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 26, 2023
Q2 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-710- 2.2% |
$26.1K - $30.3K
|
31.6K
$2.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-724- 1.88% |
$26.6K - $30.9K
|
37.8K
$3.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-724- 5.53% |
$26.6K - $30.9K
|
12.4K
$1.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-728- 3.91% |
$26.7K - $31.1K
|
17.9K
$1.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-735- 3.28% |
$27K - $31.4K
|
21.7K
$1.81M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-751- 0.22% |
$27.6K - $32.1K
|
342K
$28.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-759- 7.84% |
$27.9K - $32.4K
|
8.92K
$744K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-762- 30.18% |
$28K - $32.5K
|
1.76K
$147K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-762- 30.18% |
$28K - $32.5K
|
1.76K
$147K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-766- 4.81% |
$28.1K - $32.7K
|
15.2K
$1.27M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-772- 0.21% |
$28.3K - $32.9K
|
374K
$31.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-772- 1.36% |
$28.3K - $32.9K
|
56.1K
$4.68M
|
|
|
Aug 01, 2023
Q2 2023
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-774- 2.56% |
$28.4K - $33K
|
29.5K
$2.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-775- 6.26% |
$28.5K - $33.1K
|
11.6K
$968K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-776- 9.38% |
$28.5K - $33.1K
|
7.5K
$625K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-778- 7.61% |
$28.6K - $33.2K
|
9.44K
$788K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-787- 0.37% |
$28.9K - $33.6K
|
213K
$17.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-787- 5.74% |
$28.9K - $33.6K
|
12.9K
$1.08M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-791- 15.74% |
$29K - $33.8K
|
4.24K
$353K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-798- 5.74% |
$29.3K - $34.1K
|
13.1K
$1.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-800- 6.8% |
$29.4K - $34.1K
|
11K
$914K
|
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
SELL
|
- |
-805- 99.14% |
$29.6K - $34.4K
|
7
$584
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-819- 2.76% |
$30.1K - $35K
|
28.8K
$2.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-821- 6.48% |
$30.1K - $35K
|
11.9K
$989K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-827- 12.14% |
$30.4K - $35.3K
|
5.98K
$499K
|
|
|
Aug 01, 2023
Q2 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-828- 1.78% |
$30.4K - $35.3K
|
45.7K
$3.82M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-831- 11.71% |
$30.5K - $35.5K
|
6.27K
$523K
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-833- 12.41% |
$30.6K - $35.6K
|
5.88K
$490K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-836- 5.34% |
$30.7K - $35.7K
|
14.8K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-837- 10.3% |
$30.7K - $35.7K
|
7.29K
$608K
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-845- 11.26% |
$31K - $36.1K
|
6.66K
$556K
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-846- 7.89% |
$31.1K - $36.1K
|
9.88K
$824K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-847- 63.83% |
$31.1K - $36.1K
|
480
$40K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-858- 19.17% |
$31.5K - $36.6K
|
3.62K
$302K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-860- 1.11% |
$31.6K - $36.7K
|
76.6K
$6.39M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-866- 2.85% |
$31.8K - $37K
|
29.6K
$2.47M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-867- 11.44% |
$31.8K - $37K
|
6.71K
$560K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
SELL
|
- |
-879- 0.61% |
$32.3K - $37.5K
|
142K
$11.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-882- 0.3% |
$32.4K - $37.6K
|
289K
$24.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-883- 3.89% |
$32.4K - $37.7K
|
21.8K
$1.82M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-883- 42.39% |
$32.4K - $37.7K
|
1.2K
$100K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-884- 1.09% |
$32.5K - $37.7K
|
80.2K
$6.69M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-887- 3.32% |
$32.6K - $37.9K
|
25.8K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-890- 9.45% |
$32.7K - $38K
|
8.53K
$712K
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-892- 0.66% |
$32.8K - $38.1K
|
135K
$11.2M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-896- 7.69% |
$32.9K - $38.2K
|
10.8K
$897K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-897- 10.17% |
$32.9K - $38.3K
|
7.92K
$661K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-924- 8.35% |
$33.9K - $39.4K
|
10.1K
$846K
|
|
|
Jul 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-945- 5.5% |
$34.7K - $40.3K
|
16.2K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-969- 15.94% |
$35.6K - $41.4K
|
5.11K
$426K
|