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 07, 2023
Q2 2023
|
First Community Trust Na
|
SELL
|
- |
-346- 15.63% |
$12.7K - $14.8K
|
1.87K
$156K
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-348- 7.65% |
$12.8K - $14.9K
|
4.2K
$350K
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-350- 4.05% |
$12.9K - $14.9K
|
8.29K
$692K
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-352- 3.0% |
$12.9K - $15K
|
11.4K
$949K
|
|
Jul 11, 2023
Q2 2023
|
Jacobs & CO
|
SELL
|
- |
-358- 2.99% |
$13.1K - $15.3K
|
11.6K
$969K
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-365- 1.08% |
$13.4K - $15.6K
|
33.4K
$2.78M
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-369- 5.51% |
$13.5K - $15.7K
|
6.33K
$528K
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-372- 2.22% |
$13.7K - $15.9K
|
16.4K
$1.36M
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
SELL
|
- |
-374- 2.23% |
$13.7K - $16K
|
16.4K
$1.37M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-377- 1.63% |
$13.8K - $16.1K
|
22.7K
$1.89M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-382- 5.12% |
$14K - $16.3K
|
7.08K
$590K
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-383- 5.32% |
$14.1K - $16.3K
|
6.81K
$568K
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-385- 3.54% |
$14.1K - $16.4K
|
10.5K
$875K
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-386- 5.31% |
$14.2K - $16.5K
|
6.89K
$575K
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-386- 0.58% |
$14.2K - $16.5K
|
66.6K
$5.56M
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-388- 4.97% |
$14.2K - $16.6K
|
7.42K
$619K
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-390- 3.25% |
$14.3K - $16.6K
|
11.6K
$970K
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
SELL
|
- |
-399- 5.0% |
$14.7K - $17K
|
7.58K
$632K
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-400- 1.29% |
$14.7K - $17.1K
|
30.5K
$2.55M
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-400- 9.07% |
$14.7K - $17.1K
|
4.01K
$335K
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-401- 2.98% |
$14.7K - $17.1K
|
13.1K
$1.09M
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-405- 2.06% |
$14.9K - $17.3K
|
19.2K
$1.61M
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-407- 3.38% |
$14.9K - $17.4K
|
11.6K
$970K
|
|
Jul 12, 2023
Q2 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-415- 1.52% |
$15.2K - $17.7K
|
26.8K
$2.24M
|
|
Jul 28, 2023
Q2 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-419- 6.0% |
$15.4K - $17.9K
|
6.57K
$548K
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-420- 0.59% |
$15.4K - $17.9K
|
70.7K
$5.9M
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-420- 84.0% |
$15.4K - $17.9K
|
80
$6.67K
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-428- 0.2% |
$15.7K - $18.3K
|
219K
$18.3M
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-432- 7.53% |
$15.9K - $18.4K
|
5.31K
$443K
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-438- 5.94% |
$16.1K - $18.7K
|
6.94K
$579K
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-449- 49.94% |
$16.5K - $19.2K
|
450
$37.5K
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-450- 11.9% |
$16.5K - $19.2K
|
3.33K
$278K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
SELL
|
- |
-450- 56.89% |
$16.5K - $19.2K
|
341
$28.4K
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-451- 13.02% |
$16.6K - $19.2K
|
3.01K
$251K
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-464- 1.73% |
$17K - $19.8K
|
26.3K
$2.2M
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-467- 7.97% |
$17.1K - $19.9K
|
5.4K
$450K
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-481- 2.54% |
$17.7K - $20.5K
|
18.4K
$1.54M
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-491- 4.28% |
$18K - $21K
|
11K
$916K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-493- 16.69% |
$18.1K - $21K
|
2.46K
$205K
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-493- 2.57% |
$18.1K - $21K
|
18.7K
$1.56M
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-498- 3.32% |
$18.3K - $21.3K
|
14.5K
$1.21M
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-500- 8.38% |
$18.4K - $21.3K
|
5.47K
$456K
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-500- 9.14% |
$18.4K - $21.3K
|
4.97K
$415K
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-500- 4.48% |
$18.4K - $21.3K
|
10.7K
$889K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-500- 27.69% |
$18.4K - $21.3K
|
1.31K
$109K
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-503- 6.57% |
$18.5K - $21.5K
|
7.15K
$597K
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-506- 2.78% |
$18.6K - $21.6K
|
17.7K
$1.47M
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-511- 8.28% |
$18.8K - $21.8K
|
5.66K
$472K
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-514- 2.83% |
$18.9K - $21.9K
|
17.6K
$1.47M
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-515- 0.75% |
$18.9K - $22K
|
68.5K
$5.72M
|