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 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.6K- 33.03% |
$145K - $173K
|
7.3K
$575K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.63K- 0.28% |
$146K - $174K
|
1.28M
$101M
|
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.65K- 1.4% |
$147K - $175K
|
257K
$20.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.68K- 15.98% |
$148K - $176K
|
19.4K
$1.53M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.68K- 4.52% |
$148K - $177K
|
77.7K
$6.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-3.7K- 37.49% |
$149K - $177K
|
6.17K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-3.81K- 15.3% |
$153K - $183K
|
21.1K
$1.66M
|
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-3.84K- 25.93% |
$155K - $184K
|
11K
$865K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-3.92K- 24.72% |
$158K - $188K
|
11.9K
$940K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.92K- 19.93% |
$158K - $188K
|
15.8K
$1.24M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-3.93K- 8.92% |
$158K - $188K
|
40.2K
$3.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-3.94K- 4.3% |
$158K - $189K
|
87.7K
$6.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4K- 8.05% |
$161K - $192K
|
45.7K
$3.6M
|
|
|
Jan 20, 2023
Q4 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4K- 7.14% |
$161K - $192K
|
52K
$4.1M
|
|
|
Dec 09, 2024
Q4 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-4.01K- 0.53% |
$161K - $192K
|
759K
$59.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-4.03K- 1.36% |
$162K - $193K
|
291K
$23M
|
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-4.03K- 3.85% |
$162K - $193K
|
101K
$7.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
SELL
|
- |
-4.03K- 25.12% |
$162K - $193K
|
12K
$947K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-4.05K- 23.79% |
$163K - $194K
|
13K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-4.07K- 7.84% |
$164K - $195K
|
47.9K
$3.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-4.16K- 0.49% |
$167K - $200K
|
838K
$66M
|
|
|
Feb 07, 2023
Q4 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-4.2K- 5.99% |
$169K - $201K
|
66K
$5.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Cooke & Bieler LP
|
SELL
|
- |
-4.25K- 3.81% |
$171K - $204K
|
107K
$8.44M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-4.29K- 1.37% |
$173K - $206K
|
309K
$24.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.3K- 16.38% |
$173K - $206K
|
21.9K
$1.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-4.32K- 7.26% |
$174K - $207K
|
55.1K
$4.34M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-4.42K- 24.2% |
$178K - $212K
|
13.8K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4.46K- 14.47% |
$180K - $214K
|
26.4K
$2.08M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.83K- 46.06% |
$194K - $232K
|
5.66K
$446K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.92K- 1.86% |
$198K - $236K
|
260K
$20.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.93K- 5.09% |
$198K - $236K
|
91.8K
$7.24M
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-4.95K- 0.72% |
$199K - $237K
|
679K
$53.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-4.95K- 8.54% |
$199K - $237K
|
53K
$4.18M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.96K- 12.13% |
$200K - $238K
|
36K
$2.83M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-5K- 1.03% |
$201K - $240K
|
479K
$37.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-5K- 10.53% |
$201K - $240K
|
42.5K
$3.35M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.03K- 5.17% |
$202K - $241K
|
92.3K
$7.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
SELL
|
- |
-5.06K- 19.4% |
$204K - $243K
|
21K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-5.09K- 33.34% |
$205K - $244K
|
10.2K
$802K
|
|
|
Feb 14, 2023
Q4 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-5.1K- 18.91% |
$205K - $245K
|
21.9K
$1.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-5.13K- 36.29% |
$206K - $246K
|
9K
$709K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-5.14K- 4.86% |
$207K - $246K
|
101K
$7.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-5.18K- 15.0% |
$208K - $248K
|
29.3K
$2.31M
|
|
|
Jan 20, 2023
Q4 2022
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-5.26K- 4.41% |
$212K - $252K
|
114K
$9M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-5.27K- 21.44% |
$212K - $253K
|
19.3K
$1.52M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.28K- 39.78% |
$212K - $253K
|
7.99K
$629K
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-5.29K- 13.21% |
$213K - $254K
|
34.7K
$2.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
SELL
|
- |
-5.37K- 3.63% |
$216K - $258K
|
142K
$11.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.43K- 2.4% |
$218K - $260K
|
220K
$17.4M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-5.43K- 2.4% |
$218K - $260K
|
220K
$17.4M
|