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 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-764- 8.99% |
$28.6K - $37.7K
|
7.73K
$609K
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-765- 1.36% |
$28.6K - $37.7K
|
55.3K
$4.36M
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-769- 4.08% |
$28.8K - $37.9K
|
18.1K
$1.43M
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-800- 14.95% |
$29.9K - $39.5K
|
4.55K
$359K
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-800- 8.12% |
$29.9K - $39.5K
|
9.05K
$713K
|
|
Aug 02, 2022
Q2 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-800- 2.45% |
$29.9K - $39.5K
|
31.9K
$2.51M
|
|
Aug 08, 2022
Q2 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-810- 5.81% |
$30.3K - $40K
|
13.1K
$1.04M
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-816- 3.14% |
$30.5K - $40.3K
|
25.2K
$1.98M
|
|
Aug 09, 2022
Q2 2022
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-818- 0.54% |
$30.6K - $40.4K
|
151K
$11.9M
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-820- 9.29% |
$30.7K - $40.5K
|
8K
$631K
|
|
Aug 03, 2022
Q2 2022
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-821- 4.98% |
$30.7K - $40.5K
|
15.7K
$1.23M
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-843- 3.56% |
$31.6K - $41.6K
|
22.8K
$1.8M
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-845Closed |
$31.6K - $41.7K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-848- 6.93% |
$31.7K - $41.8K
|
11.4K
$898K
|
|
Aug 12, 2022
Q2 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-853- 1.5% |
$31.9K - $42.1K
|
56K
$4.41M
|
|
Jul 14, 2022
Q2 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-871- 3.76% |
$32.6K - $43K
|
22.3K
$1.76M
|
|
Sep 13, 2022
Q2 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-871- 6.17% |
$32.6K - $43K
|
13.2K
$1.04M
|
|
Jul 13, 2022
Q2 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-878- 12.62% |
$32.9K - $43.3K
|
6.08K
$479K
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-878- 1.29% |
$32.9K - $43.3K
|
67.1K
$5.28M
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
SELL
|
- |
-884- 4.21% |
$33.1K - $43.6K
|
20.1K
$1.58M
|
|
Aug 05, 2022
Q2 2022
|
X Square Capital, LLC
|
SELL
|
- |
-894- 8.11% |
$33.5K - $44.1K
|
10.1K
$799K
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-900- 2.52% |
$33.7K - $44.4K
|
34.9K
$2.75M
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-900- 5.55% |
$33.7K - $44.4K
|
15.3K
$1.21M
|
|
Jul 25, 2022
Q2 2022
|
Founders Capital Management, LLC
|
SELL
|
- |
-904- 0.29% |
$33.8K - $44.6K
|
315K
$24.8M
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
SELL
|
- |
-920- 14.62% |
$34.4K - $45.4K
|
5.37K
$423K
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-920- 1.67% |
$34.4K - $45.4K
|
54.1K
$4.27M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-941- 25.28% |
$35.2K - $46.4K
|
2.78K
$219K
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-944- 2.74% |
$35.3K - $46.6K
|
33.5K
$2.64M
|
|
Jul 06, 2022
Q2 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-949- 5.47% |
$35.5K - $46.8K
|
16.4K
$1.29M
|
|
Jul 21, 2022
Q2 2022
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-951- 77.0% |
$35.6K - $46.9K
|
284
$22.4K
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-952- 3.91% |
$35.6K - $47K
|
23.4K
$1.85M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-978- 9.28% |
$36.6K - $48.2K
|
9.56K
$753K
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-999- 4.13% |
$37.4K - $49.3K
|
23.2K
$1.83M
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
SELL
|
- |
-1K- 2.88% |
$37.4K - $49.3K
|
33.7K
$2.65M
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-1.03K- 2.85% |
$38.4K - $50.6K
|
35K
$2.76M
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.05K- 22.37% |
$39.2K - $51.6K
|
3.63K
$286K
|
|
Jul 12, 2022
Q2 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.05K- 7.55% |
$39.3K - $51.8K
|
12.9K
$1.01M
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.05K- 22.53% |
$39.3K - $51.8K
|
3.61K
$284K
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.05K- 6.53% |
$39.3K - $51.8K
|
15K
$1.18M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.05K- 1.1% |
$39.4K - $51.9K
|
94.9K
$7.48M
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.06K- 2.33% |
$39.6K - $52.2K
|
44.4K
$3.5M
|
|
Aug 15, 2022
Q2 2022
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.08K- 9.41% |
$40.3K - $53.1K
|
10.4K
$817K
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-1.08KClosed |
$40.4K - $53.3K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-1.09K- 13.67% |
$40.8K - $53.8K
|
6.89K
$543K
|
|
Aug 02, 2022
Q2 2022
|
American Money Management, LLC
|
SELL
|
- |
-1.1K- 2.96% |
$41K - $54K
|
35.9K
$2.83M
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-1.1K- 0.56% |
$41.1K - $54.2K
|
194K
$15.3M
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.1K- 6.38% |
$41.2K - $54.4K
|
16.2K
$1.27M
|
|
Aug 11, 2022
Q2 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-1.11K- 8.34% |
$41.5K - $54.7K
|
12.2K
$959K
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.12K- 5.79% |
$42K - $55.3K
|
18.2K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.12K- 3.08% |
$42.1K - $55.4K
|
35.3K
$2.78M
|