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
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1.13K- 17.45% |
$42.3K - $55.7K
|
5.35K
$414K
|
|
Aug 08, 2022
Q2 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.13K- 15.34% |
$42.3K - $55.8K
|
6.24K
$484K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.14KClosed |
$42.8K - $56.4K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Ghe, LLC
|
SELL
|
- |
-1.15K- 16.64% |
$43K - $56.7K
|
5.76K
$447K
|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.15K- 0.87% |
$43.1K - $56.8K
|
131K
$10.2M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.17K- 1.34% |
$43.6K - $57.5K
|
85.8K
$6.65M
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-1.17K- 1.26% |
$43.9K - $57.9K
|
92.4K
$7.16M
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-1.18K- 70.57% |
$44K - $58K
|
490
$38K
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.18K- 0.86% |
$44.2K - $58.2K
|
136K
$10.5M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 8.59% |
$44.4K - $58.5K
|
12.6K
$978K
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.19K- 1.55% |
$44.4K - $58.6K
|
75.5K
$5.86M
|
|
Jul 26, 2022
Q2 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1.19K- 1.37% |
$44.5K - $58.7K
|
85.4K
$6.62M
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-1.22K- 5.43% |
$45.5K - $60K
|
21.2K
$1.64M
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.24K- 18.34% |
$46.3K - $61K
|
5.5K
$427K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.24K- 6.02% |
$46.5K - $61.3K
|
19.4K
$1.5M
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.24KClosed |
$46.6K - $61.4K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-1.27K- 16.38% |
$47.5K - $62.6K
|
6.48K
$503K
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.29K- 18.51% |
$48.4K - $63.8K
|
5.7K
$442K
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-1.32K- 4.21% |
$49.4K - $65.1K
|
30K
$2.33M
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.33K- 2.45% |
$49.6K - $65.4K
|
52.8K
$4.1M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.38K- 6.08% |
$51.5K - $67.9K
|
21.3K
$1.65M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.38K- 2.71% |
$51.7K - $68.1K
|
49.6K
$3.85M
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1.42K- 6.49% |
$53K - $69.8K
|
20.4K
$1.58M
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.43K- 2.58% |
$53.5K - $70.5K
|
54K
$4.18M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.44K- 6.7% |
$53.7K - $70.8K
|
20K
$1.55M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.45K- 15.95% |
$54.2K - $71.4K
|
7.63K
$591K
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.48K- 0.08% |
$55.2K - $72.8K
|
1.75M
$136M
|
|
Aug 05, 2022
Q2 2022
|
Northeast Investment Management
|
SELL
|
- |
-1.48K- 8.43% |
$55.3K - $72.9K
|
16K
$1.24M
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-1.5K- 65.47% |
$56.1K - $74K
|
791
$61.3K
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
SELL
|
- |
-1.51K- 5.57% |
$56.4K - $74.4K
|
25.6K
$1.98M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 21.67% |
$57.9K - $76.3K
|
5.59K
$433K
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.57K- 11.1% |
$58.6K - $77.2K
|
12.5K
$972K
|
|
Aug 09, 2022
Q2 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.57K- 17.74% |
$58.7K - $77.4K
|
7.28K
$564K
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.58K- 2.27% |
$59.1K - $77.9K
|
67.9K
$5.26M
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.59K- 78.08% |
$59.5K - $78.4K
|
446
$34.6K
|
|
Aug 10, 2022
Q2 2022
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-1.6K- 1.53% |
$59.9K - $78.9K
|
103K
$8M
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.62K- 4.17% |
$60.7K - $80.1K
|
37.3K
$2.89M
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.63K- 2.08% |
$60.8K - $80.2K
|
76.5K
$5.93M
|
|
Aug 12, 2022
Q2 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.64K- 3.56% |
$61.2K - $80.7K
|
44.3K
$3.43M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-1.64K- 0.48% |
$61.5K - $81K
|
337K
$26.1M
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.65K- 17.49% |
$61.8K - $81.5K
|
7.79K
$604K
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.66KClosed |
$62.3K - $82.1K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.68K- 3.45% |
$62.7K - $82.6K
|
46.9K
$3.64M
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1.7K- 41.29% |
$63.6K - $83.8K
|
2.42K
$187K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.71K- 20.27% |
$63.9K - $84.2K
|
6.72K
$521K
|
|
Aug 08, 2022
Q2 2022
|
Metis Global Partners, LLC
|
SELL
|
- |
-1.72K- 2.58% |
$64.4K - $84.9K
|
65K
$5.04M
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.74K- 27.73% |
$64.9K - $85.6K
|
4.52K
$351K
|
|
Aug 10, 2022
Q2 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.75K- 16.3% |
$65.6K - $86.4K
|
8.99K
$697K
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.75K- 4.38% |
$65.6K - $86.5K
|
38.2K
$2.97M
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-1.76K- 15.39% |
$65.9K - $86.9K
|
9.68K
$751K
|