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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2022
Q3 2022
|
Sageworth Trust CO
|
SELL
|
- |
-3.94K- 95.33% |
$6.11K - $179K
|
193
$13.5K
|
|
|
Nov 07, 2022
Q3 2022
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-3.98K- 11.23% |
$6.17K - $181K
|
31.5K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-4K- 12.79% |
$6.2K - $182K
|
27.3K
$1.91M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-4.02K- 9.13% |
$6.23K - $183K
|
40K
$2.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-4.03K- 4.0% |
$6.25K - $183K
|
96.8K
$6.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.12K- 18.96% |
$6.39K - $188K
|
17.6K
$1.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-4.13K- 18.67% |
$6.4K - $188K
|
18K
$1.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-4.14K- 23.38% |
$6.41K - $188K
|
13.6K
$949K
|
|
|
Nov 08, 2022
Q3 2022
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-4.15K- 1.63% |
$6.42K - $189K
|
250K
$17.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-4.21KClosed |
$6.52K - $191K
|
0
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Stewart & Patten CO LLC
|
SELL
|
- |
-4.27K- 15.94% |
$6.62K - $194K
|
22.5K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.29K- 7.14% |
$6.65K - $195K
|
55.8K
$3.91M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-4.38K- 3.64% |
$6.79K - $199K
|
116K
$8.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-4.4K- 7.57% |
$6.81K - $200K
|
53.7K
$3.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-4.46K- 4.85% |
$6.92K - $203K
|
87.6K
$6.13M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-4.48K- 52.11% |
$6.94K - $204K
|
4.12K
$288K
|
|
|
Nov 02, 2022
Q3 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-4.48K- 20.63% |
$6.95K - $204K
|
17.2K
$1.21M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.55K- 28.06% |
$7.06K - $207K
|
11.7K
$817K
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-4.61K- 45.9% |
$7.14K - $210K
|
5.43K
$380K
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-4.67K- 8.18% |
$7.24K - $213K
|
52.4K
$3.67M
|
|
|
Oct 31, 2022
Q3 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-4.81K- 10.61% |
$7.45K - $219K
|
40.5K
$2.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.83K- 31.34% |
$7.48K - $220K
|
10.6K
$740K
|
|
|
Oct 21, 2022
Q3 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-4.92K- 15.11% |
$7.63K - $224K
|
27.6K
$1.93M
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-4.93K- 32.74% |
$7.64K - $225K
|
10.1K
$709K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.08K- 67.41% |
$7.87K - $231K
|
2.45K
$172K
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-5.09K- 10.44% |
$7.89K - $232K
|
43.6K
$3.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-5.4KClosed |
$8.38K - $246K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5.46K- 23.73% |
$8.46K - $249K
|
17.6K
$1.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-5.54K- 34.65% |
$8.59K - $252K
|
10.4K
$731K
|
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-5.6K- 16.88% |
$8.68K - $255K
|
27.6K
$1.93M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
SELL
|
- |
-5.62K- 13.79% |
$8.71K - $256K
|
35.1K
$2.46M
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-5.8K- 95.98% |
$8.99K - $264K
|
243
$17K
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.81K- 5.01% |
$9K - $264K
|
110K
$7.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5.85K- 39.36% |
$9.07K - $266K
|
9.01K
$631K
|
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-5.93K- 4.05% |
$9.19K - $270K
|
140K
$9.82M
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-5.93K- 45.4% |
$9.19K - $270K
|
7.13K
$499K
|
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-6K- 24.59% |
$9.3K - $273K
|
18.4K
$1.29M
|
|
|
Oct 31, 2022
Q3 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-6.05K- 31.52% |
$9.37K - $275K
|
13.1K
$919K
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-6.21K- 8.22% |
$9.62K - $283K
|
69.3K
$4.85M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-6.24K- 3.68% |
$9.67K - $284K
|
163K
$11.4M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.29K- 36.82% |
$9.75K - $286K
|
10.8K
$755K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.29K- 36.82% |
$9.75K - $286K
|
10.8K
$755K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.34K- 11.42% |
$9.83K - $289K
|
49.2K
$3.44M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-6.37K- 10.91% |
$9.87K - $290K
|
52K
$3.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-6.72K- 19.94% |
$10.4K - $306K
|
27K
$1.89M
|
|
|
Nov 07, 2022
Q3 2022
|
Freemont Management S.A.
|
SELL
|
- |
-6.9K- 2.38% |
$10.7K - $314K
|
283K
$19.8M
|
|
|
Nov 09, 2022
Q3 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-6.92K- 8.97% |
$10.7K - $315K
|
70.2K
$4.91M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.93K- 46.91% |
$10.7K - $316K
|
7.85K
$549K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-6.97K- 1.23% |
$10.8K - $317K
|
559K
$39.1M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-7.08K- 6.23% |
$11K - $322K
|
107K
$7.45M
|