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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
434+ 0.59% |
$673 - $19.8K
|
74.5K
$4.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
430+ 19.45% |
$667 - $19.6K
|
2.64K
$175K
|
|
|
Nov 01, 2022
Q3 2022
|
Leisure Capital Management
|
BUY
|
- |
428+ 3.78% |
$663 - $19.5K
|
11.7K
$777K
|
|
|
Nov 10, 2022
Q3 2022
|
Rock Creek Group, LP
|
BUY
|
- |
427+ 8.87% |
$662 - $19.4K
|
5.24K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
422+ 4.08% |
$654 - $19.2K
|
10.8K
$713K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
415+ 3.71% |
$643 - $18.9K
|
11.6K
$769K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
408+ 2.52% |
$632 - $18.6K
|
16.6K
$1.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
403+ 0.97% |
$625 - $18.3K
|
41.9K
$2.77M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
403+ 3.54% |
$625 - $18.3K
|
11.8K
$781K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
402+ 2.79% |
$623 - $18.3K
|
14.8K
$981K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
400+ 10.49% |
$620 - $18.2K
|
4.21K
$279K
|
|
|
Oct 25, 2022
Q3 2022
|
Sky Investment Group LLC
|
BUY
|
- |
400+ 6.29% |
$620 - $18.2K
|
6.76K
$448K
|
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
400+ 0.17% |
$620 - $18.2K
|
236K
$15.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
397+ 7.9% |
$615 - $18.1K
|
5.42K
$359K
|
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
393+ 1.91% |
$609 - $17.9K
|
20.9K
$1.39M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
392+ 3.34% |
$608 - $17.8K
|
12.1K
$802K
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
391+ 3.96% |
$606 - $17.8K
|
10.3K
$679K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
388+ 0.3% |
$601 - $17.7K
|
132K
$8.73M
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
372+ 2.13% |
$577 - $16.9K
|
17.8K
$1.18M
|
|
|
Oct 11, 2022
Q3 2022
|
Churchill Management Corp
|
BUY
|
- |
369+ 0.12% |
$572 - $16.8K
|
313K
$20.7M
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
369+ 5.83% |
$572 - $16.8K
|
6.7K
$444K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
365New |
$566 - $16.6K
|
365
$24.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Seizert Capital Partners, LLC
|
BUY
|
- |
365+ 0.04% |
$566 - $16.6K
|
925K
$61.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
364+ 2.64% |
$564 - $16.6K
|
14.2K
$938K
|
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
363+ 6.86% |
$563 - $16.5K
|
5.66K
$375K
|
|
|
Nov 17, 2022
Q3 2022
|
Ims Capital Management
|
BUY
|
- |
360+ 0.57% |
$558 - $16.4K
|
63.5K
$4.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
356+ 1.02% |
$552 - $16.2K
|
35.2K
$2.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
351+ 1.76% |
$544 - $16K
|
20.3K
$1.35M
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
347+ 423.17% |
$538 - $15.8K
|
429
$28.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
339+ 4.56% |
$525 - $15.4K
|
7.77K
$515K
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
332+ 0.96% |
$515 - $15.1K
|
35K
$2.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
332+ 1.05% |
$515 - $15.1K
|
31.9K
$2.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
330+ 0.45% |
$512 - $15K
|
73.5K
$4.87M
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
329+ 4.44% |
$510 - $15K
|
7.74K
$513K
|
|
|
Nov 14, 2022
Q3 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
326+ 229.58% |
$505 - $14.8K
|
468
$31K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
318+ 53.63% |
$493 - $14.5K
|
911
$60.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
314+ 10.69% |
$487 - $14.3K
|
3.25K
$215K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
307+ 42.64% |
$476 - $14K
|
1.03K
$68K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
306+ 1.2% |
$474 - $13.9K
|
25.8K
$1.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
302+ 0.37% |
$468 - $13.8K
|
82.6K
$5.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Welch Group, LLC
|
BUY
|
- |
300+ 2.31% |
$465 - $13.7K
|
13.3K
$880K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
300+ 5.89% |
$465 - $13.7K
|
5.4K
$357K
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
290+ 2.84% |
$450 - $13.2K
|
10.5K
$694K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
290+ 0.76% |
$450 - $13.2K
|
38.5K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
284+ 0.64% |
$440 - $12.9K
|
44.6K
$2.95M
|
|
|
Nov 08, 2022
Q3 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
279+ 4.08% |
$432 - $12.7K
|
7.12K
$472K
|
|
|
Nov 02, 2022
Q3 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
278+ 4.37% |
$431 - $12.7K
|
6.65K
$440K
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
275+ 3.78% |
$426 - $12.5K
|
7.55K
$500K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
275+ 66.59% |
$426 - $12.5K
|
688
$45.6K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
268+ 0.63% |
$415 - $12.2K
|
43K
$2.85M
|