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 06, 2023
Q4 2022
|
Check Capital Management Inc
|
BUY
|
- |
2.16K+ 0.28% |
$86.9K - $104K
|
787K
$61.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
2.14K+ 23.04% |
$86.3K - $103K
|
11.4K
$891K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.11K+ 5.23% |
$84.9K - $101K
|
42.5K
$3.31M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.04K+ 0.45% |
$82.1K - $97.8K
|
455K
$35.4M
|
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
2.01K+ 6.42% |
$80.9K - $96.4K
|
33.3K
$2.59M
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2K+ 7.74% |
$80.5K - $95.9K
|
27.8K
$2.17M
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
2K+ 30.47% |
$80.5K - $95.9K
|
8.56K
$667K
|
|
|
Feb 03, 2023
Q4 2022
|
Hedges Asset Management LLC
|
BUY
|
- |
2K+ 5.39% |
$80.5K - $95.9K
|
39.1K
$3.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
2K+ 27.84% |
$80.5K - $95.9K
|
9.19K
$715K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
BUY
|
- |
2K+ 7.33% |
$80.5K - $95.9K
|
29.3K
$2.28M
|
|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
BUY
|
- |
2K+ 12.35% |
$80.5K - $95.9K
|
18.2K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.99K+ 20.41% |
$80.1K - $95.5K
|
11.8K
$915K
|
|
|
Jan 18, 2023
Q4 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
1.98K+ 3.19% |
$79.7K - $95K
|
64.1K
$4.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.93K+ 4.06% |
$77.8K - $92.7K
|
49.5K
$3.85M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.93K+ 24.23% |
$77.6K - $92.4K
|
9.89K
$770K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.9KNew |
$76.4K - $91.1K
|
1.9K
$148K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.89K+ 3.4% |
$75.8K - $90.4K
|
57.3K
$4.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.84K+ 3.71% |
$74K - $88.2K
|
51.5K
$4.01M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.84K+ 199.46% |
$73.9K - $88.1K
|
2.76K
$215K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 0.08% |
$73.1K - $87.2K
|
2.34M
$182M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.81KNew |
$72.6K - $86.5K
|
1.81K
$141K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
1.79K+ 76.96% |
$72.2K - $86K
|
4.13K
$321K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
1.79K+ 24.86% |
$72.1K - $85.9K
|
8.99K
$700K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.78K+ 14.75% |
$71.5K - $85.3K
|
13.8K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.77K+ 8.66% |
$71.1K - $84.8K
|
22.2K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
1.75K+ 1.25% |
$70.2K - $83.7K
|
142K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
1.73KNew |
$69.7K - $83K
|
1.73K
$135K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.73K+ 10.97% |
$69.6K - $82.9K
|
17.5K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
1.67K+ 1.9% |
$67.1K - $80K
|
89.2K
$6.95M
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.65K+ 37.41% |
$66.4K - $79.1K
|
6.06K
$472K
|
|
|
Feb 02, 2023
Q4 2022
|
Tobam
|
BUY
|
- |
1.64K+ 8.46% |
$66.1K - $78.7K
|
21.1K
$1.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.64K+ 22.08% |
$66.1K - $78.7K
|
9.08K
$707K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.64K+ 6.32% |
$66K - $78.6K
|
27.6K
$2.15M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
1.63K+ 7.63% |
$65.7K - $78.4K
|
23K
$1.79M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$64.9K - $77.4K
|
1.61K
$126K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
1.6K+ 9.14% |
$64.3K - $76.6K
|
19.1K
$1.49M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
1.59K+ 21.94% |
$64.1K - $76.4K
|
8.85K
$689K
|
|
|
Jan 27, 2023
Q4 2022
|
Tributary Capital Management, LLC
|
BUY
|
- |
1.58K+ 20.66% |
$63.4K - $75.5K
|
9.2K
$716K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
1.54K+ 20.94% |
$62.1K - $74K
|
8.92K
$694K
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
1.52K+ 1.13% |
$61.1K - $72.8K
|
136K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
1.5K+ 1.73% |
$60.3K - $71.9K
|
88.1K
$6.86M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.48K+ 7.86% |
$59.4K - $70.8K
|
20.3K
$1.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
1.47K+ 3.84% |
$59.3K - $70.6K
|
39.9K
$3.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.45K+ 3.33% |
$58.3K - $69.5K
|
45K
$3.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.4K+ 7.32% |
$56.1K - $66.9K
|
20.5K
$1.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.39K+ 25.44% |
$56K - $66.8K
|
6.87K
$535K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.36KNew |
$54.6K - $65.1K
|
1.36K
$106K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.35K+ 14.25% |
$54.3K - $64.7K
|
10.8K
$843K
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.33K+ 1.1% |
$53.5K - $63.8K
|
122K
$9.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.33KNew |
$53.5K - $63.7K
|
1.33K
$103K
|