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 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-750- 3.0% |
$1.16K - $34.1K
|
24.3K
$1.69M
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-762- 2.01% |
$1.18K - $34.7K
|
37.1K
$2.58M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-763- 2.52% |
$1.18K - $34.7K
|
29.5K
$2.06M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-764- 18.96% |
$1.18K - $34.8K
|
3.27K
$228K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-770- 2.3% |
$1.19K - $35.1K
|
32.7K
$2.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-779- 10.1% |
$1.21K - $35.5K
|
6.93K
$483K
|
|
|
Oct 28, 2022
Q3 2022
|
Arlington Partners LLC
|
SELL
|
- |
-783- 39.89% |
$1.21K - $35.6K
|
1.18K
$82.3K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-792- 4.31% |
$1.23K - $36.1K
|
17.6K
$1.22M
|
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-796- 5.59% |
$1.23K - $36.2K
|
13.4K
$937K
|
|
|
Oct 28, 2022
Q3 2022
|
Keystone Financial Services
|
SELL
|
- |
-800- 4.84% |
$1.24K - $36.4K
|
15.7K
$1.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-804- 11.8% |
$1.25K - $36.6K
|
6.01K
$419K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-805- 0.84% |
$1.25K - $36.7K
|
95.3K
$6.65M
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-812Closed |
$1.26K - $37K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-828- 10.38% |
$1.28K - $37.7K
|
7.15K
$499K
|
|
|
Nov 10, 2022
Q3 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-834- 32.81% |
$1.29K - $38K
|
1.71K
$119K
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-846- 2.39% |
$1.31K - $38.5K
|
34.5K
$2.41M
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-847- 5.83% |
$1.31K - $38.6K
|
13.7K
$955K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-853- 5.64% |
$1.32K - $38.8K
|
14.3K
$996K
|
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-881- 1.98% |
$1.37K - $40.1K
|
43.5K
$3.04M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-891- 1.33% |
$1.38K - $40.6K
|
66.2K
$4.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-891- 7.11% |
$1.38K - $40.6K
|
11.6K
$812K
|
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-896- 4.62% |
$1.39K - $40.8K
|
18.5K
$1.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-900- 0.39% |
$1.4K - $41K
|
228K
$15.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-908- 8.51% |
$1.41K - $41.3K
|
9.76K
$681K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-909- 13.23% |
$1.41K - $41.4K
|
5.96K
$416K
|
|
|
Nov 14, 2022
Q3 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-916- 3.1% |
$1.42K - $41.7K
|
28.6K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-917- 13.68% |
$1.42K - $41.8K
|
5.78K
$403K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-926- 0.16% |
$1.44K - $42.2K
|
571K
$39.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-939- 0.96% |
$1.46K - $42.8K
|
97.3K
$6.79M
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-940Closed |
$1.46K - $42.8K
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
SELL
|
- |
-944- 0.81% |
$1.46K - $43K
|
115K
$8.05M
|
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-954- 5.99% |
$1.48K - $43.4K
|
15K
$1.04M
|
|
|
Oct 18, 2022
Q3 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-955- 5.09% |
$1.48K - $43.5K
|
17.8K
$1.24M
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-957- 15.84% |
$1.48K - $43.6K
|
5.08K
$355K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-964- 1.5% |
$1.49K - $43.9K
|
63.2K
$4.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-970- 5.67% |
$1.5K - $44.2K
|
16.1K
$1.12M
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-971- 10.8% |
$1.51K - $44.2K
|
8.02K
$559K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-981- 14.82% |
$1.52K - $44.7K
|
5.64K
$393K
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-997- 10.16% |
$1.55K - $45.4K
|
8.82K
$615K
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-998- 8.68% |
$1.55K - $45.4K
|
10.5K
$732K
|
|
|
Oct 07, 2022
Q3 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-1K- 8.4% |
$1.55K - $45.5K
|
10.9K
$760K
|
|
|
Nov 08, 2022
Q3 2022
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1K- 1.75% |
$1.55K - $45.5K
|
56K
$3.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-1K- 14.98% |
$1.55K - $45.5K
|
5.68K
$396K
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.01K- 3.64% |
$1.56K - $45.8K
|
26.6K
$1.86M
|
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.01K- 1.72% |
$1.57K - $46K
|
57.8K
$4.03M
|
|
|
Oct 24, 2022
Q3 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.02K- 0.96% |
$1.57K - $46.2K
|
105K
$7.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.02K- 4.06% |
$1.58K - $46.3K
|
24K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.02K- 1.45% |
$1.58K - $46.4K
|
69.2K
$4.82M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.02K- 1.9% |
$1.59K - $46.6K
|
52.9K
$3.69M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.03K- 7.14% |
$1.6K - $46.9K
|
13.4K
$935K
|