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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.81K+ 0.45% |
$7.45K - $219K
|
1.07M
$83.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
4.8K+ 11.39% |
$7.43K - $218K
|
46.9K
$3.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
4.73K+ 44.84% |
$7.33K - $215K
|
15.3K
$1.19M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.68K+ 9.28% |
$7.26K - $213K
|
55.1K
$4.29M
|
|
|
Nov 07, 2022
Q3 2022
|
Monument Capital Management
|
BUY
|
- |
4.59K+ 55.7% |
$7.11K - $209K
|
12.8K
$999K
|
|
|
Oct 26, 2022
Q3 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
4.53K+ 4.62% |
$7.02K - $206K
|
103K
$7.98M
|
|
|
Nov 14, 2022
Q3 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
4.44K+ 3.12% |
$6.87K - $202K
|
147K
$11.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.42K+ 43.18% |
$6.84K - $201K
|
14.6K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.39K+ 54.48% |
$6.81K - $200K
|
12.5K
$969K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
4.36K+ 8.62% |
$6.76K - $199K
|
55K
$4.28M
|
|
|
Oct 13, 2022
Q3 2022
|
Beacon Financial Group
|
BUY
|
- |
4.35K+ 3.03% |
$6.74K - $198K
|
148K
$11.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
4.34K+ 3.35% |
$6.73K - $198K
|
134K
$10.4M
|
|
|
Feb 09, 2023
Q3 2022
|
Arga Investment Management, LP
|
BUY
|
- |
4.34K+ 3.35% |
$6.73K - $198K
|
134K
$10.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.31K+ 39.54% |
$6.68K - $196K
|
15.2K
$1.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.26K+ 59.89% |
$6.6K - $194K
|
11.4K
$885K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.21KNew |
$6.52K - $191K
|
4.21K
$327K
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
4.2K+ 18.12% |
$6.51K - $191K
|
27.4K
$2.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
4.15K+ 11.32% |
$6.43K - $189K
|
40.8K
$3.17M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.07K+ 4.31% |
$6.31K - $185K
|
98.6K
$7.67M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.04K+ 13.8% |
$6.26K - $184K
|
33.3K
$2.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.97K+ 5.98% |
$6.16K - $181K
|
70.3K
$5.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.93K+ 2.75% |
$6.1K - $179K
|
147K
$11.4M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.93K+ 3.9% |
$6.09K - $179K
|
105K
$8.15M
|
|
|
Oct 24, 2022
Q3 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
3.9K+ 0.35% |
$6.05K - $178K
|
1.12M
$87.5M
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
3.88K+ 2.09% |
$6.02K - $177K
|
190K
$14.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.84K+ 3.93% |
$5.95K - $175K
|
101K
$7.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.8K+ 18.64% |
$5.89K - $173K
|
24.2K
$1.88M
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
3.79K+ 30.05% |
$5.88K - $173K
|
16.4K
$1.28M
|
|
|
Nov 10, 2022
Q3 2022
|
Dakota Wealth Management
|
BUY
|
- |
3.76K+ 69.82% |
$5.82K - $171K
|
9.13K
$711K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.73K+ 15.08% |
$5.79K - $170K
|
28.5K
$2.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.73K+ 16.63% |
$5.78K - $170K
|
26.2K
$2.04M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
3.72K+ 2.76% |
$5.76K - $169K
|
138K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.71K+ 9.98% |
$5.76K - $169K
|
40.9K
$3.19M
|
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
3.67K+ 7.27% |
$5.68K - $167K
|
54.1K
$4.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3.62K+ 458.94% |
$5.61K - $165K
|
4.41K
$343K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.55K+ 46.59% |
$5.51K - $162K
|
11.2K
$871K
|
|
|
Nov 04, 2022
Q3 2022
|
Empowered Funds, LLC
|
BUY
|
- |
3.43K+ 15.78% |
$5.32K - $156K
|
25.2K
$1.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.41K+ 9.13% |
$5.28K - $155K
|
40.7K
$3.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
3.4K+ 0.5% |
$5.27K - $155K
|
680K
$52.9M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.39K+ 2.9% |
$5.26K - $155K
|
120K
$9.36M
|
|
|
Oct 17, 2022
Q3 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
3.33K+ 0.91% |
$5.16K - $152K
|
371K
$28.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
3.3K+ 55.07% |
$5.12K - $150K
|
9.3K
$724K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.18K+ 12.72% |
$4.92K - $145K
|
28.1K
$2.19M
|
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
3.16K+ 17.32% |
$4.9K - $144K
|
21.4K
$1.67M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.15K+ 19.08% |
$4.88K - $143K
|
19.7K
$1.53M
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.15K+ 17.13% |
$4.88K - $143K
|
21.5K
$1.68M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.12K+ 30.51% |
$4.84K - $142K
|
13.3K
$1.04M
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
3.1K+ 1091.55% |
$4.81K - $141K
|
3.38K
$263K
|
|
|
Nov 10, 2022
Q3 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.05K+ 2.93% |
$4.73K - $139K
|
107K
$8.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.03K+ 1.64% |
$4.7K - $138K
|
188K
$14.7M
|