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 13, 2022
Q1 2022
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.08K+ 10.47% |
$49.5K - $63.8K
|
11.4K
$887K
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.05K+ 9.12% |
$48.2K - $62.2K
|
12.6K
$981K
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
1.05K+ 18.1% |
$48.1K - $62K
|
6.85K
$533K
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.04K+ 4.17% |
$47.7K - $61.5K
|
26K
$2.03M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.03K+ 1.49% |
$47K - $60.5K
|
69.8K
$5.44M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.03K+ 11.89% |
$47K - $60.5K
|
9.65K
$751K
|
|
|
Apr 19, 2022
Q1 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
1K+ 18.18% |
$45.8K - $59.1K
|
6.5K
$506K
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
1K+ 0.99% |
$45.8K - $59.1K
|
102K
$7.92M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1K+ 22.75% |
$45.8K - $59.1K
|
5.4K
$420K
|
|
|
Apr 20, 2022
Q1 2022
|
Monarch Capital Management Inc
|
BUY
|
- |
990+ 3.51% |
$45.4K - $58.5K
|
29.2K
$2.27M
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
985+ 17.47% |
$45.1K - $58.2K
|
6.62K
$516K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
972+ 15.78% |
$44.5K - $57.4K
|
7.13K
$555K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
972+ 10.18% |
$44.5K - $57.4K
|
10.5K
$819K
|
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
950New |
$43.5K - $56.1K
|
950
$74K
|
|
|
May 09, 2022
Q1 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
950+ 7.31% |
$43.5K - $56.1K
|
13.9K
$1.09M
|
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
926+ 0.82% |
$42.4K - $54.7K
|
114K
$8.87M
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
911+ 12.32% |
$41.7K - $53.8K
|
8.31K
$647K
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
909+ 10.92% |
$41.6K - $53.7K
|
9.23K
$719K
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
BUY
|
- |
900+ 2.49% |
$41.2K - $53.2K
|
37K
$2.88M
|
|
|
Apr 12, 2022
Q1 2022
|
Chicago Trust CO Na
|
BUY
|
- |
883+ 6.75% |
$40.5K - $52.1K
|
14K
$1.09M
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
870+ 1.27% |
$39.9K - $51.4K
|
69.5K
$5.41M
|
|
|
May 02, 2022
Q1 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
857+ 13.97% |
$39.3K - $50.6K
|
6.99K
$544K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
846+ 1.69% |
$38.8K - $50K
|
51K
$3.97M
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
839+ 62.66% |
$38.4K - $49.6K
|
2.18K
$170K
|
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
830+ 0.8% |
$38K - $49K
|
105K
$8.18M
|
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
828+ 4870.59% |
$37.9K - $48.9K
|
845
$65.8K
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
790+ 5.23% |
$36.2K - $46.7K
|
15.9K
$1.24M
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
BUY
|
- |
781+ 6.29% |
$35.8K - $46.1K
|
13.2K
$1.03M
|
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
777+ 1.49% |
$35.6K - $45.9K
|
53.1K
$4.13M
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
772+ 73.04% |
$35.4K - $45.6K
|
1.83K
$142K
|
|
|
May 13, 2022
Q1 2022
|
Candriam S.C.A.
|
BUY
|
- |
770+ 0.28% |
$35.3K - $45.5K
|
274K
$21.3M
|
|
|
May 11, 2022
Q1 2022
|
Investment Management Of Virginia LLC
|
BUY
|
- |
759+ 0.99% |
$34.8K - $44.8K
|
77.8K
$6.05M
|
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
750+ 12.15% |
$34.4K - $44.3K
|
6.92K
$539K
|
|
|
Apr 25, 2022
Q1 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
748+ 6.88% |
$34.3K - $44.2K
|
11.6K
$905K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
738+ 2.35% |
$33.8K - $43.6K
|
32.2K
$2.51M
|
|
|
Apr 25, 2022
Q1 2022
|
Meritage Portfolio Management
|
BUY
|
- |
724+ 0.62% |
$33.2K - $42.8K
|
118K
$9.21M
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
720+ 11.66% |
$33K - $42.5K
|
6.89K
$537K
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
714+ 1.31% |
$32.7K - $42.2K
|
55.4K
$4.31M
|
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
709+ 0.28% |
$32.5K - $41.9K
|
251K
$19.6M
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
708+ 4.7% |
$32.4K - $41.8K
|
15.8K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
700+ 1.98% |
$32.1K - $41.3K
|
36K
$2.8M
|
|
|
May 11, 2022
Q1 2022
|
Lgt Group Foundation
|
BUY
|
- |
687+ 1.11% |
$31.5K - $40.6K
|
62.8K
$4.89M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
679+ 1.3% |
$31.1K - $40.1K
|
53K
$4.13M
|
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
BUY
|
- |
676+ 2.05% |
$31K - $39.9K
|
33.6K
$2.62M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
674+ 10.06% |
$30.9K - $39.8K
|
7.37K
$574K
|
|
|
Apr 08, 2022
Q1 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
670New |
$30.7K - $39.6K
|
670
$52.2K
|
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
667+ 0.57% |
$30.6K - $39.4K
|
119K
$9.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
665+ 0.86% |
$30.5K - $39.3K
|
77.8K
$6.06M
|
|
|
May 12, 2022
Q1 2022
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
657+ 1.67% |
$30.1K - $38.8K
|
40K
$3.11M
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
637+ 54.87% |
$29.2K - $37.6K
|
1.8K
$140K
|