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 09, 2023
Q4 2022
|
Am Squared LTD
Hong Kong, K3 |
BUY
|
- |
10.2KNew |
$410K - $489K
|
10.2K
$756K
|
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
10.2KNew |
$409K - $487K
|
10.2K
$753K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1K+ 12.56% |
$406K - $484K
|
90.4K
$6.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
10KNew |
$402K - $480K
|
10K
$741K
|
|
|
Feb 13, 2023
Q4 2022
|
Evolution Capital Management LLC
Crystal Bay, NV |
BUY
|
- |
10KNew |
$402K - $480K
|
10K
$741K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
10KNew |
$402K - $479K
|
10K
$741K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.89K+ 37.92% |
$398K - $474K
|
36K
$2.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9.87KNew |
$397K - $473K
|
9.87K
$731K
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.86K+ 6.49% |
$397K - $473K
|
162K
$12M
|
|
|
Feb 06, 2023
Q4 2022
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
9.72KNew |
$391K - $466K
|
9.72K
$720K
|
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
9.71KNew |
$391K - $466K
|
9.71K
$720K
|
|
|
Jan 11, 2023
Q4 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
9.68K+ 175.63% |
$389K - $464K
|
15.2K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
9.4K+ 81.03% |
$378K - $451K
|
21K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
9.39KNew |
$378K - $450K
|
9.39K
$696K
|
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
9.39KNew |
$378K - $450K
|
9.39K
$696K
|
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
9.07K+ 0.53% |
$365K - $435K
|
1.71M
$127M
|
|
|
Feb 13, 2023
Q4 2022
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
8.95K+ 3.14% |
$360K - $429K
|
294K
$21.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
8.92KNew |
$359K - $428K
|
8.92K
$661K
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.86K+ 74.2% |
$356K - $425K
|
20.8K
$1.54M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.85K+ 34.55% |
$356K - $425K
|
34.5K
$2.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Pictet Bank & Trust LTD
|
BUY
|
- |
8.85K+ 13.69% |
$356K - $424K
|
73.5K
$5.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
8.83KNew |
$355K - $423K
|
8.83K
$655K
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
8.78K+ 29.84% |
$353K - $421K
|
38.2K
$2.83M
|
|
|
Feb 09, 2023
Q4 2022
|
Summitry LLC
Foster City, CA |
BUY
|
- |
8.47K+ 1.07% |
$341K - $406K
|
802K
$59.5M
|
|
|
Jan 27, 2023
Q4 2022
|
State Of Michigan Retirement System
|
BUY
|
- |
8.4K+ 0.75% |
$338K - $403K
|
1.13M
$84M
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
8.38KNew |
$337K - $402K
|
8.38K
$622K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
8.36KNew |
$336K - $401K
|
8.36K
$620K
|
|
|
Feb 13, 2023
Q4 2022
|
River & Mercantile Asset Management LLP
London, X0 |
BUY
|
- |
8.35K+ 6.92% |
$336K - $400K
|
129K
$9.56M
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
8.34K+ 1.19% |
$335K - $400K
|
707K
$52.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
8.31K+ 574.69% |
$334K - $398K
|
9.76K
$723K
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
8.06K+ 19.72% |
$324K - $387K
|
48.9K
$3.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
8.02K+ 58.34% |
$323K - $385K
|
21.8K
$1.61M
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
8.01KNew |
$322K - $384K
|
8.01K
$593K
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8KNew |
$322K - $384K
|
8K
$593K
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.98K+ 4.88% |
$321K - $383K
|
171K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
7.98KNew |
$321K - $382K
|
7.98K
$591K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.92K+ 28.43% |
$319K - $380K
|
35.8K
$2.65M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
7.91K+ 238.31% |
$318K - $379K
|
11.2K
$832K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
BUY
|
- |
7.91K+ 41.25% |
$318K - $379K
|
27.1K
$2.01M
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
7.8K+ 44.67% |
$314K - $374K
|
25.3K
$1.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
7.77KNew |
$312K - $372K
|
7.77K
$576K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
7.76KNew |
$312K - $372K
|
7.76K
$575K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.73KNew |
$311K - $371K
|
7.73K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
7.71K+ 34.58% |
$310K - $370K
|
30K
$2.23M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
7.69K+ 7.91% |
$309K - $369K
|
105K
$7.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.67K+ 54.01% |
$309K - $368K
|
21.9K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
7.65KNew |
$308K - $367K
|
7.65K
$567K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
7.56KNew |
$304K - $362K
|
7.56K
$560K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
7.54K+ 20.96% |
$303K - $362K
|
43.5K
$3.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
7.52KNew |
$302K - $360K
|
7.52K
$557K
|