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 02, 2023
Q4 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
152+ 0.68% |
$6.11K - $7.29K
|
22.7K
$1.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
151+ 0.79% |
$6.07K - $7.24K
|
19.3K
$1.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
150+ 2142.86% |
$6.03K - $7.19K
|
157
$12.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
150+ 1.05% |
$6.03K - $7.19K
|
14.5K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
150+ 7.51% |
$6.03K - $7.19K
|
2.15K
$167K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
147New |
$5.91K - $7.05K
|
147
$11.4K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
145New |
$5.83K - $6.95K
|
145
$11.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
143+ 0.86% |
$5.75K - $6.86K
|
16.7K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
133+ 2.59% |
$5.35K - $6.38K
|
5.27K
$409K
|
|
|
Feb 17, 2023
Q4 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
131+ 6.35% |
$5.27K - $6.28K
|
2.19K
$170K
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
129+ 0.76% |
$5.19K - $6.19K
|
17.1K
$1.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
129+ 1.16% |
$5.19K - $6.19K
|
11.3K
$876K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
128+ 1.79% |
$5.15K - $6.14K
|
7.27K
$563K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
126New |
$5.07K - $6.04K
|
126
$9.77K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
126+ 4.98% |
$5.07K - $6.04K
|
2.66K
$206K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
122+ 8.24% |
$4.91K - $5.85K
|
1.6K
$124K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
121+ 0.96% |
$4.87K - $5.8K
|
12.8K
$992K
|
|
|
Oct 09, 2024
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
121+ 0.73% |
$4.87K - $5.8K
|
16.8K
$1.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
120New |
$4.83K - $5.75K
|
120
$9.3K
|
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
119+ 0.64% |
$4.79K - $5.71K
|
18.8K
$1.46M
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
119+ 2.23% |
$4.79K - $5.71K
|
5.46K
$424K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
118+ 0.14% |
$4.75K - $5.66K
|
86.3K
$6.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
118+ 0.8% |
$4.75K - $5.66K
|
14.9K
$1.16M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
116New |
$4.67K - $5.56K
|
116
$8.99K
|
|
|
Feb 14, 2023
Q4 2022
|
Channing Capital Management, LLC
Chicago, IL |
BUY
|
- |
115+ 0.05% |
$4.63K - $5.51K
|
250K
$19.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
114+ 0.35% |
$4.59K - $5.47K
|
32.4K
$2.51M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
113+ 8.77% |
$4.55K - $5.42K
|
1.4K
$109K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
108New |
$4.34K - $5.18K
|
108
$8.37K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
107+ 2.04% |
$4.3K - $5.13K
|
5.35K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
105+ 0.59% |
$4.22K - $5.03K
|
17.8K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Claris Advisors, LLC
|
BUY
|
- |
104+ 0.51% |
$4.18K - $4.99K
|
20.4K
$1.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
100+ 2.37% |
$4.02K - $4.8K
|
4.31K
$334K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
100+ 0.34% |
$4.02K - $4.8K
|
29.3K
$2.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
100+ 0.25% |
$4.02K - $4.8K
|
40.1K
$3.11M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
99+ 0.39% |
$3.98K - $4.75K
|
25.5K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
99+ 0.15% |
$3.98K - $4.75K
|
64.9K
$5.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
98+ 6.65% |
$3.94K - $4.7K
|
1.57K
$122K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
92+ 1.68% |
$3.7K - $4.41K
|
5.57K
$432K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
84+ 0.65% |
$3.38K - $4.03K
|
13.1K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
84+ 0.98% |
$3.38K - $4.03K
|
8.67K
$672K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
83+ 0.03% |
$3.34K - $3.98K
|
299K
$23.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
80+ 0.23% |
$3.22K - $3.84K
|
34.5K
$2.68M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
72+ 1.73% |
$2.9K - $3.45K
|
4.22K
$327K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
71+ 0.91% |
$2.86K - $3.4K
|
7.88K
$611K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
69+ 0.62% |
$2.78K - $3.31K
|
11.3K
$873K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
69+ 0.77% |
$2.78K - $3.31K
|
9.04K
$701K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
68+ 0.74% |
$2.74K - $3.26K
|
9.27K
$719K
|
|
|
Jan 13, 2023
Q4 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
66+ 0.92% |
$2.66K - $3.16K
|
7.24K
$561K
|
|
|
Jan 13, 2023
Q4 2022
|
Jacobs & CO
|
BUY
|
- |
65+ 0.55% |
$2.61K - $3.12K
|
11.9K
$926K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
64+ 2.62% |
$2.57K - $3.07K
|
2.5K
$194K
|