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
|
Btc Capital Management, Inc.
|
SELL
|
- |
-5.45K- 3.49% |
$219K - $261K
|
151K
$11.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.5K- 23.85% |
$221K - $264K
|
17.6K
$1.37M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5.54K- 45.73% |
$223K - $266K
|
6.58K
$512K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.64K- 26.94% |
$227K - $270K
|
15.3K
$1.19M
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-5.64K- 10.51% |
$227K - $271K
|
48.1K
$3.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.68K- 6.91% |
$229K - $272K
|
76.5K
$5.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-5.77K- 2.98% |
$232K - $277K
|
188K
$14.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-5.8K- 0.03% |
$233K - $278K
|
17.5M
$1.36B
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.83K- 1.02% |
$234K - $279K
|
565K
$44M
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-5.85K- 50.0% |
$235K - $281K
|
5.85K
$456K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-5.87K- 44.11% |
$236K - $281K
|
7.43K
$579K
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-5.87K- 5.49% |
$236K - $281K
|
101K
$7.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.12K- 9.15% |
$246K - $294K
|
60.8K
$4.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-6.15K- 2.49% |
$247K - $295K
|
241K
$18.8M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-6.27K- 23.83% |
$252K - $300K
|
20K
$1.56M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-6.3K- 0.93% |
$253K - $302K
|
674K
$52.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.32K- 19.24% |
$254K - $303K
|
26.5K
$2.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Factorial Partners, LLC
|
SELL
|
- |
-6.4K- 7.52% |
$257K - $307K
|
78.7K
$6.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.46K- 17.2% |
$260K - $310K
|
31.1K
$2.42M
|
|
|
Jan 24, 2023
Q4 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-6.51K- 13.48% |
$262K - $312K
|
41.8K
$3.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-6.53K- 67.54% |
$263K - $313K
|
3.14K
$244K
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-6.54K- 18.56% |
$263K - $314K
|
28.7K
$2.23M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-6.58K- 10.11% |
$265K - $316K
|
58.6K
$4.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-6.64K- 2.92% |
$267K - $318K
|
221K
$17.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-6.68K- 1.21% |
$269K - $320K
|
544K
$42.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-6.73K- 2.49% |
$271K - $323K
|
263K
$20.5M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-6.74K- 4.59% |
$271K - $323K
|
140K
$10.9M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-6.91K- 38.78% |
$278K - $331K
|
10.9K
$849K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7.22K- 41.14% |
$290K - $346K
|
10.3K
$804K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-7.38K- 3.43% |
$297K - $354K
|
208K
$16.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-7.46K- 10.04% |
$300K - $358K
|
66.8K
$5.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-7.57K- 28.28% |
$305K - $363K
|
19.2K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-7.73K- 14.53% |
$311K - $371K
|
45.5K
$3.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-7.93K- 8.92% |
$319K - $380K
|
80.9K
$6.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-7.99K- 8.29% |
$321K - $383K
|
88.4K
$6.88M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-8.18K- 9.57% |
$329K - $392K
|
77.4K
$6.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.84K- 3.98% |
$356K - $424K
|
213K
$16.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
SELL
|
- |
-9.03K- 0.81% |
$363K - $433K
|
1.1M
$85.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-9.1K- 2.45% |
$366K - $436K
|
362K
$28.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-9.1K- 1.47% |
$366K - $436K
|
609K
$47.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-9.23K- 11.7% |
$371K - $443K
|
69.6K
$5.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-9.32K- 0.7% |
$375K - $447K
|
1.33M
$104M
|
|
|
Feb 10, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-9.62K- 12.22% |
$387K - $461K
|
69.1K
$5.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-9.97K- 10.3% |
$401K - $478K
|
86.8K
$6.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10.2K- 25.57% |
$412K - $491K
|
29.8K
$2.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 6.14% |
$412K - $491K
|
157K
$12.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.5K- 9.7% |
$422K - $502K
|
97.6K
$7.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.5K- 14.98% |
$424K - $505K
|
59.8K
$4.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-10.5K- 3.91% |
$424K - $506K
|
259K
$20.2M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.6K- 8.71% |
$426K - $508K
|
111K
$8.65M
|