Purchases and Sales Made in Q2 2022 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 13.36% |
$39.5K - $52K
|
8.95K
$697K
|
|
|
Aug 15, 2022
Q2 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.05K+ 0.63% |
$39.3K - $51.8K
|
168K
$13M
|
|
|
Aug 11, 2022
Q2 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
1.05K+ 0.68% |
$39.2K - $51.7K
|
155K
$12M
|
|
|
Aug 10, 2022
Q2 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
1.04K+ 8.56% |
$39K - $51.5K
|
13.2K
$1.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.04K+ 5.02% |
$38.9K - $51.3K
|
21.8K
$1.69M
|
|
|
Aug 09, 2022
Q2 2022
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
1.04K+ 1.03% |
$38.8K - $51.1K
|
102K
$7.93M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.03K+ 3.93% |
$38.6K - $50.9K
|
27.3K
$2.13M
|
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
1.02K+ 337.09% |
$38.1K - $50.2K
|
1.32K
$103K
|
|
|
Jul 22, 2022
Q2 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
1K+ 5.58% |
$37.5K - $49.5K
|
19K
$1.48M
|
|
|
Jul 28, 2022
Q2 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
1K+ 10.15% |
$37.4K - $49.3K
|
10.9K
$845K
|
|
|
Aug 15, 2022
Q2 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1K+ 1.76% |
$37.4K - $49.3K
|
58K
$4.51M
|
|
|
Aug 04, 2022
Q2 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1K+ 36.63% |
$37.4K - $49.3K
|
3.73K
$290K
|
|
|
Jul 13, 2022
Q2 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
999+ 14.69% |
$37.4K - $49.3K
|
7.8K
$607K
|
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
989+ 17.54% |
$37K - $48.8K
|
6.63K
$516K
|
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
980+ 22.84% |
$36.7K - $48.3K
|
5.27K
$410K
|
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
963+ 2.03% |
$36K - $47.5K
|
48.3K
$3.76M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
945+ 11.92% |
$35.4K - $46.6K
|
8.88K
$691K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
944+ 9.78% |
$35.3K - $46.6K
|
10.6K
$825K
|
|
|
Aug 12, 2022
Q2 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
937+ 6.53% |
$35.1K - $46.2K
|
15.3K
$1.19M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
932+ 3.58% |
$34.9K - $46K
|
27K
$2.1M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
922+ 5.4% |
$34.5K - $45.5K
|
18K
$1.4M
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
920+ 6.47% |
$34.4K - $45.4K
|
15.1K
$1.18M
|
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
918+ 0.36% |
$34.4K - $45.3K
|
254K
$19.8M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
900+ 5.99% |
$33.7K - $44.4K
|
15.9K
$1.24M
|
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
897+ 7.13% |
$33.6K - $44.2K
|
13.5K
$1.05M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
890+ 50.03% |
$33.3K - $43.9K
|
2.67K
$208K
|
|
|
Jul 11, 2022
Q2 2022
|
Triangle Securities Wealth Management
|
BUY
|
- |
887+ 2.19% |
$33.2K - $43.8K
|
41.5K
$3.23M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
878+ 2.8% |
$32.9K - $43.3K
|
32.2K
$2.51M
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
875+ 4.93% |
$32.8K - $43.2K
|
18.6K
$1.45M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
858+ 8.22% |
$32.1K - $42.3K
|
11.3K
$879K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
851+ 7.21% |
$31.9K - $42K
|
12.7K
$985K
|
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
850+ 0.81% |
$31.8K - $41.9K
|
106K
$8.25M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
833+ 21.64% |
$31.2K - $41.1K
|
4.68K
$364K
|
|
|
Jul 22, 2022
Q2 2022
|
Sumitomo Life Insurance CO
|
BUY
|
- |
828+ 1.86% |
$31K - $40.8K
|
45.3K
$3.53M
|
|
|
Aug 12, 2022
Q2 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
819+ 2.7% |
$30.7K - $40.4K
|
31.1K
$2.42M
|
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
815+ 11.52% |
$30.5K - $40.2K
|
7.89K
$614K
|
|
|
Aug 15, 2022
Q2 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
815+ 2.01% |
$30.5K - $40.2K
|
41.3K
$3.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
BUY
|
- |
811+ 17.76% |
$30.4K - $40K
|
5.38K
$419K
|
|
|
Aug 10, 2022
Q2 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
810+ 2.51% |
$30.3K - $40K
|
33K
$2.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Denali Advisors LLC
|
BUY
|
- |
800+ 15.09% |
$29.9K - $39.5K
|
6.1K
$475K
|
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
799+ 0.33% |
$29.9K - $39.4K
|
243K
$18.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
791+ 23.17% |
$29.6K - $39K
|
4.21K
$327K
|
|
|
Aug 15, 2022
Q2 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
784+ 15.3% |
$29.3K - $38.7K
|
5.91K
$460K
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
781+ 5.56% |
$29.2K - $38.5K
|
14.8K
$1.15M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
757+ 5.49% |
$28.3K - $37.3K
|
14.5K
$1.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
749+ 0.7% |
$28K - $36.9K
|
107K
$8.34M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
741+ 4.78% |
$27.7K - $36.6K
|
16.2K
$1.26M
|
|
|
Nov 14, 2022
Q2 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
738+ 5.65% |
$27.6K - $36.4K
|
13.8K
$1.07M
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
724+ 371.28% |
$27.1K - $35.7K
|
919
$71.5K
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
712+ 1.2% |
$26.7K - $35.1K
|
60.3K
$4.69M
|