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 13, 2022
Q1 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-556- 1.35% |
$25.5K - $32.8K
|
40.5K
$3.14M
|
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-558Closed |
$25.6K - $33K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-563- 1.89% |
$25.8K - $33.3K
|
29.3K
$2.27M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-563- 1.89% |
$25.8K - $33.3K
|
29.3K
$2.27M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-565- 0.78% |
$25.9K - $33.4K
|
71.5K
$5.54M
|
|
|
May 13, 2022
Q1 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-568- 1.68% |
$26K - $33.5K
|
33.2K
$2.57M
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-570- 1.96% |
$26.1K - $33.7K
|
28.5K
$2.21M
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-574- 11.82% |
$26.3K - $33.9K
|
4.28K
$332K
|
|
|
May 12, 2022
Q1 2022
|
Becker Capital Management Inc
|
SELL
|
- |
-581- 3.59% |
$26.6K - $34.3K
|
15.6K
$1.21M
|
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-589- 17.77% |
$27K - $34.8K
|
2.73K
$211K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-590- 3.68% |
$27K - $34.8K
|
15.4K
$1.2M
|
|
|
May 11, 2022
Q1 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-595- 1.26% |
$27.3K - $35.1K
|
46.7K
$3.62M
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-600- 8.77% |
$27.5K - $35.4K
|
6.24K
$484K
|
|
|
May 06, 2022
Q1 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-600- 3.41% |
$27.5K - $35.4K
|
17K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-600- 96.62% |
$27.5K - $35.4K
|
21
$1.63K
|
|
|
May 13, 2022
Q1 2022
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-600- 6.99% |
$27.5K - $35.4K
|
7.98K
$619K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-600Closed |
$27.5K - $35.4K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-602- 2.59% |
$27.6K - $35.6K
|
22.6K
$1.75M
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-603Closed |
$27.6K - $35.6K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-607- 5.03% |
$27.8K - $35.8K
|
11.5K
$888K
|
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-609- 4.74% |
$27.9K - $36K
|
12.3K
$950K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-618Closed |
$28.3K - $36.5K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-621- 0.91% |
$28.4K - $36.7K
|
67.9K
$5.27M
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-622- 10.15% |
$28.5K - $36.7K
|
5.5K
$427K
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-624- 1.97% |
$28.6K - $36.9K
|
31K
$2.41M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-625- 3.96% |
$28.6K - $36.9K
|
15.1K
$1.17M
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-625- 0.89% |
$28.6K - $36.9K
|
69.3K
$5.37M
|
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-632- 10.91% |
$29K - $37.3K
|
5.16K
$400K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-646- 5.78% |
$29.6K - $38.2K
|
10.5K
$817K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-656- 0.75% |
$30.1K - $38.7K
|
86.6K
$6.71M
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-664- 7.34% |
$30.4K - $39.2K
|
8.38K
$650K
|
|
|
Apr 29, 2022
Q1 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-679- 6.34% |
$31.1K - $40.1K
|
10K
$778K
|
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-689- 8.37% |
$31.6K - $40.7K
|
7.55K
$585K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-690- 13.27% |
$31.6K - $40.8K
|
4.51K
$350K
|
|
|
Apr 19, 2022
Q1 2022
|
Denali Advisors LLC
|
SELL
|
- |
-700- 11.67% |
$32.1K - $41.3K
|
5.3K
$411K
|
|
|
Apr 18, 2022
Q1 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-705- 0.36% |
$32.3K - $41.6K
|
195K
$15.1M
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-710- 1.91% |
$32.5K - $41.9K
|
36.4K
$2.83M
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-719- 0.76% |
$32.9K - $42.5K
|
93.5K
$7.25M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-722- 6.72% |
$33.1K - $42.6K
|
10K
$777K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-725- 11.81% |
$33.2K - $42.8K
|
5.42K
$420K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-726- 9.11% |
$33.3K - $42.9K
|
7.24K
$561K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-735- 6.57% |
$33.7K - $43.4K
|
10.4K
$810K
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-746- 5.0% |
$34.2K - $44.1K
|
14.2K
$1.1M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-762- 1.87% |
$34.9K - $45K
|
40K
$3.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-764- 1.69% |
$35K - $45.1K
|
44.5K
$3.45M
|
|
|
Apr 26, 2022
Q1 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-765- 30.62% |
$35K - $45.2K
|
1.73K
$134K
|
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-768- 1.38% |
$35.2K - $45.4K
|
55.1K
$4.27M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-775Closed |
$35.5K - $45.8K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-775- 0.95% |
$35.5K - $45.8K
|
81.1K
$6.29M
|
|
|
May 16, 2022
Q1 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-776Closed |
$35.5K - $45.8K
|
0
$0
|