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 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-13.4K- 15.92% |
$540K - $630K
|
70.6K
$5.44M
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-13.4K- 5.08% |
$543K - $633K
|
251K
$19.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-13.6K- 32.79% |
$548K - $639K
|
27.8K
$2.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
SELL
|
- |
-13.6K- 39.01% |
$548K - $639K
|
21.2K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Rwwm, Inc.
Rocklin, CA |
SELL
|
- |
-13.8K- 0.59% |
$559K - $652K
|
2.35M
$181M
|
|
|
Nov 01, 2023
Q3 2023
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-13.9K- 0.54% |
$562K - $655K
|
2.57M
$198M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-14.3K- 2.61% |
$579K - $675K
|
535K
$41.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-14.6K- 1.27% |
$589K - $686K
|
1.13M
$87.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-14.8K- 12.88% |
$597K - $696K
|
100K
$7.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Sprucegrove Investment Management LTD
Toronto, A6 |
SELL
|
- |
-15.2K- 7.61% |
$616K - $718K
|
185K
$14.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-15.4K- 46.14% |
$621K - $724K
|
17.9K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-15.8K- 2.44% |
$639K - $745K
|
633K
$48.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-16.2K- 67.15% |
$653K - $762K
|
7.9K
$609K
|
|
|
Nov 14, 2023
Q3 2023
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-16.2K- 18.24% |
$655K - $764K
|
72.6K
$5.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-16.4K- 1.58% |
$663K - $773K
|
1.02M
$78.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-16.6K- 2.78% |
$671K - $782K
|
580K
$44.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-16.9K- 49.66% |
$682K - $795K
|
17.1K
$1.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-17K- 62.84% |
$686K - $800K
|
10K
$773K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-17K- 7.01% |
$689K - $803K
|
226K
$17.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-17.2K- 2.25% |
$695K - $811K
|
748K
$57.6M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17.4K- 13.36% |
$703K - $819K
|
113K
$8.68M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-17.9K- 62.39% |
$722K - $842K
|
10.8K
$830K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-18.7K- 21.8% |
$757K - $883K
|
67.2K
$5.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-19K- 11.33% |
$766K - $893K
|
148K
$11.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-19.5K- 27.42% |
$788K - $919K
|
51.6K
$3.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-19.8K- 6.56% |
$800K - $933K
|
282K
$21.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mount Capital LTD
|
SELL
|
- |
-20K- 2.14% |
$809K - $943K
|
913K
$70.4M
|
|
|
Feb 15, 2024
Q3 2023
|
Kbc Group Nv
|
SELL
|
- |
-20.4K- 2.06% |
$824K - $961K
|
971K
$74.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-20.5K- 20.2% |
$830K - $968K
|
81.1K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Wunderlich Capital Managemnt
Memphis, TN |
SELL
|
- |
-20.8K- 95.91% |
$839K - $978K
|
884
$68.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-21.6K- 27.14% |
$874K - $1.02M
|
58K
$4.47M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.7K- 3.31% |
$877K - $1.02M
|
634K
$48.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-21.7K- 6.41% |
$878K - $1.02M
|
317K
$24.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-22K- 27.37% |
$889K - $1.04M
|
58.4K
$4.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-23.3K- 58.64% |
$943K - $1.1M
|
16.4K
$1.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-24.1K- 2.81% |
$975K - $1.14M
|
833K
$64.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-25.2K- 14.28% |
$1.02M - $1.19M
|
151K
$11.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Systems Of Alabama
|
SELL
|
- |
-25.5K- 1.04% |
$1.03M - $1.2M
|
2.42M
$186M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-25.7K- 16.47% |
$1.04M - $1.21M
|
130K
$10M
|
|
|
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
$47.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-26.4K- 1.76% |
$1.07M - $1.24M
|
1.48M
$114M
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-26.4K- 0.38% |
$1.07M - $1.24M
|
6.89M
$531M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-26.4K- 9.69% |
$1.07M - $1.24M
|
246K
$19M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-26.7K- 2.52% |
$1.08M - $1.26M
|
1.03M
$79.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-27.2K- 3.38% |
$1.1M - $1.28M
|
777K
$59.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Marathon Asset Management LTD
|
SELL
|
- |
-27.5K- 4.63% |
$1.11M - $1.3M
|
567K
$43.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-27.6K- 5.12% |
$1.12M - $1.3M
|
512K
$39.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-27.8K- 16.73% |
$1.12M - $1.31M
|
139K
$10.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Easterly Investment Partners LLC
|
SELL
|
- |
-28K- 37.53% |
$1.13M - $1.32M
|
46.5K
$3.58M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-28.2K- 58.74% |
$1.14M - $1.33M
|
19.8K
$1.52M
|