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 10, 2022
Q2 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.08% |
$37.4 - $49.3
|
1.19K
$93.5K
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.53% |
$37.4 - $49.3
|
188
$14.8K
|
|
|
Aug 05, 2022
Q2 2022
|
Cmg Global Holdings, LLC
|
BUY
|
- |
1+ 0.02% |
$37.4 - $49.3
|
6.36K
$501K
|
|
|
Aug 23, 2022
Q2 2022
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1+ 0.02% |
$37.4 - $49.3
|
5.48K
$432K
|
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.15% |
$37.4 - $49.3
|
689
$54.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Global Frontier Investments LLC
Charleston, SC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-2- 0.01% |
$74.9 - $98.7
|
20.8K
$1.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 0.55% |
$187 - $247
|
896
$70.6K
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-5Closed |
$187 - $247
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-6- 0.08% |
$225 - $296
|
7.76K
$611K
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-7- 1.77% |
$262 - $345
|
389
$30.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Claris Advisors, LLC
|
SELL
|
- |
-8- 0.03% |
$299 - $395
|
24.1K
$1.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-8- 0.05% |
$299 - $395
|
15.9K
$1.25M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-9- 1.28% |
$337 - $444
|
696
$54.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Tealwood Asset Management Inc
|
SELL
|
- |
-9- 0.04% |
$337 - $444
|
24.4K
$1.92M
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-12- 1.64% |
$449 - $592
|
720
$56.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-12- 0.11% |
$449 - $592
|
10.8K
$849K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-15- 0.13% |
$561 - $740
|
11.4K
$898K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-16- 6.58% |
$599 - $789
|
227
$17.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-17- 0.25% |
$636 - $839
|
6.87K
$541K
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-20- 0.28% |
$749 - $987
|
7.02K
$553K
|
|
|
Aug 11, 2022
Q2 2022
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-20- 0.05% |
$749 - $987
|
36.8K
$2.9M
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-20- 0.37% |
$749 - $987
|
5.4K
$426K
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-21- 0.23% |
$786 - $1.04K
|
9.09K
$716K
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-21- 0.09% |
$786 - $1.04K
|
24.1K
$1.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21Closed |
$786 - $1.04K
|
0
$0
|
|
|
Nov 15, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-21- 0.2% |
$786 - $1.04K
|
10.5K
$830K
|
|
|
Aug 09, 2022
Q2 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-22- 0.26% |
$823 - $1.09K
|
8.36K
$659K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-25Closed |
$936 - $1.23K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-25- 0.06% |
$936 - $1.23K
|
45.3K
$3.57M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-25- 0.48% |
$936 - $1.23K
|
5.13K
$404K
|
|
|
Aug 22, 2022
Q2 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-25- 0.07% |
$936 - $1.23K
|
37.7K
$2.97M
|
|
|
Jul 20, 2022
Q2 2022
|
Exeter Financial, LLC
|
SELL
|
- |
-28- 0.29% |
$1.05K - $1.38K
|
9.5K
$749K
|
|
|
Jul 13, 2022
Q2 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-29- 0.48% |
$1.09K - $1.43K
|
6.04K
$476K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-29- 0.35% |
$1.09K - $1.43K
|
8.3K
$654K
|
|
|
Jul 01, 2022
Q2 2022
|
Park National Corp
|
SELL
|
- |
-30- 0.5% |
$1.12K - $1.48K
|
5.92K
$467K
|
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-33- 0.03% |
$1.24K - $1.63K
|
104K
$8.19M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-34- 1.67% |
$1.27K - $1.68K
|
2K
$158K
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-36- 0.38% |
$1.35K - $1.78K
|
9.45K
$744K
|
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-37Closed |
$1.38K - $1.83K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-37- 18.78% |
$1.38K - $1.83K
|
160
$12.6K
|
|
|
Oct 13, 2023
Q2 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-38Closed |
$1.42K - $1.87K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-39- 0.38% |
$1.46K - $1.92K
|
10.3K
$815K
|
|
|
Jul 14, 2022
Q2 2022
|
Ballast, Inc.
|
SELL
|
- |
-41- 0.54% |
$1.53K - $2.02K
|
7.56K
$595K
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-42- 0.27% |
$1.57K - $2.07K
|
15.8K
$1.25M
|
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-42- 0.58% |
$1.57K - $2.07K
|
7.2K
$567K
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
SELL
|
- |
-43- 0.76% |
$1.61K - $2.12K
|
5.6K
$441K
|
|
|
Jul 22, 2022
Q2 2022
|
Western Financial Corporation
|
SELL
|
- |
-44- 0.05% |
$1.65K - $2.17K
|
91.5K
$7.21M
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-49- 0.15% |
$1.83K - $2.42K
|
33.2K
$2.62M
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-49- 1.29% |
$1.83K - $2.42K
|
3.74K
$295K
|