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 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.52K- 4.69% |
$61K - $72.7K
|
30.9K
$2.25M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.52K- 1.12% |
$61.1K - $72.8K
|
134K
$9.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.52K- 0.76% |
$61.1K - $72.8K
|
199K
$14.6M
|
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.53K- 0.93% |
$61.4K - $73.2K
|
163K
$11.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-1.53K- 21.41% |
$61.6K - $73.4K
|
5.62K
$411K
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-1.55K- 1.33% |
$62.2K - $74.2K
|
114K
$8.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-1.55K- 13.76% |
$62.4K - $74.3K
|
9.71K
$709K
|
|
|
Jan 27, 2023
Q4 2022
|
Sicart Associates LLC
|
SELL
|
- |
-1.55K- 1.04% |
$62.5K - $74.5K
|
148K
$10.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-1.56K- 7.46% |
$62.6K - $74.6K
|
19.3K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.57K- 9.67% |
$63K - $75.1K
|
14.6K
$1.07M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-1.59K- 0.73% |
$63.8K - $76K
|
216K
$15.8M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.62K- 9.24% |
$65.1K - $77.6K
|
15.9K
$1.16M
|
|
|
Jan 27, 2023
Q4 2022
|
Nat West Group PLC
|
SELL
|
- |
-1.62K- 2.61% |
$65.2K - $77.7K
|
60.5K
$4.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.62K- 6.44% |
$65.3K - $77.8K
|
23.6K
$1.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-1.64K- 1.23% |
$66.1K - $78.8K
|
132K
$9.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Veriti Management LLC
|
SELL
|
- |
-1.67K- 2.86% |
$67.3K - $80.3K
|
56.8K
$4.15M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.69K- 5.35% |
$67.9K - $80.9K
|
29.9K
$2.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.69K- 8.04% |
$68K - $81.1K
|
19.3K
$1.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.7K- 0.63% |
$68.4K - $81.5K
|
266K
$19.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-1.73K- 9.72% |
$69.4K - $82.8K
|
16K
$1.17M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.76K- 3.9% |
$70.7K - $84.3K
|
43.3K
$3.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.77K- 1.34% |
$71K - $84.7K
|
130K
$9.51M
|
|
|
Jan 12, 2023
Q4 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.8K- 6.11% |
$72.5K - $86.4K
|
27.7K
$2.02M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.84K- 4.77% |
$73.8K - $88K
|
36.7K
$2.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Founders Capital Management, LLC
|
SELL
|
- |
-1.84K- 0.58% |
$73.9K - $88.1K
|
314K
$23M
|
|
|
Jan 23, 2023
Q4 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.86K- 2.53% |
$74.7K - $89K
|
71.6K
$5.23M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
SELL
|
- |
-1.87K- 24.69% |
$75K - $89.4K
|
5.69K
$416K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.87K- 1.7% |
$75.4K - $89.9K
|
108K
$7.91M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-1.88K- 9.81% |
$75.8K - $90.3K
|
17.3K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1.9K- 22.7% |
$76.4K - $91.1K
|
6.47K
$473K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.91K- 12.88% |
$76.9K - $91.7K
|
12.9K
$945K
|
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-1.95K- 25.35% |
$78.6K - $93.7K
|
5.75K
$420K
|
|
|
Feb 09, 2023
Q4 2022
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-1.96K- 26.71% |
$79K - $94.2K
|
5.39K
$394K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2.01K- 29.26% |
$80.7K - $96.1K
|
4.85K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
SELL
|
- |
-2.06K- 8.11% |
$83K - $98.9K
|
23.4K
$1.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-2.1K- 4.9% |
$84.5K - $101K
|
40.8K
$2.98M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.11K- 17.79% |
$84.8K - $101K
|
9.74K
$712K
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-2.12K- 8.12% |
$85.2K - $102K
|
24K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.14K- 16.79% |
$85.9K - $102K
|
10.6K
$773K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-2.14K- 3.56% |
$86.1K - $103K
|
57.9K
$4.23M
|
|
|
Jan 10, 2023
Q4 2022
|
Grassi Investment Management
|
SELL
|
- |
-2.17K- 1.28% |
$87.4K - $104K
|
167K
$12.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.18K- 3.29% |
$87.5K - $104K
|
64K
$4.68M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.19K- 16.22% |
$88K - $105K
|
11.3K
$825K
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.2K- 12.31% |
$88.5K - $105K
|
15.7K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.22K- 9.42% |
$89.2K - $106K
|
21.3K
$1.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.22K- 6.08% |
$89.5K - $107K
|
34.3K
$2.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2.22K- 65.72% |
$89.5K - $107K
|
1.16K
$84.7K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.26K- 42.55% |
$90.8K - $108K
|
3.05K
$223K
|
|
|
Jan 30, 2023
Q4 2022
|
Stewart & Patten CO LLC
|
SELL
|
- |
-2.28K- 10.14% |
$91.9K - $110K
|
20.2K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.29K- 5.61% |
$92K - $110K
|
38.5K
$2.81M
|