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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.56K+ 13.56% |
$71.5K - $92.1K
|
13.1K
$1.02M
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.55K+ 22.53% |
$71.1K - $91.7K
|
8.45K
$658K
|
|
|
May 09, 2022
Q1 2022
|
Canandaigua National Corp
|
BUY
|
- |
1.55K+ 11.79% |
$70.9K - $91.4K
|
14.7K
$1.14M
|
|
|
Apr 11, 2022
Q1 2022
|
Bennett Selby Investments LP
|
BUY
|
- |
1.54K+ 4.31% |
$70.7K - $91.1K
|
37.3K
$2.9M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.53K+ 12.12% |
$70K - $90.2K
|
14.1K
$1.1M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.5K+ 9.53% |
$68.9K - $88.8K
|
17.3K
$1.35M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.47K+ 7.65% |
$67.4K - $86.9K
|
20.7K
$1.61M
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
BUY
|
- |
1.47K+ 14.47% |
$67.2K - $86.6K
|
11.6K
$903K
|
|
|
May 02, 2022
Q1 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.43K+ 6.6% |
$65.7K - $84.7K
|
23.2K
$1.8M
|
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.42K+ 9.58% |
$64.9K - $83.7K
|
16.2K
$1.26M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.41K+ 6.89% |
$64.8K - $83.5K
|
21.9K
$1.71M
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.41K+ 6.84% |
$64.7K - $83.4K
|
22.1K
$1.72M
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.41K+ 7.16% |
$64.5K - $83.2K
|
21.1K
$1.64M
|
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.4K+ 12.92% |
$64.2K - $82.7K
|
12.2K
$953K
|
|
|
May 20, 2022
Q1 2022
|
Sanders Capital, LLC
West Palm Beach, FL |
BUY
|
- |
1.39K+ 0.01% |
$63.7K - $82.1K
|
24.5M
$1.91B
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.36K+ 27.8% |
$62.3K - $80.4K
|
6.26K
$487K
|
|
|
May 16, 2022
Q1 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
1.36K+ 38.22% |
$62.3K - $80.3K
|
4.92K
$383K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.36K+ 0.55% |
$62.3K - $80.3K
|
247K
$19.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Grassi Investment Management
|
BUY
|
- |
1.35K+ 0.82% |
$61.9K - $79.8K
|
166K
$12.9M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
1.33K+ 5.41% |
$61.1K - $78.7K
|
26K
$2.02M
|
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
1.32K+ 102.89% |
$60.3K - $77.8K
|
2.6K
$202K
|
|
|
May 11, 2022
Q1 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.31K+ 13.33% |
$60.2K - $77.6K
|
11.2K
$870K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 5.6% |
$59.8K - $77.1K
|
24.6K
$1.92M
|
|
|
Apr 26, 2022
Q1 2022
|
Lipe & Dalton
|
BUY
|
- |
1.3K+ 14.94% |
$59.6K - $76.8K
|
10K
$779K
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.3K+ 356.16% |
$59.6K - $76.8K
|
1.67K
$130K
|
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 68.47% |
$59K - $76.1K
|
3.17K
$247K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.26K+ 7.68% |
$57.8K - $74.5K
|
17.7K
$1.38M
|
|
|
Apr 27, 2022
Q1 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.26K+ 2.28% |
$57.5K - $74.1K
|
56.3K
$4.38M
|
|
|
Apr 25, 2022
Q1 2022
|
Pacific Global Investment Management CO
|
BUY
|
- |
1.26K+ 16.97% |
$57.5K - $74.1K
|
8.65K
$674K
|
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.24K+ 0.93% |
$56.7K - $73.1K
|
134K
$10.4M
|
|
|
Apr 25, 2022
Q1 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.22K+ 2.47% |
$56K - $72.2K
|
50.8K
$3.95M
|
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
1.22KNew |
$55.9K - $72.1K
|
1.22K
$95K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.2K+ 11.72% |
$55.2K - $71.1K
|
11.5K
$893K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.2K+ 11.71% |
$55.1K - $71K
|
11.5K
$893K
|
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.2K+ 28.69% |
$55K - $70.9K
|
5.38K
$419K
|
|
|
May 12, 2022
Q1 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
1.17K+ 8.94% |
$53.8K - $69.3K
|
14.3K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.16K+ 16.88% |
$53.3K - $68.7K
|
8.06K
$627K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.16K+ 29.75% |
$53K - $68.4K
|
5.05K
$393K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1.15K+ 15.58% |
$52.5K - $67.6K
|
8.5K
$661K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.14KNew |
$52.4K - $67.6K
|
1.14K
$89.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.14K+ 43.63% |
$52.4K - $67.5K
|
3.76K
$293K
|
|
|
Apr 14, 2022
Q1 2022
|
Jacobs & CO
|
BUY
|
- |
1.14K+ 11.34% |
$52.3K - $67.4K
|
11.2K
$873K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.13K+ 6.37% |
$51.8K - $66.7K
|
18.9K
$1.47M
|
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.12K+ 0.41% |
$51.5K - $66.4K
|
278K
$21.6M
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.11KNew |
$50.8K - $65.4K
|
1.11K
$86.3K
|
|
|
May 16, 2022
Q1 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.11K+ 19.19% |
$50.7K - $65.3K
|
6.87K
$535K
|
|
|
Apr 27, 2022
Q1 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
1.1KNew |
$50.4K - $65K
|
1.1K
$85.6K
|
|
|
Apr 12, 2022
Q1 2022
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
1.1K+ 21.83% |
$50.3K - $64.9K
|
6.13K
$477K
|
|
|
Apr 28, 2022
Q1 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
1.09K+ 136.25% |
$49.9K - $64.4K
|
1.89K
$147K
|
|
|
May 16, 2022
Q1 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
1.08KNew |
$49.5K - $63.8K
|
1.08K
$84.1K
|