Purchases and Sales Made in Q1 2023 in Wells Fargo & Company (WFC)

WFC Quotes by TradingView

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 14, 2023 Q1 2023
West Bancorporation Inc

SELL
 -
-1.54K
- 11.77%
$55.8K - $74.7K
11.6K $890K
May 05, 2023 Q1 2023
Delta Investment Management, LLC

SELL
 -
-1.54K
- 17.31%
$55.9K - $74.9K
7.37K $568K
May 03, 2023 Q1 2023
Bahl & Gaynor Inc

SELL
 -
-1.57K
- 1.55%
$56.9K - $76.2K
99.7K $7.68M
Apr 27, 2023 Q1 2023
Latitude Advisors, LLC

SELL
 -
-1.58K
- 20.48%
$57.4K - $76.8K
6.15K $474K
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
SELL
 -
-1.6K
- 2.67%
$57.9K - $77.5K
58.2K $4.48M
May 11, 2023 Q1 2023
First Citizens Bank & Trust CO

SELL
 -
-1.61K
- 5.36%
$58.1K - $77.8K
28.4K $2.18M
Aug 08, 2023 Q1 2023
Delap Wealth Advisory, LLC

Lake Oswego, OR
SELL
 -
-1.61K
- 8.05%
$58.2K - $77.9K
18.4K $1.41M
May 15, 2023 Q1 2023
Capital International, Inc.

Los Angeles, CA
SELL
 -
-1.63K
- 8.31%
$58.9K - $78.8K
17.9K $1.38M
May 03, 2023 Q1 2023
Tci Wealth Advisors, Inc.

SELL
 -
-1.65K
- 28.88%
$59.9K - $80.2K
4.07K $314K
Apr 18, 2023 Q1 2023
First Hawaiian Bank

SELL
 -
-1.66K
- 0.77%
$60.2K - $80.6K
214K $16.5M
May 03, 2023 Q1 2023
First National Bank Of Omaha

Omaha, NE
SELL
 -
-1.7K
- 1.36%
$61.7K - $82.5K
124K $9.54M
May 02, 2023 Q1 2023
Analyst Ims Investment Management Services Ltd.

SELL
 -
-1.71K
- 8.86%
$61.9K - $82.8K
17.6K $1.35M
Jul 24, 2023 Q1 2023
Pvg Asset Management Corp

Golden, CO
SELL
 -
-1.72K
- 18.3%
$62.2K - $83.3K
7.67K $591K
May 03, 2023 Q1 2023
Lyell Wealth Management, LP

SELL
 -
-1.73K
- 19.72%
$62.8K - $84K
7.05K $543K
Apr 20, 2023 Q1 2023
High Tower Trust Services, Lta

SELL
 -
-1.77K
- 18.1%
$64.1K - $85.8K
8.01K $617K
Apr 25, 2023 Q1 2023
Parallel Advisors, LLC

SELL
 -
-1.78K
- 5.34%
$64.5K - $86.4K
31.6K $2.43M
May 02, 2023 Q1 2023
Nbt Bank N A

SELL
 -
-1.81K
- 4.47%
$65.4K - $87.5K
38.5K $2.97M
May 03, 2023 Q1 2023
Capital Advisors, Ltd. LLC

SELL
 -
-1.82K
- 66.23%
$66.1K - $88.5K
930 $71.6K
May 10, 2023 Q1 2023
Mai Capital Management

SELL
 -
-1.87K
- 2.13%
$67.8K - $90.7K
85.9K $6.61M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

SELL
 -
-1.92K
- 4.35%
$69.6K - $93.2K
42.2K $3.25M
May 12, 2023 Q1 2023
Bleakley Financial Group, LLC

Fairfield, NJ
SELL
 -
-1.92K
- 3.14%
$69.6K - $93.2K
59.3K $4.56M
Apr 11, 2023 Q1 2023
Umb Bank, N.A.

SELL
 -
-1.93K
- 0.62%
$69.9K - $93.6K
307K $23.6M
Apr 11, 2023 Q1 2023
Beese Fulmer Investment Management, Inc.

