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 26, 2023
Q4 2022
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
5.59K+ 0.22% |
$225K - $268K
|
2.59M
$200M
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
5.57K+ 6.6% |
$224K - $267K
|
90K
$6.93M
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.55K+ 8.64% |
$223K - $266K
|
69.8K
$5.37M
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.53KNew |
$223K - $265K
|
5.53K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
5.5K+ 4.41% |
$221K - $264K
|
130K
$10M
|
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
5.5K+ 1.25% |
$221K - $264K
|
446K
$34.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
5.49K+ 22.88% |
$221K - $263K
|
29.5K
$2.27M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
5.48KNew |
$220K - $263K
|
5.48K
$422K
|
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
5.47K+ 15.01% |
$220K - $262K
|
41.9K
$3.23M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
5.46K+ 13.1% |
$220K - $262K
|
47.1K
$3.63M
|
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
5.45KNew |
$219K - $262K
|
5.45K
$420K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
5.38KNew |
$216K - $258K
|
5.38K
$414K
|
|
|
Jan 26, 2023
Q4 2022
|
Wilsey Asset Management Inc
|
BUY
|
- |
5.38K+ 0.95% |
$216K - $258K
|
572K
$44.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
5.37K+ 4837.84% |
$216K - $257K
|
5.48K
$422K
|
|
|
Feb 01, 2023
Q4 2022
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
5.35K+ 0.24% |
$215K - $257K
|
2.22M
$171M
|
|
|
Feb 14, 2023
Q4 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
5.33K+ 52.32% |
$214K - $255K
|
15.5K
$1.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.29KNew |
$213K - $254K
|
5.29K
$408K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
5.21K+ 7.2% |
$210K - $250K
|
77.6K
$5.98M
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
5.21K+ 9.62% |
$209K - $250K
|
59.3K
$4.57M
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
5.16KNew |
$208K - $247K
|
5.16K
$397K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
5.15KNew |
$207K - $247K
|
5.15K
$397K
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.12KNew |
$206K - $246K
|
5.12K
$395K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
5.1KNew |
$205K - $245K
|
5.1K
$393K
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
5.09KNew |
$205K - $244K
|
5.09K
$392K
|
|
|
Feb 09, 2023
Q4 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
5.09KNew |
$205K - $244K
|
5.09K
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
5.09KNew |
$205K - $244K
|
5.09K
$392K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.08KNew |
$205K - $244K
|
5.08K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
5.07KNew |
$204K - $243K
|
5.07K
$391K
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
5.07KNew |
$204K - $243K
|
5.07K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5.06KNew |
$203K - $242K
|
5.06K
$390K
|
|
|
Feb 17, 2023
Q4 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
5.04K+ 11.61% |
$203K - $242K
|
48.5K
$3.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
5.02KNew |
$202K - $241K
|
5.02K
$386K
|
|
|
Feb 06, 2023
Q4 2022
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
5K+ 2.82% |
$201K - $240K
|
182K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Shay Capital LLC
New York, NY |
BUY
|
- |
5KNew |
$201K - $240K
|
5K
$385K
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5KNew |
$201K - $240K
|
5K
$385K
|
|
|
Feb 02, 2023
Q4 2022
|
Profund Advisors LLC
|
BUY
|
- |
4.96K+ 7.31% |
$200K - $238K
|
72.9K
$5.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
4.94KNew |
$199K - $237K
|
4.94K
$380K
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
4.92KNew |
$198K - $236K
|
4.92K
$379K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.92KNew |
$198K - $236K
|
4.92K
$379K
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
4.9KNew |
$197K - $235K
|
4.9K
$378K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.9KNew |
$197K - $235K
|
4.9K
$378K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.89KNew |
$197K - $235K
|
4.89K
$377K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$196K - $234K
|
4.88K
$376K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.88KNew |
$196K - $234K
|
4.88K
$376K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.87KNew |
$196K - $234K
|
4.87K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
4.87K+ 35.24% |
$196K - $233K
|
18.7K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.86KNew |
$196K - $233K
|
4.86K
$375K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
4.82K+ 38.92% |
$194K - $231K
|
17.2K
$1.32M
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
4.81K+ 11.54% |
$193K - $231K
|
46.5K
$3.58M
|
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
4.74K+ 5.25% |
$191K - $227K
|
95.1K
$7.33M
|