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
|
Fifth Third Bancorp
|
BUY
|
- |
22.8K+ 2.18% |
$918K - $1.09M
|
1.07M
$79.2M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
22.2K+ 9.16% |
$895K - $1.07M
|
265K
$19.7M
|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
22.1KNew |
$891K - $1.06M
|
22.1K
$1.64M
|
|
Feb 14, 2023
Q4 2022
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
22.1K+ 6.77% |
$889K - $1.06M
|
349K
$25.9M
|
|
Feb 01, 2023
Q4 2022
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
22KNew |
$887K - $1.06M
|
22K
$1.63M
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
21.9KNew |
$883K - $1.05M
|
21.9K
$1.63M
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
21.7KNew |
$874K - $1.04M
|
21.7K
$1.61M
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
21.6KNew |
$870K - $1.04M
|
21.6K
$1.6M
|
|
Feb 13, 2023
Q4 2022
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
21.5K+ 15.51% |
$866K - $1.03M
|
160K
$11.9M
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
21.5K+ 4.77% |
$864K - $1.03M
|
472K
$35M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
21.3KNew |
$858K - $1.02M
|
21.3K
$1.58M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21.2K+ 8.72% |
$853K - $1.02M
|
264K
$19.6M
|
|
Feb 07, 2023
Q4 2022
|
Equity Investment Corp
Atlanta, GA |
BUY
|
- |
21.1K+ 0.95% |
$851K - $1.01M
|
2.25M
$167M
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
21K+ 40.19% |
$845K - $1.01M
|
73.3K
$5.43M
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
21KNew |
$844K - $1.01M
|
21K
$1.56M
|
|
Feb 02, 2023
Q4 2022
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
21K+ 4.0% |
$843K - $1.01M
|
545K
$40.4M
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20.7KNew |
$831K - $991K
|
20.7K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
20.1KNew |
$809K - $964K
|
20.1K
$1.49M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20.1K+ 83.83% |
$809K - $964K
|
44.1K
$3.27M
|
|
Feb 13, 2023
Q4 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
- |
20K+ 100.0% |
$805K - $959K
|
40K
$2.97M
|
|
Feb 14, 2023
Q4 2022
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
20K+ 400.0% |
$805K - $959K
|
25K
$1.85M
|
|
Feb 15, 2023
Q4 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
20K+ 1.55% |
$805K - $959K
|
1.31M
$97.2M
|
|
Feb 02, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
19.9KNew |
$802K - $955K
|
19.9K
$1.48M
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
19.3KNew |
$777K - $926K
|
19.3K
$1.43M
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
19.2KNew |
$773K - $922K
|
19.2K
$1.43M
|
|
Feb 06, 2023
Q4 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
18.5K+ 7.23% |
$745K - $888K
|
275K
$20.4M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
18.5K+ 38.26% |
$745K - $888K
|
66.9K
$4.96M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.4K+ 94.38% |
$739K - $881K
|
37.8K
$2.81M
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
18.4K+ 1.89% |
$739K - $880K
|
991K
$73.4M
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
18.2KNew |
$731K - $871K
|
18.2K
$1.35M
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
18K+ 2.67% |
$725K - $864K
|
694K
$51.4M
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
17.9KNew |
$722K - $860K
|
17.9K
$1.33M
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
17.7KNew |
$711K - $848K
|
17.7K
$1.31M
|
|
Feb 17, 2023
Q4 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
17.6K+ 1466.67% |
$708K - $844K
|
18.8K
$1.39M
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
17.5K+ 30.21% |
$705K - $840K
|
75.5K
$5.6M
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
17.5K+ 470.43% |
$704K - $839K
|
21.2K
$1.57M
|
|
Jan 31, 2023
Q4 2022
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
17.5K+ 96.7% |
$703K - $837K
|
35.5K
$2.63M
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
17.4K+ 4.48% |
$698K - $832K
|
404K
$30M
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
17.2K+ 16.46% |
$693K - $826K
|
122K
$9.04M
|
|
Jan 26, 2023
Q4 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
17.2K+ 6.13% |
$691K - $824K
|
298K
$22.1M
|
|
Jan 11, 2023
Q4 2022
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
17K+ 31.51% |
$682K - $813K
|
70.7K
$5.24M
|
|
Feb 07, 2023
Q4 2022
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
16.9KNew |
$681K - $811K
|
16.9K
$1.25M
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
16.9K+ 6.75% |
$679K - $809K
|
267K
$19.8M
|
|
Feb 09, 2024
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
16.7K+ 7.19% |
$671K - $800K
|
249K
$18.4M
|
|
Jan 26, 2023
Q4 2022
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
16.6KNew |
$668K - $796K
|
16.6K
$1.23M
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
16.3KNew |
$656K - $782K
|
16.3K
$1.21M
|
|
Jan 25, 2023
Q4 2022
|
Calamos Advisors LLC
|
BUY
|
- |
16.2K+ 0.72% |
$651K - $776K
|
2.27M
$168M
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
16.2KNew |
$651K - $776K
|
16.2K
$1.2M
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
16.1K+ 113.75% |
$648K - $773K
|
30.3K
$2.24M
|
|
Feb 10, 2023
Q4 2022
|
Mqs Management LLC
|
BUY
|
- |
16KNew |
$643K - $766K
|
16K
$1.18M
|