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 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-538- 2.16% |
$21.6K - $25.8K
|
24.4K
$1.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-542- 22.02% |
$21.8K - $26K
|
1.92K
$148K
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-544- 2.45% |
$21.9K - $26.1K
|
21.7K
$1.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-544- 8.48% |
$21.9K - $26.1K
|
5.87K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-544- 6.04% |
$21.9K - $26.1K
|
8.47K
$652K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-545- 13.42% |
$21.9K - $26.1K
|
3.52K
$271K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-549- 6.66% |
$22.1K - $26.3K
|
7.7K
$593K
|
|
|
Jan 18, 2023
Q4 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-550- 2.09% |
$22.1K - $26.4K
|
25.8K
$1.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-555- 12.04% |
$22.3K - $26.6K
|
4.05K
$312K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-556- 6.12% |
$22.4K - $26.7K
|
8.53K
$657K
|
|
|
Jan 20, 2023
Q4 2022
|
Mill Capital Management, LLC
|
SELL
|
- |
-560- 0.62% |
$22.5K - $26.9K
|
89.6K
$6.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
SELL
|
- |
-561- 7.88% |
$22.6K - $26.9K
|
6.56K
$505K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-565- 4.97% |
$22.7K - $27.1K
|
10.8K
$833K
|
|
|
Feb 07, 2023
Q4 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-570- 4.97% |
$22.9K - $27.3K
|
10.9K
$840K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-572- 1.77% |
$23K - $27.4K
|
31.7K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-572- 76.88% |
$23K - $27.4K
|
172
$13.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-573- 5.46% |
$23.1K - $27.5K
|
9.92K
$764K
|
|
|
Jan 11, 2023
Q4 2022
|
Sawyer & Company, Inc
|
SELL
|
- |
-575- 2.33% |
$23.1K - $27.6K
|
24.1K
$1.86M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-575- 30.44% |
$23.1K - $27.6K
|
1.31K
$101K
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-575- 4.2% |
$23.1K - $27.6K
|
13.1K
$1.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
SELL
|
- |
-576- 48.81% |
$23.2K - $27.6K
|
604
$46.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-599- 93.59% |
$24.1K - $28.7K
|
41
$3.16K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
SELL
|
- |
-601- 0.57% |
$24.2K - $28.8K
|
105K
$8.12M
|
|
|
Jan 13, 2023
Q4 2022
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-602- 0.32% |
$24.2K - $28.9K
|
187K
$14.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-604- 1.63% |
$24.3K - $29K
|
36.3K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-606- 5.41% |
$24.4K - $29.1K
|
10.6K
$816K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-608- 4.83% |
$24.5K - $29.2K
|
12K
$924K
|
|
|
Mar 22, 2023
Q4 2022
|
Campion Asset Management
|
SELL
|
- |
-610- 6.47% |
$24.5K - $29.2K
|
8.83K
$680K
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-614- 5.41% |
$24.7K - $29.4K
|
10.7K
$826K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-615- 55.16% |
$24.7K - $29.5K
|
500
$38.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-620- 9.02% |
$24.9K - $29.7K
|
6.26K
$482K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-634- 5.43% |
$25.5K - $30.4K
|
11K
$851K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-635- 3.29% |
$25.5K - $30.4K
|
18.7K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-639- 0.67% |
$25.7K - $30.6K
|
94.7K
$7.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Flc Capital Advisors
|
SELL
|
- |
-641- 8.23% |
$25.8K - $30.7K
|
7.15K
$550K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-642- 6.72% |
$25.8K - $30.8K
|
8.91K
$686K
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
SELL
|
- |
-651- 1.28% |
$26.2K - $31.2K
|
50.1K
$3.86M
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-655- 8.59% |
$26.4K - $31.4K
|
6.97K
$537K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-675- 8.68% |
$27.2K - $32.4K
|
7.1K
$547K
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-680- 8.19% |
$27.4K - $32.6K
|
7.63K
$588K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-700- 2.43% |
$28.2K - $33.6K
|
28.1K
$2.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-713- 9.03% |
$28.7K - $34.2K
|
7.18K
$553K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-722- 9.19% |
$29K - $34.6K
|
7.13K
$549K
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-723- 0.44% |
$29.1K - $34.7K
|
164K
$12.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-730- 0.98% |
$29.4K - $35K
|
74.1K
$5.71M
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
SELL
|
- |
-732- 7.56% |
$29.4K - $35.1K
|
8.96K
$690K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-734- 4.59% |
$29.5K - $35.2K
|
15.3K
$1.18M
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-766- 30.1% |
$30.8K - $36.7K
|
1.78K
$137K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-771- 3.52% |
$31K - $37K
|
21.1K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-774- 1.69% |
$31.1K - $37.1K
|
45K
$3.47M
|