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 05, 2022
Q2 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
215+ 1.29% |
$8.05K - $10.6K
|
16.9K
$1.31M
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
210+ 2.6% |
$7.86K - $10.4K
|
8.28K
$642K
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
BUY
|
- |
209+ 0.75% |
$7.82K - $10.3K
|
28K
$2.17M
|
|
Jul 19, 2022
Q2 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
207+ 0.3% |
$7.75K - $10.2K
|
69.8K
$5.41M
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
203+ 15.44% |
$7.6K - $10K
|
1.52K
$118K
|
|
Jul 12, 2022
Q2 2022
|
Sky Investment Group LLC
|
BUY
|
- |
200+ 3.25% |
$7.49K - $9.87K
|
6.36K
$493K
|
|
Jul 20, 2022
Q2 2022
|
Argyle Capital Management Inc.
|
BUY
|
- |
200+ 0.34% |
$7.49K - $9.87K
|
58.2K
$4.52M
|
|
Aug 03, 2022
Q2 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
200+ 2.81% |
$7.49K - $9.87K
|
7.32K
$567K
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 4.26% |
$7.49K - $9.87K
|
4.9K
$380K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
199+ 0.91% |
$7.45K - $9.82K
|
22.1K
$1.72M
|
|
Jul 25, 2022
Q2 2022
|
Foster Group, Inc.
|
BUY
|
- |
195+ 0.4% |
$7.3K - $9.62K
|
48.5K
$3.76M
|
|
Aug 01, 2022
Q2 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
194+ 2.21% |
$7.26K - $9.57K
|
8.97K
$696K
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
190+ 0.85% |
$7.11K - $9.37K
|
22.6K
$1.75M
|
|
Aug 12, 2022
Q2 2022
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
189+ 0.47% |
$7.07K - $9.32K
|
40.2K
$3.11M
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
186+ 1.79% |
$6.96K - $9.18K
|
10.5K
$818K
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
179+ 1.28% |
$6.7K - $8.83K
|
14.2K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
172+ 1.5% |
$6.44K - $8.48K
|
11.6K
$900K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
170+ 1.46% |
$6.36K - $8.39K
|
11.8K
$918K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
170+ 1.19% |
$6.36K - $8.39K
|
14.4K
$1.12M
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
167+ 5.54% |
$6.25K - $8.24K
|
3.18K
$247K
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
167+ 0.68% |
$6.25K - $8.24K
|
24.7K
$1.91M
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
160+ 0.49% |
$5.99K - $7.89K
|
32.6K
$2.53M
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
158+ 2.24% |
$5.91K - $7.79K
|
7.2K
$558K
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
151+ 0.55% |
$5.65K - $7.45K
|
27.6K
$2.14M
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
BUY
|
- |
150+ 2.67% |
$5.61K - $7.4K
|
5.76K
$447K
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
150+ 2.67% |
$5.61K - $7.4K
|
5.76K
$447K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
142New |
$5.32K - $7K
|
142
$11K
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
139+ 17.77% |
$5.2K - $6.86K
|
921
$71.4K
|
|
Aug 02, 2022
Q2 2022
|
Pavion Blue Capital, LLC
|
BUY
|
- |
137+ 0.3% |
$5.13K - $6.76K
|
45.3K
$3.51M
|
|
Nov 18, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
131+ 0.68% |
$4.9K - $6.46K
|
19.3K
$1.5M
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
129+ 18.89% |
$4.83K - $6.36K
|
812
$63K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
128+ 5.82% |
$4.79K - $6.31K
|
2.33K
$181K
|
|
Jul 01, 2022
Q2 2022
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
125+ 0.03% |
$4.68K - $6.17K
|
373K
$29M
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
121+ 13.88% |
$4.53K - $5.97K
|
993
$77K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
118+ 1.49% |
$4.42K - $5.82K
|
8.06K
$625K
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
114+ 1.34% |
$4.27K - $5.62K
|
8.59K
$666K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
107+ 8.04% |
$4.01K - $5.28K
|
1.44K
$112K
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
107+ 0.17% |
$4.01K - $5.28K
|
63.8K
$4.95M
|
|
Aug 11, 2022
Q2 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
107+ 0.6% |
$4.01K - $5.28K
|
17.9K
$1.39M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
106+ 1.99% |
$3.97K - $5.23K
|
5.44K
$422K
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
103+ 0.55% |
$3.86K - $5.08K
|
18.8K
$1.45M
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
100+ 1.26% |
$3.74K - $4.93K
|
8.05K
$624K
|
|
Aug 12, 2022
Q2 2022
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
100+ 1.79% |
$3.74K - $4.93K
|
5.69K
$441K
|
|
Aug 05, 2022
Q2 2022
|
Weil Company, Inc.
|
BUY
|
- |
100+ 1.28% |
$3.74K - $4.93K
|
7.91K
$613K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
100+ 1.51% |
$3.74K - $4.93K
|
6.7K
$520K
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
97+ 1.17% |
$3.63K - $4.79K
|
8.42K
$653K
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
BUY
|
- |
97+ 0.71% |
$3.63K - $4.79K
|
13.8K
$1.07M
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
96+ 25.81% |
$3.59K - $4.74K
|
468
$36.3K
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
95+ 0.49% |
$3.56K - $4.69K
|
19.3K
$1.5M
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
95+ 1.03% |
$3.56K - $4.69K
|
9.33K
$723K
|