Purchases and Sales Made in Q2 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.02% |
$36.7 - $42.7
|
5.75K
$480K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.03% |
$147 - $171
|
12.7K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 0.05% |
$147 - $171
|
7.39K
$617K
|
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
SELL
|
- |
-9- 0.08% |
$330 - $384
|
11.7K
$980K
|
|
|
Jul 31, 2023
Q2 2023
|
Tobam
|
SELL
|
- |
-9- 0.04% |
$330 - $384
|
21K
$1.76M
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-9- 0.06% |
$330 - $384
|
16.1K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-10- 0.15% |
$367 - $427
|
6.68K
$557K
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.14% |
$367 - $427
|
7.22K
$602K
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.18% |
$367 - $427
|
5.48K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-12- 0.53% |
$441 - $512
|
2.27K
$189K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-14- 0.19% |
$514 - $598
|
7.47K
$623K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-15- 0.14% |
$551 - $640
|
10.6K
$885K
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-15- 0.39% |
$551 - $640
|
3.83K
$319K
|
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-16- 0.02% |
$588 - $683
|
91.2K
$7.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-18- 0.17% |
$661 - $768
|
10.7K
$891K
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-20- 0.09% |
$734 - $854
|
22K
$1.84M
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-21- 0.16% |
$771 - $896
|
13.4K
$1.12M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-25- 0.09% |
$918 - $1.07K
|
27.5K
$2.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-26- 0.13% |
$955 - $1.11K
|
19.5K
$1.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-28- 0.15% |
$1.03K - $1.2K
|
18.6K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-28- 0.2% |
$1.03K - $1.2K
|
14K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
X Square Capital, LLC
|
SELL
|
- |
-28- 0.43% |
$1.03K - $1.2K
|
6.55K
$546K
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-30- 0.36% |
$1.1K - $1.28K
|
8.31K
$693K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-30- 0.05% |
$1.1K - $1.28K
|
64.5K
$5.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-33- 2.51% |
$1.21K - $1.41K
|
1.28K
$107K
|
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-33- 42.31% |
$1.21K - $1.41K
|
45
$3.75K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-34- 0.16% |
$1.25K - $1.45K
|
21.2K
$1.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-34- 19.54% |
$1.25K - $1.45K
|
140
$11.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-34- 0.47% |
$1.25K - $1.45K
|
7.22K
$602K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-35- 1.3% |
$1.29K - $1.49K
|
2.66K
$222K
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-36- 0.64% |
$1.32K - $1.54K
|
5.58K
$465K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-36- 0.35% |
$1.32K - $1.54K
|
10.2K
$849K
|
|
|
Aug 10, 2023
Q2 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-36- 0.11% |
$1.32K - $1.54K
|
32.8K
$2.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-37- 0.61% |
$1.36K - $1.58K
|
6.05K
$505K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-38- 0.5% |
$1.4K - $1.62K
|
7.54K
$629K
|
|
|
Jul 31, 2023
Q2 2023
|
Bank Of Stockton
|
SELL
|
- |
-39- 0.08% |
$1.43K - $1.66K
|
46.1K
$3.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-40- 0.72% |
$1.47K - $1.71K
|
5.49K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-40- 0.47% |
$1.47K - $1.71K
|
8.39K
$700K
|
|
|
Aug 10, 2023
Q2 2023
|
Davidson Trust CO
|
SELL
|
- |
-41- 0.18% |
$1.51K - $1.75K
|
23.3K
$1.95M
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-42- 0.78% |
$1.54K - $1.79K
|
5.34K
$446K
|
|
|
Jul 31, 2023
Q2 2023
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-42- 0.24% |
$1.54K - $1.79K
|
17.5K
$1.46M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-43- 0.21% |
$1.58K - $1.84K
|
20K
$1.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-44- 0.13% |
$1.62K - $1.88K
|
34.7K
$2.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Life Steps Financial, Inc.
|
SELL
|
- |
-46- 0.32% |
$1.69K - $1.96K
|
14.3K
$1.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-50- 0.62% |
$1.84K - $2.13K
|
8.02K
$669K
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-50- 0.54% |
$1.84K - $2.13K
|
9.29K
$775K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-50- 0.17% |
$1.84K - $2.13K
|
30.2K
$2.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-50- 0.39% |
$1.84K - $2.13K
|
12.8K
$1.07M
|