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 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-1.38K- 10.41% |
$50.6K - $58.8K
|
11.9K
$989K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.39K- 4.09% |
$50.9K - $59.1K
|
32.4K
$2.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.39K- 3.53% |
$50.9K - $59.2K
|
38K
$3.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-1.39K- 13.97% |
$51.1K - $59.4K
|
8.57K
$715K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.4K- 14.88% |
$51.4K - $59.8K
|
8.01K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.42K- 1.19% |
$52.1K - $60.6K
|
118K
$9.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.43K- 1.84% |
$52.3K - $60.8K
|
76.2K
$6.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.44K- 13.63% |
$53K - $61.6K
|
9.14K
$763K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.45K- 2.89% |
$53.3K - $61.9K
|
48.8K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.45K- 14.1% |
$53.3K - $61.9K
|
8.84K
$737K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.46K- 2.41% |
$53.5K - $62.2K
|
59.1K
$4.93M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-1.48K- 15.03% |
$54.2K - $63K
|
8.34K
$696K
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-1.5K- 5.77% |
$55.1K - $64K
|
24.5K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.53K- 3.92% |
$56K - $65.1K
|
37.4K
$3.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.54K- 15.34% |
$56.4K - $65.5K
|
8.47K
$707K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.54K- 5.9% |
$56.7K - $65.9K
|
24.6K
$2.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.55K- 19.58% |
$57K - $66.2K
|
6.37K
$532K
|
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.57K- 4.49% |
$57.5K - $66.9K
|
33.4K
$2.78M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.57K- 11.69% |
$57.7K - $67.1K
|
11.9K
$991K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.57K- 8.61% |
$57.8K - $67.2K
|
16.7K
$1.39M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.59K- 7.36% |
$58.5K - $68K
|
20.1K
$1.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.6K- 20.04% |
$58.7K - $68.2K
|
6.38K
$532K
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-1.62K- 2.03% |
$59.5K - $69.1K
|
78.4K
$6.54M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-1.63K- 15.28% |
$59.9K - $69.6K
|
9.04K
$754K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.67K- 4.58% |
$61.3K - $71.3K
|
34.8K
$2.9M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.69K- 19.45% |
$61.9K - $72K
|
6.99K
$583K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1.69K- 4.12% |
$62K - $72.1K
|
39.3K
$3.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Tweedy Browne Co.
Tweedy, Browne CO LLC | Stamford, Ct
|
SELL
|
- |
-1.69K- 0.18% |
$62.1K - $72.1K
|
957K
$79.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.69K- 0.08% |
$62.1K - $72.2K
|
2.02M
$168M
|
|
|
Jul 13, 2023
Q2 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-1.7K- 4.14% |
$62.5K - $72.6K
|
39.3K
$3.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.75K- 11.2% |
$64.2K - $74.6K
|
13.9K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-1.75K- 3.05% |
$64.2K - $74.6K
|
55.6K
$4.64M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-1.75K- 11.2% |
$64.2K - $74.6K
|
13.9K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.75K- 4.03% |
$64.4K - $74.9K
|
41.8K
$3.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.76K- 10.02% |
$64.6K - $75.1K
|
15.8K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-1.76K- 25.26% |
$64.6K - $75.1K
|
5.2K
$434K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.77K- 2.61% |
$65K - $75.5K
|
66.1K
$5.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-1.8K- 6.68% |
$65.9K - $76.7K
|
25.1K
$2.09M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.8K- 15.47% |
$66.1K - $76.8K
|
9.84K
$821K
|
|
|
Aug 17, 2023
Q2 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.8K- 4.52% |
$66.1K - $76.8K
|
38.1K
$3.18M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.81K- 8.18% |
$66.3K - $77K
|
20.3K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.81K- 25.66% |
$66.4K - $77.2K
|
5.24K
$437K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.81K- 8.13% |
$66.6K - $77.4K
|
20.5K
$1.71M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.85K- 12.11% |
$67.8K - $78.8K
|
13.4K
$1.12M
|
|
|
Aug 02, 2023
Q2 2023
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-1.9K- 0.4% |
$69.8K - $81.1K
|
472K
$39.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.96K- 2.4% |
$72.1K - $83.8K
|
79.7K
$6.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-1.97K- 12.56% |
$72.2K - $83.9K
|
13.7K
$1.14M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.97K- 38.13% |
$72.4K - $84.2K
|
3.2K
$267K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-2K- 10.7% |
$73.4K - $85.4K
|
16.7K
$1.39M
|
|
|
Aug 02, 2023
Q2 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-2K- 16.96% |
$73.4K - $85.4K
|
9.79K
$817K
|