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 07, 2022
Q3 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
40+ 0.1% |
$62 - $1.82K
|
40.2K
$2.86M
|
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
36+ 0.68% |
$55.8 - $1.64K
|
5.34K
$379K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
35+ 3.81% |
$54.3 - $1.59K
|
954
$67.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
33+ 0.39% |
$51.2 - $1.5K
|
8.41K
$598K
|
|
|
Oct 24, 2022
Q3 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
28+ 0.46% |
$43.4 - $1.27K
|
6.18K
$439K
|
|
|
Nov 14, 2022
Q3 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
28+ 0.29% |
$43.4 - $1.27K
|
9.8K
$697K
|
|
|
Oct 20, 2022
Q3 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
27+ 0.2% |
$41.9 - $1.23K
|
13.3K
$943K
|
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
27+ 0.36% |
$41.9 - $1.23K
|
7.48K
$532K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
26+ 0.65% |
$40.3 - $1.18K
|
4.05K
$288K
|
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.24% |
$38.8 - $1.14K
|
10.3K
$733K
|
|
|
Nov 14, 2022
Q3 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
24+ 0.02% |
$37.2 - $1.09K
|
121K
$8.59M
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
23+ 0.25% |
$35.7 - $1.05K
|
9.08K
$645K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
23+ 0.27% |
$35.7 - $1.05K
|
8.45K
$601K
|
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
23+ 0.92% |
$35.7 - $1.05K
|
2.53K
$180K
|
|
|
Oct 21, 2022
Q3 2022
|
West Wealth Group, LLC
|
BUY
|
- |
22+ 0.27% |
$34.1 - $1K
|
8.03K
$571K
|
|
|
Nov 01, 2022
Q3 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
19+ 0.21% |
$29.5 - $865
|
9.23K
$656K
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
18+ 0.06% |
$27.9 - $820
|
30.2K
$2.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
17+ 0.2% |
$26.4 - $774
|
8.63K
$614K
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
16+ 0.19% |
$24.8 - $728
|
8.65K
$615K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
15+ 0.17% |
$23.3 - $683
|
8.72K
$620K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15+ 0.06% |
$23.3 - $683
|
24.2K
$1.72M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
15+ 1.14% |
$23.3 - $683
|
1.34K
$95K
|
|
|
Jun 17, 2024
Q3 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
15+ 0.17% |
$23.3 - $683
|
8.84K
$628K
|
|
|
Oct 18, 2022
Q3 2022
|
First American Trust, Fsb
|
BUY
|
- |
14+ 0.01% |
$21.7 - $637
|
232K
$16.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
14+ 0.14% |
$21.7 - $637
|
10.2K
$723K
|
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
14+ 0.08% |
$21.7 - $637
|
17.5K
$1.25M
|
|
|
Oct 18, 2022
Q3 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
13+ 0.21% |
$20.2 - $592
|
6.09K
$433K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
13+ 0.08% |
$20.2 - $592
|
15.8K
$1.12M
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
13+ 0.08% |
$20.2 - $592
|
16.2K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
13+ 0.14% |
$20.2 - $592
|
9.62K
$684K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
13+ 0.37% |
$20.2 - $592
|
3.49K
$248K
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
12+ 0.08% |
$18.6 - $546
|
14.4K
$1.02M
|
|
|
Oct 21, 2022
Q3 2022
|
Papp L Roy & Associates
|
BUY
|
- |
12+ 0.18% |
$18.6 - $546
|
6.79K
$483K
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12+ 0.69% |
$18.6 - $546
|
1.75K
$125K
|
|
|
Nov 07, 2022
Q3 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
12+ 0.03% |
$18.6 - $546
|
34.8K
$2.48M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12+ 0.41% |
$18.6 - $546
|
2.91K
$207K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
11+ 0.1% |
$17.1 - $501
|
11.3K
$806K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
11+ 0.12% |
$17.1 - $501
|
9.46K
$672K
|
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
11+ 0.15% |
$17.1 - $501
|
7.21K
$513K
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
10+ 0.15% |
$15.5 - $455
|
6.88K
$489K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
9+ 0.69% |
$14 - $410
|
1.32K
$93.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
9+ 0.13% |
$14 - $410
|
7.12K
$507K
|
|
|
Oct 31, 2022
Q3 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
9+ 0.09% |
$14 - $410
|
10.2K
$722K
|
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
9+ 0.07% |
$14 - $410
|
12.9K
$916K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
9+ 0.08% |
$14 - $410
|
11.5K
$817K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
9+ 0.08% |
$14 - $410
|
11.5K
$817K
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.63% |
$12.4 - $364
|
1.28K
$91.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
8+ 0.06% |
$12.4 - $364
|
13.3K
$946K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
7+ 0.2% |
$10.9 - $319
|
3.47K
$246K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
7+ 0.03% |
$10.9 - $319
|
21.2K
$1.51M
|