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
|
Hudock, Inc.
|
BUY
|
- |
94+ 0.8% |
$3.52K - $4.64K
|
11.8K
$918K
|
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
91+ 0.91% |
$3.41K - $4.49K
|
10.1K
$784K
|
|
|
Aug 09, 2022
Q2 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
84+ 0.94% |
$3.14K - $4.14K
|
9K
$698K
|
|
|
Jul 15, 2022
Q2 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
79+ 0.42% |
$2.96K - $3.9K
|
18.8K
$1.46M
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
79+ 66.39% |
$2.96K - $3.9K
|
198
$15.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
78+ 1.45% |
$2.92K - $3.85K
|
5.47K
$424K
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
77+ 1.08% |
$2.88K - $3.8K
|
7.18K
$557K
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
75+ 0.05% |
$2.81K - $3.7K
|
151K
$11.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
75+ 0.54% |
$2.81K - $3.7K
|
14K
$1.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
71+ 142.0% |
$2.66K - $3.5K
|
121
$9.38K
|
|
|
Jul 15, 2022
Q2 2022
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
65+ 95.59% |
$2.43K - $3.21K
|
133
$10.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
65+ 0.17% |
$2.43K - $3.21K
|
39.5K
$3.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
62+ 0.36% |
$2.32K - $3.06K
|
17.1K
$1.32M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
62+ 1.64% |
$2.32K - $3.06K
|
3.84K
$298K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
61+ 0.39% |
$2.28K - $3.01K
|
15.8K
$1.22M
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
60+ 240.0% |
$2.25K - $2.96K
|
85
$6.59K
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
58+ 2.47% |
$2.17K - $2.86K
|
2.41K
$187K
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
57+ 0.19% |
$2.13K - $2.81K
|
30K
$2.33M
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
56New |
$2.1K - $2.76K
|
56
$4.34K
|
|
|
Jul 07, 2022
Q2 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
55+ 0.04% |
$2.06K - $2.71K
|
123K
$9.57M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
51+ 42.15% |
$1.91K - $2.52K
|
172
$13.3K
|
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
51+ 30.36% |
$1.91K - $2.52K
|
219
$17K
|
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
50+ 2.41% |
$1.87K - $2.47K
|
2.13K
$165K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
50+ 0.97% |
$1.87K - $2.47K
|
5.22K
$405K
|
|
|
Aug 03, 2022
Q2 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
49+ 1.06% |
$1.83K - $2.42K
|
4.69K
$364K
|
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
BUY
|
- |
48+ 0.12% |
$1.8K - $2.37K
|
41.4K
$3.21M
|
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
47+ 0.31% |
$1.76K - $2.32K
|
15.1K
$1.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
47+ 0.19% |
$1.76K - $2.32K
|
24.2K
$1.87M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
42+ 1.01% |
$1.57K - $2.07K
|
4.22K
$327K
|
|
|
Jul 13, 2022
Q2 2022
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
41+ 0.05% |
$1.53K - $2.02K
|
81.6K
$6.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
41+ 0.18% |
$1.53K - $2.02K
|
23K
$1.78M
|
|
|
Jul 13, 2022
Q2 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
40+ 0.21% |
$1.5K - $1.97K
|
19.2K
$1.49M
|
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
38+ 0.58% |
$1.42K - $1.87K
|
6.64K
$514K
|
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
37+ 0.58% |
$1.38K - $1.83K
|
6.43K
$499K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
35+ 0.09% |
$1.31K - $1.73K
|
39K
$3.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
34+ 0.75% |
$1.27K - $1.68K
|
4.54K
$352K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
33+ 0.05% |
$1.24K - $1.63K
|
63.4K
$4.92M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
31+ 0.4% |
$1.16K - $1.53K
|
7.74K
$600K
|
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
31+ 0.44% |
$1.16K - $1.53K
|
7.11K
$552K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
30+ 0.28% |
$1.12K - $1.48K
|
10.6K
$820K
|
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
30+ 0.19% |
$1.12K - $1.48K
|
15.5K
$1.2M
|
|
|
Aug 02, 2022
Q2 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
29+ 0.4% |
$1.09K - $1.43K
|
7.3K
$566K
|
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
27+ 0.04% |
$1.01K - $1.33K
|
62.8K
$4.87M
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
24+ 0.1% |
$898 - $1.18K
|
23.2K
$1.8M
|
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23+ 0.04% |
$861 - $1.13K
|
62.2K
$4.82M
|
|
|
Jul 20, 2022
Q2 2022
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
23+ 0.38% |
$861 - $1.13K
|
6.15K
$477K
|
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
23+ 0.33% |
$861 - $1.13K
|
7.03K
$545K
|
|
|
Aug 12, 2022
Q2 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
22+ 3.28% |
$823 - $1.09K
|
692
$53.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21+ 0.53% |
$786 - $1.04K
|
4.02K
$312K
|
|
|
Aug 15, 2022
Q2 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
21+ 0.31% |
$786 - $1.04K
|
6.84K
$531K
|