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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2022
Q2 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
18+ 0.27% |
$674 - $888
|
6.64K
$523K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
18+ 0.13% |
$674 - $888
|
14.2K
$1.12M
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
18+ 0.54% |
$674 - $888
|
3.34K
$263K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
15+ 0.01% |
$561 - $740
|
105K
$8.31M
|
|
|
Jul 29, 2022
Q2 2022
|
Lantz Financial LLC
|
BUY
|
- |
12+ 0.07% |
$449 - $592
|
17K
$1.34M
|
|
|
Jul 29, 2022
Q2 2022
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
12+ 0.12% |
$449 - $592
|
10.1K
$794K
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
12+ 0.41% |
$449 - $592
|
2.92K
$230K
|
|
|
Aug 05, 2022
Q2 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11+ 0.07% |
$412 - $543
|
16.2K
$1.27M
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
11+ 0.06% |
$412 - $543
|
17.5K
$1.38M
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
11+ 0.16% |
$412 - $543
|
6.98K
$550K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
10+ 0.02% |
$374 - $493
|
43.8K
$3.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
10+ 0.16% |
$374 - $493
|
6.07K
$479K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
10+ 0.35% |
$374 - $493
|
2.9K
$229K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
9+ 0.03% |
$337 - $444
|
34.8K
$2.74M
|
|
|
Aug 04, 2022
Q2 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
9+ 0.08% |
$337 - $444
|
11.3K
$892K
|
|
|
Aug 12, 2022
Q2 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
8+ 0.46% |
$299 - $395
|
1.74K
$137K
|
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
7+ 0.54% |
$262 - $345
|
1.31K
$103K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 0.55% |
$262 - $345
|
1.28K
$101K
|
|
|
Jul 28, 2022
Q2 2022
|
Royal Fund Management, LLC
|
BUY
|
- |
7+ 0.08% |
$262 - $345
|
8.89K
$701K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
7+ 0.08% |
$262 - $345
|
8.84K
$696K
|
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
7+ 0.06% |
$262 - $345
|
10.8K
$851K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
7+ 0.06% |
$262 - $345
|
11.5K
$905K
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
6+ 0.05% |
$225 - $296
|
11.5K
$905K
|
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$225 - $296
|
14.4K
$1.13M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6+ 0.11% |
$225 - $296
|
5.65K
$445K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
5+ 0.45% |
$187 - $247
|
1.11K
$87.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.05% |
$187 - $247
|
9.77K
$769K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
4+ 0.18% |
$150 - $197
|
2.18K
$172K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.53% |
$112 - $148
|
566
$44.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.58% |
$112 - $148
|
523
$41.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3+ 0.15% |
$112 - $148
|
2.02K
$159K
|
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.51% |
$112 - $148
|
586
$46.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.03% |
$112 - $148
|
8.84K
$696K
|
|
|
Aug 11, 2022
Q2 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3+ 30.0% |
$112 - $148
|
13
$1.02K
|
|
|
Aug 15, 2022
Q2 2022
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
3+ 0.0% |
$112 - $148
|
154K
$12.1M
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.01% |
$112 - $148
|
24.2K
$1.91M
|
|
|
Jul 20, 2022
Q2 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
2+ 0.02% |
$74.9 - $98.7
|
10.9K
$859K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
2+ 0.03% |
$74.9 - $98.7
|
6.12K
$482K
|
|
|
Jul 29, 2022
Q2 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$74.9 - $98.7
|
5.12K
$403K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2+ 0.01% |
$74.9 - $98.7
|
23.1K
$1.82M
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.68% |
$74.9 - $98.7
|
294
$23.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.15% |
$74.9 - $98.7
|
1.32K
$104K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$37.4 - $49.3
|
2.94K
$231K
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
1+ 0.0% |
$37.4 - $49.3
|
61K
$4.81M
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$37.4 - $49.3
|
215
$16.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$37.4 - $49.3
|
8.35K
$658K
|
|
|
Jul 18, 2022
Q2 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.02% |
$37.4 - $49.3
|
6.24K
$492K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
1+ 0.0% |
$37.4 - $49.3
|
21.7K
$1.71M
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.27% |
$37.4 - $49.3
|
370
$29.2K
|
|
|
Aug 02, 2022
Q2 2022
|
Hyman Charles D
|
BUY
|
- |
1+ 0.0% |
$37.4 - $49.3
|
51.5K
$4.06M
|