Purchases and Sales Made in Q3 2022 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.05K+ 4.92% |
$3.17K - $93.1K
|
43.6K
$3.43M
|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.04K+ 9.82% |
$3.17K - $93K
|
22.8K
$1.8M
|
|
Nov 10, 2022
Q3 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.04K+ 29.9% |
$3.16K - $92.7K
|
8.85K
$697K
|
|
Oct 11, 2022
Q3 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
2K+ 4.71% |
$3.1K - $91.1K
|
44.5K
$3.5M
|
|
Nov 07, 2022
Q3 2022
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
2KNew |
$3.1K - $91.1K
|
2K
$158K
|
|
Oct 13, 2022
Q3 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.98K+ 2.43% |
$3.08K - $90.3K
|
83.6K
$6.59M
|
|
Nov 15, 2022
Q3 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.84K+ 1.35% |
$2.84K - $83.5K
|
138K
$10.9M
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.83K+ 366.2% |
$2.84K - $83.4K
|
2.33K
$184K
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.81K+ 34.5% |
$2.8K - $82.4K
|
7.05K
$556K
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.81K+ 2.45% |
$2.8K - $82.2K
|
75.5K
$5.95M
|
|
Oct 28, 2022
Q3 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
1.79K+ 0.58% |
$2.77K - $81.4K
|
309K
$24.4M
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.79K+ 19.86% |
$2.77K - $81.4K
|
10.8K
$850K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.76K+ 0.33% |
$2.73K - $80.1K
|
538K
$42.4M
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
1.73K+ 7.33% |
$2.68K - $78.7K
|
25.3K
$2M
|
|
Nov 14, 2022
Q3 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
1.67K+ 5.2% |
$2.59K - $76K
|
33.8K
$2.66M
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.65K+ 3.45% |
$2.56K - $75.3K
|
49.7K
$3.91M
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.65K+ 26.49% |
$2.56K - $75.3K
|
7.89K
$622K
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.65KNew |
$2.55K - $75K
|
1.65K
$130K
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
BUY
|
- |
1.65K+ 21.12% |
$2.55K - $74.9K
|
9.44K
$743K
|
|
Nov 07, 2022
Q3 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
1.63K+ 10.76% |
$2.53K - $74.2K
|
16.8K
$1.32M
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.5K+ 6.42% |
$2.33K - $68.4K
|
24.9K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
1.46K+ 14.93% |
$2.26K - $66.2K
|
11.2K
$882K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
1.44K+ 1.52% |
$2.23K - $65.6K
|
96.4K
$7.59M
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.43K+ 19.48% |
$2.21K - $64.9K
|
8.74K
$689K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.43K+ 192.05% |
$2.21K - $64.9K
|
2.17K
$171K
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.39K+ 4.67% |
$2.15K - $63.2K
|
31.1K
$2.45M
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.38K+ 0.6% |
$2.13K - $62.7K
|
231K
$18.2M
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.37K+ 7.71% |
$2.13K - $62.6K
|
19.2K
$1.51M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
1.37K+ 3.48% |
$2.13K - $62.5K
|
40.9K
$3.22M
|
|
Nov 14, 2022
Q3 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.35K+ 17.37% |
$2.1K - $61.6K
|
9.14K
$721K
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.34K+ 4.67% |
$2.07K - $60.9K
|
30K
$2.36M
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.33K+ 2.21% |
$2.06K - $60.6K
|
61.5K
$4.84M
|
|
Nov 14, 2022
Q3 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.33K+ 37.28% |
$2.06K - $60.4K
|
4.89K
$385K
|
|
Nov 10, 2022
Q3 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.32K+ 5.46% |
$2.04K - $59.9K
|
25.4K
$2M
|
|
Jan 11, 2023
Q3 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.32K+ 17.85% |
$2.04K - $59.9K
|
8.68K
$684K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.31K+ 0.29% |
$2.04K - $59.8K
|
453K
$35.7M
|
|
Nov 02, 2022
Q3 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.3K+ 21.94% |
$2.01K - $59K
|
7.2K
$568K
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.29K+ 2.29% |
$2K - $58.8K
|
57.7K
$4.55M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.29K+ 4.82% |
$1.99K - $58.5K
|
28K
$2.2M
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.29K+ 1.66% |
$1.99K - $58.5K
|
78.9K
$6.22M
|
|
Nov 01, 2022
Q3 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.28K+ 15.61% |
$1.99K - $58.5K
|
9.51K
$749K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 2.57% |
$1.97K - $58K
|
50.9K
$4.01M
|
|
Oct 28, 2022
Q3 2022
|
First Bank & Trust
|
BUY
|
- |
1.27K+ 6.64% |
$1.97K - $57.8K
|
20.4K
$1.61M
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
1.25K+ 12.02% |
$1.93K - $56.8K
|
11.6K
$916K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.24K+ 2.1% |
$1.93K - $56.6K
|
60.6K
$4.77M
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
1.22K+ 20.67% |
$1.9K - $55.7K
|
7.15K
$563K
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
1.22K+ 3.36% |
$1.89K - $55.5K
|
37.5K
$2.96M
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
1.2K+ 14.12% |
$1.86K - $54.5K
|
9.68K
$763K
|
|
Oct 11, 2022
Q3 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
1.18K+ 10.43% |
$1.83K - $53.6K
|
12.5K
$983K
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.18K+ 6.09% |
$1.82K - $53.5K
|
20.5K
$1.61M
|