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 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-972- 5.7% |
$35.7K - $41.5K
|
16.1K
$1.34M
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-982- 12.3% |
$36.1K - $41.9K
|
7K
$584K
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
SELL
|
- |
-995- 14.89% |
$36.5K - $42.5K
|
5.69K
$474K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-1K- 14.32% |
$36.7K - $42.7K
|
5.98K
$499K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-1K- 5.09% |
$36.7K - $42.7K
|
18.6K
$1.56M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-1K- 2.72% |
$36.7K - $42.7K
|
35.8K
$2.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.01K- 7.85% |
$37.2K - $43.2K
|
11.9K
$991K
|
|
|
Aug 14, 2023
Q2 2023
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-1.02K- 9.71% |
$37.6K - $43.7K
|
9.51K
$794K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.06K- 3.14% |
$38.9K - $45.2K
|
32.7K
$2.72M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.07K- 2.47% |
$39.3K - $45.6K
|
42.2K
$3.52M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.08K- 3.74% |
$39.8K - $46.3K
|
27.9K
$2.33M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.1K- 4.14% |
$40.2K - $46.7K
|
25.3K
$2.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.1K- 0.82% |
$40.3K - $46.9K
|
133K
$11.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.1K- 3.41% |
$40.3K - $46.9K
|
31.1K
$2.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-1.1K- 1.95% |
$40.4K - $46.9K
|
55.3K
$4.61M
|
|
|
Jul 12, 2023
Q2 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.11K- 0.47% |
$40.8K - $47.4K
|
236K
$19.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.11K- 4.37% |
$40.8K - $47.5K
|
24.3K
$2.03M
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.12K- 0.81% |
$41.2K - $47.9K
|
138K
$11.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-1.13K- 1.51% |
$41.6K - $48.4K
|
73.8K
$6.16M
|
|
|
Jul 31, 2023
Q2 2023
|
Ghe, LLC
|
SELL
|
- |
-1.13K- 14.3% |
$41.6K - $48.4K
|
6.79K
$566K
|
|
|
Dec 09, 2024
Q2 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-1.14K- 0.14% |
$41.8K - $48.5K
|
792K
$66.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-1.15K- 13.69% |
$42K - $48.9K
|
7.22K
$602K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.16K- 9.07% |
$42.5K - $49.4K
|
11.6K
$968K
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.17K- 2.35% |
$43K - $50K
|
48.7K
$4.07M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.18K- 1.19% |
$43.2K - $50.2K
|
97.5K
$8.14M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.18K- 11.17% |
$43.4K - $50.4K
|
9.4K
$784K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1.19K- 3.68% |
$43.5K - $50.6K
|
31K
$2.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.19K- 3.45% |
$43.6K - $50.7K
|
33.2K
$2.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.22K- 1.88% |
$44.7K - $52K
|
63.7K
$5.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.24K- 18.29% |
$45.4K - $52.8K
|
5.53K
$461K
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.24K- 14.85% |
$45.5K - $52.8K
|
7.1K
$592K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
SELL
|
- |
-1.26K- 2.91% |
$46.1K - $53.6K
|
41.9K
$3.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-1.27K- 18.79% |
$46.5K - $54K
|
5.47K
$457K
|
|
|
Aug 01, 2023
Q2 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-1.27K- 14.87% |
$46.6K - $54.2K
|
7.27K
$606K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.27K- 4.25% |
$46.6K - $54.2K
|
28.6K
$2.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-1.27K- 3.87% |
$46.7K - $54.3K
|
31.6K
$2.64M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.28K- 16.7% |
$46.9K - $54.5K
|
6.36K
$531K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-1.28K- 12.78% |
$46.9K - $54.5K
|
8.71K
$727K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.28K- 11.73% |
$46.9K - $54.5K
|
9.62K
$802K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.28K- 3.39% |
$46.9K - $54.5K
|
36.4K
$3.04M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.29K- 12.63% |
$47.5K - $55.2K
|
8.95K
$747K
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.3K- 19.26% |
$47.6K - $55.3K
|
5.43K
$453K
|
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.31K- 5.64% |
$48.3K - $56.1K
|
22K
$1.83M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-1.32K- 14.79% |
$48.4K - $56.2K
|
7.59K
$633K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.32K- 51.87% |
$48.4K - $56.3K
|
1.22K
$102K
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.34K- 7.22% |
$49.1K - $57.1K
|
17.2K
$1.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-1.34K- 8.58% |
$49.2K - $57.1K
|
14.3K
$1.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-1.34K- 94.37% |
$49.2K - $57.2K
|
80
$6.67K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.35K- 13.45% |
$49.7K - $57.7K
|
8.7K
$726K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.36K- 10.29% |
$50K - $58.1K
|
11.9K
$991K
|