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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Franklin Street Advisors Inc
|
BUY
|
- |
628+ 1.48% |
$28.8K - $37.1K
|
43.1K
$3.34M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
625+ 6250.0% |
$28.6K - $36.9K
|
635
$49.2K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
623+ 6.06% |
$28.5K - $36.8K
|
10.9K
$845K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
600+ 2142.86% |
$27.5K - $35.4K
|
628
$48.7K
|
|
|
May 06, 2022
Q1 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
596+ 12.34% |
$27.3K - $35.2K
|
5.42K
$421K
|
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
592+ 2.02% |
$27.1K - $35K
|
29.8K
$2.31M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
588+ 0.68% |
$26.9K - $34.7K
|
87K
$6.74M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
583+ 4.27% |
$26.7K - $34.4K
|
14.2K
$1.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
575+ 1.62% |
$26.3K - $34K
|
36K
$2.79M
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
BUY
|
- |
572+ 3.01% |
$26.2K - $33.8K
|
19.6K
$1.52M
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
BUY
|
- |
560+ 3.4% |
$25.7K - $33.1K
|
17K
$1.32M
|
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
555+ 12.15% |
$25.4K - $32.8K
|
5.12K
$397K
|
|
|
Apr 11, 2022
Q1 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
537+ 0.04% |
$24.6K - $31.7K
|
1.3M
$101M
|
|
|
Apr 25, 2022
Q1 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
536New |
$24.6K - $31.7K
|
536
$41.6K
|
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
525+ 7.89% |
$24.1K - $31K
|
7.18K
$557K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
522+ 0.02% |
$23.9K - $30.8K
|
2.53M
$196M
|
|
|
Apr 29, 2022
Q1 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
503+ 4.2% |
$23K - $29.7K
|
12.5K
$967K
|
|
|
Apr 27, 2022
Q1 2022
|
Bill Few Associates, Inc.
|
BUY
|
- |
500+ 10.7% |
$22.9K - $29.5K
|
5.18K
$401K
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
500+ 3.41% |
$22.9K - $29.5K
|
15.2K
$1.18M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
480+ 7.28% |
$22K - $28.3K
|
7.07K
$549K
|
|
|
May 11, 2022
Q1 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
460+ 2.78% |
$21.1K - $27.2K
|
17K
$1.32M
|
|
|
Apr 26, 2022
Q1 2022
|
Convergence Investment Partners, LLC
|
BUY
|
- |
459+ 2.63% |
$21K - $27.1K
|
17.9K
$1.39M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
453+ 2.63% |
$20.8K - $26.8K
|
17.7K
$1.37M
|
|
|
May 10, 2022
Q1 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
450+ 3.47% |
$20.6K - $26.6K
|
13.4K
$1.04M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
447+ 0.47% |
$20.5K - $26.4K
|
96K
$7.44M
|
|
|
May 13, 2022
Q1 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
447+ 0.5% |
$20.5K - $26.4K
|
90.2K
$6.99M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
438+ 3.17% |
$20.1K - $25.9K
|
14.2K
$1.1M
|
|
|
May 04, 2022
Q1 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
437+ 0.44% |
$20K - $25.8K
|
101K
$7.82M
|
|
|
Apr 29, 2022
Q1 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
431+ 1.05% |
$19.7K - $25.5K
|
41.3K
$3.21M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Effects LLC
|
BUY
|
- |
425+ 6.39% |
$19.5K - $25.1K
|
7.07K
$549K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
423+ 10.03% |
$19.4K - $25K
|
4.64K
$360K
|
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
420+ 7.15% |
$19.2K - $24.8K
|
6.29K
$488K
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
418+ 5.33% |
$19.1K - $24.7K
|
8.26K
$640K
|
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
415+ 3.03% |
$19K - $24.5K
|
14.1K
$1.09M
|
|
|
Apr 25, 2022
Q1 2022
|
First Bancorp, Inc
|
BUY
|
- |
412+ 6.08% |
$18.9K - $24.3K
|
7.19K
$558K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
409+ 65.02% |
$18.7K - $24.2K
|
1.04K
$80.5K
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
409+ 8.92% |
$18.7K - $24.2K
|
4.99K
$387K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
400New |
$18.3K - $23.6K
|
400
$31K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
400+ 1.34% |
$18.3K - $23.6K
|
30.3K
$2.35M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
400+ 8.69% |
$18.3K - $23.6K
|
5.01K
$388K
|
|
|
May 05, 2022
Q1 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
400+ 3.89% |
$18.3K - $23.6K
|
10.7K
$827K
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
396+ 1.78% |
$18.1K - $23.4K
|
22.7K
$1.76M
|
|
|
Apr 14, 2022
Q1 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
383+ 1.68% |
$17.5K - $22.6K
|
23.2K
$1.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
375New |
$17.2K - $22.1K
|
375
$29.1K
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
370+ 0.29% |
$16.9K - $21.9K
|
128K
$9.91M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
362+ 2.65% |
$16.6K - $21.4K
|
14K
$1.09M
|
|
|
Apr 18, 2022
Q1 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
357+ 7.56% |
$16.4K - $21.1K
|
5.08K
$394K
|
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
353+ 1.89% |
$16.2K - $20.8K
|
19K
$1.47M
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
351+ 7.94% |
$16.1K - $20.7K
|
4.77K
$370K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
350New |
$16K - $20.7K
|
350
$27.1K
|