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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-300- 1.96% |
$10.9K - $14.6K
|
15K
$1.15M
|
|
|
May 05, 2023
Q1 2023
|
Excalibur Management Corp
|
SELL
|
- |
-300- 1.34% |
$10.9K - $14.6K
|
22K
$1.7M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-300- 4.9% |
$10.9K - $14.6K
|
5.83K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-300- 23.08% |
$10.9K - $14.6K
|
1K
$77K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-300- 2.85% |
$10.9K - $14.6K
|
10.2K
$788K
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-300- 3.25% |
$10.9K - $14.6K
|
8.92K
$687K
|
|
|
May 05, 2023
Q1 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-322- 1.89% |
$11.7K - $15.6K
|
16.7K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-325- 2.44% |
$11.8K - $15.8K
|
13K
$1M
|
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-325- 2.06% |
$11.8K - $15.8K
|
15.5K
$1.19M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-328- 8.29% |
$11.9K - $15.9K
|
3.63K
$279K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-331- 2.9% |
$12K - $16.1K
|
11.1K
$853K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-332- 1.4% |
$12K - $16.1K
|
23.4K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-343- 0.88% |
$12.4K - $16.6K
|
38.8K
$2.99M
|
|
|
May 08, 2023
Q1 2023
|
Bennett Selby Investments LP
|
SELL
|
- |
-344- 0.98% |
$12.5K - $16.7K
|
34.6K
$2.67M
|
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-344- 0.25% |
$12.5K - $16.7K
|
136K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-347- 4.1% |
$12.6K - $16.8K
|
8.12K
$626K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-349- 2.71% |
$12.6K - $16.9K
|
12.5K
$965K
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-349- 5.78% |
$12.6K - $16.9K
|
5.69K
$438K
|
|
|
May 09, 2023
Q1 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-350- 0.7% |
$12.7K - $17K
|
49.9K
$3.85M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-353- 28.31% |
$12.8K - $17.1K
|
894
$68.9K
|
|
|
May 01, 2023
Q1 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-357- 0.1% |
$12.9K - $17.3K
|
362K
$27.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-360- 2.36% |
$13K - $17.5K
|
14.9K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-361- 3.31% |
$13.1K - $17.5K
|
10.5K
$811K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-370- 5.99% |
$13.4K - $17.9K
|
5.8K
$447K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-372- 5.64% |
$13.5K - $18K
|
6.22K
$479K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-383- 6.77% |
$13.9K - $18.6K
|
5.27K
$406K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-393- 2.12% |
$14.2K - $19.1K
|
18.2K
$1.4M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-396- 1.24% |
$14.3K - $19.2K
|
31.6K
$2.43M
|
|
|
Apr 14, 2023
Q1 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-400- 20.84% |
$14.5K - $19.4K
|
1.52K
$117K
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-400- 5.87% |
$14.5K - $19.4K
|
6.42K
$494K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-404- 2.68% |
$14.6K - $19.6K
|
14.7K
$1.13M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-414- 1.4% |
$15K - $20.1K
|
29.1K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-418- 7.14% |
$15.1K - $20.3K
|
5.44K
$419K
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-429- 1.29% |
$15.5K - $20.8K
|
32.9K
$2.53M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-430- 2.93% |
$15.6K - $20.9K
|
14.2K
$1.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-436- 1.28% |
$15.8K - $21.1K
|
33.7K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-439- 5.69% |
$15.9K - $21.3K
|
7.27K
$560K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-442- 4.82% |
$16K - $21.4K
|
8.73K
$673K
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-444- 1.6% |
$16.1K - $21.5K
|
27.2K
$2.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-446- 2.06% |
$16.2K - $21.6K
|
21.2K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-446- 1.39% |
$16.2K - $21.6K
|
31.6K
$2.43M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-454- 4.84% |
$16.4K - $22K
|
8.93K
$688K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-456- 80.85% |
$16.5K - $22.1K
|
108
$8.32K
|
|
|
May 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-458- 0.77% |
$16.6K - $22.2K
|
58.8K
$4.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-460- 5.92% |
$16.7K - $22.3K
|
7.31K
$563K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-464- 1.28% |
$16.8K - $22.5K
|
35.9K
$2.76M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-465- 0.6% |
$16.8K - $22.6K
|
76.4K
$5.88M
|
|
|
Jul 14, 2023
Q1 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-468- 5.14% |
$17K - $22.7K
|
8.64K
$666K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-469- 0.38% |
$17K - $22.7K
|
121K
$9.35M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-473- 1.36% |
$17.1K - $22.9K
|
34.4K
$2.65M
|