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 03, 2022
Q1 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-369- 1.19% |
$16.9K - $21.8K
|
30.7K
$2.42M
|
|
|
May 04, 2022
Q1 2022
|
William Allan, LLC
|
SELL
|
- |
-372Closed |
$17K - $22K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-374- 0.82% |
$17.1K - $22.1K
|
45.1K
$3.56M
|
|
|
May 20, 2022
Q1 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-375- 4.33% |
$17.2K - $22.1K
|
8.3K
$654K
|
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-375- 2.14% |
$17.2K - $22.1K
|
17.2K
$1.35M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-381- 4.06% |
$17.5K - $22.5K
|
9K
$709K
|
|
|
May 09, 2022
Q1 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-384- 2.18% |
$17.6K - $22.7K
|
17.2K
$1.36M
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-387- 1.36% |
$17.7K - $22.9K
|
28.1K
$2.21M
|
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-389- 4.7% |
$17.8K - $23K
|
7.89K
$622K
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-392- 4.42% |
$18K - $23.2K
|
8.48K
$668K
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-393Closed |
$18K - $23.2K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-393- 2.83% |
$18K - $23.2K
|
13.5K
$1.06M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-394- 0.63% |
$18K - $23.3K
|
62.2K
$4.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
SELL
|
- |
-398- 50.0% |
$18.2K - $23.5K
|
398
$31.4K
|
|
|
Apr 28, 2022
Q1 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-400- 5.87% |
$18.3K - $23.6K
|
6.42K
$506K
|
|
|
May 10, 2022
Q1 2022
|
Northwest Capital Management Inc
|
SELL
|
- |
-408- 1.16% |
$18.7K - $24.1K
|
34.8K
$2.74M
|
|
|
May 12, 2022
Q1 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-409- 1.35% |
$18.7K - $24.2K
|
29.8K
$2.35M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-416- 4.43% |
$19.1K - $24.6K
|
8.98K
$707K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-417- 4.97% |
$19.1K - $24.6K
|
7.97K
$628K
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-420- 2.63% |
$19.2K - $24.8K
|
15.5K
$1.22M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-422- 0.64% |
$19.3K - $24.9K
|
65.5K
$5.16M
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-425- 11.11% |
$19.5K - $25.1K
|
3.4K
$268K
|
|
|
Apr 29, 2022
Q1 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-425- 0.12% |
$19.5K - $25.1K
|
363K
$28.6M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-435Closed |
$19.9K - $25.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-435- 5.24% |
$19.9K - $25.7K
|
7.86K
$619K
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-438- 4.12% |
$20.1K - $25.9K
|
10.2K
$803K
|
|
|
Apr 19, 2022
Q1 2022
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-455- 1.17% |
$20.8K - $26.9K
|
38.4K
$3.02M
|
|
|
Apr 08, 2022
Q1 2022
|
Nexus Investment Management Ulc
|
SELL
|
- |
-470- 4.96% |
$21.5K - $27.8K
|
9K
$709K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-484- 5.29% |
$22.2K - $28.6K
|
8.66K
$682K
|
|
|
Apr 28, 2022
Q1 2022
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-490- 1.48% |
$22.4K - $28.9K
|
32.6K
$2.57M
|
|
|
May 11, 2022
Q1 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-491- 7.75% |
$22.5K - $29K
|
5.85K
$461K
|
|
|
May 09, 2022
Q1 2022
|
Winslow Asset Management Inc
|
SELL
|
- |
-494- 0.46% |
$22.6K - $29.2K
|
108K
$8.49M
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-495- 4.17% |
$22.7K - $29.2K
|
11.4K
$897K
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-497- 3.6% |
$22.8K - $29.4K
|
13.3K
$1.05M
|
|
|
May 05, 2022
Q1 2022
|
James Hambro & Partners
|
SELL
|
- |
-500- 6.55% |
$22.9K - $29.5K
|
7.13K
$562K
|
|
|
May 13, 2022
Q1 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-500- 10.63% |
$22.9K - $29.5K
|
4.2K
$331K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-502- 8.95% |
$23K - $29.6K
|
5.11K
$403K
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-502- 25.25% |
$23K - $29.6K
|
1.49K
$117K
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-504- 1.36% |
$23.1K - $29.8K
|
36.5K
$2.88M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-510- 0.48% |
$23.4K - $30.1K
|
105K
$8.31M
|
|
|
Apr 14, 2022
Q1 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-522- 1.89% |
$23.9K - $30.8K
|
27.1K
$2.14M
|
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-523- 1.71% |
$24K - $30.9K
|
30K
$2.37M
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-526- 1.42% |
$24.1K - $31.1K
|
36.6K
$2.88M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-534- 2.09% |
$24.5K - $31.5K
|
25.1K
$1.98M
|
|
|
May 11, 2022
Q1 2022
|
Lauterbach Financial Advisors, LLC
|
SELL
|
- |
-539- 5.09% |
$24.7K - $31.8K
|
10.1K
$793K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-542- 6.88% |
$24.8K - $32K
|
7.33K
$578K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-544- 2.9% |
$24.9K - $32.1K
|
18.2K
$1.44M
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-549- 0.86% |
$25.1K - $32.4K
|
62.9K
$4.96M
|
|
|
May 09, 2022
Q1 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-550- 9.94% |
$25.2K - $32.5K
|
4.99K
$393K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-552- 6.99% |
$25.3K - $32.6K
|
7.35K
$579K
|