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 18, 2022
Q2 2022
|
Veriti Management LLC
|
BUY
|
- |
6.28K+ 12.6% |
$235K - $310K
|
56.1K
$4.36M
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.27KNew |
$235K - $309K
|
6.27K
$488K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
6.26KNew |
$234K - $309K
|
6.26K
$487K
|
|
Aug 08, 2022
Q2 2022
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
6.2K+ 8.27% |
$232K - $306K
|
81.2K
$6.32M
|
|
Jul 27, 2022
Q2 2022
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
6.17K+ 9.0% |
$231K - $304K
|
74.7K
$5.82M
|
|
Jul 28, 2022
Q2 2022
|
Jb Capital LLC
|
BUY
|
- |
6.14K+ 11.47% |
$230K - $303K
|
59.7K
$4.65M
|
|
Jul 13, 2022
Q2 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
6.1K+ 34.74% |
$228K - $301K
|
23.6K
$1.84M
|
|
Aug 25, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.08KNew |
$227K - $300K
|
6.08K
$473K
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
BUY
|
- |
6.06KNew |
$227K - $299K
|
6.06K
$472K
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
6.06K+ 144.79% |
$227K - $299K
|
10.2K
$797K
|
|
Aug 11, 2022
Q2 2022
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
5.98KNew |
$224K - $295K
|
5.98K
$465K
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.96K+ 2.41% |
$223K - $294K
|
253K
$19.7M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.88KNew |
$220K - $290K
|
5.88K
$458K
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.84K+ 28.04% |
$219K - $288K
|
26.7K
$2.08M
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5.82KNew |
$218K - $287K
|
5.82K
$453K
|
|
Aug 01, 2022
Q2 2022
|
Lipe & Dalton
|
BUY
|
- |
5.75K+ 57.5% |
$215K - $284K
|
15.8K
$1.23M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
5.72K+ 1.1% |
$214K - $282K
|
527K
$41M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
5.72K+ 0.97% |
$214K - $282K
|
598K
$46.5M
|
|
Jul 22, 2022
Q2 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
5.56KNew |
$208K - $274K
|
5.56K
$433K
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
5.5K+ 15.87% |
$206K - $271K
|
40.1K
$3.12M
|
|
Jul 26, 2022
Q2 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.46KNew |
$204K - $269K
|
5.46K
$425K
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.46K+ 2.37% |
$204K - $269K
|
236K
$18.4M
|
|
Aug 05, 2022
Q2 2022
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
5.43K+ 41.55% |
$203K - $268K
|
18.5K
$1.44M
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
5.43K+ 10.22% |
$203K - $268K
|
58.5K
$4.56M
|
|
Sep 20, 2022
Q2 2022
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
5.4KNew |
$202K - $267K
|
5.4K
$421K
|
|
Aug 12, 2022
Q2 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
5.38K+ 16.35% |
$201K - $265K
|
38.3K
$2.98M
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.34K+ 96.16% |
$200K - $263K
|
10.9K
$847K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
5.32K+ 2.5% |
$199K - $263K
|
218K
$17M
|
|
Aug 11, 2022
Q2 2022
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
5.3K+ 99.96% |
$199K - $262K
|
10.6K
$826K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
5.29K+ 404.82% |
$198K - $261K
|
6.59K
$513K
|
|
Jul 18, 2022
Q2 2022
|
Deltec Asset Management LLC
|
BUY
|
- |
5.26KNew |
$197K - $259K
|
5.26K
$409K
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
5.25K+ 14.47% |
$197K - $259K
|
41.5K
$3.23M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.24K+ 38.38% |
$196K - $259K
|
18.9K
$1.47M
|
|
Aug 01, 2022
Q2 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.22KNew |
$195K - $257K
|
5.22K
$406K
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.13KNew |
$192K - $253K
|
5.13K
$400K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
5.07K+ 157.05% |
$190K - $250K
|
8.29K
$645K
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.03K+ 28.38% |
$188K - $248K
|
22.8K
$1.77M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.89K+ 1.67% |
$183K - $241K
|
298K
$23.2M
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
4.85K+ 4.46% |
$181K - $239K
|
114K
$8.84M
|
|
Jul 14, 2022
Q2 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
4.81K+ 1.77% |
$180K - $237K
|
276K
$21.5M
|
|
Aug 04, 2022
Q2 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
4.81K+ 1.32% |
$180K - $237K
|
368K
$28.6M
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.78K+ 42.45% |
$179K - $236K
|
16K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.61K+ 27.53% |
$173K - $228K
|
21.4K
$1.66M
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.61K+ 102.22% |
$173K - $227K
|
9.12K
$710K
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
4.53K+ 70.47% |
$169K - $223K
|
10.9K
$852K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
4.4K+ 9.53% |
$165K - $217K
|
50.6K
$3.94M
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.35K+ 6.31% |
$163K - $214K
|
73.2K
$5.7M
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
4.33K+ 16.63% |
$162K - $213K
|
30.3K
$2.36M
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
4.21K+ 32.53% |
$157K - $207K
|
17.1K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
4.16K+ 12.93% |
$156K - $205K
|
36.3K
$2.83M
|