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
|
Centaurus Financial, Inc.
|
SELL
|
- |
-101- 0.4% |
$3.78K - $4.98K
|
25K
$1.94M
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-101- 1.83% |
$3.78K - $4.98K
|
5.4K
$419K
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-109- 20.88% |
$4.08K - $5.38K
|
413
$32K
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-109Closed |
$4.08K - $5.38K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-115- 0.4% |
$4.3K - $5.67K
|
28.9K
$2.24M
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-116- 1.1% |
$4.34K - $5.72K
|
10.4K
$807K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-116- 0.81% |
$4.34K - $5.72K
|
14.2K
$1.1M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-117- 1.49% |
$4.38K - $5.77K
|
7.74K
$600K
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-119- 0.61% |
$4.45K - $5.87K
|
19.3K
$1.5M
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-120- 1.56% |
$4.49K - $5.92K
|
7.57K
$587K
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-123- 1.04% |
$4.6K - $6.07K
|
11.7K
$909K
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-123- 1.1% |
$4.6K - $6.07K
|
11.1K
$857K
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-129- 0.44% |
$4.83K - $6.36K
|
29.1K
$2.26M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-129- 0.44% |
$4.83K - $6.36K
|
29.1K
$2.26M
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-130- 1.54% |
$4.87K - $6.41K
|
8.3K
$644K
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-131- 2.04% |
$4.9K - $6.46K
|
6.3K
$489K
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-136- 1.33% |
$5.09K - $6.71K
|
10.1K
$782K
|
|
Aug 09, 2022
Q2 2022
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-137- 1.96% |
$5.13K - $6.76K
|
6.84K
$531K
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-139- 1.03% |
$5.2K - $6.86K
|
13.3K
$1.03M
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-140- 1.01% |
$5.24K - $6.91K
|
13.7K
$1.06M
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-140Closed |
$5.24K - $6.91K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-146- 0.38% |
$5.46K - $7.2K
|
37.8K
$2.93M
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-146- 0.79% |
$5.46K - $7.2K
|
18.4K
$1.43M
|
|
Aug 15, 2022
Q2 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-147- 1.49% |
$5.5K - $7.25K
|
9.74K
$755K
|
|
Jul 25, 2022
Q2 2022
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-149- 2.09% |
$5.58K - $7.35K
|
6.98K
$542K
|
|
Jul 07, 2022
Q2 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-150- 0.84% |
$5.61K - $7.4K
|
17.6K
$1.37M
|
|
Jul 27, 2022
Q2 2022
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-150- 0.18% |
$5.61K - $7.4K
|
80.9K
$6.28M
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-153- 1.28% |
$5.73K - $7.55K
|
11.8K
$917K
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-155- 0.97% |
$5.8K - $7.65K
|
15.8K
$1.23M
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-157- 20.74% |
$5.88K - $7.74K
|
600
$46.5K
|
|
Jul 20, 2022
Q2 2022
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-161- 1.32% |
$6.03K - $7.94K
|
12.1K
$935K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-162- 0.58% |
$6.06K - $7.99K
|
27.9K
$2.17M
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-162- 2.75% |
$6.06K - $7.99K
|
5.73K
$444K
|
|
Aug 05, 2022
Q2 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-162- 18.75% |
$6.06K - $7.99K
|
702
$54.4K
|
|
Aug 15, 2022
Q2 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-162- 1.4% |
$6.06K - $7.99K
|
11.4K
$882K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-162- 0.73% |
$6.06K - $7.99K
|
21.9K
$1.7M
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-167- 1.86% |
$6.25K - $8.24K
|
8.83K
$685K
|
|
Jul 07, 2022
Q2 2022
|
S.A. Mason LLC
|
SELL
|
- |
-170- 1.83% |
$6.36K - $8.39K
|
9.14K
$708K
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-170- 1.16% |
$6.36K - $8.39K
|
14.5K
$1.13M
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-171- 0.56% |
$6.4K - $8.44K
|
30.2K
$2.34M
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-175- 11.51% |
$6.55K - $8.63K
|
1.35K
$104K
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-175- 1.07% |
$6.55K - $8.63K
|
16.2K
$1.26M
|
|
Aug 10, 2022
Q2 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-177- 0.04% |
$6.63K - $8.73K
|
499K
$38.7M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-180- 1.39% |
$6.74K - $8.88K
|
12.8K
$989K
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-183- 1.32% |
$6.85K - $9.03K
|
13.7K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-184- 3.31% |
$6.89K - $9.08K
|
5.37K
$416K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-189Closed |
$7.07K - $9.32K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
SELL
|
- |
-189- 1.93% |
$7.07K - $9.32K
|
9.61K
$745K
|
|
Jul 29, 2022
Q2 2022
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-190- 0.87% |
$7.11K - $9.37K
|
21.7K
$1.68M
|
|
Aug 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-192- 2.72% |
$7.19K - $9.47K
|
6.87K
$532K
|