Purchases and Sales Made in Q3 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-3.06K- 10.68% |
$124K - $144K
|
25.6K
$1.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.08K- 0.82% |
$124K - $145K
|
371K
$26.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.11K- 7.08% |
$126K - $147K
|
40.8K
$2.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-3.2K- 29.48% |
$129K - $151K
|
7.65K
$548K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.23K- 31.89% |
$130K - $152K
|
6.89K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-3.23K- 2.97% |
$131K - $152K
|
106K
$7.57M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.25K- 26.29% |
$131K - $153K
|
9.1K
$651K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.27K- 1.27% |
$132K - $154K
|
253K
$18.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.28K- 16.87% |
$132K - $154K
|
16.2K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-3.28K- 25.66% |
$133K - $155K
|
9.5K
$680K
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-3.33K- 4.04% |
$135K - $157K
|
79.2K
$5.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Salzhauer Michael
|
SELL
|
- |
-3.35K- 2.44% |
$135K - $158K
|
134K
$9.61M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-3.38K- 34.29% |
$137K - $159K
|
6.48K
$464K
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
SELL
|
- |
-3.39K- 0.49% |
$137K - $160K
|
691K
$49.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-3.42K- 10.72% |
$138K - $161K
|
28.4K
$2.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-3.45K- 10.92% |
$139K - $163K
|
28.1K
$2.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-3.46K- 2.18% |
$140K - $163K
|
155K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.53K- 1.5% |
$143K - $166K
|
232K
$16.6M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.59K- 0.03% |
$145K - $169K
|
13.8M
$985M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-3.63K- 7.44% |
$147K - $171K
|
45.1K
$3.23M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.65K- 13.92% |
$148K - $172K
|
22.6K
$1.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-3.66K- 14.7% |
$148K - $172K
|
21.2K
$1.52M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.66K- 14.7% |
$148K - $172K
|
21.2K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.68K- 9.86% |
$149K - $174K
|
33.7K
$2.41M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-3.7K- 40.55% |
$149K - $174K
|
5.42K
$388K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-3.72K- 7.24% |
$150K - $175K
|
47.7K
$3.41M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-3.73K- 11.41% |
$151K - $176K
|
28.9K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-3.74K- 3.77% |
$151K - $176K
|
95.4K
$6.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.76K- 0.09% |
$152K - $177K
|
3.98M
$285M
|
|
|
Oct 23, 2023
Q3 2023
|
Boit C F David
Boston, MA |
SELL
|
- |
-3.8K- 16.41% |
$154K - $179K
|
19.4K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.8K- 5.25% |
$154K - $179K
|
68.5K
$4.91M
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-3.81K- 12.87% |
$154K - $180K
|
25.8K
$1.85M
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
SELL
|
- |
-3.83K- 6.25% |
$155K - $181K
|
57.5K
$4.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-3.85K- 22.68% |
$156K - $181K
|
13.1K
$940K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.89K- 13.32% |
$157K - $184K
|
25.3K
$1.81M
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-3.94K- 3.09% |
$159K - $186K
|
124K
$8.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-3.95K- 15.65% |
$160K - $186K
|
21.3K
$1.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-3.96K- 37.39% |
$160K - $187K
|
6.63K
$475K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-3.98K- 26.1% |
$161K - $187K
|
11.3K
$806K
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.99K- 10.95% |
$161K - $188K
|
32.5K
$2.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-3.99K- 6.49% |
$161K - $188K
|
57.5K
$4.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4K- 3.46% |
$162K - $188K
|
112K
$7.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-4K- 0.75% |
$162K - $189K
|
527K
$37.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
SELL
|
- |
-4.01K- 3.2% |
$162K - $189K
|
122K
$8.7M
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-4.03K- 8.44% |
$163K - $190K
|
43.7K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Capital Management Inc
|
SELL
|
- |
-4.07K- 4.4% |
$165K - $192K
|
88.4K
$6.33M
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-4.07K- 33.21% |
$165K - $192K
|
8.2K
$587K
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.11K- 2.12% |
$166K - $194K
|
189K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-4.12K- 44.58% |
$167K - $194K
|
5.12K
$367K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.19K- 9.07% |
$169K - $198K
|
42K
$3.01M
|