Purchases and Sales Made in Q4 2022 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.2K+ 197.59% |
$129K - $154K
|
4.82K
$358K
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
3.18K+ 0.31% |
$128K - $153K
|
1.03M
$76.6M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.16K+ 2.67% |
$127K - $152K
|
122K
$9.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
3.15K+ 10.91% |
$127K - $151K
|
32K
$2.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.15K+ 3.81% |
$127K - $151K
|
85.8K
$6.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
3.11K+ 55.83% |
$125K - $149K
|
8.67K
$643K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
3.1K+ 21.49% |
$125K - $149K
|
17.5K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Salzhauer Michael
|
BUY
|
- |
3.1K+ 1.66% |
$125K - $149K
|
189K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
3.1K+ 0.48% |
$125K - $149K
|
651K
$48.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.06K+ 20.73% |
$123K - $147K
|
17.8K
$1.32M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
3.04K+ 11.43% |
$122K - $146K
|
29.7K
$2.2M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
3.04K+ 0.57% |
$122K - $146K
|
541K
$40.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
3.03K+ 9.74% |
$122K - $145K
|
34.2K
$2.53M
|
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
3K+ 233.83% |
$121K - $144K
|
4.28K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3KNew |
$121K - $144K
|
3K
$222K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
2.93K+ 1.26% |
$118K - $140K
|
235K
$17.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.9K+ 4.19% |
$117K - $139K
|
72.2K
$5.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.88KNew |
$116K - $138K
|
2.88K
$213K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.79K+ 9.16% |
$112K - $134K
|
33.2K
$2.46M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.79K+ 9.16% |
$112K - $134K
|
33.2K
$2.46M
|
|
|
Feb 09, 2023
Q4 2022
|
Lgt Group Foundation
|
BUY
|
- |
2.74K+ 5.9% |
$110K - $131K
|
49.1K
$3.64M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.73K+ 16.34% |
$110K - $131K
|
19.4K
$1.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.65K+ 14.73% |
$107K - $127K
|
20.6K
$1.53M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.61KNew |
$105K - $125K
|
2.61K
$193K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.6K+ 23.57% |
$105K - $125K
|
13.7K
$1.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.6K+ 2.72% |
$105K - $125K
|
98.2K
$7.28M
|
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.6K+ 1.24% |
$104K - $125K
|
213K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
2.6K+ 7.08% |
$104K - $124K
|
39.3K
$2.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
2.59K+ 29.4% |
$104K - $124K
|
11.4K
$845K
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
2.58K+ 24.23% |
$104K - $124K
|
13.2K
$981K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.52K+ 3.45% |
$101K - $121K
|
75.5K
$5.6M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.49K+ 16.61% |
$100K - $119K
|
17.5K
$1.29M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
2.48K+ 8.68% |
$99.6K - $119K
|
31K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
2.43K+ 2.27% |
$97.8K - $117K
|
110K
$8.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
2.43K+ 7.18% |
$97.6K - $116K
|
36.2K
$2.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
2.39K+ 1.68% |
$96.2K - $115K
|
145K
$10.7M
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
2.39KNew |
$95.9K - $114K
|
2.39K
$177K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.36K+ 5.64% |
$94.9K - $113K
|
44.2K
$3.28M
|
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
2.33K+ 9.82% |
$93.8K - $112K
|
26.1K
$1.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.33K+ 1.67% |
$93.7K - $112K
|
142K
$10.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2.29K+ 494.82% |
$92.2K - $110K
|
2.75K
$204K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.27K+ 9.08% |
$91.4K - $109K
|
27.3K
$2.02M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.25K+ 8.21% |
$90.6K - $108K
|
29.7K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.24K+ 6.84% |
$90.2K - $107K
|
35K
$2.59M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.23KNew |
$89.8K - $107K
|
2.23K
$166K
|
|
|
Jan 20, 2023
Q4 2022
|
Qv Investors Inc.
|
BUY
|
- |
2.23K+ 0.93% |
$89.7K - $107K
|
242K
$18M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.23K+ 2.09% |
$89.6K - $107K
|
109K
$8.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
2.2K+ 26.89% |
$88.6K - $106K
|
10.4K
$771K
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
2.19K+ 122.76% |
$88.1K - $105K
|
3.97K
$295K
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
2.19KNew |
$88K - $105K
|
2.19K
$162K
|