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 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
SELL
|
- |
-4.38KClosed |
$164K - $216K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-4.38K- 22.11% |
$164K - $216K
|
15.4K
$1.2M
|
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.4K- 12.06% |
$165K - $217K
|
32.1K
$2.49M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.4K- 17.18% |
$165K - $217K
|
21.2K
$1.64M
|
|
|
Aug 12, 2022
Q2 2022
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-4.4K- 7.84% |
$165K - $217K
|
51.7K
$4.01M
|
|
|
Jul 19, 2022
Q2 2022
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-4.41K- 19.03% |
$165K - $217K
|
18.8K
$1.45M
|
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-4.41KClosed |
$165K - $218K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.42K- 6.85% |
$165K - $218K
|
60.1K
$4.66M
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.43K- 6.39% |
$166K - $219K
|
64.9K
$5.03M
|
|
|
Jul 08, 2022
Q2 2022
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-4.43KClosed |
$166K - $219K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.47K- 13.67% |
$167K - $220K
|
28.2K
$2.19M
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-4.48KClosed |
$168K - $221K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-4.5KClosed |
$168K - $222K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
SELL
|
- |
-4.5KClosed |
$169K - $222K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-4.51K- 32.07% |
$169K - $223K
|
9.56K
$741K
|
|
|
Aug 15, 2022
Q2 2022
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.55KClosed |
$170K - $224K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4.55K- 4.96% |
$170K - $225K
|
87.3K
$6.77M
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-4.56K- 10.35% |
$171K - $225K
|
39.5K
$3.06M
|
|
|
Jul 13, 2022
Q2 2022
|
Life Steps Financial, Inc.
|
SELL
|
- |
-4.57KClosed |
$171K - $226K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.58K- 30.7% |
$171K - $226K
|
10.3K
$802K
|
|
|
Jul 27, 2022
Q2 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4.58KClosed |
$172K - $226K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-4.59KClosed |
$172K - $226K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-4.59KClosed |
$172K - $226K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-4.61K- 5.93% |
$173K - $228K
|
73.1K
$5.67M
|
|
|
Jul 12, 2022
Q2 2022
|
Community Trust & Investment CO
|
SELL
|
- |
-4.62KClosed |
$173K - $228K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-4.64KClosed |
$174K - $229K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.66KClosed |
$174K - $230K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-4.66KClosed |
$174K - $230K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-4.68KClosed |
$175K - $231K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-4.69KClosed |
$176K - $231K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-4.69K- 12.84% |
$176K - $232K
|
31.9K
$2.47M
|
|
|
Aug 03, 2022
Q2 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-4.7KClosed |
$176K - $232K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-4.71KClosed |
$176K - $232K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Paradigm Capital Management, LLC
Reno, NV |
SELL
|
- |
-4.71KClosed |
$176K - $232K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Check Capital Management Inc
|
SELL
|
- |
-4.74K- 0.6% |
$177K - $234K
|
787K
$61M
|
|
|
Aug 05, 2022
Q2 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-4.75KClosed |
$178K - $234K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-4.76K- 2.34% |
$178K - $235K
|
198K
$15.4M
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.77KClosed |
$178K - $235K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Alta Capital Management LLC
|
SELL
|
- |
-4.8KClosed |
$180K - $237K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-4.8K- 30.06% |
$180K - $237K
|
11.2K
$866K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-4.81K- 7.09% |
$180K - $237K
|
63K
$4.89M
|
|
|
Jul 27, 2022
Q2 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-4.82KClosed |
$180K - $238K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
United Bank
Vienna, VA |
SELL
|
- |
-4.82KClosed |
$180K - $238K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-4.87KClosed |
$182K - $240K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.89KClosed |
$183K - $241K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.91K- 5.63% |
$184K - $242K
|
82.3K
$6.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-4.91K- 10.15% |
$184K - $242K
|
43.5K
$3.37M
|
|
|
Aug 16, 2022
Q2 2022
|
Neo Ivy Capital Management
New York, NY |
SELL
|
- |
-4.92KClosed |
$184K - $243K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
First Personal Financial Services
|
SELL
|
- |
-4.92K- 66.41% |
$184K - $243K
|
2.49K
$193K
|
|
|
Jul 21, 2022
Q2 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-4.93KClosed |
$184K - $243K
|
0
$0
|