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
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-76- 0.8% |
$3.06K - $3.64K
|
9.38K
$727K
|
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-76- 0.15% |
$3.06K - $3.64K
|
51.6K
$4M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-77- 0.15% |
$3.1K - $3.69K
|
51.1K
$3.96M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-78- 0.97% |
$3.14K - $3.74K
|
7.97K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-78- 1.1% |
$3.14K - $3.74K
|
7.01K
$544K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-79- 0.43% |
$3.18K - $3.79K
|
18.4K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-79- 1.51% |
$3.18K - $3.79K
|
5.17K
$401K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-85- 0.58% |
$3.42K - $4.08K
|
14.6K
$1.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-87- 3.55% |
$3.5K - $4.17K
|
2.37K
$184K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-87- 0.35% |
$3.5K - $4.17K
|
24.9K
$1.93M
|
|
|
Jan 17, 2023
Q4 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-88- 1.3% |
$3.54K - $4.22K
|
6.7K
$520K
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-89- 0.22% |
$3.58K - $4.27K
|
40.6K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-91- 1.66% |
$3.66K - $4.36K
|
5.4K
$418K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-92- 8.38% |
$3.7K - $4.41K
|
1.01K
$78K
|
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-93- 0.54% |
$3.74K - $4.46K
|
17.2K
$1.33M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-94- 2.0% |
$3.78K - $4.51K
|
4.61K
$358K
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
SELL
|
- |
-96- 1.35% |
$3.86K - $4.6K
|
7.04K
$546K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-99- 0.4% |
$3.98K - $4.75K
|
24.6K
$1.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 16.67% |
$4.02K - $4.8K
|
500
$38.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 1.64% |
$4.02K - $4.8K
|
6K
$465K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-100- 1.85% |
$4.02K - $4.8K
|
5.3K
$411K
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-103- 0.3% |
$4.14K - $4.94K
|
34.8K
$2.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-104- 2.87% |
$4.18K - $4.99K
|
3.52K
$273K
|
|
|
Feb 10, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-105- 0.3% |
$4.22K - $5.03K
|
34.4K
$2.67M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-111- 0.81% |
$4.47K - $5.32K
|
13.5K
$1.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-111- 13.14% |
$4.47K - $5.32K
|
734
$56.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-118- 0.62% |
$4.75K - $5.66K
|
18.8K
$1.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-120- 8.92% |
$4.83K - $5.75K
|
1.23K
$95K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
SELL
|
- |
-120- 1.16% |
$4.83K - $5.75K
|
10.3K
$796K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-121- 0.25% |
$4.87K - $5.8K
|
49.1K
$3.81M
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-122- 2.21% |
$4.91K - $5.85K
|
5.41K
$419K
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-123- 0.43% |
$4.95K - $5.9K
|
28.3K
$2.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-124- 18.02% |
$4.99K - $5.95K
|
564
$43.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-125- 2.51% |
$5.03K - $5.99K
|
4.86K
$377K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-126- 1.14% |
$5.07K - $6.04K
|
10.9K
$845K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-127- 44.25% |
$5.11K - $6.09K
|
160
$12.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-128- 1.81% |
$5.15K - $6.14K
|
6.95K
$539K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
SELL
|
- |
-130- 0.81% |
$5.23K - $6.23K
|
15.9K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-132- 1.22% |
$5.31K - $6.33K
|
10.7K
$827K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-133- 1.49% |
$5.35K - $6.38K
|
8.79K
$682K
|
|
|
Feb 10, 2023
Q4 2022
|
Exos Tfp Holdings LLC
New York, NY |
SELL
|
- |
-133- 5.59% |
$5.35K - $6.38K
|
2.25K
$174K
|
|
|
Jan 17, 2023
Q4 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-136- 37.99% |
$5.47K - $6.52K
|
222
$17.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-146- 30.29% |
$5.87K - $7K
|
336
$26.1K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-150- 77.72% |
$6.03K - $7.19K
|
43
$3.33K
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-154- 1.44% |
$6.2K - $7.38K
|
10.5K
$816K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-157- 5.88% |
$6.32K - $7.53K
|
2.52K
$195K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-158- 0.57% |
$6.36K - $7.58K
|
27.6K
$2.14M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-160- 0.46% |
$6.44K - $7.67K
|
34.5K
$2.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-160- 1.38% |
$6.44K - $7.67K
|
11.4K
$888K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-164- 2.33% |
$6.6K - $7.86K
|
6.87K
$533K
|