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 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-3- 0.06% |
$121 - $144
|
5.2K
$400K
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4- 0.08% |
$161 - $192
|
5.06K
$390K
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$201 - $240
|
6.56K
$505K
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-6- 0.36% |
$241 - $288
|
1.64K
$126K
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.08% |
$322 - $384
|
10.3K
$794K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-9- 0.02% |
$362 - $432
|
50.2K
$3.87M
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-11- 0.11% |
$443 - $527
|
10.1K
$776K
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-12- 1.73% |
$483 - $575
|
680
$52.4K
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-12- 0.1% |
$483 - $575
|
11.4K
$879K
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-13- 0.04% |
$523 - $623
|
29.2K
$2.25M
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-14- 0.14% |
$563 - $671
|
10.2K
$782K
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-15- 0.11% |
$603 - $719
|
13.9K
$1.07M
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-16- 0.01% |
$644 - $767
|
108K
$8.29M
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-17- 0.04% |
$684 - $815
|
40.1K
$3.09M
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-17- 2.69% |
$684 - $815
|
614
$47.3K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-18- 9.73% |
$724 - $863
|
167
$12.9K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-18- 0.14% |
$724 - $863
|
12.8K
$984K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-20Closed |
$805 - $959
|
0
$0
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-24- 0.32% |
$966 - $1.15K
|
7.45K
$574K
|
|
Jan 26, 2023
Q4 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-25- 0.27% |
$1.01K - $1.2K
|
9.11K
$702K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-25- 0.3% |
$1.01K - $1.2K
|
8.44K
$650K
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-26- 0.22% |
$1.05K - $1.25K
|
12.1K
$929K
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-27- 0.1% |
$1.09K - $1.29K
|
26.6K
$2.05M
|
|
Feb 03, 2023
Q4 2022
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-32- 0.24% |
$1.29K - $1.53K
|
13.5K
$1.04M
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-33- 0.9% |
$1.33K - $1.58K
|
3.63K
$280K
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-36- 0.21% |
$1.45K - $1.73K
|
16.8K
$1.3M
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-37- 0.42% |
$1.49K - $1.77K
|
8.87K
$683K
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-37- 0.5% |
$1.49K - $1.77K
|
7.41K
$571K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-38- 0.9% |
$1.53K - $1.82K
|
4.18K
$322K
|
|
Feb 06, 2023
Q4 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-40- 0.07% |
$1.61K - $1.92K
|
58.2K
$4.48M
|
|
Jan 26, 2023
Q4 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-42- 0.52% |
$1.69K - $2.01K
|
8.02K
$618K
|
|
Feb 14, 2023
Q4 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-45- 0.57% |
$1.81K - $2.16K
|
7.8K
$601K
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-46- 0.21% |
$1.85K - $2.21K
|
21.9K
$1.68M
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-46- 0.31% |
$1.85K - $2.21K
|
14.6K
$1.12M
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-47- 0.62% |
$1.89K - $2.25K
|
7.49K
$577K
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-48- 13.33% |
$1.93K - $2.3K
|
312
$24K
|
|
Jan 20, 2023
Q4 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-50- 5.56% |
$2.01K - $2.4K
|
850
$65.5K
|
|
Feb 06, 2023
Q4 2022
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-50- 0.02% |
$2.01K - $2.4K
|
249K
$19.2M
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-50- 0.54% |
$2.01K - $2.4K
|
9.22K
$710K
|
|
Feb 10, 2023
Q4 2022
|
Skba Capital Management LLC
San Francisco, CA |
SELL
|
- |
-50- 0.02% |
$2.01K - $2.4K
|
228K
$17.5M
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-51- 23.72% |
$2.05K - $2.45K
|
164
$12.6K
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-52- 0.34% |
$2.09K - $2.49K
|
15.4K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-54- 2.33% |
$2.17K - $2.59K
|
2.26K
$174K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-58- 13.15% |
$2.33K - $2.78K
|
383
$29.5K
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-60- 1.66% |
$2.41K - $2.88K
|
3.55K
$273K
|
|
Feb 09, 2023
Q4 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-64- 0.9% |
$2.57K - $3.07K
|
7.06K
$544K
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-65- 48.87% |
$2.61K - $3.12K
|
68
$5.24K
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-65- 0.21% |
$2.61K - $3.12K
|
30.5K
$2.35M
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-65- 0.5% |
$2.61K - $3.12K
|
13K
$1M
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-69- 0.16% |
$2.78K - $3.31K
|
43.6K
$3.36M
|