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 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.86K+ 15.06% |
$12.2K - $358K
|
60.1K
$4.68M
|
|
Oct 14, 2022
Q3 2022
|
Flc Capital Advisors
|
BUY
|
- |
7.79KNew |
$12.1K - $355K
|
7.79K
$606K
|
|
Nov 08, 2022
Q3 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
7.71KNew |
$11.9K - $351K
|
7.71K
$600K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.71K+ 36.26% |
$11.9K - $351K
|
29K
$2.25M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.67K+ 5.61% |
$11.9K - $349K
|
144K
$11.2M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.66K+ 80.14% |
$11.9K - $349K
|
17.2K
$1.34M
|
|
Nov 02, 2022
Q3 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.63K+ 3.07% |
$11.8K - $347K
|
256K
$19.9M
|
|
Nov 23, 2022
Q3 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.59K+ 13.87% |
$11.8K - $346K
|
62.3K
$4.85M
|
|
Nov 10, 2022
Q3 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
7.53K+ 18.79% |
$11.7K - $343K
|
47.6K
$3.7M
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
7.46KNew |
$11.6K - $340K
|
7.46K
$581K
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
BUY
|
- |
7.41KNew |
$11.5K - $337K
|
7.41K
$576K
|
|
Nov 10, 2022
Q3 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
7.35KNew |
$11.4K - $335K
|
7.35K
$572K
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7.32KNew |
$11.3K - $333K
|
7.32K
$570K
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
7.3K+ 0.65% |
$11.3K - $332K
|
1.12M
$87.4M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.24K+ 3.07% |
$11.2K - $330K
|
243K
$18.9M
|
|
Nov 14, 2022
Q3 2022
|
Twinbeech Capital LP
Purchase, NY |
BUY
|
- |
7.24KNew |
$11.2K - $330K
|
7.24K
$564K
|
|
Nov 08, 2022
Q3 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
7.19KNew |
$11.1K - $327K
|
7.19K
$559K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
7.13K+ 26.13% |
$11.1K - $325K
|
34.4K
$2.68M
|
|
Nov 14, 2022
Q3 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
7.11K+ 0.2% |
$11K - $324K
|
3.65M
$284M
|
|
Nov 14, 2022
Q3 2022
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7.06K+ 1.3% |
$10.9K - $321K
|
549K
$42.8M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.05K+ 17.68% |
$10.9K - $321K
|
47K
$3.66M
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
6.98K+ 4.72% |
$10.8K - $318K
|
155K
$12.1M
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6.94K+ 120.11% |
$10.8K - $316K
|
12.7K
$990K
|
|
Oct 13, 2022
Q3 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
6.92K+ 3.98% |
$10.7K - $315K
|
181K
$14.1M
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
6.92K+ 4.38% |
$10.7K - $315K
|
165K
$12.8M
|
|
Nov 14, 2022
Q3 2022
|
Unison Asset Management LLC
|
BUY
|
- |
6.91K+ 7.26% |
$10.7K - $315K
|
102K
$7.94M
|
|
Oct 09, 2024
Q3 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
6.85K+ 69.68% |
$10.6K - $312K
|
16.7K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.72K+ 128.66% |
$10.4K - $306K
|
11.9K
$929K
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.67K+ 89.41% |
$10.3K - $304K
|
14.1K
$1.1M
|
|
Nov 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.65K+ 22.81% |
$10.3K - $303K
|
35.8K
$2.79M
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.59K+ 3.24% |
$10.2K - $300K
|
210K
$16.3M
|
|
Oct 07, 2022
Q3 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
6.56KNew |
$10.2K - $299K
|
6.56K
$511K
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.53K+ 19.47% |
$10.1K - $297K
|
40.1K
$3.12M
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
6.44K+ 113.21% |
$9.98K - $293K
|
12.1K
$944K
|
|
Nov 16, 2022
Q3 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
6.43K+ 4.97% |
$9.97K - $293K
|
136K
$10.6M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6.43K+ 23.04% |
$9.97K - $293K
|
34.3K
$2.67M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.3K+ 33.31% |
$9.76K - $287K
|
25.2K
$1.96M
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
6.26KNew |
$9.71K - $285K
|
6.26K
$487K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
6.19KNew |
$9.59K - $282K
|
6.19K
$482K
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
6.15KNew |
$9.54K - $280K
|
6.15K
$479K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.96K+ 9.77% |
$9.23K - $271K
|
66.9K
$5.21M
|
|
Nov 15, 2022
Q3 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
5.93KNew |
$9.2K - $270K
|
5.93K
$462K
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.91KNew |
$9.16K - $269K
|
5.91K
$460K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
5.87KNew |
$9.1K - $267K
|
5.87K
$457K
|
|
Nov 08, 2022
Q3 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.85K+ 100.0% |
$9.07K - $266K
|
11.7K
$911K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
5.84K+ 5.04% |
$9.05K - $266K
|
122K
$9.47M
|
|
Nov 14, 2022
Q3 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.83K+ 53.57% |
$9.04K - $265K
|
16.7K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
5.83K+ 2.19% |
$9.03K - $265K
|
271K
$21.1M
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.8K+ 2385.6% |
$8.99K - $264K
|
6.04K
$470K
|
|
Oct 24, 2022
Q3 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
5.79KNew |
$8.97K - $263K
|
5.79K
$450K
|