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
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-4.94KClosed |
$185K - $244K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-4.94KClosed |
$185K - $244K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Mmbg Investment Advisors Co.
|
SELL
|
- |
-4.98KClosed |
$186K - $246K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-4.98KClosed |
$187K - $246K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-4.99KClosed |
$187K - $246K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-4.99KClosed |
$187K - $246K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Puzo Michael J
|
SELL
|
- |
-5KClosed |
$187K - $247K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-5KClosed |
$187K - $247K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Middleton & CO Inc
|
SELL
|
- |
-5.01KClosed |
$187K - $247K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-5.01KClosed |
$187K - $247K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-5.01KClosed |
$188K - $247K
|
0
$0
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.03KClosed |
$188K - $248K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-5.04K- 46.65% |
$188K - $248K
|
5.76K
$448K
|
|
Jul 29, 2022
Q2 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-5.07KClosed |
$190K - $250K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-5.07KClosed |
$190K - $250K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.08KClosed |
$190K - $251K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Ctc Capital Management, LLC
|
SELL
|
- |
-5.1KClosed |
$191K - $252K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Rockland Trust CO
|
SELL
|
- |
-5.11K- 23.67% |
$191K - $252K
|
16.5K
$1.28M
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-5.11KClosed |
$191K - $252K
|
0
$0
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-5.12KClosed |
$192K - $253K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-5.14KClosed |
$192K - $253K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-5.14KClosed |
$192K - $254K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-5.16KClosed |
$193K - $255K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Bill Few Associates, Inc.
|
SELL
|
- |
-5.18KClosed |
$194K - $255K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.18K- 2.01% |
$194K - $255K
|
253K
$19.7M
|
|
Aug 05, 2022
Q2 2022
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-5.19K- 10.44% |
$194K - $256K
|
44.5K
$3.47M
|
|
Jul 20, 2022
Q2 2022
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-5.2K- 2.12% |
$195K - $257K
|
240K
$18.7M
|
|
Jul 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-5.25KClosed |
$196K - $259K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Monument Capital Management
|
SELL
|
- |
-5.36K- 39.41% |
$201K - $264K
|
8.24K
$641K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-5.36K- 1.17% |
$201K - $265K
|
452K
$35.2M
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.4K- 3.5% |
$202K - $266K
|
149K
$11.6M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5.4KClosed |
$202K - $266K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Pecaut & Co.
|
SELL
|
- |
-5.4KClosed |
$202K - $266K
|
0
$0
|
|
Sep 12, 2022
Q2 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-5.41K- 25.73% |
$203K - $267K
|
15.6K
$1.22M
|
|
Jul 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-5.44K- 3.58% |
$204K - $268K
|
146K
$11.4M
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.45K- 4.44% |
$204K - $269K
|
117K
$9.11M
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.48KClosed |
$205K - $270K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.48KClosed |
$205K - $270K
|
0
$0
|
|
Dec 09, 2024
Q2 2022
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-5.49K- 0.71% |
$205K - $271K
|
763K
$59.4M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.5K- 5.5% |
$206K - $272K
|
94.5K
$7.36M
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.64KClosed |
$211K - $278K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
SELL
|
- |
-5.64KClosed |
$211K - $278K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-5.7K- 92.8% |
$213K - $281K
|
442
$34.4K
|
|
Aug 12, 2022
Q2 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-5.75K- 0.41% |
$215K - $284K
|
1.39M
$108M
|
|
Aug 16, 2022
Q2 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5.77K- 2.13% |
$216K - $284K
|
266K
$20.7M
|
|
Aug 12, 2022
Q2 2022
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-5.8K- 3.89% |
$217K - $286K
|
143K
$11.1M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.81K- 37.32% |
$218K - $287K
|
9.77K
$760K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.87K- 43.83% |
$220K - $290K
|
7.52K
$586K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.88K- 6.44% |
$220K - $290K
|
85.4K
$6.65M
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-5.93KClosed |
$222K - $293K
|
0
$0
|