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 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-200- 2.73% |
$9.16K - $11.8K
|
7.12K
$552K
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-200- 0.65% |
$9.16K - $11.8K
|
30.7K
$2.38M
|
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 0.82% |
$9.16K - $11.8K
|
24.1K
$1.87M
|
|
|
May 13, 2022
Q1 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-209- 0.51% |
$9.57K - $12.3K
|
40.7K
$3.16M
|
|
|
May 05, 2022
Q1 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-210- 1.26% |
$9.62K - $12.4K
|
16.5K
$1.28M
|
|
|
Apr 28, 2022
Q1 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-210- 2.32% |
$9.62K - $12.4K
|
8.84K
$686K
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-210- 2.3% |
$9.62K - $12.4K
|
8.92K
$692K
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-214- 1.0% |
$9.8K - $12.6K
|
21.3K
$1.65M
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-215- 2.28% |
$9.85K - $12.7K
|
9.24K
$716K
|
|
|
May 12, 2022
Q1 2022
|
Davidson Trust CO
|
SELL
|
- |
-220- 1.03% |
$10.1K - $13K
|
21.2K
$1.64M
|
|
|
Apr 19, 2022
Q1 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-221- 3.51% |
$10.1K - $13.1K
|
6.07K
$471K
|
|
|
May 16, 2022
Q1 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-230- 2.73% |
$10.5K - $13.6K
|
8.19K
$635K
|
|
|
May 11, 2022
Q1 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-232- 0.76% |
$10.6K - $13.7K
|
30.3K
$2.35M
|
|
|
Apr 05, 2022
Q1 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-234- 21.27% |
$10.7K - $13.8K
|
866
$67.1K
|
|
|
Apr 22, 2022
Q1 2022
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-236- 1.84% |
$10.8K - $13.9K
|
12.6K
$975K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-239- 0.24% |
$10.9K - $14.1K
|
101K
$7.86M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-243- 2.95% |
$11.1K - $14.4K
|
7.98K
$619K
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-244- 1.19% |
$11.2K - $14.4K
|
20.3K
$1.57M
|
|
|
May 13, 2022
Q1 2022
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-250- 0.31% |
$11.5K - $14.8K
|
81.5K
$6.32M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-254- 1.61% |
$11.6K - $15K
|
15.5K
$1.2M
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-258- 3.94% |
$11.8K - $15.2K
|
6.29K
$487K
|
|
|
May 09, 2022
Q1 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-260- 5.24% |
$11.9K - $15.4K
|
4.71K
$365K
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-262- 1.13% |
$12K - $15.5K
|
23K
$1.78M
|
|
|
Apr 18, 2022
Q1 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-266- 5.73% |
$12.2K - $15.7K
|
4.38K
$339K
|
|
|
May 09, 2022
Q1 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-266- 1.65% |
$12.2K - $15.7K
|
15.9K
$1.23M
|
|
|
May 10, 2022
Q1 2022
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-270- 3.53% |
$12.4K - $15.9K
|
7.38K
$572K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-271- 0.89% |
$12.4K - $16K
|
30K
$2.33M
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-272- 6.04% |
$12.5K - $16.1K
|
4.23K
$328K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-277- 1.92% |
$12.7K - $16.4K
|
14.1K
$1.1M
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-277- 1.92% |
$12.7K - $16.4K
|
14.1K
$1.09M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-280- 1.13% |
$12.8K - $16.5K
|
24.5K
$1.9M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-280- 2.67% |
$12.8K - $16.5K
|
10.2K
$792K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-283- 2.68% |
$13K - $16.7K
|
10.3K
$797K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-288- 25.0% |
$13.2K - $17K
|
864
$67K
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-289- 3.06% |
$13.2K - $17.1K
|
9.16K
$710K
|
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
SELL
|
- |
-290- 6.54% |
$13.3K - $17.1K
|
4.14K
$321K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-298- 3.37% |
$13.7K - $17.6K
|
8.54K
$662K
|
|
|
Apr 05, 2022
Q1 2022
|
First Farmers & Merchants Bank
|
SELL
|
- |
-300- 2.87% |
$13.7K - $17.7K
|
10.2K
$788K
|
|
|
Apr 07, 2022
Q1 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-300- 0.79% |
$13.7K - $17.7K
|
37.8K
$2.93M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-316- 52.84% |
$14.5K - $18.7K
|
282
$21.9K
|
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-322- 0.38% |
$14.8K - $19K
|
84.6K
$6.56M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-328- 3.46% |
$15K - $19.4K
|
9.16K
$710K
|
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-330- 5.38% |
$15.1K - $19.5K
|
5.8K
$450K
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-331- 20.08% |
$15.2K - $19.5K
|
1.32K
$102K
|
|
|
Apr 26, 2022
Q1 2022
|
Optas, LLC
|
SELL
|
- |
-336- 3.89% |
$15.4K - $19.8K
|
8.29K
$643K
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-344- 3.18% |
$15.8K - $20.3K
|
10.5K
$811K
|
|
|
May 10, 2022
Q1 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-349- 6.84% |
$16K - $20.6K
|
4.75K
$368K
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
SELL
|
- |
-350- 12.85% |
$16K - $20.7K
|
2.37K
$184K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-351- 6.58% |
$16.1K - $20.7K
|
4.98K
$386K
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-355- 9.46% |
$16.3K - $21K
|
3.4K
$263K
|