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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
SELL
|
- |
-2.3K- 11.52% |
$92.7K - $110K
|
17.7K
$1.31M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-2.33K- 16.32% |
$93.7K - $112K
|
12K
$886K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.38K- 1.78% |
$95.7K - $114K
|
131K
$9.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.42K- 8.66% |
$97.2K - $116K
|
25.5K
$1.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.49K- 7.42% |
$100K - $119K
|
31K
$2.3M
|
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-2.5K- 0.99% |
$100K - $120K
|
249K
$18.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Nexus Investment Management Ulc
|
SELL
|
- |
-2.5K- 27.78% |
$101K - $120K
|
6.5K
$482K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-2.51K- 8.79% |
$101K - $120K
|
26.1K
$1.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.56K- 4.11% |
$103K - $123K
|
59.8K
$4.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.56K- 5.1% |
$103K - $123K
|
47.7K
$3.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-2.61K- 15.8% |
$105K - $125K
|
13.9K
$1.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-2.66K- 1.96% |
$107K - $128K
|
133K
$9.86M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.67K- 22.93% |
$107K - $128K
|
8.97K
$665K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-2.67K- 26.23% |
$107K - $128K
|
7.51K
$557K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-2.67K- 19.59% |
$107K - $128K
|
11K
$812K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.7K- 6.46% |
$109K - $129K
|
39.1K
$2.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.71K- 23.83% |
$109K - $130K
|
8.66K
$642K
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-2.74K- 6.14% |
$110K - $132K
|
41.9K
$3.11M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.76K- 12.4% |
$111K - $132K
|
19.5K
$1.45M
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.83K- 16.25% |
$114K - $136K
|
14.6K
$1.08M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
SELL
|
- |
-2.85K- 22.24% |
$115K - $137K
|
9.98K
$740K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.88K- 2.13% |
$116K - $138K
|
132K
$9.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Lincoln Capital LLC
|
SELL
|
- |
-2.93K- 31.07% |
$118K - $141K
|
6.5K
$482K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.93K- 19.57% |
$118K - $141K
|
12K
$893K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-2.94K- 31.29% |
$118K - $141K
|
6.46K
$479K
|
|
|
Feb 02, 2023
Q4 2022
|
Private Management Group Inc
|
SELL
|
- |
-2.95K- 6.16% |
$119K - $141K
|
45K
$3.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-2.97K- 0.92% |
$119K - $142K
|
319K
$23.7M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.97K- 10.58% |
$119K - $142K
|
25.1K
$1.86M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.97K- 10.58% |
$119K - $142K
|
25.1K
$1.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-3K- 25.35% |
$121K - $144K
|
8.84K
$655K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.16K- 15.29% |
$127K - $151K
|
17.5K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.18K- 37.3% |
$128K - $152K
|
5.34K
$396K
|
|
|
Jan 17, 2023
Q4 2022
|
Novare Capital Management LLC
|
SELL
|
- |
-3.2K- 35.32% |
$129K - $153K
|
5.86K
$434K
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-3.23K- 8.26% |
$130K - $155K
|
35.9K
$2.66M
|
|
|
Jan 26, 2023
Q4 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-3.24K- 11.57% |
$130K - $155K
|
24.8K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.27K- 1.91% |
$132K - $157K
|
168K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-3.3K- 6.83% |
$133K - $158K
|
45K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-3.31K- 0.66% |
$133K - $159K
|
496K
$36.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-3.36K- 0.53% |
$135K - $161K
|
635K
$47.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.37K- 95.34% |
$136K - $162K
|
165
$12.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.38K- 30.24% |
$136K - $162K
|
7.8K
$578K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.4K- 39.82% |
$137K - $163K
|
5.14K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-3.43K- 4.0% |
$138K - $164K
|
82.3K
$6.1M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-3.5K- 9.98% |
$141K - $168K
|
31.5K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-3.51K- 13.43% |
$141K - $168K
|
22.6K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-3.53K- 29.79% |
$142K - $169K
|
8.32K
$617K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-3.55K- 7.12% |
$143K - $170K
|
46.3K
$3.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3.55K- 3.62% |
$143K - $170K
|
94.6K
$7.01M
|
|
|
Jan 09, 2023
Q4 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3.6K- 33.03% |
$145K - $173K
|
7.3K
$541K
|
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-3.63K- 0.28% |
$146K - $174K
|
1.28M
$95.2M
|