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 20, 2022
Q1 2022
|
Baxter Bros Inc
|
SELL
|
- |
-779- 0.68% |
$35.7K - $46K
|
113K
$8.8M
|
|
|
May 06, 2022
Q1 2022
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-783- 5.4% |
$35.9K - $46.2K
|
13.7K
$1.06M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-783- 6.42% |
$35.9K - $46.2K
|
11.4K
$885K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-799- 3.73% |
$36.6K - $47.2K
|
20.6K
$1.6M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-805- 6.36% |
$36.9K - $47.5K
|
11.8K
$919K
|
|
|
Apr 28, 2022
Q1 2022
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-814- 6.19% |
$37.3K - $48.1K
|
12.3K
$956K
|
|
|
Apr 12, 2022
Q1 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-816- 2.1% |
$37.4K - $48.2K
|
38K
$2.94M
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-816- 1.35% |
$37.4K - $48.2K
|
59.6K
$4.62M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-818- 4.94% |
$37.5K - $48.3K
|
15.7K
$1.22M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-825- 1.45% |
$37.8K - $48.7K
|
56.1K
$4.35M
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-834- 6.28% |
$38.2K - $49.3K
|
12.4K
$965K
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-836- 26.25% |
$38.3K - $49.4K
|
2.35K
$182K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-842Closed |
$38.6K - $49.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-844- 2.87% |
$38.7K - $49.8K
|
28.5K
$2.21M
|
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-850- 9.61% |
$38.9K - $50.2K
|
7.99K
$620K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-858- 3.76% |
$39.3K - $50.7K
|
22K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-859- 6.06% |
$39.4K - $50.7K
|
13.3K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-868- 9.34% |
$39.8K - $51.3K
|
8.42K
$653K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-871- 4.8% |
$39.9K - $51.4K
|
17.3K
$1.34M
|
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
SELL
|
- |
-872- 29.3% |
$39.9K - $51.5K
|
2.1K
$163K
|
|
|
May 13, 2022
Q1 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-887- 4.04% |
$40.6K - $52.4K
|
21K
$1.63M
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
SELL
|
- |
-890- 2.1% |
$40.8K - $52.6K
|
41.4K
$3.21M
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-890- 4.57% |
$40.8K - $52.6K
|
18.6K
$1.44M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
SELL
|
- |
-891- 4.11% |
$40.8K - $52.6K
|
20.8K
$1.61M
|
|
|
May 10, 2022
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-900- 6.58% |
$41.2K - $53.2K
|
12.8K
$990K
|
|
|
Oct 08, 2024
Q1 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-900- 5.09% |
$41.2K - $53.2K
|
16.8K
$1.3M
|
|
|
Apr 25, 2022
Q1 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-905- 2.62% |
$41.5K - $53.4K
|
33.6K
$2.61M
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-912- 8.46% |
$41.8K - $53.9K
|
9.87K
$765K
|
|
|
May 11, 2022
Q1 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-920- 5.21% |
$42.1K - $54.3K
|
16.7K
$1.3M
|
|
|
Apr 20, 2022
Q1 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-923- 11.46% |
$42.3K - $54.5K
|
7.13K
$553K
|
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-934- 3.88% |
$42.8K - $55.2K
|
23.1K
$1.79M
|
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-936- 13.36% |
$42.9K - $55.3K
|
6.07K
$471K
|
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-940- 1.03% |
$43.1K - $55.5K
|
89.9K
$6.97M
|
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
SELL
|
- |
-950- 11.3% |
$43.5K - $56.1K
|
7.45K
$578K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-954Closed |
$43.7K - $56.3K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-964- 20.82% |
$44.2K - $56.9K
|
3.67K
$284K
|
|
|
May 13, 2022
Q1 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-967- 11.84% |
$44.3K - $57.1K
|
7.2K
$558K
|
|
|
Apr 25, 2022
Q1 2022
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-982- 6.96% |
$45K - $58K
|
13.1K
$1.02M
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-989- 8.07% |
$45.3K - $58.4K
|
11.3K
$873K
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-999- 4.17% |
$45.8K - $59K
|
22.9K
$1.78M
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1K- 4.44% |
$45.8K - $59.1K
|
21.5K
$1.67M
|
|
|
May 10, 2022
Q1 2022
|
Hedges Asset Management LLC
|
SELL
|
- |
-1K- 2.62% |
$45.8K - $59.1K
|
37.1K
$2.88M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-1K- 17.54% |
$45.8K - $59.1K
|
4.7K
$364K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1K- 11.18% |
$45.8K - $59.1K
|
7.95K
$616K
|
|
|
May 17, 2022
Q1 2022
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-1K- 14.99% |
$45.8K - $59.1K
|
5.67K
$440K
|
|
|
Apr 14, 2022
Q1 2022
|
Monument Capital Management
|
SELL
|
- |
-1.02K- 6.99% |
$46.8K - $60.4K
|
13.6K
$1.05M
|
|
|
May 12, 2022
Q1 2022
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-1.04K- 11.74% |
$47.4K - $61.1K
|
7.78K
$603K
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.06K- 3.92% |
$48.4K - $62.4K
|
25.9K
$2.01M
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.07K- 4.77% |
$48.9K - $63K
|
21.3K
$1.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.08K- 4.69% |
$49.5K - $63.8K
|
22K
$1.7M
|