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 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-247- 2.74% |
$9.94K - $11.8K
|
8.77K
$680K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-250- 1.14% |
$10.1K - $12K
|
21.6K
$1.68M
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-250- 0.45% |
$10.1K - $12K
|
55.6K
$4.31M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-250- 0.89% |
$10.1K - $12K
|
27.7K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-250- 1.92% |
$10.1K - $12K
|
12.8K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-250- 3.33% |
$10.1K - $12K
|
7.27K
$564K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-252- 0.41% |
$10.1K - $12.1K
|
60.7K
$4.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-255- 0.92% |
$10.3K - $12.2K
|
27.4K
$2.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-262- 1.49% |
$10.5K - $12.6K
|
17.4K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-263- 4.3% |
$10.6K - $12.6K
|
5.85K
$454K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-266- 1.72% |
$10.7K - $12.8K
|
15.2K
$1.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-267- 10.11% |
$10.7K - $12.8K
|
2.37K
$184K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-269- 0.19% |
$10.8K - $12.9K
|
144K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-270- 15.44% |
$10.9K - $12.9K
|
1.48K
$115K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-273- 0.54% |
$11K - $13.1K
|
50.6K
$3.92M
|
|
|
Jan 23, 2023
Q4 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-277- 3.35% |
$11.1K - $13.3K
|
7.99K
$619K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-279- 1.25% |
$11.2K - $13.4K
|
22K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Rock Creek Group, LP
|
SELL
|
- |
-282- 5.38% |
$11.3K - $13.5K
|
4.96K
$385K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-285- 6.34% |
$11.5K - $13.7K
|
4.21K
$326K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-285- 6.34% |
$11.5K - $13.7K
|
4.21K
$326K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
SELL
|
- |
-288- 2.17% |
$11.6K - $13.8K
|
13K
$1.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-291- 3.21% |
$11.7K - $14K
|
8.79K
$681K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-292- 3.62% |
$11.7K - $14K
|
7.77K
$602K
|
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
SELL
|
- |
-295- 3.95% |
$11.9K - $14.1K
|
7.16K
$555K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-297- 1.42% |
$11.9K - $14.2K
|
20.7K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-299- 2.22% |
$12K - $14.3K
|
13.2K
$1.02M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-300- 2.74% |
$12.1K - $14.4K
|
10.7K
$827K
|
|
|
Jan 18, 2023
Q4 2022
|
Ckw Financial Group
|
SELL
|
- |
-300- 4.62% |
$12.1K - $14.4K
|
6.2K
$481K
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-300- 3.9% |
$12.1K - $14.4K
|
7.4K
$574K
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-302- 0.71% |
$12.1K - $14.5K
|
42.5K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-304- 3.96% |
$12.2K - $14.6K
|
7.38K
$572K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-306- 2.38% |
$12.3K - $14.7K
|
12.5K
$973K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-307- 29.89% |
$12.4K - $14.7K
|
720
$55.8K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-310- 0.49% |
$12.5K - $14.9K
|
62.9K
$4.87M
|
|
|
Feb 10, 2023
Q4 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-310- 2.26% |
$12.5K - $14.9K
|
13.4K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-310- 22.96% |
$12.5K - $14.9K
|
1.04K
$80.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-313- 0.1% |
$12.6K - $15K
|
312K
$24.2M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-320- 2.52% |
$12.9K - $15.3K
|
12.4K
$960K
|
|
|
Jan 17, 2023
Q4 2022
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-325- 5.16% |
$13.1K - $15.6K
|
5.98K
$463K
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
SELL
|
- |
-329- 0.94% |
$13.2K - $15.8K
|
34.8K
$2.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-344- 8.44% |
$13.8K - $16.5K
|
3.73K
$289K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-347- 80.89% |
$14K - $16.6K
|
82
$6.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-347- 0.97% |
$14K - $16.6K
|
35.4K
$2.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-350- 0.52% |
$14.1K - $16.8K
|
66.8K
$5.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-350- 74.79% |
$14.1K - $16.8K
|
118
$9.15K
|
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-350- 2.91% |
$14.1K - $16.8K
|
11.7K
$906K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-352- 0.27% |
$14.2K - $16.9K
|
132K
$10.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-354- 1.28% |
$14.2K - $17K
|
27.2K
$2.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-369- 5.51% |
$14.8K - $17.7K
|
6.33K
$491K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-370- 0.26% |
$14.9K - $17.7K
|
143K
$11.1M
|