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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-2K- 24.69% |
$73.4K - $85.4K
|
6.1K
$509K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-2.01K- 29.64% |
$74K - $86K
|
4.78K
$399K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.03K- 23.34% |
$74.7K - $86.8K
|
6.68K
$557K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-2.04K- 6.73% |
$74.9K - $87.1K
|
28.3K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.05K- 1.15% |
$75.2K - $87.4K
|
176K
$14.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.06K- 3.37% |
$75.6K - $87.9K
|
59.1K
$4.93M
|
|
|
Jul 31, 2023
Q2 2023
|
Spartan Fund Management Inc.
|
SELL
|
- |
-2.06K- 36.75% |
$75.7K - $88K
|
3.55K
$296K
|
|
|
Aug 11, 2023
Q2 2023
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.07K- 1.35% |
$75.9K - $88.3K
|
151K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-2.08K- 1.6% |
$76.3K - $88.7K
|
128K
$10.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.1K- 23.26% |
$77K - $89.5K
|
6.92K
$577K
|
|
|
Jul 26, 2023
Q2 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-2.1K- 0.18% |
$77.1K - $89.6K
|
1.14M
$95.2M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-2.1K- 12.45% |
$77.1K - $89.7K
|
14.8K
$1.23M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.1K- 18.82% |
$77.2K - $89.7K
|
9.07K
$757K
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-2.1K- 1.34% |
$77.2K - $89.7K
|
155K
$12.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-2.12K- 1.48% |
$77.9K - $90.5K
|
141K
$11.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-2.13K- 7.59% |
$78.2K - $90.9K
|
25.9K
$2.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-2.14K- 15.72% |
$78.4K - $91.1K
|
11.4K
$955K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.15K- 8.09% |
$78.8K - $91.6K
|
24.4K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.17K- 8.08% |
$79.6K - $92.5K
|
24.7K
$2.06M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.18K- 7.37% |
$80.2K - $93.2K
|
27.5K
$2.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.2K- 3.32% |
$80.9K - $94.1K
|
64.2K
$5.35M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.21K- 0.14% |
$81K - $94.2K
|
1.55M
$130M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.23K- 5.46% |
$81.9K - $95.2K
|
38.7K
$3.22M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-2.27K- 8.72% |
$83.5K - $97K
|
23.8K
$1.99M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-2.28K- 21.5% |
$83.9K - $97.5K
|
8.34K
$696K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.34K- 4.51% |
$85.9K - $99.8K
|
49.5K
$4.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2.34K- 2.71% |
$86K - $100K
|
84K
$7M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.37K- 3.1% |
$87K - $101K
|
74K
$6.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.37K- 10.5% |
$87.2K - $101K
|
20.2K
$1.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.38K- 13.41% |
$87.5K - $102K
|
15.4K
$1.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2.39K- 28.22% |
$87.7K - $102K
|
6.08K
$507K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.4K- 14.98% |
$88.1K - $102K
|
13.6K
$1.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.41K- 1.84% |
$88.5K - $103K
|
129K
$10.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.42K- 9.15% |
$88.7K - $103K
|
24K
$2M
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.44K- 27.62% |
$89.6K - $104K
|
6.39K
$533K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-2.5K- 3.62% |
$91.7K - $107K
|
66.4K
$5.54M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.52K- 15.88% |
$92.4K - $107K
|
13.3K
$1.11M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
SELL
|
- |
-2.53K- 21.05% |
$92.9K - $108K
|
9.49K
$791K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.57K- 34.39% |
$94.4K - $110K
|
4.9K
$409K
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-2.6K- 14.49% |
$95.4K - $111K
|
15.3K
$1.28M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
SELL
|
- |
-2.61K- 1.92% |
$95.9K - $112K
|
133K
$11.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.65K- 21.17% |
$97.2K - $113K
|
9.85K
$822K
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.66K- 4.55% |
$97.8K - $114K
|
55.9K
$4.66M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.67K- 5.73% |
$97.9K - $114K
|
43.9K
$3.66M
|
|
|
Jul 31, 2023
Q2 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-2.7K- 65.85% |
$99.1K - $115K
|
1.4K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-2.73K- 80.91% |
$100K - $116K
|
644
$53.7K
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-2.74K- 5.45% |
$100K - $117K
|
47.4K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.75K- 5.13% |
$101K - $117K
|
50.8K
$4.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-2.75K- 4.52% |
$101K - $117K
|
58K
$4.84M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.76K- 4.47% |
$101K - $118K
|
59.1K
$4.93M
|