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 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-8.2K- 16.67% |
$332K - $386K
|
41K
$2.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.29K- 39.28% |
$335K - $391K
|
12.8K
$907K
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-8.47K- 85.71% |
$343K - $399K
|
1.41K
$100K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-8.48K- 1.3% |
$343K - $399K
|
645K
$45.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-8.56K- 21.22% |
$346K - $403K
|
31.8K
$2.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.59K- 9.87% |
$347K - $405K
|
78.5K
$5.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.67K- 2.06% |
$351K - $409K
|
412K
$29.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-8.84K- 6.56% |
$357K - $416K
|
126K
$8.91M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-8.94K- 5.42% |
$362K - $421K
|
156K
$11M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-9.03K- 17.12% |
$365K - $426K
|
43.7K
$3.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-9.33K- 2.83% |
$377K - $440K
|
321K
$22.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-9.35K- 0.4% |
$378K - $441K
|
2.3M
$163M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.44K- 1.77% |
$382K - $445K
|
525K
$37.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.54K- 58.33% |
$386K - $450K
|
6.81K
$482K
|
|
|
Nov 03, 2023
Q3 2023
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-9.56K- 0.4% |
$386K - $450K
|
2.39M
$169M
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-9.62K- 30.0% |
$389K - $453K
|
22.4K
$1.59M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.64K- 7.8% |
$390K - $454K
|
114K
$8.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.77K- 50.71% |
$395K - $461K
|
9.5K
$673K
|
|
|
Nov 14, 2023
Q3 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 5.56% |
$404K - $471K
|
170K
$12M
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-10.3K- 18.64% |
$416K - $485K
|
44.9K
$3.18M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-10.3K- 9.36% |
$417K - $486K
|
100K
$7.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10.4K- 14.71% |
$420K - $490K
|
60.3K
$4.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-10.5K- 5.21% |
$424K - $494K
|
191K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 5.49% |
$429K - $500K
|
183K
$12.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.7K- 20.1% |
$432K - $504K
|
42.5K
$3.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-10.9K- 1.62% |
$439K - $512K
|
661K
$46.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.9K- 30.89% |
$441K - $514K
|
24.4K
$1.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-11K- 0.84% |
$443K - $516K
|
1.29M
$91.3M
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-11K- 0.84% |
$443K - $516K
|
1.29M
$91.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.2K- 27.34% |
$452K - $526K
|
29.7K
$2.1M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.2K- 14.27% |
$453K - $528K
|
67.3K
$4.77M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-11.3K- 9.48% |
$456K - $531K
|
108K
$7.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-11.7K- 10.52% |
$474K - $552K
|
99.7K
$7.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-11.7K- 42.89% |
$474K - $552K
|
15.6K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-12K- 5.94% |
$485K - $566K
|
190K
$13.5M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-12K- 7.11% |
$486K - $567K
|
157K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.1K- 24.56% |
$489K - $570K
|
37.2K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-12.1K- 7.42% |
$491K - $572K
|
151K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.6K- 5.06% |
$509K - $593K
|
236K
$16.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-12.6K- 6.85% |
$509K - $594K
|
171K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-12.6K- 5.17% |
$511K - $596K
|
232K
$16.4M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 2.43% |
$523K - $609K
|
519K
$36.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-13.1K- 8.55% |
$530K - $618K
|
140K
$9.94M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-13.4K- 15.92% |
$540K - $630K
|
70.6K
$5M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-13.4K- 5.08% |
$543K - $633K
|
251K
$17.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-13.6K- 32.79% |
$548K - $639K
|
27.8K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-13.6K- 39.01% |
$548K - $639K
|
21.2K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-13.8K- 0.59% |
$559K - $652K
|
2.35M
$166M
|
|
|
Nov 01, 2023
Q3 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-13.9K- 0.54% |
$562K - $655K
|
2.57M
$182M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-14.3K- 2.61% |
$579K - $675K
|
535K
$37.9M
|