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 23, 2023
Q4 2022
|
Lantz Financial LLC
|
SELL
|
- |
-1.02K- 5.91% |
$40.9K - $48.7K
|
16.2K
$1.35M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.03K- 5.84% |
$41.3K - $49.2K
|
16.5K
$1.38M
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-1.03K- 0.51% |
$41.4K - $49.3K
|
202K
$16.9M
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 7.0% |
$41.4K - $49.3K
|
13.7K
$1.14M
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.05K- 0.91% |
$42.2K - $50.3K
|
114K
$9.54M
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.05K- 33.75% |
$42.2K - $50.3K
|
2.06K
$172K
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.06K- 4.02% |
$42.4K - $50.6K
|
25.2K
$2.1M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.06K- 28.26% |
$42.7K - $50.9K
|
2.69K
$225K
|
|
Jan 18, 2023
Q4 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-1.07K- 4.41% |
$43.1K - $51.4K
|
23.2K
$1.94M
|
|
Jan 31, 2023
Q4 2022
|
Twin Capital Management Inc
|
SELL
|
- |
-1.07K- 1.12% |
$43.1K - $51.4K
|
94.3K
$7.86M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.08K- 0.77% |
$43.3K - $51.6K
|
139K
$11.6M
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.08K- 12.3% |
$43.6K - $52K
|
7.73K
$645K
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-1.09K- 6.77% |
$43.9K - $52.3K
|
15K
$1.25M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.12K- 2.62% |
$45.2K - $53.9K
|
41.8K
$3.49M
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.13K- 2.16% |
$45.3K - $54K
|
51.1K
$4.27M
|
|
Jan 09, 2023
Q4 2022
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.13K- 17.64% |
$45.6K - $54.3K
|
5.29K
$441K
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.14K- 3.59% |
$45.9K - $54.8K
|
30.7K
$2.56M
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
SELL
|
- |
-1.15K- 16.02% |
$46.1K - $54.9K
|
6K
$501K
|
|
Feb 08, 2023
Q4 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.16K- 11.2% |
$46.5K - $55.5K
|
9.17K
$765K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.16K- 1.99% |
$46.7K - $55.6K
|
57.2K
$4.78M
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1.16K- 16.16% |
$46.8K - $55.8K
|
6.04K
$504K
|
|
Feb 10, 2023
Q4 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-1.17K- 7.13% |
$47.1K - $56.1K
|
15.2K
$1.27M
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-1.18K- 17.46% |
$47.3K - $56.3K
|
5.55K
$463K
|
|
Feb 04, 2025
Q4 2022
|
Weinberger Asset Management, Inc
Los Angeles, CA |
SELL
|
- |
-1.18K- 17.11% |
$47.4K - $56.5K
|
5.71K
$476K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.18K- 1.95% |
$47.6K - $56.7K
|
59.4K
$4.96M
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.22K- 1.44% |
$48.9K - $58.3K
|
83K
$6.92M
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.23K- 5.88% |
$49.6K - $59.1K
|
19.7K
$1.65M
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-1.24K- 17.68% |
$49.7K - $59.2K
|
5.75K
$480K
|
|
Feb 10, 2023
Q4 2022
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
SELL
|
- |
-1.24K- 2.45% |
$50K - $59.6K
|
49.4K
$4.12M
|
|
Jan 24, 2023
Q4 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-1.25K- 5.01% |
$50.3K - $59.9K
|
23.7K
$1.98M
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
SELL
|
- |
-1.25K- 1.97% |
$50.3K - $59.9K
|
62.2K
$5.19M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.25K- 7.92% |
$50.3K - $60K
|
14.5K
$1.21M
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-1.27K- 6.45% |
$50.9K - $60.7K
|
18.4K
$1.53M
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.27K- 2.92% |
$51.1K - $60.9K
|
42.3K
$3.53M
|
|
Feb 09, 2023
Q4 2022
|
Heartland Bank & Trust CO
|
SELL
|
- |
-1.28K- 7.22% |
$51.5K - $61.4K
|
16.4K
$1.37M
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-1.29K- 13.51% |
$51.7K - $61.6K
|
8.22K
$686K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.29K- 11.98% |
$52K - $62K
|
9.5K
$792K
|
|
Jan 30, 2023
Q4 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-1.3K- 6.81% |
$52.3K - $62.3K
|
17.8K
$1.49M
|
|
Feb 01, 2023
Q4 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-1.3K- 2.96% |
$52.3K - $62.3K
|
42.6K
$3.55M
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-1.32K- 6.32% |
$53.3K - $63.5K
|
19.6K
$1.64M
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.34K- 7.94% |
$53.7K - $64K
|
15.5K
$1.29M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.35K- 7.54% |
$54.4K - $64.8K
|
16.6K
$1.38M
|
|
Jan 20, 2023
Q4 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.36K- 4.03% |
$54.8K - $65.4K
|
32.5K
$2.71M
|
|
Jan 18, 2023
Q4 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-1.37K- 4.09% |
$55.1K - $65.7K
|
32.2K
$2.68M
|
|
Feb 13, 2023
Q4 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-1.38K- 8.81% |
$55.5K - $66.2K
|
14.3K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.38K- 2.5% |
$55.7K - $66.4K
|
53.9K
$4.5M
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.39K- 8.07% |
$56K - $66.7K
|
15.8K
$1.32M
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.43K- 18.87% |
$57.3K - $68.3K
|
6.13K
$511K
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-1.43K- 5.66% |
$57.5K - $68.6K
|
23.8K
$1.99M
|
|
Feb 08, 2023
Q4 2022
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-1.47K- 1.35% |
$58.9K - $70.2K
|
107K
$8.93M
|