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 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-530- 8.44% |
$19.8K - $26.1K
|
5.75K
$453K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-531- 6.43% |
$19.9K - $26.2K
|
7.73K
$609K
|
|
Aug 15, 2022
Q2 2022
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-532- 0.21% |
$19.9K - $26.2K
|
248K
$19.5M
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-534- 6.17% |
$20K - $26.3K
|
8.13K
$640K
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-534- 8.59% |
$20K - $26.3K
|
5.69K
$448K
|
|
Jul 11, 2022
Q2 2022
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-535- 7.83% |
$20K - $26.4K
|
6.3K
$496K
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-535- 85.19% |
$20K - $26.4K
|
93
$7.33K
|
|
Jul 27, 2022
Q2 2022
|
Hightower 6 M Holding, LLC
|
SELL
|
- |
-536- 1.47% |
$20.1K - $26.4K
|
36K
$2.84M
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-538- 1.81% |
$20.1K - $26.5K
|
29.2K
$2.3M
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-544- 1.32% |
$20.4K - $26.8K
|
40.7K
$3.21M
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-548- 3.85% |
$20.5K - $27K
|
13.7K
$1.08M
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-550- 6.57% |
$20.6K - $27.1K
|
7.83K
$617K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-567- 11.23% |
$21.2K - $28K
|
4.48K
$353K
|
|
Jul 26, 2022
Q2 2022
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-568- 1.4% |
$21.3K - $28K
|
40.1K
$3.16M
|
|
Jul 25, 2022
Q2 2022
|
Arlington Partners LLC
|
SELL
|
- |
-569- 22.47% |
$21.3K - $28.1K
|
1.96K
$155K
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-569- 4.65% |
$21.3K - $28.1K
|
11.7K
$919K
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-573- 5.31% |
$21.4K - $28.3K
|
10.2K
$806K
|
|
Aug 15, 2022
Q2 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-573- 2.15% |
$21.4K - $28.3K
|
26K
$2.05M
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-586- 5.41% |
$21.9K - $28.9K
|
10.2K
$808K
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-588- 2.98% |
$22K - $29K
|
19.2K
$1.51M
|
|
Aug 02, 2022
Q2 2022
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-590- 3.52% |
$22.1K - $29.1K
|
16.2K
$1.27M
|
|
Jul 26, 2022
Q2 2022
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-596- 1.2% |
$22.3K - $29.4K
|
48.9K
$3.85M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-600- 2.58% |
$22.5K - $29.6K
|
22.6K
$1.78M
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-600- 4.45% |
$22.5K - $29.6K
|
12.9K
$1.01M
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-606- 56.9% |
$22.7K - $29.9K
|
459
$36.2K
|
|
Jul 25, 2022
Q2 2022
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-607- 2.67% |
$22.7K - $29.9K
|
22.1K
$1.74M
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
SELL
|
- |
-628- 3.65% |
$23.5K - $31K
|
16.6K
$1.31M
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-628- 0.31% |
$23.5K - $31K
|
205K
$16.1M
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-638- 12.92% |
$23.9K - $31.5K
|
4.3K
$339K
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-639- 0.98% |
$23.9K - $31.5K
|
64.3K
$5.07M
|
|
Aug 10, 2022
Q2 2022
|
Elo Mutual Pension Insurance CO
|
SELL
|
- |
-648- 0.22% |
$24.3K - $32K
|
301K
$23.7M
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-665- 2.08% |
$24.9K - $32.8K
|
31.3K
$2.47M
|
|
Jul 22, 2022
Q2 2022
|
Dixon Hubard Feinour & Brown Inc
|
SELL
|
- |
-666- 7.01% |
$24.9K - $32.9K
|
8.83K
$696K
|
|
Jul 13, 2022
Q2 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-673- 1.56% |
$25.2K - $33.2K
|
42.5K
$3.35M
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-680- 5.11% |
$25.5K - $33.5K
|
12.6K
$995K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-689- 18.79% |
$25.8K - $34K
|
2.98K
$235K
|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-696- 3.93% |
$26.1K - $34.3K
|
17K
$1.34M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-701- 2.49% |
$26.2K - $34.6K
|
27.4K
$2.16M
|
|
Aug 01, 2022
Q2 2022
|
Rmb Capital Management, LLC
|
SELL
|
- |
-706- 4.16% |
$26.4K - $34.8K
|
16.3K
$1.28M
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-713- 1.2% |
$26.7K - $35.2K
|
58.8K
$4.64M
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-713- 22.15% |
$26.7K - $35.2K
|
2.51K
$197K
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-715- 7.87% |
$26.8K - $35.3K
|
8.38K
$660K
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-725- 11.95% |
$27.1K - $35.8K
|
5.34K
$421K
|
|
Aug 01, 2022
Q2 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-733- 2.95% |
$27.4K - $36.2K
|
24.1K
$1.9M
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-744- 2.34% |
$27.8K - $36.7K
|
31K
$2.45M
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-744- 7.22% |
$27.8K - $36.7K
|
9.56K
$753K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
SELL
|
- |
-747- 8.09% |
$28K - $36.8K
|
8.49K
$669K
|
|
Aug 10, 2022
Q2 2022
|
Ethic Inc.
New York, NY |
SELL
|
- |
-750- 9.31% |
$28.1K - $37K
|
7.3K
$575K
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-756- 5.46% |
$28.3K - $37.3K
|
13.1K
$1.03M
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-763Closed |
$28.6K - $37.6K
|
0
$0
|