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 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.5K- 26.88% |
$3.88K - $114K
|
6.8K
$529K
|
|
|
Nov 07, 2022
Q3 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-2.54K- 1.48% |
$3.94K - $116K
|
169K
$13.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-2.54K- 2.93% |
$3.94K - $116K
|
84.4K
$6.57M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.57K- 47.79% |
$3.99K - $117K
|
2.81K
$219K
|
|
|
Nov 09, 2022
Q3 2022
|
Old West Investment Management, LLC
Los Angeles, CA |
SELL
|
- |
-2.57K- 24.25% |
$3.99K - $117K
|
8.04K
$626K
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-2.61K- 2.12% |
$4.05K - $119K
|
121K
$9.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Check Capital Management Inc
|
SELL
|
- |
-2.62K- 0.33% |
$4.06K - $119K
|
784K
$61.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.62K- 27.42% |
$4.06K - $119K
|
6.94K
$540K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-2.68K- 2.69% |
$4.15K - $122K
|
96.8K
$7.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-2.69K- 23.47% |
$4.17K - $123K
|
8.78K
$683K
|
|
|
Nov 14, 2022
Q3 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.71K- 5.1% |
$4.19K - $123K
|
50.3K
$3.92M
|
|
|
Nov 09, 2022
Q3 2022
|
Sws Partners
|
SELL
|
- |
-2.79K- 4.45% |
$4.33K - $127K
|
59.9K
$4.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-2.84K- 5.06% |
$4.4K - $129K
|
53.2K
$4.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.86K- 2.72% |
$4.43K - $130K
|
102K
$7.94M
|
|
|
Oct 28, 2022
Q3 2022
|
Country Club Bank
|
SELL
|
- |
-2.87K- 4.96% |
$4.44K - $131K
|
54.9K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.92K- 0.74% |
$4.53K - $133K
|
390K
$30.4M
|
|
|
Oct 07, 2022
Q3 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-3K- 21.87% |
$4.64K - $136K
|
10.7K
$833K
|
|
|
Nov 03, 2022
Q3 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-3K- 8.56% |
$4.65K - $137K
|
32K
$2.49M
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-3.02K- 4.65% |
$4.67K - $137K
|
61.9K
$4.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.08K- 3.53% |
$4.78K - $140K
|
84.2K
$6.55M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-3.09K- 24.75% |
$4.8K - $141K
|
9.41K
$732K
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3.11K- 77.16% |
$4.82K - $142K
|
921
$71.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-3.13K- 34.57% |
$4.85K - $142K
|
5.92K
$461K
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.14K- 1.95% |
$4.87K - $143K
|
158K
$12.3M
|
|
|
Oct 20, 2022
Q3 2022
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-3.15K- 80.13% |
$4.89K - $144K
|
782
$60.9K
|
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-3.19K- 2.72% |
$4.94K - $145K
|
114K
$8.87M
|
|
|
Oct 24, 2022
Q3 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-3.3K- 14.73% |
$5.12K - $150K
|
19.1K
$1.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.32K- 28.08% |
$5.15K - $151K
|
8.51K
$663K
|
|
|
Nov 04, 2022
Q3 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-3.35K- 17.85% |
$5.19K - $152K
|
15.4K
$1.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.4K- 15.25% |
$5.27K - $155K
|
18.9K
$1.47M
|
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-3.4K- 3.21% |
$5.27K - $155K
|
103K
$7.98M
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-3.42K- 22.82% |
$5.3K - $156K
|
11.6K
$900K
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.43K- 4.15% |
$5.31K - $156K
|
79.2K
$6.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-3.49K- 22.64% |
$5.41K - $159K
|
11.9K
$929K
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-3.51K- 8.91% |
$5.45K - $160K
|
35.9K
$2.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.55K- 6.03% |
$5.5K - $162K
|
55.3K
$4.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-3.57K- 8.16% |
$5.54K - $163K
|
40.2K
$3.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-3.61K- 1.11% |
$5.59K - $164K
|
322K
$25.1M
|
|
|
Oct 19, 2022
Q3 2022
|
Lgt Group Foundation
|
SELL
|
- |
-3.63K- 7.26% |
$5.63K - $165K
|
46.4K
$3.61M
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-3.72K- 99.47% |
$5.77K - $169K
|
20
$1.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Prana Capital Management, LP
Greenwich, CT |
SELL
|
- |
-3.74K- 0.39% |
$5.79K - $170K
|
948K
$73.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-3.77K- 15.67% |
$5.85K - $172K
|
20.3K
$1.58M
|
|
|
Nov 09, 2022
Q3 2022
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-3.86K- 0.39% |
$5.98K - $176K
|
998K
$77.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-3.86K- 3.6% |
$5.98K - $176K
|
103K
$8.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-3.9KClosed |
$6.04K - $178K
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Denali Advisors LLC
|
SELL
|
- |
-3.9K- 63.93% |
$6.05K - $178K
|
2.2K
$171K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-3.9K- 6.52% |
$6.05K - $178K
|
55.9K
$4.35M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.93K- 7.25% |
$6.09K - $179K
|
50.2K
$3.91M
|
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.93K- 95.02% |
$6.09K - $179K
|
206
$16K
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-3.94K- 17.08% |
$6.1K - $179K
|
19.1K
$1.49M
|