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 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-7.16K- 68.33% |
$11.1K - $326K
|
3.32K
$238K
|
|
|
Nov 04, 2022
Q3 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-7.19K- 1.04% |
$11.1K - $327K
|
684K
$49.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.36K- 2.26% |
$11.4K - $335K
|
318K
$22.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-7.39K- 18.16% |
$11.5K - $336K
|
33.3K
$2.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-7.49K- 4.27% |
$11.6K - $341K
|
168K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-7.5K- 39.47% |
$11.6K - $341K
|
11.5K
$825K
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-7.66K- 24.6% |
$11.9K - $349K
|
23.5K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-7.75K- 11.6% |
$12K - $353K
|
59.1K
$4.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-7.77K- 0.91% |
$12K - $354K
|
842K
$60.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-7.82K- 36.37% |
$12.1K - $356K
|
13.7K
$981K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-7.89K- 22.22% |
$12.2K - $359K
|
27.6K
$1.98M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-7.89K- 43.68% |
$12.2K - $359K
|
10.2K
$730K
|
|
|
Oct 28, 2022
Q3 2022
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-7.92K- 0.36% |
$12.3K - $361K
|
2.22M
$159M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-7.94K- 2.86% |
$12.3K - $361K
|
270K
$19.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Investment Partners, LLC
|
SELL
|
- |
-8.19K- 11.34% |
$12.7K - $373K
|
64K
$4.59M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-8.25K- 28.25% |
$12.8K - $375K
|
20.9K
$1.5M
|
|
|
Oct 24, 2022
Q3 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-8.31K- 21.98% |
$12.9K - $378K
|
29.5K
$2.12M
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-8.33K- 24.78% |
$12.9K - $379K
|
25.3K
$1.81M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-8.51K- 4.3% |
$13.2K - $388K
|
190K
$13.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-8.53K- 0.55% |
$13.2K - $388K
|
1.54M
$110M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.94K- 6.62% |
$13.8K - $407K
|
126K
$9.04M
|
|
|
Nov 08, 2022
Q3 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-9.05K- 13.93% |
$14K - $412K
|
55.9K
$4.01M
|
|
|
Oct 11, 2022
Q3 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-9.57K- 51.36% |
$14.8K - $436K
|
9.06K
$650K
|
|
|
Oct 18, 2022
Q3 2022
|
Qv Investors Inc.
|
SELL
|
- |
-9.61K- 3.85% |
$14.9K - $438K
|
240K
$17.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.64K- 5.52% |
$14.9K - $439K
|
165K
$11.9M
|
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
SELL
|
- |
-9.69K- 23.74% |
$15K - $441K
|
31.1K
$2.23M
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-9.87K- 4.38% |
$15.3K - $450K
|
215K
$15.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10K- 25.52% |
$15.5K - $456K
|
29.2K
$2.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-10K- 2.04% |
$15.6K - $457K
|
483K
$34.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-10.3K- 47.03% |
$16K - $471K
|
11.6K
$835K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-10.4K- 3.84% |
$16.1K - $474K
|
261K
$18.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-10.6K- 7.0% |
$16.4K - $483K
|
141K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-10.6K- 0.62% |
$16.5K - $484K
|
1.7M
$122M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-10.7K- 17.28% |
$16.6K - $489K
|
51.4K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-10.9K- 25.71% |
$16.9K - $498K
|
31.6K
$2.27M
|
|
|
Nov 01, 2022
Q3 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-11K- 18.51% |
$17K - $500K
|
48.3K
$3.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-11.1K- 38.13% |
$17.3K - $507K
|
18.1K
$1.3M
|
|
|
Oct 31, 2022
Q3 2022
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-11.2K- 2.25% |
$17.3K - $508K
|
484K
$34.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-11.2K- 29.57% |
$17.3K - $508K
|
26.6K
$1.91M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.3K- 3.68% |
$17.5K - $514K
|
295K
$21.2M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.3K- 3.68% |
$17.5K - $514K
|
295K
$21.2M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.5K- 35.69% |
$17.8K - $524K
|
20.8K
$1.49M
|
|
|
Nov 10, 2022
Q3 2022
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-11.6K- 28.86% |
$18K - $528K
|
28.6K
$2.05M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-11.6K- 35.69% |
$18K - $530K
|
21K
$1.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-11.6K- 3.25% |
$18K - $530K
|
347K
$24.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-11.6K- 60.7% |
$18K - $530K
|
7.54K
$541K
|
|
|
Nov 10, 2022
Q3 2022
|
Candriam S.C.A.
|
SELL
|
- |
-11.7K- 4.4% |
$18.1K - $532K
|
254K
$18.2M
|
|
|
Feb 23, 2023
Q3 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
SELL
|
- |
-11.7K- 0.21% |
$18.1K - $532K
|
5.59M
$401M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-12.3K- 95.03% |
$19K - $558K
|
640
$45.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-12.4K- 5.97% |
$19.3K - $566K
|
196K
$14.1M
|