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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
904New |
$36.4K - $43.3K
|
904
$69.6K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
900New |
$36.2K - $43.2K
|
900
$69.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
880+ 17.0% |
$35.4K - $42.2K
|
6.06K
$466K
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
880+ 1.36% |
$35.4K - $42.2K
|
65.6K
$5.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
871+ 12.28% |
$35K - $41.8K
|
7.97K
$614K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
856+ 0.3% |
$34.4K - $41K
|
288K
$22.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
851+ 0.56% |
$34.2K - $40.8K
|
152K
$11.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Lipe & Dalton
|
BUY
|
- |
850+ 5.07% |
$34.2K - $40.8K
|
17.6K
$1.36M
|
|
|
Jan 10, 2023
Q4 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
846New |
$34K - $40.6K
|
846
$65.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
843+ 9.67% |
$33.9K - $40.4K
|
9.56K
$737K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
838+ 7.79% |
$33.7K - $40.2K
|
11.6K
$893K
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
818+ 2.54% |
$32.9K - $39.2K
|
33K
$2.54M
|
|
|
Jan 31, 2023
Q4 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
817+ 11.07% |
$32.9K - $39.2K
|
8.2K
$631K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
813+ 16.0% |
$32.7K - $39K
|
5.89K
$454K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
809+ 1.3% |
$32.5K - $38.8K
|
63.2K
$4.87M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
805+ 3.69% |
$32.4K - $38.6K
|
22.6K
$1.74M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
794+ 16.09% |
$31.9K - $38.1K
|
5.73K
$441K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
790+ 6.7% |
$31.8K - $37.9K
|
12.6K
$969K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
786+ 0.17% |
$31.6K - $37.7K
|
463K
$35.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
782+ 15.64% |
$31.5K - $37.5K
|
5.78K
$445K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
735+ 52.5% |
$29.6K - $35.2K
|
2.14K
$164K
|
|
|
Dec 18, 2023
Q4 2022
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
731+ 5.92% |
$29.4K - $35.1K
|
13.1K
$1.01M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
729+ 4.61% |
$29.3K - $35K
|
16.5K
$1.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
725+ 2.06% |
$29.2K - $34.8K
|
35.9K
$2.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
706+ 7.65% |
$28.4K - $33.9K
|
9.93K
$765K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
704+ 8.27% |
$28.3K - $33.8K
|
9.22K
$710K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
698+ 12.75% |
$28.1K - $33.5K
|
6.17K
$476K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
693+ 5.64% |
$27.9K - $33.2K
|
13K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
683New |
$27.5K - $32.7K
|
683
$52.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
675+ 85.34% |
$27.2K - $32.4K
|
1.47K
$113K
|
|
|
Feb 10, 2023
Q4 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
670+ 89.33% |
$27K - $32.1K
|
1.42K
$109K
|
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
669+ 12.32% |
$26.9K - $32.1K
|
6.1K
$470K
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
669+ 0.36% |
$26.9K - $32.1K
|
189K
$14.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
665+ 20.21% |
$26.8K - $31.9K
|
3.96K
$305K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
660+ 4.72% |
$26.6K - $31.6K
|
14.7K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
657+ 1.63% |
$26.4K - $31.5K
|
40.8K
$3.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
656+ 9.3% |
$26.4K - $31.5K
|
7.71K
$594K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
655+ 2.71% |
$26.4K - $31.4K
|
24.8K
$1.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
639New |
$25.7K - $30.6K
|
639
$49.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
636New |
$25.6K - $30.5K
|
636
$49K
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
635+ 5.83% |
$25.5K - $30.4K
|
11.5K
$887K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
628+ 1.56% |
$25.3K - $30.1K
|
40.9K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
626+ 0.63% |
$25.2K - $30K
|
101K
$7.75M
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
625+ 2.13% |
$25.1K - $30K
|
29.9K
$2.3M
|
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
622+ 36.42% |
$25K - $29.8K
|
2.33K
$179K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
619+ 13.12% |
$24.9K - $29.7K
|
5.34K
$411K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
602New |
$24.2K - $28.9K
|
602
$46.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
600+ 8.82% |
$24.1K - $28.8K
|
7.4K
$570K
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
595+ 5.12% |
$23.9K - $28.5K
|
12.2K
$941K
|
|
|
Feb 10, 2023
Q4 2022
|
Granite Investment Partners, LLC
|
BUY
|
- |
595+ 0.93% |
$23.9K - $28.5K
|
64.6K
$4.97M
|