Purchases and Sales Made in Q3 2022 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
261+ 4.95% |
$405 - $11.9K
|
5.53K
$443K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
261+ 2.13% |
$405 - $11.9K
|
12.5K
$1M
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
260+ 3.65% |
$403 - $11.8K
|
7.37K
$590K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
252+ 5.38% |
$391 - $11.5K
|
4.93K
$395K
|
|
|
Oct 28, 2022
Q3 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
251+ 0.36% |
$389 - $11.4K
|
70K
$5.61M
|
|
|
Nov 07, 2022
Q3 2022
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
250+ 1.55% |
$388 - $11.4K
|
16.4K
$1.31M
|
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
250+ 7.32% |
$388 - $11.4K
|
3.67K
$294K
|
|
|
Oct 14, 2022
Q3 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
241+ 3.48% |
$374 - $11K
|
7.17K
$574K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
237+ 0.38% |
$367 - $10.8K
|
62.4K
$5M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
237+ 1.67% |
$367 - $10.8K
|
14.4K
$1.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
231+ 0.24% |
$358 - $10.5K
|
95.4K
$7.64M
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
230+ 2.18% |
$357 - $10.5K
|
10.8K
$865K
|
|
|
Nov 03, 2022
Q3 2022
|
America First Investment Advisors, LLC
|
BUY
|
- |
220+ 64.52% |
$341 - $10K
|
561
$44.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
220+ 5.73% |
$341 - $10K
|
4.06K
$325K
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
215+ 1.23% |
$333 - $9.79K
|
17.7K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
214+ 0.08% |
$332 - $9.74K
|
257K
$20.6M
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
211+ 2.39% |
$327 - $9.61K
|
9.05K
$724K
|
|
|
Nov 14, 2022
Q3 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
208+ 2.62% |
$322 - $9.47K
|
8.16K
$653K
|
|
|
Oct 31, 2022
Q3 2022
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
201+ 0.19% |
$312 - $9.15K
|
103K
$8.28M
|
|
|
Oct 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
200+ 121.21% |
$310 - $9.11K
|
365
$29.2K
|
|
|
Oct 21, 2022
Q3 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
200+ 1.84% |
$310 - $9.11K
|
11.1K
$885K
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
195+ 0.63% |
$302 - $8.88K
|
31.3K
$2.51M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
BUY
|
- |
195+ 0.94% |
$302 - $8.88K
|
21K
$1.68M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
184+ 27.84% |
$285 - $8.38K
|
845
$67.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
179+ 1.07% |
$277 - $8.15K
|
16.9K
$1.35M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
171+ 43.96% |
$265 - $7.79K
|
560
$44.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
171+ 2.06% |
$265 - $7.79K
|
8.46K
$677K
|
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
168+ 1.42% |
$260 - $7.65K
|
12K
$958K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
168New |
$260 - $7.65K
|
168
$13.4K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
167+ 0.12% |
$259 - $7.6K
|
140K
$11.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Lantz Financial LLC
|
BUY
|
- |
166+ 0.98% |
$257 - $7.56K
|
17.2K
$1.38M
|
|
|
Nov 08, 2022
Q3 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
166+ 0.55% |
$257 - $7.56K
|
30.2K
$2.41M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
164+ 37.1% |
$254 - $7.47K
|
606
$48.5K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
164+ 0.04% |
$254 - $7.47K
|
462K
$37M
|
|
|
Oct 21, 2022
Q3 2022
|
Schubert & CO
|
BUY
|
- |
162+ 81.82% |
$251 - $7.38K
|
360
$28.8K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
160+ 7.8% |
$248 - $7.28K
|
2.21K
$177K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
156+ 2.68% |
$242 - $7.1K
|
5.98K
$478K
|
|
|
Nov 14, 2022
Q3 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
155+ 2.06% |
$240 - $7.06K
|
7.68K
$615K
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
152+ 2.98% |
$236 - $6.92K
|
5.25K
$420K
|
|
|
Oct 20, 2022
Q3 2022
|
Citadel Investment Advisory, Inc.
|
BUY
|
- |
150+ 0.57% |
$233 - $6.83K
|
26.4K
$2.11M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
150+ 1.71% |
$233 - $6.83K
|
8.93K
$715K
|
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
BUY
|
- |
150+ 1.47% |
$233 - $6.83K
|
10.4K
$831K
|
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
149+ 1.35% |
$231 - $6.78K
|
11.2K
$894K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
147+ 2.13% |
$228 - $6.69K
|
7.04K
$563K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
147+ 2.11% |
$228 - $6.69K
|
7.12K
$570K
|
|
|
Nov 04, 2022
Q3 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
146+ 0.31% |
$226 - $6.65K
|
47.4K
$3.8M
|
|
|
Nov 14, 2022
Q3 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
146+ 0.28% |
$226 - $6.65K
|
51.6K
$4.13M
|
|
|
Oct 18, 2022
Q3 2022
|
Core Alternative Capital
|
BUY
|
- |
142+ 5.85% |
$220 - $6.47K
|
2.57K
$206K
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
139+ 0.06% |
$215 - $6.33K
|
231K
$18.5M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
131+ 0.36% |
$203 - $5.96K
|
36.9K
$2.96M
|