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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-4.23K- 19.6% |
$171K - $199K
|
17.4K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-4.43K- 11.45% |
$179K - $209K
|
34.3K
$2.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.52K- 5.41% |
$183K - $213K
|
79K
$5.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-4.54K- 9.63% |
$183K - $214K
|
42.6K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.59K- 7.79% |
$185K - $216K
|
54.3K
$3.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-4.68K- 6.63% |
$189K - $220K
|
65.9K
$4.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.69K- 10.51% |
$190K - $221K
|
40K
$2.86M
|
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-4.82K- 45.67% |
$195K - $227K
|
5.73K
$410K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-4.87K- 10.44% |
$197K - $230K
|
41.8K
$2.99M
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
SELL
|
- |
-4.87K- 0.93% |
$197K - $230K
|
517K
$37M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-4.95K- 5.08% |
$200K - $233K
|
92.6K
$6.63M
|
|
|
Oct 23, 2023
Q3 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-5K- 28.9% |
$202K - $236K
|
12.3K
$881K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-5.05K- 1.43% |
$204K - $238K
|
347K
$24.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-5.09K- 7.64% |
$206K - $240K
|
61.5K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-5.12K- 9.65% |
$207K - $241K
|
48K
$3.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-5.14K- 19.5% |
$208K - $242K
|
21.2K
$1.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-5.21K- 1.69% |
$211K - $245K
|
303K
$21.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.23K- 2.06% |
$212K - $247K
|
249K
$17.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-5.25K- 15.74% |
$212K - $247K
|
28.1K
$2.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.4K- 2.33% |
$218K - $255K
|
227K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-5.44K- 10.02% |
$220K - $256K
|
48.8K
$3.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
SELL
|
- |
-5.52K- 21.7% |
$223K - $260K
|
19.9K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-5.62K- 0.77% |
$227K - $265K
|
726K
$52M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-5.89K- 22.74% |
$238K - $278K
|
20K
$1.43M
|
|
|
Nov 03, 2023
Q3 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-6.02K- 45.76% |
$243K - $284K
|
7.13K
$511K
|
|
|
Oct 25, 2023
Q3 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-6.04K- 3.02% |
$244K - $285K
|
194K
$13.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-6.06K- 2.1% |
$245K - $285K
|
283K
$20.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.06K- 3.08% |
$245K - $285K
|
191K
$13.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-6.1K- 24.34% |
$246K - $287K
|
19K
$1.36M
|
|
|
Nov 07, 2023
Q3 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-6.16K- 6.1% |
$249K - $290K
|
94.9K
$6.79M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-6.39K- 13.98% |
$258K - $301K
|
39.3K
$2.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-6.41K- 9.72% |
$259K - $302K
|
59.5K
$4.26M
|
|
|
Nov 14, 2023
Q3 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
SELL
|
- |
-6.52K- 1.92% |
$263K - $307K
|
334K
$23.9M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.55K- 19.26% |
$265K - $309K
|
27.5K
$1.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-6.58K- 13.32% |
$266K - $310K
|
42.8K
$3.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.66KClosed |
$269K - $314K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.75K- 16.19% |
$273K - $318K
|
34.9K
$2.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.76K- 21.27% |
$273K - $318K
|
25K
$1.79M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.77K- 10.02% |
$274K - $319K
|
60.8K
$4.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.04K- 50.49% |
$284K - $332K
|
6.9K
$494K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.16K- 55.75% |
$290K - $338K
|
5.69K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7.27K- 1.49% |
$294K - $343K
|
481K
$34.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-7.68K- 3.51% |
$310K - $362K
|
211K
$15.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7.72K- 12.0% |
$312K - $364K
|
56.6K
$4.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-7.82K- 0.66% |
$316K - $368K
|
1.17M
$84.1M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-7.82K- 27.0% |
$316K - $369K
|
21.1K
$1.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Harbor Island Capital LLC
|
SELL
|
- |
-7.91K- 2.75% |
$320K - $373K
|
280K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-7.93K- 1.37% |
$321K - $374K
|
573K
$41M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-8.12K- 19.86% |
$328K - $383K
|
32.8K
$2.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-8.15K- 7.98% |
$330K - $384K
|
93.9K
$6.73M
|