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 09, 2023
Q4 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
10+ 0.09% |
$402 - $480
|
11K
$847K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
10+ 0.14% |
$402 - $480
|
7.22K
$556K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
9+ 0.07% |
$362 - $432
|
12.9K
$993K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
8+ 0.62% |
$322 - $384
|
1.29K
$99.5K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
8+ 0.61% |
$322 - $384
|
1.33K
$102K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
8+ 0.07% |
$322 - $384
|
11.5K
$886K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.14% |
$322 - $384
|
5.92K
$456K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8+ 0.1% |
$322 - $384
|
8.17K
$629K
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7+ 0.04% |
$282 - $336
|
19K
$1.46M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
6+ 0.06% |
$241 - $288
|
9.78K
$753K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
6+ 0.41% |
$241 - $288
|
1.47K
$113K
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
6+ 0.04% |
$241 - $288
|
15.8K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
6+ 0.11% |
$241 - $288
|
5.64K
$435K
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
6+ 0.04% |
$241 - $288
|
14K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.69% |
$201 - $240
|
729
$56.2K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.23% |
$201 - $240
|
2.19K
$169K
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$161 - $192
|
6.65K
$512K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.53% |
$121 - $144
|
573
$44.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.57% |
$121 - $144
|
530
$40.8K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
3+ 0.03% |
$121 - $144
|
10.3K
$794K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3+ 0.04% |
$121 - $144
|
7.18K
$553K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.02% |
$121 - $144
|
13.4K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
2+ 0.5% |
$80.5 - $95.9
|
405
$31.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.93% |
$80.5 - $95.9
|
218
$16.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 0.13% |
$80.5 - $95.9
|
1.49K
$114K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.15% |
$80.5 - $95.9
|
1.32K
$102K
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$80.5 - $95.9
|
6.99K
$538K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
2+ 0.02% |
$80.5 - $95.9
|
11.8K
$910K
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
2+ 0.02% |
$80.5 - $95.9
|
8.98K
$691K
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2+ 0.03% |
$80.5 - $95.9
|
5.73K
$442K
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$80.5 - $95.9
|
5.12K
$395K
|
|
|
Feb 09, 2023
Q4 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
2+ 0.02% |
$80.5 - $95.9
|
8.53K
$657K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.63% |
$80.5 - $95.9
|
321
$24.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.01% |
$80.5 - $95.9
|
27.8K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2+ 0.03% |
$80.5 - $95.9
|
6.37K
$490K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.29% |
$80.5 - $95.9
|
693
$53.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 1.41% |
$40.2 - $48
|
72
$5.55K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1+ 0.01% |
$40.2 - $48
|
7.85K
$604K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$40.2 - $48
|
19.2K
$1.48M
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.53% |
$40.2 - $48
|
190
$14.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.17% |
$40.2 - $48
|
590
$45.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.39% |
$40.2 - $48
|
256
$19.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
BUY
|
- |
1+ 0.0% |
$40.2 - $48
|
95.5K
$7.36M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.0% |
$40.2 - $48
|
25.7K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
1+ 0.0% |
$40.2 - $48
|
66.3K
$5.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Hutner Capital Management Inc
Manchester, VT |
BUY
|
- |
1+ 0.01% |
$40.2 - $48
|
16.4K
$1.27M
|
|
|
Nov 26, 2024
Q4 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.01% |
$40.2 - $48
|
10.4K
$801K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1- 0.01% |
$40.2 - $48
|
13.3K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2- 0.01% |
$80.5 - $95.9
|
22.1K
$1.7M
|