Purchases and Sales Made in Q1 2022 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.34KNew |
$245K - $315K
|
5.34K
$416K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
5.34K+ 31.28% |
$245K - $315K
|
22.4K
$1.74M
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.3K+ 34.27% |
$243K - $313K
|
20.8K
$1.62M
|
|
|
May 12, 2022
Q1 2022
|
Yousif Capital Management, LLC
|
BUY
|
- |
5.23K+ 0.72% |
$239K - $309K
|
729K
$56.8M
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
5.21K+ 274.87% |
$238K - $307K
|
7.1K
$553K
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.19K+ 5.26% |
$238K - $307K
|
104K
$8.09M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
5.18K+ 113.01% |
$237K - $306K
|
9.76K
$760K
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.14KNew |
$235K - $303K
|
5.14K
$400K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.13KNew |
$235K - $303K
|
5.13K
$399K
|
|
|
May 03, 2022
Q1 2022
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
5.12KNew |
$235K - $302K
|
5.12K
$399K
|
|
|
May 11, 2022
Q1 2022
|
Ctc Capital Management, LLC
|
BUY
|
- |
5.1KNew |
$234K - $301K
|
5.1K
$397K
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.08KNew |
$233K - $300K
|
5.08K
$396K
|
|
|
May 17, 2022
Q1 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
5.08K+ 17.0% |
$233K - $300K
|
35K
$2.72M
|
|
|
Apr 22, 2022
Q1 2022
|
Defender Capital, Llc.
|
BUY
|
- |
5.07KNew |
$232K - $300K
|
5.07K
$395K
|
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.05K+ 1964.2% |
$231K - $298K
|
5.31K
$413K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.05KNew |
$231K - $298K
|
5.05K
$393K
|
|
|
Sep 06, 2024
Q1 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
5.03KNew |
$230K - $297K
|
5.03K
$392K
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
5.03K+ 6.71% |
$230K - $297K
|
80K
$6.23M
|
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5.02K+ 21.47% |
$230K - $297K
|
28.4K
$2.21M
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
5K+ 51.55% |
$229K - $295K
|
14.7K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
5K+ 4.33% |
$229K - $295K
|
120K
$9.38M
|
|
|
May 16, 2022
Q1 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.99K+ 9.75% |
$228K - $295K
|
56.1K
$4.37M
|
|
|
May 06, 2022
Q1 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.98KNew |
$228K - $294K
|
4.98K
$388K
|
|
|
May 10, 2022
Q1 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
4.91KNew |
$225K - $290K
|
4.91K
$382K
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
4.85K+ 12.28% |
$222K - $286K
|
44.3K
$3.45M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
4.77K+ 8.94% |
$219K - $282K
|
58.1K
$4.53M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
4.77K+ 18.66% |
$218K - $282K
|
30.3K
$2.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
BUY
|
- |
4.71KNew |
$216K - $278K
|
4.71K
$367K
|
|
|
May 13, 2022
Q1 2022
|
Paradigm Capital Management, LLC
Reno, NV |
BUY
|
- |
4.71KNew |
$216K - $278K
|
4.71K
$366K
|
|
|
May 12, 2022
Q1 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
4.7KNew |
$215K - $278K
|
4.7K
$366K
|
|
|
Apr 19, 2022
Q1 2022
|
Reliant Investment Management, LLC
|
BUY
|
- |
4.69KNew |
$215K - $277K
|
4.69K
$365K
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4.58KNew |
$210K - $271K
|
4.58K
$357K
|
|
|
Apr 12, 2022
Q1 2022
|
Life Steps Financial, Inc.
|
BUY
|
- |
4.57KNew |
$209K - $270K
|
4.57K
$356K
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
4.57KNew |
$209K - $270K
|
4.57K
$356K
|
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
4.55KNew |
$208K - $268K
|
4.55K
$354K
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.51KNew |
$207K - $266K
|
4.51K
$351K
|
|
|
May 10, 2022
Q1 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.5KNew |
$206K - $266K
|
4.5K
$350K
|
|
|
May 10, 2022
Q1 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
4.48K+ 25.71% |
$205K - $265K
|
21.9K
$1.71M
|
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
4.42KNew |
$202K - $261K
|
4.42K
$344K
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.37KNew |
$200K - $258K
|
4.37K
$340K
|
|
|
May 13, 2022
Q1 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
4.36KNew |
$200K - $257K
|
4.36K
$339K
|
|
|
May 09, 2022
Q1 2022
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
4.35KNew |
$199K - $257K
|
4.35K
$339K
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4.35K+ 14.36% |
$199K - $257K
|
34.6K
$2.7M
|
|
|
Apr 13, 2022
Q1 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4.28KNew |
$196K - $253K
|
4.28K
$333K
|
|
|
May 10, 2022
Q1 2022
|
Mqs Management LLC
|
BUY
|
- |
4.28KNew |
$196K - $253K
|
4.28K
$333K
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
4.26KNew |
$195K - $251K
|
4.26K
$331K
|
|
|
May 03, 2022
Q1 2022
|
Wilsey Asset Management Inc
|
BUY
|
- |
4.25K+ 0.79% |
$195K - $251K
|
539K
$42M
|
|
|
May 06, 2022
Q1 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
4.25KNew |
$195K - $251K
|
4.25K
$331K
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$194K - $250K
|
4.23K
$329K
|
|
|
Apr 26, 2022
Q1 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
4.23KNew |
$194K - $250K
|
4.23K
$329K
|