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 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 6.14% |
$412K - $491K
|
157K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.5K- 9.7% |
$422K - $502K
|
97.6K
$7.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.5K- 14.98% |
$424K - $505K
|
59.8K
$4.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-10.5K- 3.91% |
$424K - $506K
|
259K
$20M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-10.6K- 8.71% |
$426K - $508K
|
111K
$8.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.1K- 11.67% |
$448K - $534K
|
84.3K
$6.49M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-11.2K- 4.5% |
$449K - $535K
|
237K
$18.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-11.2K- 0.44% |
$453K - $539K
|
2.52M
$194M
|
|
|
Jan 12, 2023
Q4 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-11.3K- 38.59% |
$455K - $542K
|
18K
$1.39M
|
|
|
Feb 01, 2023
Q4 2022
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-11.9K- 6.14% |
$479K - $571K
|
182K
$14M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12K- 1.19% |
$484K - $576K
|
995K
$76.6M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12K- 1.19% |
$484K - $576K
|
995K
$76.6M
|
|
|
May 10, 2024
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-12K- 1.19% |
$484K - $576K
|
995K
$76.6M
|
|
|
Feb 13, 2025
Q4 2022
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-12.1K- 4.1% |
$486K - $579K
|
282K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-12.4K- 21.04% |
$498K - $593K
|
46.4K
$3.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-12.6K- 22.81% |
$506K - $603K
|
42.5K
$3.28M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-12.6K- 2.25% |
$506K - $604K
|
546K
$42.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-12.7K- 0.91% |
$510K - $608K
|
1.37M
$106M
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-12.7K- 0.91% |
$510K - $608K
|
1.37M
$106M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-13K- 8.39% |
$523K - $624K
|
142K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-13.1K- 47.96% |
$527K - $628K
|
14.2K
$1.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-13.4K- 4.07% |
$539K - $643K
|
316K
$24.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-13.9K- 4.01% |
$560K - $667K
|
333K
$25.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-14.3K- 17.66% |
$574K - $685K
|
66.6K
$5.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
- |
-14.7K- 97.94% |
$592K - $705K
|
310
$23.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-14.8K- 73.26% |
$597K - $712K
|
5.42K
$417K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-15.2K- 15.71% |
$611K - $728K
|
81.5K
$6.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-15.4K- 46.2% |
$619K - $738K
|
17.9K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-15.6K- 50.51% |
$628K - $749K
|
15.3K
$1.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Nixon Capital, LLC
Austin, TX |
SELL
|
- |
-16.2K- 4.65% |
$653K - $779K
|
333K
$25.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-16.3K- 6.24% |
$655K - $780K
|
244K
$18.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-16.7K- 35.58% |
$671K - $799K
|
30.2K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-17K- 2.09% |
$683K - $814K
|
795K
$61.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Mirabella Financial Services LLP
London, X0 |
SELL
|
- |
-17.3K- 74.03% |
$696K - $830K
|
6.07K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-17.6K- 78.03% |
$708K - $844K
|
4.96K
$382K
|
|
|
Jan 10, 2023
Q4 2022
|
Churchill Management Corp
|
SELL
|
- |
-17.8K- 5.68% |
$716K - $853K
|
295K
$22.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-18.3K- 18.84% |
$737K - $878K
|
78.9K
$6.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Tom Russo
Gardner Russo & Quinn LLC
|
SELL
|
- |
-18.3K- 2.34% |
$737K - $879K
|
766K
$59M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-18.6K- 27.74% |
$748K - $891K
|
48.4K
$3.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-19.4K- 58.37% |
$782K - $932K
|
13.9K
$1.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-19.8K- 13.46% |
$795K - $948K
|
127K
$9.79M
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
SELL
|
- |
-19.8K- 17.91% |
$796K - $948K
|
90.6K
$6.98M
|
|
|
Feb 03, 2023
Q4 2022
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-19.9K- 0.57% |
$800K - $954K
|
3.5M
$269M
|
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-20K- 18.72% |
$804K - $958K
|
86.8K
$6.68M
|
|
|
Jan 30, 2023
Q4 2022
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-20.1K- 2.17% |
$808K - $963K
|
905K
$69.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-20.4K- 3.85% |
$821K - $978K
|
509K
$39.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-20.6K- 10.48% |
$829K - $988K
|
176K
$13.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-20.7K- 37.62% |
$832K - $991K
|
34.3K
$2.64M
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-21K- 1.16% |
$846K - $1.01M
|
1.79M
$138M
|
|
|
Feb 07, 2023
Q4 2022
|
Braun Stacey Associates Inc
|
SELL
|
- |
-21.1K- 6.09% |
$849K - $1.01M
|
325K
$25.1M
|