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 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.33K+ 1.1% |
$53.5K - $63.8K
|
122K
$9.41M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.33KNew |
$53.5K - $63.7K
|
1.33K
$102K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.32KNew |
$53K - $63.2K
|
1.32K
$102K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.32K+ 2.8% |
$52.9K - $63.1K
|
48.3K
$3.72M
|
|
|
Feb 06, 2023
Q4 2022
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
1.3K+ 0.44% |
$52.4K - $62.5K
|
298K
$23M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.3KNew |
$52.3K - $62.3K
|
1.3K
$100K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.29K+ 3.22% |
$52K - $62K
|
41.5K
$3.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
1.29K+ 9.51% |
$51.9K - $61.8K
|
14.8K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
1.28K+ 1.25% |
$51.6K - $61.5K
|
104K
$7.99M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.27KNew |
$51.2K - $61K
|
1.27K
$98K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.27KNew |
$51.1K - $60.9K
|
1.27K
$97.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.26K+ 0.46% |
$50.7K - $60.4K
|
273K
$21M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.25KNew |
$50.2K - $59.8K
|
1.25K
$96.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Sky Investment Group LLC
|
BUY
|
- |
1.25K+ 18.42% |
$50.1K - $59.7K
|
8K
$617K
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
1.24K+ 0.62% |
$49.8K - $59.3K
|
201K
$15.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.21K+ 24.2% |
$48.6K - $58K
|
6.21K
$478K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.21K+ 4.98% |
$48.5K - $57.8K
|
25.4K
$1.96M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
1.2K+ 13.64% |
$48.3K - $57.5K
|
10K
$770K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.19K+ 12.02% |
$47.8K - $57K
|
11.1K
$854K
|
|
|
Feb 09, 2023
Q4 2022
|
Achmea Investment Management B.V.
|
BUY
|
- |
1.19K+ 16.53% |
$47.7K - $56.8K
|
8.35K
$643K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.18K+ 13.5% |
$47.6K - $56.8K
|
9.96K
$767K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.17K+ 23.19% |
$47.1K - $56.1K
|
6.22K
$479K
|
|
|
Feb 14, 2023
Q4 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.12K+ 14.71% |
$44.9K - $53.5K
|
8.7K
$670K
|
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
1.11K+ 0.44% |
$44.6K - $53.1K
|
255K
$19.6M
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
1.09K+ 59.64% |
$43.8K - $52.2K
|
2.92K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.07K+ 3.65% |
$43.1K - $51.4K
|
30.4K
$2.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.07K+ 1.57% |
$43K - $51.3K
|
69K
$5.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.07K+ 9.88% |
$42.8K - $51.1K
|
11.8K
$913K
|
|
|
Jan 17, 2023
Q4 2022
|
Harbor Island Capital LLC
|
BUY
|
- |
1.05K+ 0.32% |
$42.2K - $50.3K
|
325K
$25M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.05K+ 12.09% |
$42.2K - $50.3K
|
9.73K
$750K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.05K+ 2.96% |
$42.1K - $50.2K
|
36.4K
$2.8M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.04K+ 1.37% |
$41.7K - $49.7K
|
76.5K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.03K+ 1.01% |
$41.5K - $49.4K
|
104K
$7.98M
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.02K+ 2.84% |
$40.9K - $48.7K
|
36.8K
$2.84M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.02K+ 9.09% |
$40.8K - $48.7K
|
12.2K
$938K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.01K+ 22.55% |
$40.6K - $48.4K
|
5.49K
$423K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.01K+ 5.0% |
$40.6K - $48.4K
|
21.2K
$1.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
1.01K+ 10.4% |
$40.5K - $48.3K
|
10.7K
$824K
|
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1K+ 6.67% |
$40.2K - $48K
|
16K
$1.23M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
982+ 8.44% |
$39.5K - $47.1K
|
12.6K
$972K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
981+ 5.8% |
$39.5K - $47K
|
17.9K
$1.38M
|
|
|
Jan 13, 2023
Q4 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
970+ 0.76% |
$39K - $46.5K
|
128K
$9.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
965New |
$38.8K - $46.3K
|
965
$74.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Silvant Capital Management LLC
|
BUY
|
- |
955+ 1.93% |
$38.4K - $45.8K
|
50.5K
$3.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
950+ 5.79% |
$38.2K - $45.6K
|
17.4K
$1.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
934+ 3.12% |
$37.6K - $44.8K
|
30.9K
$2.38M
|
|
|
Mar 29, 2024
Q4 2022
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
914New |
$36.8K - $43.8K
|
914
$70.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
909+ 4.76% |
$36.6K - $43.6K
|
20K
$1.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
906New |
$36.4K - $43.4K
|
906
$69.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
905+ 1.57% |
$36.4K - $43.4K
|
58.6K
$4.51M
|