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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-164- 2.33% |
$6.6K - $7.86K
|
6.87K
$542K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-165- 0.35% |
$6.64K - $7.91K
|
47.3K
$3.72M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-172- 0.12% |
$6.92K - $8.25K
|
138K
$10.9M
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-175- 2.31% |
$7.04K - $8.39K
|
7.39K
$582K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-179- 0.76% |
$7.2K - $8.58K
|
23.5K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-180- 2.82% |
$7.24K - $8.63K
|
6.2K
$488K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-182- 0.87% |
$7.32K - $8.73K
|
20.7K
$1.63M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-186- 1.84% |
$7.48K - $8.92K
|
9.94K
$783K
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-186- 1.16% |
$7.48K - $8.92K
|
15.8K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-186- 0.14% |
$7.48K - $8.92K
|
138K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-186- 1.19% |
$7.48K - $8.92K
|
15.4K
$1.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-187- 2.86% |
$7.52K - $8.97K
|
6.35K
$501K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-188- 1.32% |
$7.56K - $9.01K
|
14K
$1.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-190- 10.76% |
$7.64K - $9.11K
|
1.58K
$124K
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-191- 2.11% |
$7.68K - $9.16K
|
8.86K
$698K
|
|
|
Feb 10, 2023
Q4 2022
|
Excalibur Management Corp
|
SELL
|
- |
-192- 0.85% |
$7.72K - $9.21K
|
22.3K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-193- 0.76% |
$7.76K - $9.25K
|
25.1K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-193- 0.43% |
$7.76K - $9.25K
|
44.4K
$3.5M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-195- 5.97% |
$7.84K - $9.35K
|
3.07K
$242K
|
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-195- 3.2% |
$7.84K - $9.35K
|
5.89K
$464K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-197- 1.29% |
$7.93K - $9.45K
|
15.1K
$1.19M
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-200- 1.7% |
$8.05K - $9.59K
|
11.5K
$909K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
SELL
|
- |
-200- 0.97% |
$8.05K - $9.59K
|
20.5K
$1.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Hoertkorn Richard Charles
|
SELL
|
- |
-200- 0.2% |
$8.05K - $9.59K
|
102K
$8.01M
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-200- 1.53% |
$8.05K - $9.59K
|
12.8K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-203- 0.44% |
$8.17K - $9.73K
|
45.8K
$3.61M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-204- 36.43% |
$8.21K - $9.78K
|
356
$28.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-205- 11.21% |
$8.25K - $9.83K
|
1.62K
$128K
|
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-206Closed |
$8.29K - $9.88K
|
0
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Humankind Investments LLC
|
SELL
|
- |
-207- 2.23% |
$8.33K - $9.93K
|
9.07K
$714K
|
|
|
Jan 31, 2023
Q4 2022
|
Core Alternative Capital
|
SELL
|
- |
-209- 8.13% |
$8.41K - $10K
|
2.36K
$186K
|
|
|
Jan 23, 2023
Q4 2022
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
SELL
|
- |
-210- 50.0% |
$8.45K - $10.1K
|
210
$16.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-210- 3.31% |
$8.45K - $10.1K
|
6.13K
$483K
|
|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-212- 1.94% |
$8.53K - $10.2K
|
10.7K
$843K
|
|
|
Jan 11, 2023
Q4 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-213- 0.51% |
$8.57K - $10.2K
|
41.6K
$3.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-214- 3.09% |
$8.61K - $10.3K
|
6.72K
$529K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-215- 1.38% |
$8.65K - $10.3K
|
15.4K
$1.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-215- 0.27% |
$8.65K - $10.3K
|
80.1K
$6.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-216- 2.2% |
$8.69K - $10.4K
|
9.58K
$755K
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-218- 0.46% |
$8.77K - $10.5K
|
47.6K
$3.75M
|
|
|
Jan 18, 2023
Q4 2022
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-221- 0.26% |
$8.89K - $10.6K
|
83.4K
$6.57M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
SELL
|
- |
-227- 1.38% |
$9.13K - $10.9K
|
16.2K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-227- 0.58% |
$9.13K - $10.9K
|
39.2K
$3.09M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-230- 0.33% |
$9.25K - $11K
|
69.7K
$5.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-230- 2.66% |
$9.25K - $11K
|
8.4K
$662K
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-234- 4.59% |
$9.41K - $11.2K
|
4.86K
$383K
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
SELL
|
- |
-235- 0.51% |
$9.45K - $11.3K
|
46.2K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-236- 2.55% |
$9.49K - $11.3K
|
9.02K
$711K
|
|
|
Jan 12, 2023
Q4 2022
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-237- 0.13% |
$9.53K - $11.4K
|
180K
$14.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-244- 1.57% |
$9.82K - $11.7K
|
15.3K
$1.21M
|