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 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
$2.81M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-6.76K- 21.27% |
$273K - $318K
|
25K
$2.01M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.77K- 10.02% |
$274K - $319K
|
60.8K
$4.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.04K- 50.49% |
$284K - $332K
|
6.9K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.16K- 55.75% |
$290K - $338K
|
5.69K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-7.27K- 1.49% |
$294K - $343K
|
481K
$38.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-7.68K- 3.51% |
$310K - $362K
|
211K
$17M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7.72K- 12.0% |
$312K - $364K
|
56.6K
$4.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Deprince Race & Zollo Inc
Winter Park, FL |
SELL
|
- |
-7.82K- 0.66% |
$316K - $368K
|
1.17M
$94.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-7.82K- 27.0% |
$316K - $369K
|
21.1K
$1.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Harbor Island Capital LLC
|
SELL
|
- |
-7.91K- 2.75% |
$320K - $373K
|
280K
$22.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-7.93K- 1.37% |
$321K - $374K
|
573K
$46.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-8.12K- 19.86% |
$328K - $383K
|
32.8K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-8.15K- 7.98% |
$330K - $384K
|
93.9K
$7.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-8.2K- 16.67% |
$332K - $386K
|
41K
$3.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-8.29K- 39.28% |
$335K - $391K
|
12.8K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
L2 Asset Management, LLC
Wayland, MA |
SELL
|
- |
-8.47K- 85.71% |
$343K - $399K
|
1.41K
$114K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-8.48K- 1.3% |
$343K - $399K
|
645K
$51.9M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-8.56K- 21.22% |
$346K - $403K
|
31.8K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.59K- 9.87% |
$347K - $405K
|
78.5K
$6.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.67K- 2.06% |
$351K - $409K
|
412K
$33.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-8.84K- 6.56% |
$357K - $416K
|
126K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-8.94K- 5.42% |
$362K - $421K
|
156K
$12.6M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-9.03K- 17.12% |
$365K - $426K
|
43.7K
$3.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-9.33K- 2.83% |
$377K - $440K
|
321K
$25.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-9.35K- 0.4% |
$378K - $441K
|
2.3M
$185M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.44K- 1.77% |
$382K - $445K
|
525K
$42.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.54K- 58.33% |
$386K - $450K
|
6.81K
$548K
|
|
|
Nov 03, 2023
Q3 2023
|
Canoe Financial LP
Calgary, A0 |
SELL
|
- |
-9.56K- 0.4% |
$386K - $450K
|
2.39M
$192M
|
|
|
Oct 23, 2023
Q3 2023
|
Foresight Global Investors, Inc.
Purchase, NY |
SELL
|
- |
-9.62K- 30.0% |
$389K - $453K
|
22.4K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-9.64K- 7.8% |
$390K - $454K
|
114K
$9.17M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-9.77K- 50.71% |
$395K - $461K
|
9.5K
$765K
|
|
|
Nov 14, 2023
Q3 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-10K- 5.56% |
$404K - $471K
|
170K
$13.7M
|
|
|
Sep 02, 2025
Q3 2023
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
SELL
|
- |
-10.2K- 76.68% |
$412K - $480K
|
3.1K
$249K
|
|
|
Oct 30, 2023
Q3 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-10.3K- 18.64% |
$416K - $485K
|
44.9K
$3.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-10.3K- 9.36% |
$417K - $486K
|
100K
$8.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-10.4K- 14.71% |
$420K - $490K
|
60.3K
$4.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-10.5K- 5.21% |
$424K - $494K
|
191K
$15.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-10.6K- 5.49% |
$429K - $500K
|
183K
$14.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.7K- 20.1% |
$432K - $504K
|
42.5K
$3.42M
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-10.9K- 1.62% |
$439K - $512K
|
661K
$53.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.9K- 30.89% |
$441K - $514K
|
24.4K
$1.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-11K- 0.84% |
$443K - $516K
|
1.29M
$104M
|
|
|
Oct 07, 2024
Q3 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-11K- 0.84% |
$443K - $516K
|
1.29M
$104M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11.2K- 27.34% |
$452K - $526K
|
29.7K
$2.39M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.2K- 14.27% |
$453K - $528K
|
67.3K
$5.42M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-11.3K- 9.48% |
$456K - $531K
|
108K
$8.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-11.7K- 10.52% |
$474K - $552K
|
99.7K
$8.03M
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-11.7K- 42.89% |
$474K - $552K
|
15.6K
$1.26M
|