Purchases and Sales Made in Q4 2022 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.66KNew |
$188K - $224K
|
4.66K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
4.63KNew |
$186K - $222K
|
4.63K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
4.6K+ 22.48% |
$185K - $221K
|
25.1K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.58K+ 47.61% |
$184K - $220K
|
14.2K
$1.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.58K+ 16.08% |
$184K - $220K
|
33.1K
$2.57M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
4.58K+ 7.93% |
$184K - $220K
|
62.3K
$4.85M
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
4.57K+ 9.99% |
$184K - $219K
|
50.3K
$3.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
4.44K+ 74.98% |
$179K - $213K
|
10.4K
$806K
|
|
|
Feb 14, 2023
Q4 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.39K+ 7.68% |
$177K - $211K
|
61.6K
$4.79M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4.39K+ 4.1% |
$177K - $211K
|
111K
$8.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.38KNew |
$176K - $210K
|
4.38K
$341K
|
|
|
Feb 01, 2023
Q4 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
4.35K+ 30.57% |
$175K - $208K
|
18.6K
$1.45M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
4.28KNew |
$172K - $205K
|
4.28K
$333K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.21KNew |
$170K - $202K
|
4.21K
$328K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
4.2K+ 1.82% |
$169K - $201K
|
235K
$18.3M
|
|
|
Feb 02, 2023
Q4 2022
|
Securian Asset Management, Inc
|
BUY
|
- |
4.15K+ 1.34% |
$167K - $199K
|
313K
$24.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.11K+ 10.67% |
$165K - $197K
|
42.6K
$3.32M
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4K+ 2.0% |
$161K - $192K
|
204K
$15.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4K+ 25.44% |
$161K - $192K
|
19.7K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
3.99K+ 34.21% |
$161K - $191K
|
15.7K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.99K+ 33.49% |
$161K - $191K
|
15.9K
$1.24M
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.98K+ 17.79% |
$160K - $191K
|
26.3K
$2.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3.97K+ 8.46% |
$160K - $190K
|
50.8K
$3.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
3.93K+ 485.43% |
$158K - $189K
|
4.74K
$369K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
3.91K+ 71.17% |
$157K - $188K
|
9.41K
$733K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.86K+ 7.06% |
$155K - $185K
|
58.6K
$4.56M
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.79KNew |
$152K - $182K
|
3.79K
$295K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
3.74K+ 14.86% |
$151K - $179K
|
28.9K
$2.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.73KNew |
$150K - $179K
|
3.73K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.68K+ 32.38% |
$148K - $176K
|
15K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
3.66K+ 27.4% |
$147K - $175K
|
17K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
3.64K+ 23.09% |
$146K - $174K
|
19.4K
$1.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Gagnon Securities LLC
|
BUY
|
- |
3.6K+ 27.59% |
$145K - $173K
|
16.7K
$1.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Chicago Trust CO Na
|
BUY
|
- |
3.57K+ 30.5% |
$144K - $171K
|
15.3K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
3.57K+ 9.96% |
$143K - $171K
|
39.4K
$3.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
3.56K+ 12.7% |
$143K - $171K
|
31.6K
$2.46M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
3.5K+ 1.44% |
$141K - $168K
|
246K
$19.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
3.5KNew |
$141K - $168K
|
3.5K
$272K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
3.48KNew |
$140K - $167K
|
3.48K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
3.47K+ 0.74% |
$140K - $166K
|
474K
$36.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.45K+ 4.36% |
$139K - $165K
|
82.6K
$6.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
3.45K+ 35.61% |
$139K - $165K
|
13.1K
$1.02M
|
|
|
Jan 12, 2023
Q4 2022
|
Ardevora Asset Management LLP
|
BUY
|
- |
3.41K+ 0.26% |
$137K - $163K
|
1.3M
$101M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.41K+ 33.0% |
$137K - $163K
|
13.7K
$1.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.38K+ 22.97% |
$136K - $162K
|
18.1K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
3.34K+ 8.36% |
$134K - $160K
|
43.3K
$3.37M
|
|
|
Jan 27, 2023
Q4 2022
|
First Bank & Trust
|
BUY
|
- |
3.32K+ 16.31% |
$134K - $159K
|
23.7K
$1.84M
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
3.3K+ 55.76% |
$133K - $158K
|
9.22K
$718K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.28K+ 13.66% |
$132K - $157K
|
27.3K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
3.25K+ 0.8% |
$131K - $156K
|
408K
$31.8M
|