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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
291+ 127.07% |
$11.7K - $14K
|
520
$40.1K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
288+ 1.08% |
$11.6K - $13.8K
|
26.9K
$2.07M
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
284New |
$11.4K - $13.6K
|
284
$21.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
284New |
$11.4K - $13.6K
|
284
$21.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
280+ 0.2% |
$11.3K - $13.4K
|
140K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
276New |
$11.1K - $13.2K
|
276
$21.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
275+ 1.63% |
$11.1K - $13.2K
|
17.1K
$1.32M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
272New |
$10.9K - $13K
|
272
$21K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
266+ 1.58% |
$10.7K - $12.8K
|
17.1K
$1.31M
|
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
263+ 0.64% |
$10.6K - $12.6K
|
41.5K
$3.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
259+ 5.12% |
$10.4K - $12.4K
|
5.32K
$410K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
256+ 1.18% |
$10.3K - $12.3K
|
21.9K
$1.69M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
250+ 1.42% |
$10.1K - $12K
|
17.9K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
250New |
$10.1K - $12K
|
250
$19.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
245+ 4.55% |
$9.86K - $11.7K
|
5.63K
$433K
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
243+ 8.53% |
$9.78K - $11.7K
|
3.09K
$238K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
233New |
$9.37K - $11.2K
|
233
$17.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
232+ 3.76% |
$9.33K - $11.1K
|
6.4K
$493K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
232+ 0.12% |
$9.33K - $11.1K
|
190K
$14.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
231+ 0.57% |
$9.29K - $11.1K
|
41.1K
$3.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
230+ 1.13% |
$9.25K - $11K
|
20.7K
$1.59M
|
|
|
Jun 06, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
228+ 4.11% |
$9.17K - $10.9K
|
5.78K
$445K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
217New |
$8.73K - $10.4K
|
217
$16.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
210+ 0.23% |
$8.45K - $10.1K
|
90.9K
$7M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
BUY
|
- |
205+ 4.1% |
$8.25K - $9.83K
|
5.21K
$401K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
200+ 2.63% |
$8.05K - $9.59K
|
7.81K
$602K
|
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
200+ 0.78% |
$8.05K - $9.59K
|
26K
$2M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
200New |
$8.05K - $9.59K
|
200
$15.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
200+ 1.93% |
$8.05K - $9.59K
|
10.6K
$814K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
196+ 0.08% |
$7.89K - $9.4K
|
243K
$18.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
195+ 0.68% |
$7.84K - $9.35K
|
28.8K
$2.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
190+ 1.82% |
$7.64K - $9.11K
|
10.6K
$820K
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
190+ 2.76% |
$7.64K - $9.11K
|
7.09K
$546K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
190New |
$7.64K - $9.11K
|
190
$14.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
188+ 2.22% |
$7.56K - $9.01K
|
8.64K
$666K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
182+ 1.28% |
$7.32K - $8.73K
|
14.4K
$1.11M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
180New |
$7.24K - $8.63K
|
180
$13.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
176+ 1.69% |
$7.08K - $8.44K
|
10.6K
$816K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
172+ 2.52% |
$6.92K - $8.25K
|
6.99K
$538K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
169+ 17.0% |
$6.8K - $8.1K
|
1.16K
$89.6K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
167+ 1.24% |
$6.72K - $8.01K
|
13.6K
$1.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
167+ 2.08% |
$6.72K - $8.01K
|
8.19K
$631K
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
165+ 3.03% |
$6.64K - $7.91K
|
5.6K
$432K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
165+ 6.76% |
$6.64K - $7.91K
|
2.61K
$201K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
163New |
$6.56K - $7.82K
|
163
$12.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
163+ 2.29% |
$6.56K - $7.82K
|
7.29K
$561K
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
BUY
|
- |
162+ 2.19% |
$6.52K - $7.77K
|
7.57K
$583K
|
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
159+ 2.75% |
$6.4K - $7.62K
|
5.95K
$458K
|
|
|
Feb 06, 2023
Q4 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
156+ 1.01% |
$6.28K - $7.48K
|
15.6K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
155+ 0.18% |
$6.24K - $7.43K
|
85.8K
$6.61M
|