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 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
37+ 0.53% |
$1.69K - $2.19K
|
6.96K
$584K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
37New |
$1.69K - $2.19K
|
37
$3.1K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
37+ 0.15% |
$1.69K - $2.19K
|
24.5K
$2.05M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
34+ 0.28% |
$1.56K - $2.01K
|
12.3K
$1.03M
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
32+ 0.24% |
$1.47K - $1.89K
|
13.6K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
31+ 0.35% |
$1.42K - $1.83K
|
8.89K
$745K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
31+ 0.26% |
$1.42K - $1.83K
|
12K
$1.01M
|
|
|
Apr 27, 2022
Q1 2022
|
Exeter Financial, LLC
|
BUY
|
- |
28+ 0.29% |
$1.28K - $1.65K
|
9.53K
$799K
|
|
|
May 09, 2022
Q1 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
27+ 0.1% |
$1.24K - $1.59K
|
27.5K
$2.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
26+ 0.25% |
$1.19K - $1.54K
|
10.4K
$875K
|
|
|
Apr 25, 2022
Q1 2022
|
Norwood Financial Corp
|
BUY
|
- |
25+ 11.11% |
$1.15K - $1.48K
|
250
$21K
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
23+ 0.12% |
$1.05K - $1.36K
|
19.3K
$1.62M
|
|
|
Apr 22, 2022
Q1 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.33% |
$916 - $1.18K
|
6.12K
$514K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
19+ 1.37% |
$870 - $1.12K
|
1.41K
$118K
|
|
|
May 16, 2022
Q1 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
19+ 0.27% |
$870 - $1.12K
|
6.97K
$584K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
18+ 0.03% |
$825 - $1.06K
|
54.3K
$4.56M
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
18+ 0.45% |
$825 - $1.06K
|
4K
$335K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
17+ 0.01% |
$779 - $1K
|
339K
$28.4M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
17+ 0.06% |
$779 - $1K
|
27.9K
$2.34M
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
17+ 0.32% |
$779 - $1K
|
5.4K
$453K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
17+ 0.32% |
$779 - $1K
|
5.4K
$453K
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
15+ 14.42% |
$687 - $886
|
119
$9.98K
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
15+ 0.45% |
$687 - $886
|
3.32K
$278K
|
|
|
Apr 27, 2022
Q1 2022
|
Bank Of Stockton
|
BUY
|
- |
14+ 0.03% |
$641 - $827
|
47.1K
$3.95M
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
14+ 0.12% |
$641 - $827
|
11.7K
$985K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
14+ 0.35% |
$641 - $827
|
4.02K
$337K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
13+ 1.81% |
$596 - $768
|
732
$61.4K
|
|
|
May 05, 2022
Q1 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
13+ 0.41% |
$596 - $768
|
3.22K
$270K
|
|
|
May 10, 2022
Q1 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
13+ 0.2% |
$596 - $768
|
6.38K
$535K
|
|
|
May 13, 2022
Q1 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
12+ 0.11% |
$550 - $709
|
10.8K
$903K
|
|
|
May 12, 2022
Q1 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
10+ 0.11% |
$458 - $591
|
9.26K
$776K
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
10New |
$458 - $591
|
10
$839
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
10+ 0.08% |
$458 - $591
|
12.1K
$1.02M
|
|
|
May 12, 2022
Q1 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
10+ 0.1% |
$458 - $591
|
9.8K
$822K
|
|
|
Apr 12, 2022
Q1 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
9+ 0.02% |
$412 - $532
|
45.5K
$3.81M
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
BUY
|
- |
9+ 0.14% |
$412 - $532
|
6.27K
$526K
|
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
8+ 0.09% |
$366 - $472
|
8.78K
$736K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
8+ 0.07% |
$366 - $472
|
11.3K
$949K
|
|
|
Apr 14, 2022
Q1 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
8+ 0.13% |
$366 - $472
|
6.06K
$509K
|
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$366 - $472
|
14.4K
$1.21M
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
8+ 0.28% |
$366 - $472
|
2.89K
$242K
|
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
8+ 0.14% |
$366 - $472
|
5.68K
$476K
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
7+ 0.54% |
$321 - $413
|
1.32K
$110K
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7+ 0.08% |
$321 - $413
|
8.83K
$741K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
6+ 0.09% |
$275 - $354
|
7.02K
$588K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
6+ 0.46% |
$275 - $354
|
1.3K
$109K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 0.48% |
$275 - $354
|
1.27K
$106K
|
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6+ 0.13% |
$275 - $354
|
4.59K
$385K
|
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6+ 0.06% |
$275 - $354
|
10.8K
$906K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
6+ 1.0% |
$275 - $354
|
606
$50.8K
|