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 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7+ 0.2% |
$10.9 - $319
|
3.47K
$229K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
7+ 0.03% |
$10.9 - $319
|
21.2K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
7+ 0.05% |
$10.9 - $319
|
14.1K
$936K
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
7+ 0.03% |
$10.9 - $319
|
26K
$1.72M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7+ 0.12% |
$10.9 - $319
|
5.67K
$375K
|
|
|
Nov 01, 2022
Q3 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
6New |
$9.3 - $273
|
6
$397
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
6+ 0.27% |
$9.3 - $273
|
2.19K
$145K
|
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
6+ 0.13% |
$9.3 - $273
|
4.46K
$295K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.7% |
$7.75 - $228
|
724
$48K
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
5+ 0.02% |
$7.75 - $228
|
28.9K
$1.91M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.05% |
$7.75 - $228
|
9.77K
$647K
|
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.76% |
$6.2 - $182
|
527
$34.9K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
4+ 0.01% |
$6.2 - $182
|
32.4K
$2.14M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
4+ 0.06% |
$6.2 - $182
|
7.26K
$481K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4+ 0.71% |
$6.2 - $182
|
570
$37.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4+ 0.02% |
$6.2 - $182
|
21.9K
$1.45M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3+ 0.19% |
$4.65 - $137
|
1.62K
$107K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.51% |
$4.65 - $137
|
589
$39K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
3+ 0.01% |
$4.65 - $137
|
34.9K
$2.31M
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
3+ 0.03% |
$4.65 - $137
|
10.9K
$722K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3+ 0.07% |
$4.65 - $137
|
4.22K
$280K
|
|
|
Nov 07, 2022
Q3 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.23% |
$4.65 - $137
|
1.32K
$87.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.75% |
$4.65 - $137
|
403
$26.7K
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$3.1 - $91.1
|
23.6K
$1.57M
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.91% |
$3.1 - $91.1
|
221
$14.6K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2+ 0.02% |
$3.1 - $91.1
|
13.3K
$883K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.01% |
$3.1 - $91.1
|
18.1K
$1.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
2+ 0.02% |
$3.1 - $91.1
|
8.53K
$565K
|
|
|
Nov 14, 2022
Q3 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2+ 0.03% |
$3.1 - $91.1
|
6.36K
$421K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.29% |
$3.1 - $91.1
|
691
$45.8K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$1.55 - $45.5
|
7.73K
$512K
|
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$1.55 - $45.5
|
19.2K
$1.27M
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$1.55 - $45.5
|
216
$14.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
1+ 0.01% |
$1.55 - $45.5
|
7.2K
$477K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.1% |
$1.55 - $45.5
|
994
$65.8K
|
|
|
Oct 13, 2022
Q3 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$1.55 - $45.5
|
6.99K
$463K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 0.22% |
$1.55 - $45.5
|
447
$29.6K
|
|
|
Oct 21, 2022
Q3 2022
|
G&S Capital LLC
|
BUY
|
- |
1+ 0.01% |
$1.55 - $45.5
|
12.2K
$808K
|
|
|
Oct 24, 2022
Q3 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$1.55 - $45.5
|
6.24K
$413K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.08% |
$1.55 - $45.5
|
1.19K
$78.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$1.55 - $45.5
|
5.34K
$354K
|
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$1.55 - $45.5
|
8.97K
$594K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$1.55 - $45.5
|
1.92K
$127K
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1+ 0.01% |
$1.55 - $45.5
|
6.85K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.53% |
$1.55 - $45.5
|
189
$12.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
1+ 0.02% |
$1.55 - $45.5
|
5.35K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2022
Q3 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-3- 0.02% |
$4.65 - $137
|
15.6K
$1.03M
|
|
|
Oct 04, 2022
Q3 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-4- 0.01% |
$6.2 - $182
|
36.1K
$2.39M
|