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 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-106- 1.7% |
$3.89K - $4.52K
|
6.12K
$511K
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-110- 0.46% |
$4.04K - $4.69K
|
23.9K
$1.99M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 63.22% |
$4.04K - $4.69K
|
64
$5.34K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-111- 1.72% |
$4.08K - $4.74K
|
6.35K
$530K
|
|
|
Jul 19, 2023
Q2 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-116- 7.04% |
$4.26K - $4.95K
|
1.53K
$128K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-116- 0.81% |
$4.26K - $4.95K
|
14.2K
$1.18M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-119- 0.63% |
$4.37K - $5.08K
|
18.7K
$1.56M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-119- 19.7% |
$4.37K - $5.08K
|
485
$40.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-124- 0.36% |
$4.55K - $5.29K
|
34.3K
$2.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-125- 0.23% |
$4.59K - $5.34K
|
55.2K
$4.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-126- 1.19% |
$4.63K - $5.38K
|
10.4K
$871K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-128- 0.42% |
$4.7K - $5.46K
|
30.4K
$2.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-131- 1.15% |
$4.81K - $5.59K
|
11.3K
$941K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-132- 0.19% |
$4.85K - $5.63K
|
69.5K
$5.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-133- 1.39% |
$4.88K - $5.68K
|
9.45K
$788K
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-134- 0.91% |
$4.92K - $5.72K
|
14.5K
$1.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-139- 0.97% |
$5.1K - $5.93K
|
14.1K
$1.18M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-140- 1.48% |
$5.14K - $5.98K
|
9.31K
$777K
|
|
|
Aug 14, 2023
Q2 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-140- 0.9% |
$5.14K - $5.98K
|
15.3K
$1.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-146- 1.54% |
$5.36K - $6.23K
|
9.36K
$780K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-149- 1.86% |
$5.47K - $6.36K
|
7.87K
$657K
|
|
|
Jul 13, 2023
Q2 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-150- 1.42% |
$5.51K - $6.4K
|
10.4K
$868K
|
|
|
Aug 04, 2023
Q2 2023
|
First Dallas Securities Inc.
|
SELL
|
- |
-150- 1.39% |
$5.51K - $6.4K
|
10.7K
$889K
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-155- 1.64% |
$5.69K - $6.62K
|
9.31K
$777K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-155- 20.69% |
$5.69K - $6.62K
|
594
$49.6K
|
|
|
Jul 21, 2023
Q2 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-160- 0.7% |
$5.88K - $6.83K
|
22.8K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-160- 2.71% |
$5.88K - $6.83K
|
5.75K
$480K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-161- 2.31% |
$5.91K - $6.87K
|
6.81K
$568K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-161- 2.88% |
$5.91K - $6.87K
|
5.43K
$453K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-163- 1.39% |
$5.99K - $6.96K
|
11.6K
$964K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-165- 2.32% |
$6.06K - $7.04K
|
6.93K
$578K
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-166- 0.69% |
$6.1K - $7.08K
|
23.9K
$2M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-178- 1.19% |
$6.54K - $7.6K
|
14.8K
$1.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-185- 2.66% |
$6.79K - $7.9K
|
6.78K
$565K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-186- 1.54% |
$6.83K - $7.94K
|
11.9K
$990K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-190- 3.29% |
$6.98K - $8.11K
|
5.59K
$466K
|
|
|
Jul 18, 2023
Q2 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-190- 12.77% |
$6.98K - $8.11K
|
1.3K
$108K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-196- 1.42% |
$7.2K - $8.37K
|
13.6K
$1.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-200- 2.21% |
$7.34K - $8.54K
|
8.85K
$738K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
SELL
|
- |
-200- 2.27% |
$7.34K - $8.54K
|
8.59K
$717K
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-200- 2.27% |
$7.34K - $8.54K
|
8.63K
$720K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
SELL
|
- |
-200- 0.91% |
$7.34K - $8.54K
|
21.7K
$1.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-200- 56.18% |
$7.34K - $8.54K
|
156
$13K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-206- 3.79% |
$7.56K - $8.79K
|
5.23K
$436K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-207- 1.43% |
$7.6K - $8.83K
|
14.3K
$1.19M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-207- 0.5% |
$7.6K - $8.83K
|
41.2K
$3.44M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-217- 0.07% |
$7.97K - $9.26K
|
330K
$27.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-218- 53.04% |
$8K - $9.3K
|
193
$16.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-219- 1.69% |
$8.04K - $9.35K
|
12.7K
$1.06M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-220- 0.13% |
$8.08K - $9.39K
|
165K
$13.8M
|