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 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-7- 0.11% |
$10.9 - $319
|
6.24K
$444K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-9- 0.02% |
$14 - $410
|
40.1K
$2.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-9- 0.43% |
$14 - $410
|
2.06K
$147K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-15- 0.1% |
$23.3 - $683
|
15.7K
$1.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-17- 0.14% |
$26.4 - $774
|
11.8K
$840K
|
|
|
Oct 21, 2022
Q3 2022
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-22- 0.23% |
$34.1 - $1K
|
9.54K
$679K
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-22- 0.91% |
$34.1 - $1K
|
2.39K
$170K
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-24- 0.31% |
$37.2 - $1.09K
|
7.81K
$555K
|
|
|
Oct 25, 2022
Q3 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-25- 0.2% |
$38.8 - $1.14K
|
12.5K
$892K
|
|
|
Nov 08, 2022
Q3 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-25- 0.49% |
$38.8 - $1.14K
|
5.11K
$363K
|
|
|
Nov 14, 2022
Q3 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-25- 0.32% |
$38.8 - $1.14K
|
7.73K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-27- 4.1% |
$41.9 - $1.23K
|
631
$44.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-29- 1.78% |
$45 - $1.32K
|
1.6K
$114K
|
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
SELL
|
- |
-35- 0.12% |
$54.3 - $1.59K
|
28K
$1.99M
|
|
|
Oct 07, 2022
Q3 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-36- 0.32% |
$55.8 - $1.64K
|
11.3K
$807K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-37- 2.44% |
$57.4 - $1.68K
|
1.48K
$105K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-37- 0.62% |
$57.4 - $1.68K
|
5.91K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-38- 0.09% |
$58.9 - $1.73K
|
41.3K
$2.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-39- 0.42% |
$60.5 - $1.78K
|
9.27K
$659K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-40- 2.29% |
$62 - $1.82K
|
1.71K
$122K
|
|
|
Oct 21, 2022
Q3 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-40- 0.07% |
$62 - $1.82K
|
58.2K
$4.14M
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-40- 0.43% |
$62 - $1.82K
|
9.34K
$664K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-43- 0.34% |
$66.7 - $1.96K
|
12.7K
$903K
|
|
|
Oct 14, 2022
Q3 2022
|
First Community Trust Na
|
SELL
|
- |
-50- 2.21% |
$77.5 - $2.28K
|
2.21K
$157K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-50- 0.29% |
$77.5 - $2.28K
|
17.4K
$1.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-50- 41.32% |
$77.5 - $2.28K
|
71
$5.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Ckw Financial Group
|
SELL
|
- |
-50- 0.76% |
$77.5 - $2.28K
|
6.5K
$462K
|
|
|
Nov 15, 2022
Q3 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-50- 0.93% |
$77.5 - $2.28K
|
5.35K
$380K
|
|
|
Nov 15, 2022
Q3 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-50- 0.3% |
$77.5 - $2.28K
|
16.9K
$1.2M
|
|
|
Oct 25, 2022
Q3 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-54- 0.34% |
$83.7 - $2.46K
|
15.7K
$1.12M
|
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-54- 0.53% |
$83.7 - $2.46K
|
10.2K
$727K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-55- 0.88% |
$85.3 - $2.5K
|
6.23K
$443K
|
|
|
Oct 31, 2022
Q3 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-58- 0.05% |
$89.9 - $2.64K
|
108K
$7.65M
|
|
|
Oct 04, 2022
Q3 2022
|
Weaver Consulting Group
|
SELL
|
- |
-59- 1.09% |
$91.5 - $2.69K
|
5.36K
$381K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-62- 8.83% |
$96.1 - $2.82K
|
640
$45.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-62- 0.47% |
$96.1 - $2.82K
|
13.1K
$930K
|
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-63- 0.1% |
$97.7 - $2.87K
|
60.9K
$4.33M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-63- 0.17% |
$97.7 - $2.87K
|
36.9K
$2.62M
|
|
|
Nov 09, 2022
Q3 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-63- 0.86% |
$97.7 - $2.87K
|
7.24K
$515K
|
|
|
Oct 18, 2022
Q3 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-64- 1.68% |
$99.2 - $2.91K
|
3.75K
$267K
|
|
|
Oct 12, 2022
Q3 2022
|
Keudell
|
SELL
|
- |
-66- 0.4% |
$102 - $3K
|
16.5K
$1.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-67- 0.31% |
$104 - $3.05K
|
21.8K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-70- 0.44% |
$109 - $3.19K
|
15.8K
$1.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-75- 0.57% |
$116 - $3.41K
|
13.2K
$936K
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-75- 0.54% |
$116 - $3.41K
|
13.9K
$990K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-76- 0.23% |
$118 - $3.46K
|
32.3K
$2.3M
|
|
|
Nov 08, 2022
Q3 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-78- 0.28% |
$121 - $3.55K
|
27.8K
$1.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-79- 0.71% |
$122 - $3.6K
|
11K
$784K
|
|
|
Oct 11, 2022
Q3 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-80- 0.98% |
$124 - $3.64K
|
8.06K
$573K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-80- 1.71% |
$124 - $3.64K
|
4.61K
$328K
|