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
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-1.03K- 0.76% |
$1.6K - $47K
|
135K
$9.42M
|
|
|
Nov 15, 2022
Q3 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-1.05K- 5.83% |
$1.62K - $47.6K
|
16.9K
$1.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1.06K- 6.95% |
$1.65K - $48.4K
|
14.2K
$991K
|
|
|
Nov 09, 2022
Q3 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.07K- 0.24% |
$1.65K - $48.6K
|
453K
$31.6M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.08K- 3.69% |
$1.67K - $48.9K
|
28K
$1.96M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.08K- 3.69% |
$1.67K - $48.9K
|
28K
$1.96M
|
|
|
Nov 04, 2022
Q3 2022
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-1.08K- 2.43% |
$1.67K - $49.2K
|
43.4K
$3.03M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.09K- 2.75% |
$1.68K - $49.5K
|
38.5K
$2.68M
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-1.1K- 0.44% |
$1.7K - $50K
|
251K
$17.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-1.1K- 5.19% |
$1.71K - $50.1K
|
20.1K
$1.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.1K- 7.19% |
$1.71K - $50.1K
|
14.2K
$990K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-1.1K- 8.37% |
$1.71K - $50.1K
|
12K
$839K
|
|
|
Nov 14, 2022
Q3 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-1.13K- 2.08% |
$1.74K - $51.2K
|
52.9K
$3.69M
|
|
|
Nov 07, 2022
Q3 2022
|
Davidson Trust CO
|
SELL
|
- |
-1.16K- 5.48% |
$1.8K - $52.8K
|
20K
$1.39M
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-1.16K- 3.8% |
$1.8K - $53K
|
29.4K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-1.17K- 4.7% |
$1.81K - $53.3K
|
23.7K
$1.65M
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.19K- 4.4% |
$1.85K - $54.3K
|
25.9K
$1.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.2K- 17.54% |
$1.86K - $54.6K
|
5.64K
$393K
|
|
|
Oct 03, 2022
Q3 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
SELL
|
- |
-1.2K- 0.32% |
$1.86K - $54.6K
|
372K
$26M
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.2K- 1.33% |
$1.86K - $54.7K
|
89K
$6.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.21K- 4.2% |
$1.87K - $54.9K
|
27.5K
$1.92M
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
SELL
|
- |
-1.23K- 4.08% |
$1.9K - $55.8K
|
28.8K
$2.01M
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.23K- 2.61% |
$1.9K - $55.8K
|
45.7K
$3.19M
|
|
|
Oct 11, 2022
Q3 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-1.23K- 3.33% |
$1.91K - $56K
|
35.7K
$2.49M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.28K- 2.14% |
$1.99K - $58.4K
|
58.8K
$4.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-1.29K- 5.03% |
$1.99K - $58.6K
|
24.3K
$1.69M
|
|
|
Oct 27, 2022
Q3 2022
|
Tcw Group Inc
|
SELL
|
- |
-1.29K- 0.5% |
$1.99K - $58.6K
|
256K
$17.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.29K- 1.48% |
$2K - $58.8K
|
85.7K
$5.98M
|
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-1.29K- 5.83% |
$2.01K - $58.9K
|
20.9K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-1.29K- 0.92% |
$2.01K - $58.9K
|
140K
$9.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.31K- 5.9% |
$2.02K - $59.4K
|
20.8K
$1.45M
|
|
|
Nov 04, 2022
Q3 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.31K- 12.99% |
$2.03K - $59.7K
|
8.78K
$612K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.31K- 24.43% |
$2.03K - $59.7K
|
4.06K
$283K
|
|
|
Oct 25, 2022
Q3 2022
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.33K- 0.49% |
$2.06K - $60.5K
|
270K
$18.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.33K- 3.79% |
$2.07K - $60.7K
|
33.9K
$2.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.34K- 7.81% |
$2.08K - $61K
|
15.8K
$1.1M
|
|
|
Nov 03, 2022
Q3 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-1.34K- 20.25% |
$2.08K - $61K
|
5.28K
$368K
|
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.34K- 3.41% |
$2.08K - $61K
|
37.9K
$2.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-1.35K- 9.2% |
$2.09K - $61.5K
|
13.3K
$929K
|
|
|
Oct 17, 2022
Q3 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-1.37K- 13.04% |
$2.12K - $62.4K
|
9.14K
$637K
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-1.38K- 3.72% |
$2.14K - $62.9K
|
35.7K
$2.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.39K- 8.58% |
$2.15K - $63.1K
|
14.8K
$1.03M
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
SELL
|
- |
-1.45K- 46.58% |
$2.24K - $65.8K
|
1.66K
$116K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-1.45K- 17.46% |
$2.25K - $66K
|
6.85K
$478K
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-1.45K- 8.52% |
$2.25K - $66.2K
|
15.6K
$1.09M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.49K- 0.73% |
$2.31K - $67.8K
|
203K
$14.2M
|
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-1.49K- 21.66% |
$2.31K - $67.9K
|
5.39K
$376K
|
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-1.5K- 1.85% |
$2.33K - $68.3K
|
79.7K
$5.55M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.5K- 6.85% |
$2.33K - $68.4K
|
20.4K
$1.42M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.5K- 13.88% |
$2.33K - $68.5K
|
9.33K
$651K
|