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 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-288- 1.1% |
$446 - $13.1K
|
25.9K
$2.01M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-288- 3.24% |
$446 - $13.1K
|
8.59K
$666K
|
|
|
Nov 14, 2022
Q3 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-289- 1.81% |
$448 - $13.2K
|
15.7K
$1.21M
|
|
|
Oct 06, 2022
Q3 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-294- 5.17% |
$456 - $13.4K
|
5.4K
$418K
|
|
|
Oct 11, 2022
Q3 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-295- 1.64% |
$457 - $13.4K
|
17.7K
$1.37M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-296- 0.73% |
$459 - $13.5K
|
40.3K
$3.13M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-296- 12.37% |
$459 - $13.5K
|
2.1K
$163K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-298- 3.57% |
$462 - $13.6K
|
8.05K
$624K
|
|
|
Nov 02, 2022
Q3 2022
|
Quilter PLC
|
SELL
|
- |
-298- 1.5% |
$462 - $13.6K
|
19.6K
$1.52M
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-300- 1.51% |
$465 - $13.7K
|
19.6K
$1.52M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-300- 0.86% |
$465 - $13.7K
|
34.7K
$2.69M
|
|
|
Oct 14, 2022
Q3 2022
|
Iowa State Bank
|
SELL
|
- |
-300- 2.51% |
$465 - $13.7K
|
11.7K
$905K
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-300- 1.7% |
$465 - $13.7K
|
17.3K
$1.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-305- 1.82% |
$473 - $13.9K
|
16.4K
$1.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-315- 2.29% |
$488 - $14.3K
|
13.5K
$1.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-318- 3.5% |
$493 - $14.5K
|
8.77K
$680K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-324- 1.67% |
$502 - $14.8K
|
19.1K
$1.48M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-325- 4.63% |
$504 - $14.8K
|
6.7K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-332- 5.16% |
$515 - $15.1K
|
6.1K
$473K
|
|
|
Nov 14, 2022
Q3 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-333- 0.82% |
$516 - $15.2K
|
40K
$3.11M
|
|
|
Nov 16, 2022
Q3 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-344- 1.85% |
$533 - $15.7K
|
18.3K
$1.42M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-345- 6.11% |
$535 - $15.7K
|
5.3K
$411K
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-350- 2.56% |
$543 - $15.9K
|
13.3K
$1.03M
|
|
|
Nov 10, 2022
Q3 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-354- 2.99% |
$549 - $16.1K
|
11.5K
$890K
|
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-360- 2.28% |
$558 - $16.4K
|
15.4K
$1.2M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-368Closed |
$570 - $16.8K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Solidarilty Wealth, LLC
Lehi, UT |
SELL
|
- |
-370- 4.58% |
$574 - $16.8K
|
7.72K
$598K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-383- 22.91% |
$594 - $17.4K
|
1.29K
$99.9K
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-388- 2.77% |
$601 - $17.7K
|
13.6K
$1.06M
|
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
SELL
|
- |
-391- 2.37% |
$606 - $17.8K
|
16.1K
$1.25M
|
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
SELL
|
- |
-400- 5.42% |
$620 - $18.2K
|
6.98K
$542K
|
|
|
Oct 28, 2022
Q3 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-400- 8.79% |
$620 - $18.2K
|
4.15K
$322K
|
|
|
Nov 08, 2022
Q3 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-400- 0.54% |
$620 - $18.2K
|
74.3K
$5.76M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-406- 3.93% |
$629 - $18.5K
|
9.93K
$770K
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-408- 0.26% |
$632 - $18.6K
|
154K
$12M
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-415- 3.41% |
$643 - $18.9K
|
11.7K
$910K
|
|
|
Oct 11, 2022
Q3 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-415- 6.07% |
$643 - $18.9K
|
6.42K
$498K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-416- 48.04% |
$645 - $18.9K
|
450
$34.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-418- 4.85% |
$648 - $19K
|
8.19K
$635K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-435- 5.41% |
$674 - $19.8K
|
7.61K
$590K
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-438- 0.51% |
$679 - $19.9K
|
86.2K
$6.68M
|
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
SELL
|
- |
-446- 4.4% |
$691 - $20.3K
|
9.69K
$751K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-449- 5.41% |
$696 - $20.4K
|
7.85K
$609K
|
|
|
Oct 19, 2022
Q3 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-450- 7.9% |
$698 - $20.5K
|
5.25K
$407K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-451- 1.4% |
$699 - $20.5K
|
31.8K
$2.47M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-458- 0.21% |
$710 - $20.9K
|
217K
$16.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-464- 3.95% |
$719 - $21.1K
|
11.3K
$876K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-495- 8.07% |
$767 - $22.5K
|
5.64K
$437K
|
|
|
Oct 19, 2022
Q3 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-496- 0.2% |
$769 - $22.6K
|
242K
$18.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-499- 4.1% |
$773 - $22.7K
|
11.7K
$906K
|