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 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-310- 2.75% |
$11.6K - $15.3K
|
11K
$863K
|
|
|
Aug 11, 2022
Q2 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-312- 1.05% |
$11.7K - $15.4K
|
29.5K
$2.33M
|
|
|
Aug 05, 2022
Q2 2022
|
Iowa State Bank
|
SELL
|
- |
-314- 2.56% |
$11.8K - $15.5K
|
12K
$943K
|
|
|
Aug 15, 2022
Q2 2022
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-315- 0.61% |
$11.8K - $15.5K
|
51.5K
$4.06M
|
|
|
Jul 28, 2022
Q2 2022
|
Scott & Selber, Inc.
|
SELL
|
- |
-316- 1.03% |
$11.8K - $15.6K
|
30.4K
$2.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
SELL
|
- |
-316- 3.36% |
$11.8K - $15.6K
|
9.08K
$716K
|
|
|
Aug 15, 2022
Q2 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-316- 2.21% |
$11.8K - $15.6K
|
14K
$1.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust CO
|
SELL
|
- |
-321- 1.15% |
$12K - $15.8K
|
27.6K
$2.18M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-323- 6.77% |
$12.1K - $15.9K
|
4.45K
$351K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-331- 3.62% |
$12.4K - $16.3K
|
8.81K
$694K
|
|
|
Aug 04, 2022
Q2 2022
|
Bennett Selby Investments LP
|
SELL
|
- |
-335- 0.9% |
$12.5K - $16.5K
|
37K
$2.91M
|
|
|
Aug 12, 2022
Q2 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
SELL
|
- |
-340Closed |
$12.7K - $16.8K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-342- 0.77% |
$12.8K - $16.9K
|
43.9K
$3.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-343- 4.36% |
$12.8K - $16.9K
|
7.52K
$592K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-349- 2.46% |
$13.1K - $17.2K
|
13.9K
$1.09M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-349- 5.51% |
$13.1K - $17.2K
|
5.98K
$472K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-350Closed |
$13.1K - $17.3K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-351- 1.39% |
$13.1K - $17.3K
|
24.9K
$1.96M
|
|
|
Aug 12, 2022
Q2 2022
|
Davis Capital Partners, LLC
Sausalito, CA |
SELL
|
- |
-355Closed |
$13.3K - $17.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-362- 3.18% |
$13.5K - $17.9K
|
11K
$868K
|
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-363Closed |
$13.6K - $17.9K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-377- 36.32% |
$14.1K - $18.6K
|
661
$52.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-397- 5.87% |
$14.9K - $19.6K
|
6.37K
$502K
|
|
|
Jul 11, 2022
Q2 2022
|
Piscataqua Savings Bank
|
SELL
|
- |
-400- 4.68% |
$15K - $19.7K
|
8.14K
$642K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-400- 3.75% |
$15K - $19.7K
|
10.3K
$809K
|
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-406- 0.15% |
$15.2K - $20K
|
278K
$21.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-413- 4.12% |
$15.5K - $20.4K
|
9.62K
$758K
|
|
|
Aug 01, 2022
Q2 2022
|
Investment Management Associates Inc
|
SELL
|
- |
-414- 1.88% |
$15.5K - $20.4K
|
21.6K
$1.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-421- 24.39% |
$15.8K - $20.8K
|
1.31K
$103K
|
|
|
Aug 12, 2022
Q2 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-437- 0.8% |
$16.4K - $21.6K
|
54K
$4.26M
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-439- 2.41% |
$16.4K - $21.7K
|
17.8K
$1.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-443- 3.16% |
$16.6K - $21.9K
|
13.6K
$1.07M
|
|
|
Jun 28, 2024
Q2 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-445- 11.52% |
$16.7K - $22K
|
3.42K
$269K
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-446- 66.07% |
$16.7K - $22K
|
229
$18K
|
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-450- 4.06% |
$16.8K - $22.2K
|
10.6K
$837K
|
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-453- 0.69% |
$17K - $22.3K
|
65.1K
$5.13M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-459- 2.35% |
$17.2K - $22.6K
|
19.1K
$1.51M
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-467- 2.52% |
$17.5K - $23K
|
18.1K
$1.43M
|
|
|
Jul 22, 2022
Q2 2022
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-476- 6.17% |
$17.8K - $23.5K
|
7.23K
$570K
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-477- 1.28% |
$17.9K - $23.5K
|
36.9K
$2.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-478- 1.45% |
$17.9K - $23.6K
|
32.6K
$2.57M
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-483- 6.38% |
$18.1K - $23.8K
|
7.09K
$558K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-491- 1.92% |
$18.4K - $24.2K
|
25K
$1.97M
|
|
|
Jul 20, 2022
Q2 2022
|
Sather Financial Group Inc
|
SELL
|
- |
-493- 3.0% |
$18.5K - $24.3K
|
15.9K
$1.26M
|
|
|
Jul 07, 2022
Q2 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-500- 2.45% |
$18.7K - $24.7K
|
19.9K
$1.57M
|
|
|
Jul 20, 2022
Q2 2022
|
Monarch Capital Management Inc
|
SELL
|
- |
-500- 1.71% |
$18.7K - $24.7K
|
28.7K
$2.26M
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-500- 3.53% |
$18.7K - $24.7K
|
13.7K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-500- 3.3% |
$18.7K - $24.7K
|
14.7K
$1.16M
|
|
|
Jul 12, 2022
Q2 2022
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-501- 93.47% |
$18.8K - $24.7K
|
35
$2.76K
|
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-522- 1.74% |
$19.5K - $25.8K
|
29.5K
$2.33M
|