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 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-800- 4.35% |
$32.2K - $38.4K
|
17.6K
$1.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-800- 3.31% |
$32.2K - $38.4K
|
23.4K
$1.82M
|
|
|
Jun 14, 2023
Q4 2022
|
State Board Of Administration Of Florida Retirement System
|
SELL
|
- |
-800- 0.02% |
$32.2K - $38.4K
|
4.34M
$338M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-806- 2.94% |
$32.4K - $38.6K
|
26.6K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-810- 1.45% |
$32.6K - $38.8K
|
55K
$4.28M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
SELL
|
- |
-811- 10.16% |
$32.6K - $38.9K
|
7.17K
$558K
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-813- 5.94% |
$32.7K - $39K
|
12.9K
$1M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-813- 25.01% |
$32.7K - $39K
|
2.44K
$190K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
SELL
|
- |
-814- 9.63% |
$32.7K - $39K
|
7.64K
$595K
|
|
|
May 16, 2023
Q4 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-819- 13.9% |
$32.9K - $39.3K
|
5.07K
$395K
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-820- 3.5% |
$33K - $39.3K
|
22.6K
$1.76M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-835- 5.07% |
$33.6K - $40K
|
15.6K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-840- 14.22% |
$33.8K - $40.3K
|
5.07K
$394K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-840- 4.85% |
$33.8K - $40.3K
|
16.5K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-844- 5.23% |
$34K - $40.5K
|
15.3K
$1.19M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-850- 14.75% |
$34.2K - $40.8K
|
4.91K
$382K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-850- 14.75% |
$34.2K - $40.8K
|
4.91K
$382K
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-867- 2.14% |
$34.9K - $41.6K
|
39.7K
$3.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-872- 3.19% |
$35.1K - $41.8K
|
26.5K
$2.06M
|
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
SELL
|
- |
-875- 52.93% |
$35.2K - $42K
|
778
$60.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
SELL
|
- |
-882- 2.14% |
$35.5K - $42.3K
|
40.3K
$3.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-910- 5.54% |
$36.6K - $43.6K
|
15.5K
$1.21M
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-917- 2.49% |
$36.9K - $44K
|
35.9K
$2.8M
|
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-918- 8.58% |
$36.9K - $44K
|
9.78K
$761K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-928- 1.61% |
$37.3K - $44.5K
|
56.9K
$4.43M
|
|
|
Feb 08, 2023
Q4 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-930- 0.9% |
$37.4K - $44.6K
|
102K
$7.98M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-935- 3.61% |
$37.6K - $44.8K
|
24.9K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-938- 7.51% |
$37.7K - $45K
|
11.6K
$900K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-950- 19.5% |
$38.2K - $45.6K
|
3.92K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-951- 16.44% |
$38.3K - $45.6K
|
4.83K
$376K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-955- 12.35% |
$38.4K - $45.8K
|
6.78K
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-962- 5.58% |
$38.7K - $46.1K
|
16.3K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-964- 2.11% |
$38.8K - $46.2K
|
44.7K
$3.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-969- 2.82% |
$39K - $46.5K
|
33.4K
$2.6M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-973- 0.1% |
$39.1K - $46.7K
|
992K
$77.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-982- 1.1% |
$39.5K - $47.1K
|
88K
$6.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-986- 4.85% |
$39.7K - $47.3K
|
19.4K
$1.51M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-988- 41.92% |
$39.7K - $47.4K
|
1.37K
$107K
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-991- 8.3% |
$39.9K - $47.5K
|
10.9K
$852K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-996- 3.59% |
$40.1K - $47.8K
|
26.7K
$2.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-996- 2.21% |
$40.1K - $47.8K
|
44.1K
$3.43M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 39.95% |
$40.2K - $48K
|
1.5K
$117K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1K- 29.45% |
$40.2K - $48K
|
2.4K
$187K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1K- 15.88% |
$40.2K - $48K
|
5.3K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-1K- 4.21% |
$40.2K - $48K
|
22.7K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.01K- 11.46% |
$40.5K - $48.2K
|
7.77K
$605K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1.02K- 5.91% |
$40.9K - $48.7K
|
16.2K
$1.26M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.03K- 5.84% |
$41.3K - $49.2K
|
16.5K
$1.29M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.03K- 0.51% |
$41.4K - $49.3K
|
202K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 7.0% |
$41.4K - $49.3K
|
13.7K
$1.06M
|