Purchases and Sales Made in Q3 2022 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
128+ 0.4% |
$198 - $5.83K
|
32.2K
$2.29M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
127+ 79.38% |
$197 - $5.78K
|
287
$20.4K
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
126+ 3.87% |
$195 - $5.74K
|
3.38K
$240K
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
126+ 1.08% |
$195 - $5.74K
|
11.8K
$838K
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
125+ 20.19% |
$194 - $5.69K
|
744
$52.9K
|
|
Nov 08, 2022
Q3 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
123+ 0.54% |
$191 - $5.6K
|
23K
$1.64M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
123+ 1.67% |
$191 - $5.6K
|
7.47K
$531K
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
BUY
|
- |
122+ 1.34% |
$189 - $5.55K
|
9.21K
$655K
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
122+ 1.62% |
$189 - $5.55K
|
7.65K
$544K
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
115+ 0.18% |
$178 - $5.24K
|
64.2K
$4.57M
|
|
Oct 21, 2022
Q3 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
110+ 0.36% |
$171 - $5.01K
|
30.5K
$2.17M
|
|
Nov 03, 2022
Q3 2022
|
Gilbert & Cook, Inc.
|
BUY
|
- |
106+ 0.59% |
$164 - $4.83K
|
18K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
104+ 0.32% |
$161 - $4.74K
|
32.3K
$2.3M
|
|
Oct 25, 2022
Q3 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
102+ 0.17% |
$158 - $4.64K
|
59.4K
$4.23M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
101+ 7.36% |
$157 - $4.6K
|
1.47K
$105K
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
100+ 12.9% |
$155 - $4.55K
|
875
$62.2K
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
100+ 1.09% |
$155 - $4.55K
|
9.25K
$658K
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
99+ 1.47% |
$153 - $4.51K
|
6.82K
$485K
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
97+ 0.29% |
$150 - $4.42K
|
33.5K
$2.38M
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
96+ 0.43% |
$149 - $4.37K
|
22.5K
$1.6M
|
|
Nov 03, 2022
Q3 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
96+ 0.39% |
$149 - $4.37K
|
25K
$1.77M
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
BUY
|
- |
95+ 1.2% |
$147 - $4.33K
|
7.98K
$568K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
92+ 0.75% |
$143 - $4.19K
|
12.3K
$874K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
88+ 2.49% |
$136 - $4.01K
|
3.63K
$258K
|
|
Nov 08, 2022
Q3 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
88+ 0.16% |
$136 - $4.01K
|
54.1K
$3.85M
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
85+ 0.6% |
$132 - $3.87K
|
14.3K
$1.02M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
85+ 1.67% |
$132 - $3.87K
|
5.19K
$369K
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
85+ 0.66% |
$132 - $3.87K
|
13K
$925K
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
82+ 1.52% |
$127 - $3.73K
|
5.49K
$390K
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
77+ 14.81% |
$119 - $3.51K
|
597
$42.5K
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
77+ 0.61% |
$119 - $3.51K
|
12.6K
$898K
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
73+ 0.66% |
$113 - $3.32K
|
11.2K
$794K
|
|
Nov 10, 2022
Q3 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
72+ 0.02% |
$112 - $3.28K
|
450K
$32M
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
71+ 4.35% |
$110 - $3.23K
|
1.7K
$121K
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
70+ 13.21% |
$109 - $3.19K
|
600
$42.7K
|
|
Nov 10, 2022
Q3 2022
|
Round Hill Asset Management
Pasadena, CA |
BUY
|
- |
65+ 0.14% |
$101 - $2.96K
|
45.4K
$3.23M
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
61+ 0.27% |
$94.6 - $2.78K
|
22.4K
$1.59M
|
|
Nov 08, 2022
Q3 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
54+ 5.86% |
$83.7 - $2.46K
|
975
$69.3K
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
51+ 0.72% |
$79.1 - $2.32K
|
7.14K
$508K
|
|
Nov 15, 2022
Q3 2022
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
50New |
$77.5 - $2.28K
|
50
$3.56K
|
|
Oct 28, 2022
Q3 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
49+ 0.49% |
$76 - $2.23K
|
10.1K
$720K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
49+ 0.7% |
$76 - $2.23K
|
7.08K
$503K
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
48+ 35.04% |
$74.4 - $2.19K
|
185
$13.2K
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
47+ 0.09% |
$72.9 - $2.14K
|
54.9K
$3.9M
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
BUY
|
- |
44+ 0.53% |
$68.2 - $2K
|
8.33K
$593K
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
44+ 0.03% |
$68.2 - $2K
|
129K
$9.19M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
44+ 2.09% |
$68.2 - $2K
|
2.15K
$153K
|
|
Nov 14, 2022
Q3 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
44+ 0.49% |
$68.2 - $2K
|
8.94K
$635K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
43+ 0.37% |
$66.7 - $1.96K
|
11.6K
$824K
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
43+ 25.0% |
$66.7 - $1.96K
|
215
$15.3K
|