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 |
---|---|---|---|---|---|---|---|
May 11, 2022
Q1 2022
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
4.21K+ 1.5% |
$193K - $248K
|
284K
$22.1M
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
4.18KNew |
$192K - $247K
|
4.18K
$326K
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
4.15KNew |
$190K - $245K
|
4.15K
$323K
|
|
Apr 26, 2022
Q1 2022
|
Northern Capital Management, Inc.
|
BUY
|
- |
4.14KNew |
$190K - $245K
|
4.14K
$323K
|
|
May 02, 2022
Q1 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
4.12K+ 59.28% |
$189K - $243K
|
11.1K
$862K
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4.11KNew |
$188K - $243K
|
4.11K
$320K
|
|
May 10, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.1K+ 1.39% |
$188K - $242K
|
298K
$23.2M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
4.06K+ 4.06% |
$186K - $239K
|
104K
$8.09M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
4.03KNew |
$185K - $238K
|
4.03K
$314K
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.02K+ 34.82% |
$184K - $238K
|
15.6K
$1.21M
|
|
May 10, 2022
Q1 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
4K+ 44.09% |
$183K - $236K
|
13.1K
$1.02M
|
|
May 16, 2022
Q1 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
4K+ 4.06% |
$183K - $236K
|
102K
$7.97M
|
|
Apr 27, 2022
Q1 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.98K+ 7.46% |
$183K - $235K
|
57.4K
$4.47M
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.98K+ 6.57% |
$182K - $235K
|
64.5K
$5.02M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.94K+ 26.76% |
$181K - $233K
|
18.7K
$1.45M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
3.88K+ 5.04% |
$178K - $229K
|
80.9K
$6.3M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.87K+ 11.51% |
$177K - $228K
|
37.5K
$2.92M
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
3.86K+ 22.75% |
$177K - $228K
|
20.8K
$1.62M
|
|
May 09, 2022
Q1 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
3.85K+ 3.61% |
$176K - $227K
|
111K
$8.61M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3.81KNew |
$175K - $225K
|
3.81K
$297K
|
|
Apr 12, 2022
Q1 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
3.77K+ 23.54% |
$173K - $222K
|
19.8K
$1.54M
|
|
Apr 08, 2022
Q1 2022
|
Ims Capital Management
|
BUY
|
- |
3.7K+ 7.58% |
$169K - $219K
|
52.5K
$4.09M
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
3.69K+ 30.95% |
$169K - $218K
|
15.6K
$1.21M
|
|
May 06, 2022
Q1 2022
|
Equitable Trust CO
|
BUY
|
- |
3.68K+ 40.28% |
$169K - $217K
|
12.8K
$998K
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.65K+ 64.5% |
$167K - $216K
|
9.31K
$725K
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
3.65K+ 29.53% |
$167K - $216K
|
16K
$1.25M
|
|
May 13, 2022
Q1 2022
|
Uss Investment Management LTD
|
BUY
|
- |
3.64K+ 0.37% |
$167K - $215K
|
979K
$76.2M
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.53K+ 58.02% |
$162K - $209K
|
9.62K
$749K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.49K+ 82.59% |
$160K - $206K
|
7.72K
$601K
|
|
May 13, 2022
Q1 2022
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.49K+ 8.68% |
$160K - $206K
|
43.7K
$3.4M
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 3.59% |
$159K - $205K
|
100K
$7.82M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.43K+ 25.14% |
$157K - $203K
|
17.1K
$1.33M
|
|
May 09, 2022
Q1 2022
|
Sp Asset Management
|
BUY
|
- |
3.4K+ 1.0% |
$156K - $201K
|
344K
$26.8M
|
|
Apr 26, 2022
Q1 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.4K+ 682.93% |
$156K - $201K
|
3.9K
$304K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.38K+ 17.1% |
$155K - $199K
|
23.1K
$1.8M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.37K+ 5.64% |
$154K - $199K
|
63.1K
$4.91M
|
|
May 13, 2022
Q1 2022
|
Brandywine Global Investment Management, LLC
Philadelphia, PA |
BUY
|
- |
3.31K+ 0.17% |
$152K - $195K
|
2.01M
$156M
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.29K+ 25.38% |
$151K - $194K
|
16.3K
$1.27M
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.21K+ 22.8% |
$147K - $190K
|
17.3K
$1.35M
|
|
May 12, 2022
Q1 2022
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
3.17K+ 52.18% |
$145K - $187K
|
9.26K
$721K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.17K+ 0.78% |
$145K - $187K
|
409K
$31.8M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.14K+ 10.83% |
$144K - $185K
|
32.1K
$2.5M
|
|
Apr 27, 2022
Q1 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
3.09K+ 58.26% |
$141K - $182K
|
8.39K
$653K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.04K+ 3.64% |
$139K - $180K
|
86.7K
$6.75M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3.03KNew |
$139K - $179K
|
3.03K
$236K
|
|
May 16, 2022
Q1 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
3.02K+ 5.18% |
$138K - $178K
|
61.4K
$4.78M
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.01K+ 34.69% |
$138K - $177K
|
11.7K
$908K
|
|
Apr 11, 2022
Q1 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
2.96K+ 3.76% |
$135K - $175K
|
81.6K
$6.35M
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
2.93K+ 3.86% |
$134K - $173K
|
78.9K
$6.14M
|
|
Jul 19, 2022
Q1 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
2.92K+ 9.35% |
$134K - $172K
|
34.1K
$2.66M
|