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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-160- 0.33% |
$248 - $7.28K
|
48.4K
$3.44M
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-162- 1.27% |
$251 - $7.38K
|
12.6K
$896K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-162- 0.84% |
$251 - $7.38K
|
19.2K
$1.36M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-163- 1.1% |
$253 - $7.42K
|
14.7K
$1.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-165- 0.12% |
$256 - $7.51K
|
135K
$9.58M
|
|
|
Nov 15, 2022
Q3 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-165- 1.57% |
$256 - $7.51K
|
10.4K
$737K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-169- 1.24% |
$262 - $7.69K
|
13.4K
$953K
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-172- 1.48% |
$267 - $7.83K
|
11.4K
$813K
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-175- 1.03% |
$271 - $7.97K
|
16.8K
$1.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Silvant Capital Management LLC
|
SELL
|
- |
-185- 0.37% |
$287 - $8.42K
|
49.6K
$3.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-186- 2.03% |
$288 - $8.47K
|
8.97K
$638K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-188- 1.45% |
$291 - $8.56K
|
12.8K
$909K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-191- 0.28% |
$296 - $8.7K
|
68K
$4.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-194- 0.49% |
$301 - $8.83K
|
39.5K
$2.81M
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-195- 1.84% |
$302 - $8.88K
|
10.4K
$741K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-200- 6.06% |
$310 - $9.11K
|
3.1K
$220K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 14.04% |
$310 - $9.11K
|
1.23K
$87.1K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 3.76% |
$310 - $9.11K
|
5.12K
$364K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-206- 1.05% |
$319 - $9.38K
|
19.5K
$1.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-211- 0.7% |
$327 - $9.61K
|
29.9K
$2.13M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-214- 30.75% |
$332 - $9.74K
|
482
$34.3K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-219- 0.34% |
$339 - $9.97K
|
64.1K
$4.56M
|
|
|
Oct 13, 2022
Q3 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-225- 18.92% |
$349 - $10.2K
|
964
$68.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-226- 0.55% |
$350 - $10.3K
|
41.2K
$2.93M
|
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-229- 4.0% |
$355 - $10.4K
|
5.5K
$391K
|
|
|
Nov 09, 2022
Q3 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-230- 2.65% |
$357 - $10.5K
|
8.47K
$602K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-233- 0.83% |
$361 - $10.6K
|
27.7K
$1.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-235- 0.09% |
$364 - $10.7K
|
247K
$17.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-240- 2.57% |
$372 - $10.9K
|
9.09K
$646K
|
|
|
Nov 08, 2022
Q3 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-241- 0.87% |
$374 - $11K
|
27.4K
$1.95M
|
|
|
Oct 14, 2022
Q3 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-244- 4.24% |
$378 - $11.1K
|
5.51K
$392K
|
|
|
Oct 12, 2022
Q3 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-249- 0.13% |
$386 - $11.3K
|
194K
$13.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-250- 0.68% |
$388 - $11.4K
|
36.6K
$2.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-257- 0.35% |
$398 - $11.7K
|
73K
$5.19M
|
|
|
Nov 03, 2022
Q3 2022
|
Gratus Capital LLC
|
SELL
|
- |
-258- 4.92% |
$400 - $11.7K
|
4.98K
$354K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-260- 4.78% |
$403 - $11.8K
|
5.18K
$368K
|
|
|
Nov 07, 2022
Q3 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-265- 1.92% |
$411 - $12.1K
|
13.6K
$964K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-268- 1.79% |
$415 - $12.2K
|
14.7K
$1.05M
|
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-268- 4.45% |
$415 - $12.2K
|
5.75K
$409K
|
|
|
Nov 09, 2022
Q3 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-272- 0.34% |
$422 - $12.4K
|
78.7K
$5.6M
|
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-272Closed |
$422 - $12.4K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-273- 9.83% |
$423 - $12.4K
|
2.5K
$178K
|
|
|
Nov 04, 2022
Q3 2022
|
Excalibur Management Corp
|
SELL
|
- |
-273- 1.2% |
$423 - $12.4K
|
22.5K
$1.6M
|
|
|
Oct 20, 2022
Q3 2022
|
First Premier Bank
|
SELL
|
- |
-274- 3.02% |
$425 - $12.5K
|
8.8K
$625K
|
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-275- 1.87% |
$426 - $12.5K
|
14.4K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-276- 9.47% |
$428 - $12.6K
|
2.64K
$188K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-278- 2.2% |
$431 - $12.7K
|
12.4K
$880K
|
|
|
Nov 14, 2022
Q3 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-284- 0.19% |
$440 - $12.9K
|
151K
$10.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-284- 1.27% |
$440 - $12.9K
|
22.1K
$1.57M
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-285- 4.25% |
$442 - $13K
|
6.42K
$456K
|