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 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-35.2K- 1.58% |
$1.28M - $1.71M
|
2.19M
$176M
|
|
May 05, 2023
Q1 2023
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-36.9K- 55.16% |
$1.34M - $1.79M
|
30K
$2.41M
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-37.6K- 5.42% |
$1.36M - $1.82M
|
656K
$52.8M
|
|
May 01, 2023
Q1 2023
|
Qv Investors Inc.
|
SELL
|
- |
-37.7K- 15.57% |
$1.37M - $1.83M
|
205K
$16.5M
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-38.2K- 91.86% |
$1.38M - $1.85M
|
3.38K
$272K
|
|
Apr 19, 2023
Q1 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
SELL
|
- |
-38.2K- 0.82% |
$1.38M - $1.85M
|
4.63M
$373M
|
|
May 10, 2023
Q1 2023
|
Loews Corp
New York, NY |
SELL
|
- |
-40K- 9.64% |
$1.45M - $1.94M
|
375K
$30.2M
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-40.3K- 24.49% |
$1.46M - $1.95M
|
124K
$9.99M
|
|
May 15, 2023
Q1 2023
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-40.4K- 58.78% |
$1.46M - $1.96M
|
28.3K
$2.28M
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-41.5K- 2.23% |
$1.51M - $2.01M
|
1.82M
$146M
|
|
May 10, 2023
Q1 2023
|
Garda Capital Partners LP
Wayzata, MN |
SELL
|
- |
-42.3K- 50.78% |
$1.53M - $2.05M
|
41K
$3.3M
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-46.7K- 8.26% |
$1.69M - $2.26M
|
519K
$41.7M
|
|
Jun 27, 2023
Q1 2023
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-46.8K- 67.95% |
$1.7M - $2.27M
|
22.1K
$1.78M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-48K- 22.49% |
$1.74M - $2.33M
|
165K
$13.3M
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-48.5K- 15.33% |
$1.76M - $2.35M
|
268K
$21.6M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.7K- 18.27% |
$1.76M - $2.36M
|
218K
$17.5M
|
|
May 08, 2023
Q1 2023
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-48.7K- 0.8% |
$1.77M - $2.36M
|
6.03M
$485M
|
|
May 15, 2023
Q1 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-50K- 22.67% |
$1.81M - $2.42M
|
170K
$13.7M
|
|
May 15, 2023
Q1 2023
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-50.1K- 27.54% |
$1.82M - $2.43M
|
132K
$10.6M
|
|
May 08, 2023
Q1 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-50.2K- 46.85% |
$1.82M - $2.43M
|
56.9K
$4.58M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-53.3K- 12.46% |
$1.93M - $2.59M
|
375K
$30.2M
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-53.9K- 35.45% |
$1.95M - $2.61M
|
98.1K
$7.9M
|
|
May 04, 2023
Q1 2023
|
Salzhauer Michael
|
SELL
|
- |
-54.4K- 28.71% |
$1.97M - $2.64M
|
135K
$10.9M
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-54.4K- 29.68% |
$1.97M - $2.64M
|
129K
$10.4M
|
|
May 15, 2023
Q1 2023
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-54.4K- 38.9% |
$1.97M - $2.64M
|
85.5K
$6.88M
|
|
May 12, 2023
Q1 2023
|
Carlson Capital L P
Dallas, TX |
SELL
|
- |
-57.5K- 7.32% |
$2.08M - $2.79M
|
728K
$58.6M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-57.7K- 83.53% |
$2.09M - $2.8M
|
11.4K
$915K
|
|
May 12, 2023
Q1 2023
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-58.1K- 4.59% |
$2.1M - $2.82M
|
1.21M
$97.1M
|
|
Apr 20, 2023
Q1 2023
|
G&S Capital LLC
|
SELL
|
- |
-61.6K- 83.92% |
$2.23M - $2.99M
|
11.8K
$950K
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-61.9K- 73.76% |
$2.24M - $3M
|
22K
$1.77M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-62.2K- 2.47% |
$2.25M - $3.02M
|
2.46M
$198M
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-62.5K- 3.32% |
$2.27M - $3.03M
|
1.82M
$147M
|
|
May 09, 2023
Q1 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-62.7K- 25.09% |
$2.27M - $3.04M
|
187K
$15.1M
|
|
May 15, 2023
Q1 2023
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-63.7K- 2.01% |
$2.31M - $3.09M
|
3.11M
$250M
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-63.9K- 78.17% |
$2.31M - $3.1M
|
17.8K
$1.44M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-64.3K- 52.35% |
$2.33M - $3.12M
|
58.5K
$4.71M
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-64.5K- 48.46% |
$2.34M - $3.13M
|
68.6K
$5.52M
|
|
May 05, 2023
Q1 2023
|
Pcj Investment Counsel Ltd.
|
SELL
|
- |
-66K- 82.5% |
$2.39M - $3.2M
|
14K
$1.13M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-66.3K- 16.82% |
$2.4M - $3.21M
|
328K
$26.4M
|
|
Apr 24, 2023
Q1 2023
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-68.8K- 5.81% |
$2.49M - $3.34M
|
1.12M
$89.8M
|
|
Apr 11, 2023
Q1 2023
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-68.9K- 5.44% |
$2.49M - $3.34M
|
1.2M
$96.3M
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-69.3K- 42.85% |
$2.51M - $3.36M
|
92.4K
$7.44M
|
|
May 09, 2023
Q1 2023
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-70.8K- 7.82% |
$2.57M - $3.44M
|
834K
$67.2M
|
|
Sep 02, 2025
Q1 2023
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-71.5KClosed |
$2.59M - $3.47M
|
0
$0
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-74.6K- 31.24% |
$2.7M - $3.62M
|
164K
$13.2M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-75.8K- 15.92% |
$2.75M - $3.68M
|
400K
$32.2M
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
SELL
|
- |
-78.8K- 82.82% |
$2.85M - $3.82M
|
16.3K
$1.32M
|
|
Apr 24, 2023
Q1 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-80.1K- 78.14% |
$2.9M - $3.88M
|
22.4K
$1.8M
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-80.4K- 42.56% |
$2.91M - $3.9M
|
109K
$8.74M
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-83.3K- 91.77% |
$3.02M - $4.04M
|
7.48K
$602K
|