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 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.43K- 14.2% |
$111K - $144K
|
14.7K
$1.21M
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.43K- 7.56% |
$112K - $144K
|
29.7K
$2.45M
|
|
Apr 11, 2022
Q1 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-2.48K- 12.19% |
$113K - $146K
|
17.8K
$1.47M
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
SELL
|
- |
-2.48K- 1.41% |
$114K - $146K
|
173K
$14.3M
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-2.49K- 11.82% |
$114K - $147K
|
18.6K
$1.53M
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-2.5K- 8.39% |
$115K - $148K
|
27.3K
$2.25M
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-2.59K- 8.03% |
$119K - $153K
|
29.7K
$2.45M
|
|
May 12, 2022
Q1 2022
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.65K- 1.29% |
$122K - $157K
|
203K
$16.7M
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-2.7K- 1.66% |
$123K - $159K
|
159K
$13.1M
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.7K- 60.98% |
$124K - $159K
|
1.73K
$142K
|
|
May 11, 2022
Q1 2022
|
Red Cedar Capital, LLC
|
SELL
|
- |
-2.7K- 2.05% |
$124K - $160K
|
129K
$10.6M
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.71K- 32.76% |
$124K - $160K
|
5.55K
$457K
|
|
Apr 13, 2022
Q1 2022
|
Triangle Securities Wealth Management
|
SELL
|
- |
-2.73K- 6.3% |
$125K - $161K
|
40.6K
$3.34M
|
|
Apr 29, 2022
Q1 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.73K- 5.24% |
$125K - $161K
|
49.5K
$4.08M
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.74K- 1.47% |
$126K - $162K
|
183K
$15.1M
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.75K- 8.52% |
$126K - $162K
|
29.5K
$2.43M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.76K- 4.58% |
$126K - $163K
|
57.4K
$4.73M
|
|
May 16, 2022
Q1 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-2.77K- 12.29% |
$127K - $163K
|
19.7K
$1.63M
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-2.8K- 4.85% |
$128K - $165K
|
54.9K
$4.52M
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.82K- 30.78% |
$129K - $167K
|
6.34K
$522K
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-2.85K- 36.46% |
$130K - $168K
|
4.96K
$408K
|
|
May 16, 2022
Q1 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-2.87K- 0.76% |
$131K - $169K
|
376K
$31M
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-2.87K- 3.76% |
$132K - $170K
|
73.5K
$6.05M
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.9K- 6.86% |
$133K - $171K
|
39.4K
$3.24M
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.9K- 7.81% |
$133K - $171K
|
34.3K
$2.82M
|
|
May 13, 2022
Q1 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.96K- 14.83% |
$136K - $175K
|
17K
$1.4M
|
|
Apr 27, 2022
Q1 2022
|
Argyle Capital Management Inc.
|
SELL
|
- |
-2.97K- 4.86% |
$136K - $175K
|
58K
$4.78M
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
SELL
|
- |
-2.97K- 67.56% |
$136K - $175K
|
1.43K
$117K
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-2.97K- 30.39% |
$136K - $175K
|
6.8K
$560K
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-2.98KClosed |
$136K - $176K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-3K- 8.56% |
$137K - $177K
|
32K
$2.64M
|
|
Aug 25, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.02K- 33.5% |
$138K - $178K
|
5.99K
$493K
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.06K- 4.43% |
$140K - $181K
|
66K
$5.44M
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.08KClosed |
$141K - $182K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-3.1K- 4.37% |
$142K - $183K
|
67.8K
$5.59M
|
|
May 12, 2022
Q1 2022
|
X Square Capital, LLC
|
SELL
|
- |
-3.11K- 21.98% |
$142K - $183K
|
11K
$908K
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-3.12K- 12.52% |
$143K - $184K
|
21.8K
$1.8M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.13K- 16.33% |
$143K - $185K
|
16K
$1.32M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.16K- 3.33% |
$145K - $187K
|
91.8K
$7.56M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-3.22K- 8.15% |
$148K - $190K
|
36.3K
$2.99M
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.23K- 9.53% |
$148K - $191K
|
30.6K
$2.52M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.32K- 12.44% |
$152K - $196K
|
23.3K
$1.92M
|
|
May 06, 2022
Q1 2022
|
Hendershot Investments Inc.
|
SELL
|
- |
-3.34K- 4.24% |
$153K - $197K
|
75.5K
$6.22M
|
|
Apr 11, 2022
Q1 2022
|
Gibraltar Capital Management, Inc.
|
SELL
|
- |
-3.38K- 2.49% |
$155K - $200K
|
132K
$10.9M
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.39K- 4.96% |
$155K - $200K
|
64.9K
$5.35M
|
|
Apr 20, 2022
Q1 2022
|
Boston Trust Walden Corp
|
SELL
|
- |
-3.4K- 36.92% |
$156K - $201K
|
5.81K
$479K
|
|
May 10, 2022
Q1 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-3.43K- 2.25% |
$157K - $203K
|
149K
$12.3M
|
|
Apr 22, 2022
Q1 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-3.45K- 19.43% |
$158K - $204K
|
14.3K
$1.18M
|
|
May 12, 2022
Q1 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-3.54K- 1.99% |
$162K - $209K
|
174K
$14.4M
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-3.56K- 20.24% |
$163K - $210K
|
14K
$1.16M
|