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 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.78K- 9.61% |
$81.6K - $105K
|
16.8K
$1.3M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.78KClosed |
$81.6K - $105K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.79K- 2.35% |
$81.9K - $106K
|
74.1K
$5.75M
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-1.8K- 22.76% |
$82.6K - $106K
|
6.12K
$475K
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.81K- 4.94% |
$83K - $107K
|
34.8K
$2.7M
|
|
May 16, 2022
Q1 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.81K- 12.94% |
$83K - $107K
|
12.2K
$945K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-1.82K- 72.9% |
$83.2K - $107K
|
675
$52.3K
|
|
May 16, 2022
Q1 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-1.82K- 0.4% |
$83.4K - $108K
|
450K
$34.9M
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.84K- 11.46% |
$84.2K - $109K
|
14.2K
$1.1M
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1.85K- 23.52% |
$84.8K - $109K
|
6.02K
$467K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.9K- 6.5% |
$87K - $112K
|
27.4K
$2.12M
|
|
May 13, 2022
Q1 2022
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1.94K- 20.69% |
$89K - $115K
|
7.44K
$577K
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.95K- 5.45% |
$89.4K - $115K
|
33.8K
$2.62M
|
|
May 02, 2022
Q1 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.96K- 12.22% |
$89.7K - $116K
|
14.1K
$1.09M
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-1.98K- 5.02% |
$90.5K - $117K
|
37.4K
$2.9M
|
|
Jun 13, 2022
Q1 2022
|
Rovin Capital
|
SELL
|
- |
-1.98K- 12.68% |
$90.6K - $117K
|
13.6K
$1.06M
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.98K- 8.71% |
$90.7K - $117K
|
20.7K
$1.61M
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-2K- 21.94% |
$91.6K - $118K
|
7.11K
$552K
|
|
Apr 12, 2022
Q1 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-2K- 17.29% |
$91.6K - $118K
|
9.57K
$742K
|
|
May 11, 2022
Q1 2022
|
Duff & Phelps Investment Management CO
Chicago, IL |
SELL
|
- |
-2K- 5.77% |
$91.6K - $118K
|
32.6K
$2.53M
|
|
Apr 27, 2022
Q1 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.03K- 1.9% |
$92.9K - $120K
|
105K
$8.14M
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-2.05K- 0.75% |
$93.8K - $121K
|
270K
$20.9M
|
|
May 12, 2022
Q1 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.05K- 4.85% |
$94.1K - $121K
|
40.3K
$3.13M
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.1K- 50.77% |
$96.2K - $124K
|
2.04K
$158K
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-2.15K- 0.38% |
$98.3K - $127K
|
569K
$44.1M
|
|
May 04, 2022
Q1 2022
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.15K- 8.12% |
$98.6K - $127K
|
24.4K
$1.89M
|
|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.16K- 16.65% |
$98.8K - $127K
|
10.8K
$837K
|
|
May 03, 2022
Q1 2022
|
Excalibur Management Corp
|
SELL
|
- |
-2.16K- 7.68% |
$98.9K - $128K
|
25.9K
$2.01M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.18K- 3.46% |
$99.9K - $129K
|
60.9K
$4.72M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-2.28K- 6.16% |
$104K - $134K
|
34.7K
$2.69M
|
|
May 13, 2022
Q1 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.31K- 1.64% |
$106K - $136K
|
139K
$10.7M
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-2.31KClosed |
$106K - $136K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Investment Management Associates Inc
|
SELL
|
- |
-2.31K- 9.49% |
$106K - $136K
|
22.1K
$1.71M
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
SELL
|
- |
-2.33K- 0.92% |
$107K - $138K
|
252K
$19.5M
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.34KClosed |
$107K - $138K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.34K- 10.14% |
$107K - $138K
|
20.8K
$1.61M
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-2.35K- 18.97% |
$108K - $139K
|
10K
$778K
|
|
May 03, 2022
Q1 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-2.39K- 14.82% |
$109K - $141K
|
13.7K
$1.06M
|
|
Apr 20, 2022
Q1 2022
|
Qv Investors Inc.
|
SELL
|
- |
-2.39K- 0.8% |
$109K - $141K
|
295K
$22.8M
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.39K- 5.12% |
$110K - $141K
|
44.4K
$3.44M
|
|
May 13, 2022
Q1 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.4K- 21.7% |
$110K - $142K
|
8.65K
$671K
|
|
Apr 22, 2022
Q1 2022
|
Equitec Proprietary Markets, LLC
|
SELL
|
- |
-2.4KClosed |
$110K - $142K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
S&Co Inc
Boston, MA |
SELL
|
- |
-2.4K- 3.02% |
$110K - $142K
|
77.1K
$5.98M
|
|
May 06, 2022
Q1 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-2.41K- 2.39% |
$110K - $142K
|
98.3K
$7.62M
|
|
May 05, 2022
Q1 2022
|
Sws Partners
|
SELL
|
- |
-2.41K- 3.8% |
$110K - $142K
|
61K
$4.73M
|
|
May 10, 2022
Q1 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2.41K- 2.25% |
$110K - $142K
|
105K
$8.13M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-2.42K- 3.4% |
$111K - $143K
|
68.9K
$5.34M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.43K- 14.2% |
$111K - $144K
|
14.7K
$1.14M
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.43K- 7.56% |
$112K - $144K
|
29.7K
$2.31M
|
|
Apr 11, 2022
Q1 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-2.48K- 12.19% |
$113K - $146K
|
17.8K
$1.38M
|