
May 09, 2023
Q1 2023
|
California State Teachers Retirement System
West Sacramento, CA |
SELL
|
- |
-21.2K- 0.32% |
$768K - $1.03M
|
6.68M
$538M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-21.3K- 8.03% |
$772K - $1.03M
|
244K
$19.6M
|
|
|
May 12, 2023
Q1 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-21.5K- 20.08% |
$778K - $1.04M
|
85.5K
$6.88M
|
|
|
Apr 11, 2023
Q1 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-22.4K- 65.11% |
$813K - $1.09M
|
12K
$967K
|
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
SELL
|
- |
-22.7K- 31.12% |
$822K - $1.1M
|
50.2K
$4.04M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-22.7K- 31.48% |
$824K - $1.1M
|
49.5K
$3.98M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-22.9K- 64.08% |
$830K - $1.11M
|
12.8K
$1.03M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-23.1K- 51.37% |
$837K - $1.12M
|
21.9K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-23.2K- 69.72% |
$842K - $1.13M
|
10.1K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Graham Capital Management, L.P.
Rowayton, CT |
SELL
|
- |
-24.4K- 34.96% |
$884K - $1.18M
|
45.4K
$3.65M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-24.5K- 20.11% |
$888K - $1.19M
|
97.3K
$7.83M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-25.4K- 26.01% |
$922K - $1.23M
|
72.4K
$5.83M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-26.1K- 99.91% |
$944K - $1.26M
|
24
$1.93K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
SELL
|
- |
-26.2K- 24.88% |
$950K - $1.27M
|
79.2K
$6.37M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-27.5K- 64.7% |
$996K - $1.33M
|
15K
$1.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-28.2K- 98.31% |
$1.02M - $1.37M
|
486
$39.1K
|
|
|
May 10, 2023
Q1 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-28.4K- 10.73% |
$1.03M - $1.38M
|
236K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-28.9K- 15.79% |
$1.05M - $1.4M
|
154K
$12.4M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-29K- 84.76% |
$1.05M - $1.41M
|
5.21K
$420K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.1K- 3.1% |
$1.09M - $1.46M
|
942K
$75.8M
|
|
|
May 04, 2023
Q1 2023
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-30.7K- 3.57% |
$1.11M - $1.49M
|
829K
$66.7M
|
|
|
May 05, 2023
Q1 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-30.9K- 8.85% |
$1.12M - $1.5M
|
318K
$25.6M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-31.4K- 3.17% |
$1.14M - $1.52M
|
959K
$77.2M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-31.7K- 2.47% |
$1.15M - $1.54M
|
1.25M
$101M
|
|
|
May 15, 2023
Q1 2023
|
Latash Investments, LLC
Anchorage, AK |
SELL
|
- |
-32K- 1.33% |
$1.16M - $1.55M
|
2.37M
$190M
|
|
|
Apr 27, 2023
Q1 2023
|
New York State Teachers Retirement System
|
SELL
|
- |
-32.8K- 0.74% |
$1.19M - $1.59M
|
4.38M
$352M
|
|
|
May 03, 2023
Q1 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-33K- 51.09% |
$1.2M - $1.6M
|
31.6K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-33.3K- 32.96% |
$1.21M - $1.62M
|
67.7K
$5.45M
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-33.9K- 34.68% |
$1.23M - $1.64M
|
63.8K
$5.13M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-33.9K- 1.24% |
$1.23M - $1.65M
|
2.71M
$218M
|