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 14, 2022
Q3 2022
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-84- 0.74% |
$130 - $3.82K
|
11.3K
$888K
|
|
Nov 07, 2022
Q3 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-84- 0.02% |
$130 - $3.82K
|
499K
$39.1M
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
SELL
|
- |
-85- 0.36% |
$132 - $3.87K
|
23.5K
$1.84M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-86- 0.42% |
$133 - $3.92K
|
20.2K
$1.58M
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-89- 39.21% |
$138 - $4.05K
|
138
$10.8K
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-91- 1.67% |
$141 - $4.14K
|
5.35K
$419K
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-92- 0.11% |
$143 - $4.19K
|
85.3K
$6.68M
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-93- 1.7% |
$144 - $4.23K
|
5.38K
$422K
|
|
Oct 26, 2022
Q3 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-97- 2.67% |
$150 - $4.42K
|
3.54K
$277K
|
|
Oct 13, 2022
Q3 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-100- 0.34% |
$155 - $4.55K
|
29.3K
$2.3M
|
|
Oct 11, 2022
Q3 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-100- 1.29% |
$155 - $4.55K
|
7.63K
$598K
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
SELL
|
- |
-100- 0.18% |
$155 - $4.55K
|
55.8K
$4.37M
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-100- 1.45% |
$155 - $4.55K
|
6.79K
$532K
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
SELL
|
- |
-100- 0.32% |
$155 - $4.55K
|
31.6K
$2.48M
|
|
Oct 24, 2022
Q3 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-100- 0.64% |
$155 - $4.55K
|
15.6K
$1.22M
|
|
Oct 27, 2022
Q3 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-100- 0.64% |
$155 - $4.55K
|
15.4K
$1.21M
|
|
Nov 09, 2022
Q3 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-100- 0.93% |
$155 - $4.55K
|
10.7K
$836K
|
|
Nov 09, 2022
Q3 2022
|
Weil Company, Inc.
|
SELL
|
- |
-100- 1.26% |
$155 - $4.55K
|
7.81K
$612K
|
|
Nov 10, 2022
Q3 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-100- 0.78% |
$155 - $4.55K
|
12.7K
$992K
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
SELL
|
- |
-100- 0.28% |
$155 - $4.55K
|
35.8K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-100- 1.49% |
$155 - $4.55K
|
6.6K
$517K
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-100- 1.23% |
$155 - $4.55K
|
8.03K
$629K
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-102- 0.63% |
$158 - $4.64K
|
16K
$1.25M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
SELL
|
- |
-103- 0.74% |
$160 - $4.69K
|
13.8K
$1.08M
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-103- 0.93% |
$160 - $4.69K
|
10.9K
$856K
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-103- 0.55% |
$160 - $4.69K
|
18.7K
$1.46M
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-107- 0.57% |
$166 - $4.87K
|
18.7K
$1.46M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-107- 0.12% |
$166 - $4.87K
|
85.7K
$6.72M
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-108- 1.73% |
$167 - $4.92K
|
6.12K
$479K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-109- 3.92% |
$169 - $4.96K
|
2.67K
$209K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-110- 6.31% |
$171 - $5.01K
|
1.63K
$128K
|
|
Nov 03, 2022
Q3 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-110- 2.07% |
$171 - $5.01K
|
5.2K
$407K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-112- 5.6% |
$174 - $5.1K
|
1.89K
$148K
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-113- 7.18% |
$175 - $5.14K
|
1.46K
$114K
|
|
Oct 25, 2022
Q3 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-118- 1.88% |
$183 - $5.37K
|
6.16K
$483K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-119- 0.66% |
$184 - $5.42K
|
17.9K
$1.4M
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-120- 1.59% |
$186 - $5.46K
|
7.45K
$584K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
SELL
|
- |
-124- 4.65% |
$192 - $5.65K
|
2.55K
$199K
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-125- 19.69% |
$194 - $5.69K
|
510
$40K
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-130- 6.11% |
$202 - $5.92K
|
2K
$157K
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-131- 0.68% |
$203 - $5.96K
|
19.2K
$1.5M
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-133- 0.55% |
$206 - $6.06K
|
24K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-144- 0.49% |
$223 - $6.56K
|
29K
$2.28M
|
|
Oct 07, 2022
Q3 2022
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-145- 28.83% |
$225 - $6.6K
|
358
$28.1K
|
|
Oct 12, 2022
Q3 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-145- 0.41% |
$225 - $6.6K
|
35K
$2.75M
|
|
Nov 01, 2022
Q3 2022
|
Investment Management Associates Inc
|
SELL
|
- |
-147- 0.68% |
$228 - $6.69K
|
21.5K
$1.68M
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-150- 2.39% |
$233 - $6.83K
|
6.12K
$479K
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-150- 3.49% |
$233 - $6.83K
|
4.15K
$325K
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-150- 95.54% |
$233 - $6.83K
|
7
$549
|
|
Nov 14, 2022
Q3 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-156- 2.89% |
$242 - $7.1K
|
5.25K
$411K
|