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 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
1.18K+ 6.09% |
$1.82K - $53.5K
|
20.5K
$1.36M
|
|
|
Oct 05, 2022
Q3 2022
|
Farmers Trust CO
|
BUY
|
- |
1.17K+ 11.05% |
$1.81K - $53.3K
|
11.8K
$778K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.16K+ 0.41% |
$1.8K - $52.8K
|
287K
$19M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.15K+ 34.35% |
$1.77K - $52.1K
|
4.48K
$297K
|
|
|
Oct 03, 2022
Q3 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
1.13K+ 4.12% |
$1.75K - $51.4K
|
28.5K
$1.89M
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
BUY
|
- |
1.1K+ 0.66% |
$1.71K - $50.2K
|
169K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
BUY
|
- |
1.1K+ 4.36% |
$1.7K - $49.9K
|
26.3K
$1.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Founders Capital Management, LLC
|
BUY
|
- |
1.05K+ 0.33% |
$1.63K - $47.9K
|
316K
$20.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.04K+ 11.79% |
$1.61K - $47.4K
|
9.87K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.04K+ 6.96% |
$1.61K - $47.4K
|
16K
$1.06M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.03K+ 6.1% |
$1.6K - $46.9K
|
17.9K
$1.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
1.02K+ 2.34% |
$1.58K - $46.4K
|
44.6K
$2.96M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1.01K+ 13.84% |
$1.57K - $46K
|
8.31K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
1.01K+ 16.54% |
$1.56K - $45.8K
|
7.09K
$470K
|
|
|
Nov 07, 2022
Q3 2022
|
Lipe & Dalton
|
BUY
|
- |
1K+ 6.35% |
$1.55K - $45.5K
|
16.8K
$1.11M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
1K+ 250.0% |
$1.55K - $45.5K
|
1.4K
$92.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
998+ 6.43% |
$1.55K - $45.4K
|
16.5K
$1.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
984+ 0.61% |
$1.53K - $44.8K
|
162K
$10.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
983+ 2.42% |
$1.52K - $44.8K
|
41.7K
$2.76M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
BUY
|
- |
976+ 3.53% |
$1.51K - $44.4K
|
28.6K
$1.89M
|
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
975+ 13.41% |
$1.51K - $44.4K
|
8.25K
$546K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
963+ 8.68% |
$1.49K - $43.8K
|
12.1K
$798K
|
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
952+ 3.82% |
$1.48K - $43.3K
|
25.9K
$1.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
941+ 3.91% |
$1.46K - $42.8K
|
25K
$1.66M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
940+ 16.82% |
$1.46K - $42.8K
|
6.53K
$432K
|
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
940+ 14.14% |
$1.46K - $42.8K
|
7.59K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
937+ 1.47% |
$1.45K - $42.7K
|
64.8K
$4.29M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
935+ 3.17% |
$1.45K - $42.6K
|
30.4K
$2.02M
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
935+ 3.17% |
$1.45K - $42.6K
|
30.4K
$2.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
933+ 104.13% |
$1.45K - $42.5K
|
1.83K
$121K
|
|
|
Oct 18, 2022
Q3 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
914+ 2.18% |
$1.42K - $41.6K
|
42.8K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
909+ 13.89% |
$1.41K - $41.4K
|
7.45K
$493K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
904+ 14.42% |
$1.4K - $41.2K
|
7.17K
$475K
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
901+ 3.06% |
$1.4K - $41K
|
30.3K
$2.01M
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
900+ 5.42% |
$1.4K - $41K
|
17.5K
$1.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Humankind Investments LLC
|
BUY
|
- |
895+ 10.68% |
$1.39K - $40.7K
|
9.27K
$614K
|
|
|
Nov 02, 2022
Q3 2022
|
Hartford Investment Management CO
|
BUY
|
- |
893+ 0.24% |
$1.38K - $40.7K
|
379K
$25.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
893+ 5.62% |
$1.38K - $40.7K
|
16.8K
$1.11M
|
|
|
Oct 27, 2022
Q3 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
881+ 3.24% |
$1.37K - $40.1K
|
28.1K
$1.86M
|
|
|
Nov 14, 2022
Q3 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
875+ 0.35% |
$1.36K - $39.8K
|
249K
$16.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
863+ 3.73% |
$1.34K - $39.3K
|
24K
$1.59M
|
|
|
Oct 13, 2022
Q3 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
853+ 12.01% |
$1.32K - $38.8K
|
7.96K
$527K
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
831+ 0.91% |
$1.29K - $37.8K
|
92.3K
$6.11M
|
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
825+ 6.35% |
$1.28K - $37.6K
|
13.8K
$915K
|
|
|
Oct 27, 2022
Q3 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
811+ 3.74% |
$1.26K - $36.9K
|
22.5K
$1.49M
|
|
|
Oct 20, 2022
Q3 2022
|
Xcel Wealth Management, LLC
|
BUY
|
- |
800+ 1.64% |
$1.24K - $36.4K
|
49.7K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
796+ 7.2% |
$1.23K - $36.2K
|
11.8K
$785K
|
|
|
Feb 03, 2023
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
782New |
$1.21K - $35.6K
|
782
$51.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
747+ 4.62% |
$1.16K - $34K
|
16.9K
$1.12M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
742+ 24.92% |
$1.15K - $33.8K
|
3.72K
$246K
|