SELL
 -
-1.94K
- 4.59%
$70.3K - $94.1K
40.3K $3.11M
May 15, 2023 Q1 2023
Ssi Investment Management LLC

Los Angeles, CA
SELL
 -
-1.97K
- 19.1%
$71.3K - $95.4K
8.34K $642K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

SELL
 -
-1.99K
- 16.57%
$72K - $96.4K
10K $771K
May 11, 2023 Q1 2023
Bbr Partners, LLC

New York, NY
SELL
 -
-2.03K
- 15.53%
$73.7K - $98.6K
11.1K $852K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

SELL
 -
-2.04K
- 11.98%
$74K - $99.1K
15K $1.16M
Apr 10, 2023 Q1 2023
Thomasville National Bank

SELL
 -
-2.05K
- 7.29%
$74.3K - $99.4K
26.1K $2.01M
May 12, 2023 Q1 2023
Advisors Asset Management, Inc.

Monument, CO
SELL
 -
-2.05K
- 4.51%
$74.3K - $99.5K
43.5K $3.35M
May 10, 2023 Q1 2023
North Star Asset Management Inc

SELL
 -
-2.06K
- 11.29%
$74.5K - $99.7K
16.1K $1.24M
Apr 12, 2023 Q1 2023
Franklin Street Advisors Inc

SELL
 -
-2.08K
- 4.67%
$75.2K - $101K
42.4K $3.26M
Apr 10, 2023 Q1 2023
Capital Investment Advisors, LLC

SELL
 -
-2.08K
- 3.29%
$75.3K - $101K
61.2K $4.71M
May 12, 2023 Q1 2023
Geo Wealth Management, LLC

Chicago, IL
SELL
 -
-2.09K
- 83.42%
$75.6K - $101K
415 $32K
May 05, 2023 Q1 2023
Jacobi Capital Management LLC

SELL
 -
-2.21K
- 17.57%
$80.1K - $107K
10.4K $799K
May 11, 2023 Q1 2023
Colonial Trust Advisors

Spartanburg, SC
SELL
 -
-2.23K
- 24.66%
$80.8K - $108K
6.81K $525K
May 15, 2023 Q1 2023
Crawford Investment Counsel Inc

Atlanta, GA
SELL
 -
-2.24K
- 21.5%
$81K - $108K
8.16K $629K
May 15, 2023 Q1 2023
Td Ameritrade Investment Management, LLC

Omaha, NE
SELL
 -
-2.25K
- 23.05%
$81.5K - $109K
7.51K $578K
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
SELL
 -
-2.26K
- 3.6%
$82K - $110K
60.6K $4.67M
May 09, 2023 Q1 2023
Sws Partners

SELL
 -
-2.27K
- 3.22%
$82.1K - $110K
68.1K $5.25M
Apr 06, 2023 Q1 2023
West Wealth Group, LLC

SELL
 -
-2.29K
- 28.47%
$83K - $111K
5.76K $443K
May 15, 2023 Q1 2023
Solidarilty Wealth, LLC

Lehi, UT
SELL
 -
-2.35K
- 30.42%
$85K - $114K
5.37K $413K
May 09, 2023 Q1 2023
Circle Wealth Management, LLC

Summit, NJ
SELL
 -
-2.35K
- 6.48%
$85.1K - $114K
33.9K $2.61M
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-2.37K
- 3.05%
$86K - $115K
75.4K $5.8M
May 12, 2023 Q1 2023
Wetherby Asset Management Inc

San Francisco, CA
SELL
 -
-2.38K
- 4.06%
$86.2K - $115K
56.2K $4.33M
May 11, 2023 Q1 2023
X Square Capital, LLC

SELL
 -
-2.38K
- 26.59%
$86.3K - $115K
6.58K $506K
May 05, 2023 Q1 2023
Prairie View Partners, LLC

SELL
 -
-2.39K
- 30.5%
$86.7K - $116K
5.45K $420K
May 01, 2023 Q1 2023
Heritage Investors Management Corp

SELL
 -
-2.42K
- 28.35%
$87.6K - $117K
6.12K $471K
May 05, 2023 Q1 2023
Sp Asset Management LLC

Cupertino, CA
SELL
 -
-2.42K
- 0.73%
$87.7K - $117K
330K $25.4M
May 04, 2023 Q1 2023
Commerce Bank

Kansas City, MO
SELL
 -
-2.42K
- 1.21%
$87.7K - $117K
197K $15.2M

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