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 10, 2023
Q3 2023
|
Robert Olstein
Olstein Capital Management, L.P.
|
SELL
|
- |
-12K- 5.94% |
$485K - $566K
|
190K
$15.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-12K- 7.11% |
$486K - $567K
|
157K
$12.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.1K- 24.56% |
$489K - $570K
|
37.2K
$2.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-12.1K- 7.42% |
$491K - $572K
|
151K
$12.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-12.6K- 5.06% |
$509K - $593K
|
236K
$19M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-12.6K- 6.85% |
$509K - $594K
|
171K
$13.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-12.6K- 5.17% |
$511K - $596K
|
232K
$18.7M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 2.43% |
$523K - $609K
|
519K
$41.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-13.1K- 8.55% |
$530K - $618K
|
140K
$11.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-13.4K- 15.92% |
$540K - $630K
|
70.6K
$5.68M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-13.4K- 5.08% |
$543K - $633K
|
251K
$20.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-13.6K- 32.79% |
$548K - $639K
|
27.8K
$2.24M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-13.6K- 39.01% |
$548K - $639K
|
21.2K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-13.8K- 0.59% |
$559K - $652K
|
2.35M
$189M
|
|
|
Nov 01, 2023
Q3 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-13.9K- 0.54% |
$562K - $655K
|
2.57M
$207M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-14.3K- 2.61% |
$579K - $675K
|
535K
$43.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-14.6K- 1.27% |
$589K - $686K
|
1.13M
$91.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-14.8K- 12.88% |
$597K - $696K
|
100K
$8.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-15.2K- 7.61% |
$616K - $718K
|
185K
$14.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-15.4K- 46.14% |
$621K - $724K
|
17.9K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-15.8K- 2.44% |
$639K - $745K
|
633K
$51M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-16.2K- 67.15% |
$653K - $762K
|
7.9K
$636K
|
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-16.2K- 18.24% |
$655K - $764K
|
72.6K
$5.85M
|
|
|
Oct 27, 2023
Q3 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-16.4K- 1.58% |
$663K - $773K
|
1.02M
$82M
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-16.6K- 2.78% |
$671K - $782K
|
580K
$46.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-16.9K- 49.66% |
$682K - $795K
|
17.1K
$1.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-17K- 62.84% |
$686K - $800K
|
10K
$807K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-17K- 7.01% |
$689K - $803K
|
226K
$18.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-17.2K- 2.25% |
$695K - $811K
|
748K
$60.2M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17.4K- 13.36% |
$703K - $819K
|
113K
$9.07M
|
|
|
Mar 13, 2025
Q3 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-17.5KClosed |
$707K - $824K
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-17.9K- 62.39% |
$722K - $842K
|
10.8K
$867K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-18.7K- 21.8% |
$757K - $883K
|
67.2K
$5.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-19K- 11.33% |
$766K - $893K
|
148K
$11.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.5K- 27.42% |
$788K - $919K
|
51.6K
$4.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-19.8K- 6.56% |
$800K - $933K
|
282K
$22.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Capital LTD
|
SELL
|
- |
-20K- 2.14% |
$809K - $943K
|
913K
$73.5M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-20.4K- 2.06% |
$824K - $961K
|
971K
$78.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-20.5K- 20.2% |
$830K - $968K
|
81.1K
$6.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-20.8K- 95.91% |
$839K - $978K
|
884
$71.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-21.6K- 27.14% |
$874K - $1.02M
|
58K
$4.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.7K- 3.31% |
$877K - $1.02M
|
634K
$51.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-21.7K- 6.41% |
$878K - $1.02M
|
317K
$25.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-22K- 27.37% |
$889K - $1.04M
|
58.4K
$4.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-23.3K- 58.64% |
$943K - $1.1M
|
16.4K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-24.1K- 2.81% |
$975K - $1.14M
|
833K
$67M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-25.2K- 14.28% |
$1.02M - $1.19M
|
151K
$12.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-25.5K- 1.04% |
$1.03M - $1.2M
|
2.42M
$194M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25.7K- 16.47% |
$1.04M - $1.21M
|
130K
$10.5M
|
|
|
Dec 13, 2023
Q3 2023
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-26.2K- 4.06% |
$1.06M - $1.24M
|
620K
$49.9M
|