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 28, 2022
Q2 2022
|
Sageworth Trust CO
|
BUY
|
- |
4.13KNew |
$155K - $204K
|
4.13K
$322K
|
|
Aug 01, 2022
Q2 2022
|
Empirical Finance, LLC
|
BUY
|
- |
4.12K+ 5.27% |
$154K - $203K
|
82.3K
$6.4M
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
4.11K+ 16.74% |
$154K - $203K
|
28.7K
$2.23M
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
4.06K+ 14.72% |
$152K - $200K
|
31.6K
$2.46M
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
4.05K+ 48.0% |
$152K - $200K
|
12.5K
$973K
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
4.04K+ 381.85% |
$151K - $199K
|
5.1K
$397K
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.95K+ 0.47% |
$148K - $195K
|
850K
$66.2M
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
3.94K+ 36.11% |
$148K - $195K
|
14.9K
$1.16M
|
|
Jul 15, 2022
Q2 2022
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.94KNew |
$147K - $194K
|
3.94K
$306K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.9K+ 49.63% |
$146K - $192K
|
11.8K
$915K
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.88K+ 0.17% |
$145K - $192K
|
2.32M
$180M
|
|
Jul 22, 2022
Q2 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
3.84K+ 39.02% |
$144K - $190K
|
13.7K
$1.07M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.83K+ 3.42% |
$144K - $189K
|
116K
$9.02M
|
|
Aug 05, 2022
Q2 2022
|
Sicart Associates LLC
|
BUY
|
- |
3.8K+ 2.28% |
$142K - $187K
|
170K
$13.2M
|
|
Jul 08, 2022
Q2 2022
|
Churchill Management Corp
|
BUY
|
- |
3.77K+ 1.22% |
$141K - $186K
|
313K
$24.3M
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
BUY
|
- |
3.71K+ 6.43% |
$139K - $183K
|
61.4K
$4.78M
|
|
Jul 13, 2022
Q2 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
3.67K+ 2.16% |
$138K - $181K
|
174K
$13.5M
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
BUY
|
- |
3.67K+ 17.19% |
$137K - $181K
|
25K
$1.95M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.66K+ 6.22% |
$137K - $180K
|
62.5K
$4.86M
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.58K+ 20.22% |
$134K - $176K
|
21.3K
$1.66M
|
|
Jul 26, 2022
Q2 2022
|
Spartan Fund Management Inc.
|
BUY
|
- |
3.55KNew |
$133K - $175K
|
3.55K
$276K
|
|
Aug 15, 2022
Q2 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.48K+ 6.8% |
$130K - $172K
|
54.7K
$4.26M
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
3.47K+ 2.64% |
$130K - $171K
|
135K
$10.5M
|
|
Aug 11, 2022
Q2 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
3.46K+ 27.44% |
$129K - $171K
|
16.1K
$1.25M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.43K+ 6.47% |
$128K - $169K
|
56.4K
$4.39M
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
3.4K+ 10.97% |
$127K - $168K
|
34.4K
$2.68M
|
|
Aug 11, 2022
Q2 2022
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
3.35K+ 31.04% |
$125K - $165K
|
14.1K
$1.1M
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.32K+ 19.23% |
$124K - $164K
|
20.6K
$1.6M
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
3.29K+ 20.58% |
$123K - $162K
|
19.3K
$1.5M
|
|
Aug 04, 2022
Q2 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
3.25KNew |
$122K - $160K
|
3.25K
$253K
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.2K+ 0.46% |
$120K - $158K
|
692K
$53.8M
|
|
Aug 15, 2022
Q2 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.17K+ 11.06% |
$119K - $156K
|
31.8K
$2.48M
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
3.12K+ 2.35% |
$117K - $154K
|
136K
$10.6M
|
|
Jul 20, 2022
Q2 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
3.09K+ 9.07% |
$116K - $153K
|
37.2K
$2.9M
|
|
Aug 12, 2022
Q2 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
3.04K+ 13.37% |
$114K - $150K
|
25.7K
$2M
|
|
Jul 29, 2022
Q2 2022
|
Af Advisors, Inc.
|
BUY
|
- |
3K+ 9.36% |
$112K - $148K
|
35K
$2.73M
|
|
Aug 11, 2022
Q2 2022
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
3KNew |
$112K - $148K
|
3K
$234K
|
|
Aug 15, 2022
Q2 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
3K+ 25.0% |
$112K - $148K
|
15K
$1.17M
|
|
Aug 12, 2022
Q2 2022
|
Royal London Asset Management LTD
United Kingdom, X0 |
BUY
|
- |
2.98K+ 0.22% |
$112K - $147K
|
1.38M
$107M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.98KNew |
$111K - $147K
|
2.98K
$232K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.96K+ 0.97% |
$111K - $146K
|
308K
$24M
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.92K+ 9.01% |
$109K - $144K
|
35.3K
$2.75M
|
|
Jun 17, 2024
Q2 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
2.9K+ 48.99% |
$109K - $143K
|
8.82K
$687K
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.89K+ 37.41% |
$108K - $142K
|
10.6K
$826K
|
|
Aug 10, 2022
Q2 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
2.87K+ 7.7% |
$107K - $141K
|
40.1K
$3.12M
|
|
Jul 11, 2022
Q2 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.77K+ 17.76% |
$104K - $137K
|
18.4K
$1.43M
|
|
Aug 15, 2022
Q2 2022
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
2.76K+ 3.07% |
$103K - $136K
|
92.9K
$7.24M
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
BUY
|
- |
2.74K+ 19.25% |
$103K - $135K
|
17K
$1.32M
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.73K+ 2.95% |
$102K - $135K
|
95.2K
$7.41M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
2.73K+ 3.23% |
$102K - $134K
|
87K
$6.77M
|