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 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.54% |
$137 - $177
|
563
$43.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.52% |
$137 - $177
|
583
$45.2K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
3+ 0.01% |
$137 - $177
|
22.2K
$1.72M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.08% |
$137 - $177
|
3.78K
$293K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2+ 0.28% |
$91.6 - $118
|
705
$54.7K
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.39% |
$91.6 - $118
|
520
$40.3K
|
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$91.6 - $118
|
4.41K
$342K
|
|
|
May 09, 2022
Q1 2022
|
Schulhoff & CO Inc
|
BUY
|
- |
2+ 0.02% |
$91.6 - $118
|
8.59K
$666K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.01% |
$45.8 - $59.1
|
11.5K
$890K
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$45.8 - $59.1
|
19.1K
$1.48M
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$45.8 - $59.1
|
214
$16.6K
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
1+ 0.02% |
$45.8 - $59.1
|
4.24K
$328K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$45.8 - $59.1
|
3.66K
$284K
|
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
1+ 0.02% |
$45.8 - $59.1
|
5.12K
$397K
|
|
|
May 04, 2022
Q1 2022
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$45.8 - $59.1
|
18.8K
$1.46M
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
BUY
|
- |
1+ 0.02% |
$45.8 - $59.1
|
4.94K
$383K
|
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
1+ 0.02% |
$45.8 - $59.1
|
5.14K
$399K
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.34% |
$45.8 - $59.1
|
292
$22.6K
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.0% |
$45.8 - $59.1
|
24.2K
$1.88M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.15% |
$45.8 - $59.1
|
688
$53.3K
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 1.79% |
$45.8 - $59.1
|
55
$4.26K
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 0.01% |
$45.8 - $59.1
|
7.47K
$579K
|
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-8- 0.03% |
$366 - $472
|
26.6K
$2.06M
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-9- 0.12% |
$412 - $532
|
7.28K
$564K
|
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-11- 0.12% |
$504 - $650
|
9.07K
$703K
|
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-13- 0.59% |
$596 - $768
|
2.2K
$171K
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-13- 0.11% |
$596 - $768
|
12K
$929K
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-15- 0.1% |
$687 - $886
|
15.3K
$1.19M
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-18- 0.2% |
$825 - $1.06K
|
8.83K
$685K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-20- 0.31% |
$916 - $1.18K
|
6.33K
$491K
|
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-20- 0.47% |
$916 - $1.18K
|
4.24K
$328K
|
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-25- 0.47% |
$1.15K - $1.48K
|
5.31K
$412K
|
|
|
May 10, 2022
Q1 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-27- 0.4% |
$1.24K - $1.59K
|
6.66K
$516K
|
|
|
May 10, 2022
Q1 2022
|
Citizens National Bank Trust Department
|
SELL
|
- |
-27- 0.1% |
$1.24K - $1.59K
|
27.9K
$2.16M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-31- 0.55% |
$1.42K - $1.83K
|
5.61K
$435K
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-36- 4.54% |
$1.65K - $2.13K
|
757
$58.7K
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-37- 0.49% |
$1.69K - $2.19K
|
7.51K
$582K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-37- 0.39% |
$1.69K - $2.19K
|
9.44K
$732K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-38- 1.85% |
$1.74K - $2.24K
|
2.01K
$156K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-38- 0.36% |
$1.74K - $2.24K
|
10.5K
$818K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-38- 0.23% |
$1.74K - $2.24K
|
16.2K
$1.25M
|
|
|
May 12, 2022
Q1 2022
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-38- 0.35% |
$1.74K - $2.24K
|
10.8K
$836K
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-39- 0.75% |
$1.79K - $2.3K
|
5.15K
$399K
|
|
|
May 04, 2022
Q1 2022
|
Evolution Advisers, Inc.
|
SELL
|
- |
-40- 0.52% |
$1.83K - $2.36K
|
7.63K
$591K
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-42- 0.91% |
$1.92K - $2.48K
|
4.59K
$356K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-44- 0.03% |
$2.02K - $2.6K
|
134K
$10.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-47- 0.59% |
$2.15K - $2.78K
|
7.94K
$616K
|
|
|
May 13, 2022
Q1 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-49- 0.35% |
$2.24K - $2.89K
|
13.8K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-49- 1.41% |
$2.24K - $2.89K
|
3.41K
$265K
|