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 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-354- 1.28% |
$14.2K - $17K
|
27.2K
$2.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-369- 5.51% |
$14.8K - $17.7K
|
6.33K
$488K
|
|
|
Jan 26, 2023
Q4 2022
|
Tufton Capital Management
|
SELL
|
- |
-370- 0.26% |
$14.9K - $17.7K
|
143K
$11M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-375- 0.42% |
$15.1K - $18K
|
90K
$6.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-376- 7.67% |
$15.1K - $18K
|
4.53K
$349K
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-380- 7.2% |
$15.3K - $18.2K
|
4.9K
$377K
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-392- 2.12% |
$15.8K - $18.8K
|
18.1K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
First City Capital Management, Inc.
|
SELL
|
- |
-394- 1.54% |
$15.9K - $18.9K
|
25.2K
$1.94M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-400- 93.9% |
$16.1K - $19.2K
|
26
$2K
|
|
|
Feb 03, 2023
Q4 2022
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-400- 2.71% |
$16.1K - $19.2K
|
14.3K
$1.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-404- 2.95% |
$16.3K - $19.4K
|
13.3K
$1.02M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-408- 0.82% |
$16.4K - $19.6K
|
49.3K
$3.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-416- 3.24% |
$16.7K - $19.9K
|
12.4K
$956K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-416- 65.41% |
$16.7K - $19.9K
|
220
$16.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-428- 2.37% |
$17.2K - $20.5K
|
17.7K
$1.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-429- 44.5% |
$17.3K - $20.6K
|
535
$41.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-431- 0.26% |
$17.3K - $20.7K
|
165K
$12.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-432- 0.22% |
$17.4K - $20.7K
|
195K
$15.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-434- 3.24% |
$17.5K - $20.8K
|
13K
$999K
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-440- 0.91% |
$17.7K - $21.1K
|
47.9K
$3.69M
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
SELL
|
- |
-446- 8.23% |
$17.9K - $21.4K
|
4.97K
$383K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-447- 1.44% |
$18K - $21.4K
|
30.7K
$2.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-448- 0.6% |
$18K - $21.5K
|
74K
$5.7M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
SELL
|
- |
-449- 1.26% |
$18.1K - $21.5K
|
35.2K
$2.71M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-449- 3.37% |
$18.1K - $21.5K
|
12.9K
$992K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-459- 3.32% |
$18.5K - $22K
|
13.4K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-460- 0.5% |
$18.5K - $22.1K
|
91.9K
$7.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-466- 5.52% |
$18.7K - $22.3K
|
7.98K
$615K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
SELL
|
- |
-467- 2.98% |
$18.8K - $22.4K
|
15.2K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-467- 0.3% |
$18.8K - $22.4K
|
154K
$11.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-478- 8.0% |
$19.2K - $22.9K
|
5.5K
$424K
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-479- 2.53% |
$19.3K - $23K
|
18.4K
$1.42M
|
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-499- 1.16% |
$20.1K - $23.9K
|
42.5K
$3.28M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-499- 1.42% |
$20.1K - $23.9K
|
34.5K
$2.66M
|
|
|
Jan 05, 2023
Q4 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-500- 12.05% |
$20.1K - $24K
|
3.65K
$281K
|
|
|
Jan 10, 2023
Q4 2022
|
S.A. Mason LLC
|
SELL
|
- |
-500- 5.47% |
$20.1K - $24K
|
8.64K
$665K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-500- 1.67% |
$20.1K - $24K
|
29.5K
$2.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Everett Harris & CO
|
SELL
|
- |
-500- 1.58% |
$20.1K - $24K
|
31.1K
$2.4M
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
SELL
|
- |
-500- 4.52% |
$20.1K - $24K
|
10.6K
$813K
|
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-500- 5.63% |
$20.1K - $24K
|
8.38K
$646K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-502- 3.88% |
$20.2K - $24.1K
|
12.4K
$959K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-503- 4.76% |
$20.2K - $24.1K
|
10.1K
$776K
|
|
|
Feb 08, 2023
Q4 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-511- 0.05% |
$20.6K - $24.5K
|
1M
$77.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-516- 0.83% |
$20.8K - $24.7K
|
61.4K
$4.73M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-521- 0.08% |
$21K - $25K
|
656K
$50.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-523- 5.6% |
$21K - $25.1K
|
8.81K
$679K
|
|
|
Feb 14, 2023
Q4 2022
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-524- 0.99% |
$21.1K - $25.1K
|
52.3K
$4.03M
|
|
|
Feb 02, 2023
Q4 2022
|
Investment Management Associates Inc
|
SELL
|
- |
-525- 2.44% |
$21.1K - $25.2K
|
21K
$1.62M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-526- 0.88% |
$21.2K - $25.2K
|
59K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-527- 4.64% |
$21.2K - $25.3K
|
10.8K
$833K
|