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 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
548+ 2.57% |
$22K - $26.3K
|
21.9K
$1.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
539+ 119.78% |
$21.7K - $25.8K
|
989
$77K
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
BUY
|
- |
527+ 1.01% |
$21.2K - $25.3K
|
52.9K
$4.12M
|
|
|
Jan 13, 2023
Q4 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
523+ 0.37% |
$21K - $25.1K
|
142K
$11.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Winslow Asset Management Inc
|
BUY
|
- |
517+ 0.5% |
$20.8K - $24.8K
|
103K
$8.02M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
503+ 6.73% |
$20.2K - $24.1K
|
7.98K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
489+ 7.85% |
$19.7K - $23.4K
|
6.72K
$523K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
BUY
|
- |
487+ 7.59% |
$19.6K - $23.4K
|
6.9K
$537K
|
|
|
Jan 31, 2023
Q4 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
485+ 3.43% |
$19.5K - $23.3K
|
14.6K
$1.14M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
483+ 1.4% |
$19.4K - $23.2K
|
34.9K
$2.72M
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
483New |
$19.4K - $23.2K
|
483
$37.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
477New |
$19.2K - $22.9K
|
477
$37.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
465New |
$18.7K - $22.3K
|
465
$36.2K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
465+ 3.73% |
$18.7K - $22.3K
|
12.9K
$1.01M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
463+ 1.57% |
$18.6K - $22.2K
|
30K
$2.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
450+ 1.33% |
$18.1K - $21.6K
|
34.2K
$2.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
450+ 7.19% |
$18.1K - $21.6K
|
6.71K
$523K
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
439+ 2.03% |
$17.7K - $21.1K
|
22K
$1.72M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
436+ 8.6% |
$17.5K - $20.9K
|
5.5K
$428K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
434+ 1.69% |
$17.5K - $20.8K
|
26.1K
$2.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
432+ 7.48% |
$17.4K - $20.7K
|
6.21K
$483K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
431+ 3.46% |
$17.3K - $20.7K
|
12.9K
$1M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
425New |
$17.1K - $20.4K
|
425
$33.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
411New |
$16.5K - $19.7K
|
411
$32K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
411+ 7.83% |
$16.5K - $19.7K
|
5.66K
$441K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
409New |
$16.5K - $19.6K
|
409
$31.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
403+ 2.18% |
$16.2K - $19.3K
|
18.9K
$1.47M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
402+ 6.74% |
$16.2K - $19.3K
|
6.36K
$495K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
400+ 6.46% |
$16.1K - $19.2K
|
6.59K
$513K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
400+ 0.52% |
$16.1K - $19.2K
|
76.7K
$5.97M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
397+ 1.85% |
$16K - $19K
|
21.9K
$1.71M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
395+ 4.74% |
$15.9K - $18.9K
|
8.73K
$680K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
394+ 5.27% |
$15.9K - $18.9K
|
7.86K
$612K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
386+ 0.69% |
$15.5K - $18.5K
|
56.3K
$4.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
386+ 0.38% |
$15.5K - $18.5K
|
101K
$7.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
384+ 4.2% |
$15.4K - $18.4K
|
9.53K
$742K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
344+ 8.7% |
$13.8K - $16.5K
|
4.3K
$334K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
343+ 7.7% |
$13.8K - $16.4K
|
4.8K
$374K
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
339+ 0.73% |
$13.6K - $16.3K
|
47.1K
$3.67M
|
|
|
Feb 08, 2023
Q4 2022
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
336+ 1.18% |
$13.5K - $16.1K
|
28.9K
$2.25M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
330+ 0.47% |
$13.3K - $15.8K
|
70.5K
$5.49M
|
|
|
Jan 12, 2023
Q4 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
326+ 0.34% |
$13.1K - $15.6K
|
96.8K
$7.54M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
322New |
$13K - $15.4K
|
322
$25.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
313+ 0.18% |
$12.6K - $15K
|
174K
$13.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
309+ 4.46% |
$12.4K - $14.8K
|
7.23K
$563K
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
300+ 2.65% |
$12.1K - $14.4K
|
11.6K
$905K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
300+ 3750.0% |
$12.1K - $14.4K
|
308
$24K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
292+ 8.38% |
$11.7K - $14K
|
3.78K
$294K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
291+ 127.07% |
$11.7K - $14K
|
520
$40.5K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
288+ 1.08% |
$11.6K - $13.8K
|
26.9K
$2.09M
|