Purchases and Sales Made in Q1 2023 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-480- 3.12% |
$17.4K - $23.3K
|
14.9K
$1.18M
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-487- 2.15% |
$17.6K - $23.6K
|
22.2K
$1.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-487- 1.65% |
$17.6K - $23.6K
|
29K
$2.29M
|
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-489- 6.12% |
$17.7K - $23.7K
|
7.5K
$591K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-492- 6.51% |
$17.8K - $23.9K
|
7.07K
$557K
|
|
|
Apr 18, 2023
Q1 2023
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-495- 2.75% |
$17.9K - $24K
|
17.5K
$1.38M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-500- 1.39% |
$18.1K - $24.3K
|
35.6K
$2.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-500- 3.1% |
$18.1K - $24.3K
|
15.6K
$1.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-500- 2.81% |
$18.1K - $24.3K
|
17.3K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-500- 2.96% |
$18.1K - $24.3K
|
16.4K
$1.29M
|
|
|
May 16, 2023
Q1 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-500- 4.96% |
$18.1K - $24.3K
|
9.58K
$755K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-503- 1.99% |
$18.2K - $24.4K
|
24.7K
$1.95M
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-506- 0.35% |
$18.3K - $24.5K
|
143K
$11.3M
|
|
|
May 04, 2023
Q1 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-510- 0.25% |
$18.5K - $24.7K
|
205K
$16.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Founders Capital Management, LLC
|
SELL
|
- |
-515- 0.16% |
$18.7K - $25K
|
314K
$24.7M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-523- 8.47% |
$18.9K - $25.4K
|
5.65K
$445K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-526- 2.72% |
$19.1K - $25.5K
|
18.8K
$1.48M
|
|
|
May 11, 2023
Q1 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-529- 1.12% |
$19.2K - $25.7K
|
46.6K
$3.67M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-541- 1.63% |
$19.6K - $26.2K
|
32.7K
$2.58M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-541- 1.63% |
$19.6K - $26.2K
|
32.7K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-544- 2.64% |
$19.7K - $26.4K
|
20K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-556- 5.06% |
$20.1K - $27K
|
10.4K
$822K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-565- 7.75% |
$20.5K - $27.4K
|
6.73K
$530K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-580- 9.2% |
$21K - $28.1K
|
5.72K
$451K
|
|
|
May 10, 2023
Q1 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-580- 55.77% |
$21K - $28.1K
|
460
$36.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Lantz Financial LLC
|
SELL
|
- |
-594- 3.67% |
$21.5K - $28.8K
|
15.6K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-599- 5.1% |
$21.7K - $29.1K
|
11.2K
$879K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-600- 1.44% |
$21.7K - $29.1K
|
41K
$3.23M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-600- 7.41% |
$21.7K - $29.1K
|
7.5K
$591K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-601- 2.31% |
$21.8K - $29.1K
|
25.5K
$2.01M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-614- 8.78% |
$22.2K - $29.8K
|
6.38K
$503K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-620Closed |
$22.5K - $30.1K
|
0
$0
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-633- 13.19% |
$22.9K - $30.7K
|
4.17K
$328K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-637- 3.6% |
$23.1K - $30.9K
|
17K
$1.34M
|
|
|
Apr 06, 2023
Q1 2023
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-644- 0.12% |
$23.3K - $31.2K
|
544K
$42.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-648- 12.47% |
$23.5K - $31.4K
|
4.55K
$358K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-652- 10.49% |
$23.6K - $31.6K
|
5.56K
$438K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-653- 2.35% |
$23.7K - $31.7K
|
27.2K
$2.14M
|
|
|
Sep 13, 2023
Q1 2023
|
Ims Capital Management
|
SELL
|
- |
-665- 1.07% |
$24.1K - $32.3K
|
61.6K
$4.85M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-667- 0.81% |
$24.2K - $32.3K
|
81.6K
$6.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-668- 9.41% |
$24.2K - $32.4K
|
6.43K
$507K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-669- 14.5% |
$24.2K - $32.4K
|
3.94K
$311K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-670- 3.24% |
$24.3K - $32.5K
|
20K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-673- 0.87% |
$24.4K - $32.6K
|
76.5K
$6.03M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-675- 46.04% |
$24.5K - $32.7K
|
791
$62.3K
|
|
|
May 15, 2023
Q1 2023
|
Interval Partners, LP
New York, NY |
SELL
|
- |
-680- 0.41% |
$24.6K - $33K
|
166K
$13.1M
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-700- 4.09% |
$25.4K - $34K
|
16.4K
$1.29M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-702- 0.7% |
$25.4K - $34K
|
99.9K
$7.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-707- 2.59% |
$25.6K - $34.3K
|
26.5K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-707- 2.05% |
$25.6K - $34.3K
|
33.8K
$2.67M
|