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 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.76K- 71.01% |
$65.9K - $86.9K
|
719
$55.8K
|
|
Aug 12, 2022
Q2 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.77K- 4.01% |
$66.4K - $87.5K
|
42.5K
$3.3M
|
|
Jul 28, 2022
Q2 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-1.81K- 8.35% |
$67.8K - $89.4K
|
19.9K
$1.54M
|
|
Aug 04, 2022
Q2 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-1.83K- 1.7% |
$68.3K - $90K
|
106K
$8.18M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.85K- 1.13% |
$69.2K - $91.2K
|
161K
$12.5M
|
|
Jul 12, 2022
Q2 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.85K- 25.58% |
$69.3K - $91.3K
|
5.39K
$418K
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-1.85K- 5.07% |
$69.3K - $91.4K
|
34.7K
$2.69M
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.9K- 0.96% |
$71K - $93.6K
|
195K
$15.1M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.9K- 5.56% |
$71.2K - $93.8K
|
32.3K
$2.5M
|
|
Aug 05, 2022
Q2 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.9K- 1.88% |
$71.3K - $93.9K
|
99.5K
$7.71M
|
|
Aug 01, 2022
Q2 2022
|
Nbw Capital LLC
|
SELL
|
- |
-1.91K- 2.14% |
$71.5K - $94.3K
|
87.4K
$6.78M
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.95K- 3.59% |
$72.8K - $96K
|
52.2K
$4.05M
|
|
Aug 15, 2022
Q2 2022
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-1.95K- 22.54% |
$73K - $96.2K
|
6.7K
$520K
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.99K- 2.36% |
$74.3K - $98K
|
82K
$6.36M
|
|
Jul 29, 2022
Q2 2022
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.99K- 21.47% |
$74.4K - $98.1K
|
7.27K
$564K
|
|
Jul 15, 2022
Q2 2022
|
Hoertkorn Richard Charles
|
SELL
|
- |
-2K- 1.97% |
$74.9K - $98.7K
|
99.4K
$7.71M
|
|
Aug 01, 2022
Q2 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2K- 3.29% |
$74.9K - $98.7K
|
58.8K
$4.56M
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-2.01K- 2.15% |
$75.2K - $99.1K
|
91.5K
$7.09M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.01K- 55.41% |
$75.3K - $99.2K
|
1.62K
$125K
|
|
Aug 15, 2022
Q2 2022
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-2.03K- 4.96% |
$75.9K - $100K
|
38.9K
$3.01M
|
|
Aug 15, 2022
Q2 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-2.04KClosed |
$76.2K - $100K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-2.07K- 7.58% |
$77.6K - $102K
|
25.3K
$1.96M
|
|
Aug 08, 2022
Q2 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-2.08K- 14.61% |
$78K - $103K
|
12.2K
$944K
|
|
Aug 03, 2022
Q2 2022
|
Sp Asset Management
|
SELL
|
- |
-2.09K- 0.61% |
$78K - $103K
|
342K
$26.5M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.09K- 13.84% |
$78K - $103K
|
13K
$1.01M
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.1K- 7.01% |
$78.7K - $104K
|
27.9K
$2.16M
|
|
Jul 22, 2022
Q2 2022
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-2.11K- 2.11% |
$79K - $104K
|
97.9K
$7.59M
|
|
Jul 15, 2022
Q2 2022
|
Equitable Trust CO
|
SELL
|
- |
-2.13K- 16.58% |
$79.5K - $105K
|
10.7K
$829K
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-2.21K- 38.88% |
$82.7K - $109K
|
3.47K
$269K
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-2.23K- 22.22% |
$83.4K - $110K
|
7.8K
$605K
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.25K- 27.44% |
$84.1K - $111K
|
5.94K
$461K
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.27K- 20.65% |
$84.8K - $112K
|
8.7K
$675K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.29K- 20.97% |
$85.6K - $113K
|
8.62K
$668K
|
|
Aug 05, 2022
Q2 2022
|
Humankind Investments LLC
|
SELL
|
- |
-2.29K- 21.49% |
$85.8K - $113K
|
8.38K
$650K
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-2.29K- 13.26% |
$85.9K - $113K
|
15K
$1.16M
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-2.32K- 21.7% |
$86.8K - $114K
|
8.37K
$649K
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-2.33K- 9.52% |
$87.4K - $115K
|
22.2K
$1.72M
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.34K- 5.0% |
$87.7K - $116K
|
44.5K
$3.45M
|
|
Aug 08, 2022
Q2 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-2.4K- 14.12% |
$89.8K - $118K
|
14.6K
$1.13M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.4K- 11.58% |
$89.9K - $119K
|
18.4K
$1.42M
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-2.41K- 12.03% |
$90.1K - $119K
|
17.6K
$1.37M
|
|
Jul 20, 2022
Q2 2022
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.44K- 9.82% |
$91.3K - $120K
|
22.4K
$1.74M
|
|
Jul 27, 2022
Q2 2022
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-2.45K- 7.29% |
$91.7K - $121K
|
31.2K
$2.42M
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-2.45K- 15.43% |
$91.8K - $121K
|
13.4K
$1.04M
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-2.48K- 18.24% |
$92.7K - $122K
|
11.1K
$861K
|
|
Aug 02, 2022
Q2 2022
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-2.48K- 2.37% |
$92.7K - $122K
|
102K
$7.92M
|
|
Aug 15, 2022
Q2 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-2.51K- 1.81% |
$94.1K - $124K
|
136K
$10.6M
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-2.52K- 4.91% |
$94.3K - $124K
|
48.7K
$3.78M
|
|
Aug 05, 2022
Q2 2022
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-2.52K- 2.57% |
$94.4K - $124K
|
95.7K
$7.42M
|
|
Jul 06, 2022
Q2 2022
|
Sterling Investment Management, LLC
|
SELL
|
- |
-2.53K- 6.28% |
$94.8K - $125K
|
37.8K
$2.93M
|