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 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-700- 4.09% |
$25.4K - $34K
|
16.4K
$1.27M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-702- 0.7% |
$25.4K - $34K
|
99.9K
$7.69M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-707- 2.59% |
$25.6K - $34.3K
|
26.5K
$2.04M
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-707- 2.05% |
$25.6K - $34.3K
|
33.8K
$2.61M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-727- 10.96% |
$26.3K - $35.3K
|
5.91K
$455K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-740- 1.51% |
$26.8K - $35.9K
|
48.3K
$3.72M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-741- 4.78% |
$26.8K - $35.9K
|
14.8K
$1.14M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-746- 5.52% |
$27K - $36.2K
|
12.8K
$984K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-749- 8.58% |
$27.1K - $36.3K
|
7.98K
$615K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
SELL
|
- |
-750- 1.07% |
$27.2K - $36.4K
|
69K
$5.32M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-753- 0.88% |
$27.3K - $36.5K
|
85K
$6.55M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-753- 0.95% |
$27.3K - $36.5K
|
78.1K
$6.02M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-756- 6.84% |
$27.4K - $36.7K
|
10.3K
$793K
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-760- 9.27% |
$27.5K - $36.9K
|
7.44K
$573K
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-766- 1.42% |
$27.8K - $37.2K
|
53.3K
$4.11M
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-778- 11.1% |
$28.2K - $37.7K
|
6.23K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-779- 1.79% |
$28.2K - $37.8K
|
42.8K
$3.29M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-784- 2.37% |
$28.4K - $38K
|
32.3K
$2.49M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-795- 2.99% |
$28.8K - $38.6K
|
25.8K
$1.99M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-799- 5.46% |
$28.9K - $38.8K
|
13.8K
$1.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-800- 3.91% |
$29K - $38.8K
|
19.6K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-800- 10.31% |
$29K - $38.8K
|
6.96K
$536K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-803- 3.63% |
$29.1K - $38.9K
|
21.3K
$1.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-814- 1.1% |
$29.5K - $39.5K
|
73.3K
$5.65M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-820- 8.93% |
$29.7K - $39.8K
|
8.37K
$644K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-821- 2.77% |
$29.7K - $39.8K
|
28.8K
$2.22M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-824- 8.47% |
$29.9K - $40K
|
8.91K
$686K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-829- 5.36% |
$30K - $40.2K
|
14.6K
$1.13M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-834- 1.07% |
$30.2K - $40.4K
|
76.8K
$5.91M
|
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-848- 27.43% |
$30.7K - $41.1K
|
2.24K
$173K
|
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-850- 62.09% |
$30.8K - $41.2K
|
519
$40K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
SELL
|
- |
-850- 4.34% |
$30.8K - $41.2K
|
18.7K
$1.44M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-850- 3.61% |
$30.8K - $41.2K
|
22.7K
$1.75M
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-857- 9.92% |
$31K - $41.6K
|
7.79K
$600K
|
|
|
May 04, 2023
Q1 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-867- 6.85% |
$31.4K - $42K
|
11.8K
$908K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-870- 1.7% |
$31.5K - $42.2K
|
50.3K
$3.87M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-885- 4.0% |
$32.1K - $42.9K
|
21.3K
$1.64M
|
|
|
Apr 19, 2023
Q1 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-900- 2.11% |
$32.6K - $43.7K
|
41.7K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-914- 10.54% |
$33.1K - $44.3K
|
7.76K
$598K
|
|
|
Mar 29, 2024
Q1 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-914Closed |
$33.1K - $44.3K
|
0
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Foster Group, Inc.
|
SELL
|
- |
-917- 1.91% |
$33.2K - $44.5K
|
47K
$3.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
SELL
|
- |
-917- 1.61% |
$33.2K - $44.5K
|
55.9K
$4.31M
|
|
|
May 12, 2023
Q1 2023
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-944- 2.8% |
$34.2K - $45.8K
|
32.8K
$2.53M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-952- 5.54% |
$34.5K - $46.2K
|
16.2K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-977- 8.93% |
$35.4K - $47.4K
|
9.97K
$768K
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-978- 8.57% |
$35.4K - $47.4K
|
10.4K
$804K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-980- 18.6% |
$35.5K - $47.5K
|
4.29K
$330K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-984- 6.76% |
$35.7K - $47.7K
|
13.6K
$1.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-995- 2.77% |
$36K - $48.3K
|
34.9K
$2.69M
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-999- 14.74% |
$36.2K - $48.5K
|
5.78K
$445K
|