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 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-47- 0.59% |
$2.15K - $2.78K
|
7.94K
$666K
|
|
May 13, 2022
Q1 2022
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-49- 0.35% |
$2.24K - $2.89K
|
13.8K
$1.16M
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-49- 1.41% |
$2.24K - $2.89K
|
3.41K
$286K
|
|
May 02, 2022
Q1 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 0.59% |
$2.29K - $2.95K
|
8.38K
$702K
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-55- 0.18% |
$2.52K - $3.25K
|
31.4K
$2.63M
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-57- 0.47% |
$2.61K - $3.37K
|
12.1K
$1.01M
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-59- 0.68% |
$2.7K - $3.48K
|
8.6K
$721K
|
|
Apr 20, 2022
Q1 2022
|
Sippican Capital Advisors
|
SELL
|
- |
-60- 0.57% |
$2.75K - $3.54K
|
10.5K
$881K
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-60- 4.84% |
$2.75K - $3.54K
|
1.18K
$99K
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-61- 0.27% |
$2.79K - $3.6K
|
22.2K
$1.86M
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-62- 2.36% |
$2.84K - $3.66K
|
2.56K
$215K
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-64Closed |
$2.93K - $3.78K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Sky Investment Group LLC
|
SELL
|
- |
-65- 1.04% |
$2.98K - $3.84K
|
6.16K
$517K
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-67- 50.0% |
$3.07K - $3.96K
|
67
$5.62K
|
|
May 06, 2022
Q1 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-67- 1.54% |
$3.07K - $3.96K
|
4.3K
$360K
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-68Closed |
$3.12K - $4.02K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-70- 0.18% |
$3.21K - $4.13K
|
39.6K
$3.32M
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-70- 8.75% |
$3.21K - $4.13K
|
730
$61.2K
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-71- 0.85% |
$3.25K - $4.19K
|
8.33K
$698K
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
SELL
|
- |
-74- 0.45% |
$3.39K - $4.37K
|
16.2K
$1.36M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-74- 1.41% |
$3.39K - $4.37K
|
5.17K
$434K
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-76- 1.14% |
$3.48K - $4.49K
|
6.62K
$555K
|
|
May 09, 2022
Q1 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-78- 1.11% |
$3.57K - $4.61K
|
6.98K
$585K
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
SELL
|
- |
-80- 0.38% |
$3.66K - $4.72K
|
21K
$1.76M
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-80- 0.31% |
$3.66K - $4.72K
|
25.7K
$2.15M
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-81- 1.04% |
$3.71K - $4.78K
|
7.69K
$645K
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
SELL
|
- |
-86- 0.53% |
$3.94K - $5.08K
|
16.3K
$1.36M
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-86- 3.05% |
$3.94K - $5.08K
|
2.73K
$229K
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-89- 0.66% |
$4.08K - $5.26K
|
13.4K
$1.13M
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-89- 3.55% |
$4.08K - $5.26K
|
2.42K
$203K
|
|
May 05, 2022
Q1 2022
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-90- 6.37% |
$4.12K - $5.32K
|
1.32K
$111K
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-92- 13.43% |
$4.21K - $5.43K
|
593
$49.7K
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-93- 1.19% |
$4.26K - $5.49K
|
7.71K
$646K
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-95- 2.17% |
$4.35K - $5.61K
|
4.29K
$360K
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-96- 0.78% |
$4.4K - $5.67K
|
12.3K
$1.03M
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-97- 15.72% |
$4.44K - $5.73K
|
520
$43.6K
|
|
Apr 27, 2022
Q1 2022
|
Horizon Financial Services, LLC
|
SELL
|
- |
-97Closed |
$4.44K - $5.73K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-99- 1.85% |
$4.54K - $5.85K
|
5.25K
$440K
|
|
Apr 22, 2022
Q1 2022
|
Everett Harris & CO
|
SELL
|
- |
-100- 0.25% |
$4.58K - $5.91K
|
40.2K
$3.37M
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-100- 0.58% |
$4.58K - $5.91K
|
17.1K
$1.43M
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-100Closed |
$4.58K - $5.91K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Compton Capital Management Inc
|
SELL
|
- |
-100- 0.43% |
$4.58K - $5.91K
|
23.2K
$1.95M
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-100- 13.91% |
$4.58K - $5.91K
|
619
$51.9K
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-100- 20.0% |
$4.58K - $5.91K
|
400
$33.5K
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-100- 1.54% |
$4.58K - $5.91K
|
6.4K
$536K
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-100- 41.67% |
$4.58K - $5.91K
|
140
$11.7K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-102- 0.81% |
$4.67K - $6.02K
|
12.5K
$1.05M
|
|
Apr 27, 2022
Q1 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-108- 0.24% |
$4.95K - $6.38K
|
44.2K
$3.71M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-110- 1.68% |
$5.04K - $6.5K
|
6.42K
$539K
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-111- 22.24% |
$5.08K - $6.56K
|
388
$32.5K
|