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 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
64+ 2.62% |
$2.57K - $3.07K
|
2.5K
$197K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
61+ 0.9% |
$2.45K - $2.92K
|
6.86K
$540K
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
60+ 0.42% |
$2.41K - $2.88K
|
14.4K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
60+ 0.23% |
$2.41K - $2.88K
|
26.1K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
59+ 0.52% |
$2.37K - $2.83K
|
11.3K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
58+ 0.18% |
$2.33K - $2.78K
|
32.8K
$2.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
57+ 0.43% |
$2.29K - $2.73K
|
13.4K
$1.05M
|
|
|
Jan 26, 2023
Q4 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
49+ 0.48% |
$1.97K - $2.35K
|
10.2K
$801K
|
|
|
Feb 07, 2023
Q4 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
48+ 0.07% |
$1.93K - $2.3K
|
70.1K
$5.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
48+ 9.39% |
$1.93K - $2.3K
|
559
$44K
|
|
|
Jan 20, 2023
Q4 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
42+ 0.47% |
$1.69K - $2.01K
|
8.98K
$707K
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
40+ 0.45% |
$1.61K - $1.92K
|
8.89K
$700K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
40+ 0.74% |
$1.61K - $1.92K
|
5.48K
$432K
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
40+ 0.77% |
$1.61K - $1.92K
|
5.26K
$414K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
39New |
$1.57K - $1.87K
|
39
$3.07K
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
37+ 0.42% |
$1.49K - $1.77K
|
8.82K
$695K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
34+ 0.11% |
$1.37K - $1.63K
|
31.9K
$2.51M
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
33New |
$1.33K - $1.58K
|
33
$2.6K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
33+ 1.27% |
$1.33K - $1.58K
|
2.63K
$207K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
32+ 0.09% |
$1.29K - $1.53K
|
35.8K
$2.82M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
30+ 0.19% |
$1.21K - $1.44K
|
16.1K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
30+ 0.13% |
$1.21K - $1.44K
|
22.6K
$1.78M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
29+ 0.25% |
$1.17K - $1.39K
|
11.8K
$931K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
28+ 2.94% |
$1.13K - $1.34K
|
982
$77.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
27+ 0.51% |
$1.09K - $1.29K
|
5.36K
$423K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
27New |
$1.09K - $1.29K
|
27
$2.13K
|
|
|
Feb 10, 2023
Q4 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
27+ 0.44% |
$1.09K - $1.29K
|
6.2K
$489K
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.64% |
$1.09K - $1.29K
|
4.23K
$333K
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
26+ 2.67% |
$1.05K - $1.25K
|
1K
$78.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
BUY
|
- |
24+ 0.44% |
$966 - $1.15K
|
5.54K
$436K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
23+ 1.72% |
$925 - $1.1K
|
1.36K
$107K
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
23+ 0.08% |
$925 - $1.1K
|
30.2K
$2.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22+ 0.12% |
$885 - $1.05K
|
17.9K
$1.41M
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
22+ 1.38% |
$885 - $1.05K
|
1.62K
$128K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
21+ 4.7% |
$845 - $1.01K
|
468
$36.9K
|
|
|
Jan 23, 2023
Q4 2022
|
West Wealth Group, LLC
|
BUY
|
- |
21+ 0.26% |
$845 - $1.01K
|
8.05K
$634K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
21+ 0.27% |
$845 - $1.01K
|
7.77K
$612K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
20+ 0.21% |
$805 - $959
|
9.36K
$737K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
19+ 0.29% |
$764 - $911
|
6.51K
$513K
|
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
18+ 0.25% |
$724 - $863
|
7.26K
$572K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
17+ 0.3% |
$684 - $815
|
5.66K
$446K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
17+ 0.01% |
$684 - $815
|
158K
$12.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
13+ 0.14% |
$523 - $623
|
9.63K
$759K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
12+ 12.9% |
$483 - $575
|
105
$8.27K
|
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
11+ 0.08% |
$443 - $527
|
14.4K
$1.13M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 0.63% |
$443 - $527
|
1.76K
$139K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
11+ 0.03% |
$443 - $527
|
34.8K
$2.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
10+ 0.09% |
$402 - $480
|
11.3K
$894K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
10+ 0.09% |
$402 - $480
|
11K
$866K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.14% |
$402 - $480
|
7.22K
$569K
|