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 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-500- 0.87% |
$775 - $22.8K
|
57K
$4.42M
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-500- 0.45% |
$775 - $22.8K
|
110K
$8.56M
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-500- 67.48% |
$775 - $22.8K
|
241
$18.7K
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-506- 6.99% |
$784 - $23K
|
6.73K
$522K
|
|
Nov 09, 2022
Q3 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-508- 8.14% |
$787 - $23.1K
|
5.73K
$444K
|
|
Oct 21, 2022
Q3 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-514- 5.09% |
$797 - $23.4K
|
9.59K
$744K
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-518- 4.03% |
$803 - $23.6K
|
12.3K
$957K
|
|
Nov 14, 2022
Q3 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-520- 0.08% |
$806 - $23.7K
|
618K
$47.9M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-523- 2.29% |
$811 - $23.8K
|
22.3K
$1.73M
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-529- 3.94% |
$820 - $24.1K
|
12.9K
$1M
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-530- 2.33% |
$822 - $24.1K
|
22.2K
$1.72M
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-531- 11.84% |
$823 - $24.2K
|
3.95K
$306K
|
|
Nov 14, 2022
Q3 2022
|
Seeyond
Paris, I0 |
SELL
|
- |
-533- 5.13% |
$826 - $24.3K
|
9.86K
$765K
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-534- 26.47% |
$828 - $24.3K
|
1.48K
$115K
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-540- 28.57% |
$837 - $24.6K
|
1.35K
$105K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-542- 3.43% |
$840 - $24.7K
|
15.3K
$1.18M
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-548- 6.09% |
$849 - $25K
|
8.46K
$656K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-567- 0.62% |
$879 - $25.8K
|
90.9K
$7.05M
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-584- 2.52% |
$905 - $26.6K
|
22.6K
$1.75M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-585- 9.65% |
$907 - $26.6K
|
5.48K
$425K
|
|
Oct 26, 2022
Q3 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-586- 0.41% |
$908 - $26.7K
|
141K
$11M
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-586- 5.78% |
$908 - $26.7K
|
9.55K
$740K
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-597- 65.53% |
$925 - $27.2K
|
314
$24.3K
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-600- 3.11% |
$930 - $27.3K
|
18.7K
$1.45M
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-619- 4.14% |
$959 - $28.2K
|
14.3K
$1.11M
|
|
Nov 10, 2022
Q3 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
SELL
|
- |
-645- 11.34% |
$1K - $29.4K
|
5.05K
$391K
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-648- 8.37% |
$1K - $29.5K
|
7.09K
$550K
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
SELL
|
- |
-649- 5.93% |
$1.01K - $29.5K
|
10.3K
$799K
|
|
Nov 14, 2022
Q3 2022
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-650- 0.63% |
$1.01K - $29.6K
|
102K
$7.94M
|
|
Nov 15, 2022
Q3 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-650- 6.8% |
$1.01K - $29.6K
|
8.91K
$691K
|
|
Oct 20, 2022
Q3 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-657- 2.29% |
$1.02K - $29.9K
|
28K
$2.17M
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
SELL
|
- |
-666- 60.16% |
$1.03K - $30.3K
|
441
$34.2K
|
|
Oct 26, 2022
Q3 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-671- 2.66% |
$1.04K - $30.6K
|
24.6K
$1.91M
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-675- 3.52% |
$1.05K - $30.7K
|
18.5K
$1.43M
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
SELL
|
- |
-675- 1.43% |
$1.05K - $30.7K
|
46.4K
$3.6M
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-681- 5.65% |
$1.06K - $31K
|
11.4K
$882K
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-689- 3.24% |
$1.07K - $31.4K
|
20.6K
$1.6M
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-699- 26.83% |
$1.08K - $31.8K
|
1.91K
$148K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-704- 3.06% |
$1.09K - $32.1K
|
22.3K
$1.73M
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-705- 4.53% |
$1.09K - $32.1K
|
14.9K
$1.15M
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-715- 9.09% |
$1.11K - $32.6K
|
7.15K
$554K
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-715- 6.74% |
$1.11K - $32.6K
|
9.89K
$767K
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-717- 2.27% |
$1.11K - $32.6K
|
30.9K
$2.4M
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-742- 2.54% |
$1.15K - $33.8K
|
28.4K
$2.2M
|
|
Nov 02, 2022
Q3 2022
|
Tobam
|
SELL
|
- |
-743- 3.69% |
$1.15K - $33.8K
|
19.4K
$1.51M
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-743- 16.37% |
$1.15K - $33.8K
|
3.8K
$294K
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
SELL
|
- |
-748- 1.45% |
$1.16K - $34.1K
|
50.7K
$3.93M
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-750- 3.0% |
$1.16K - $34.1K
|
24.3K
$1.88M
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-762- 2.01% |
$1.18K - $34.7K
|
37.1K
$2.87M
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-763- 2.52% |
$1.18K - $34.7K
|
29.5K
$2.29M
|