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 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
7.54K+ 20.96% |
$303K - $362K
|
43.5K
$3.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.52KNew |
$302K - $360K
|
7.52K
$562K
|
|
|
Feb 14, 2023
Q4 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
BUY
|
- |
7.51K+ 0.45% |
$302K - $360K
|
1.69M
$126M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
7.47K+ 154.76% |
$301K - $358K
|
12.3K
$920K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
7.46KNew |
$300K - $358K
|
7.46K
$558K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
7.45K+ 22.86% |
$300K - $357K
|
40.1K
$3M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7.38KNew |
$297K - $354K
|
7.38K
$552K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.31K+ 74.15% |
$294K - $351K
|
17.2K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
7.15K+ 71.95% |
$287K - $343K
|
17.1K
$1.28M
|
|
|
Jan 17, 2023
Q4 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
7.11K+ 2.49% |
$286K - $341K
|
293K
$21.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.03K+ 13.29% |
$283K - $337K
|
60K
$4.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
7KNew |
$282K - $336K
|
7K
$523K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
6.99KNew |
$281K - $335K
|
6.99K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.98K+ 91.33% |
$281K - $335K
|
14.6K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
6.96K+ 60.42% |
$280K - $334K
|
18.5K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.9K+ 23.77% |
$278K - $331K
|
35.9K
$2.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Governors Lane LP
New York, NY |
BUY
|
- |
6.9K+ 1.06% |
$278K - $331K
|
660K
$49.4M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
6.89KNew |
$277K - $330K
|
6.89K
$515K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
6.88KNew |
$277K - $330K
|
6.88K
$514K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.85K+ 81.91% |
$275K - $328K
|
15.2K
$1.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.8K+ 66.26% |
$273K - $326K
|
17.1K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Candriam S.C.A.
|
BUY
|
- |
6.68K+ 2.63% |
$269K - $320K
|
260K
$19.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.61K+ 7.57% |
$266K - $317K
|
93.9K
$7.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
6.6KNew |
$266K - $317K
|
6.6K
$494K
|
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
6.58K+ 51.7% |
$265K - $316K
|
19.3K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
6.56K+ 1.54% |
$264K - $315K
|
432K
$32.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.32K+ 11.24% |
$254K - $303K
|
62.5K
$4.68M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
6.32KNew |
$254K - $303K
|
6.32K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.3KNew |
$254K - $302K
|
6.3K
$471K
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
6.23K+ 11.35% |
$250K - $298K
|
61.1K
$4.57M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
6.21K+ 52.58% |
$250K - $298K
|
18K
$1.35M
|
|
|
Jan 04, 2023
Q4 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
6.13K+ 1.65% |
$246K - $294K
|
378K
$28.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.1KNew |
$246K - $293K
|
6.1K
$456K
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
6.09K+ 66.68% |
$245K - $292K
|
15.2K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6.07K+ 11.8% |
$244K - $291K
|
57.5K
$4.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
6.04KNew |
$243K - $289K
|
6.04K
$451K
|
|
|
Jan 17, 2023
Q4 2022
|
Fenimore Asset Management Inc
|
BUY
|
- |
6KNew |
$241K - $288K
|
6K
$449K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
6KNew |
$241K - $288K
|
6K
$448K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5.95K+ 56.49% |
$239K - $285K
|
16.5K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.91K+ 0.85% |
$238K - $283K
|
704K
$52.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Beta Wealth Group, Inc.
|
BUY
|
- |
5.9KNew |
$237K - $283K
|
5.9K
$441K
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
5.9KNew |
$237K - $283K
|
5.9K
$441K
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
5.88K+ 1.1% |
$237K - $282K
|
543K
$40.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.8K+ 39.88% |
$233K - $278K
|
20.3K
$1.52M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
5.79KNew |
$233K - $278K
|
5.79K
$433K
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
5.78KNew |
$232K - $277K
|
5.78K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
5.74KNew |
$231K - $275K
|
5.74K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
5.73KNew |
$230K - $275K
|
5.73K
$428K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5.7K+ 5.56% |
$229K - $273K
|
108K
$8.09M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
5.64K+ 5.8% |
$227K - $271K
|
103K
$7.7M
|