Purchases and Sales Made in Q4 2021 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
4.77K+ 109.13% |
$216K - $248K
|
9.14K
$720K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
4.77K+ 46.11% |
$216K - $248K
|
15.1K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
4.75KNew |
$215K - $247K
|
4.75K
$374K
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
4.74K+ 2.61% |
$215K - $246K
|
186K
$14.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
4.74KNew |
$215K - $246K
|
4.74K
$373K
|
|
|
Jan 27, 2022
Q4 2021
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
4.72KNew |
$214K - $245K
|
4.72K
$372K
|
|
|
Feb 11, 2022
Q4 2021
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
4.72K+ 2.85% |
$214K - $245K
|
170K
$13.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.72K+ 95.99% |
$214K - $245K
|
9.63K
$759K
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.7K+ 1.82% |
$213K - $245K
|
263K
$20.7M
|
|
|
Mar 04, 2022
Q4 2021
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.68KNew |
$212K - $243K
|
4.68K
$368K
|
|
|
Feb 14, 2022
Q4 2021
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
4.65K+ 6.62% |
$211K - $242K
|
75K
$5.91M
|
|
|
Feb 24, 2022
Q4 2021
|
First Purpose Wealth LLC
|
BUY
|
- |
4.64KNew |
$210K - $241K
|
4.64K
$366K
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
4.64KNew |
$210K - $241K
|
4.64K
$365K
|
|
|
Feb 01, 2022
Q4 2021
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
4.62KNew |
$210K - $240K
|
4.62K
$364K
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
4.62K+ 231.1% |
$209K - $240K
|
6.62K
$522K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
4.58KNew |
$208K - $238K
|
4.58K
$361K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
4.53K+ 2.88% |
$205K - $236K
|
162K
$12.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
4.53K+ 9.28% |
$205K - $236K
|
53.4K
$4.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.53K+ 64.39% |
$205K - $235K
|
11.6K
$911K
|
|
|
Jan 11, 2022
Q4 2021
|
Churchill Management Corp
|
BUY
|
- |
4.49K+ 1.56% |
$204K - $234K
|
293K
$23.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
4.39KNew |
$199K - $228K
|
4.39K
$346K
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
4.39KNew |
$199K - $228K
|
4.39K
$346K
|
|
|
Feb 02, 2022
Q4 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
4.36KNew |
$198K - $227K
|
4.36K
$344K
|
|
|
Feb 10, 2022
Q4 2021
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
4.35KNew |
$197K - $226K
|
4.35K
$343K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
4.31KNew |
$195K - $224K
|
4.31K
$340K
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.31K+ 61.4% |
$195K - $224K
|
11.3K
$892K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.3KNew |
$195K - $223K
|
4.3K
$339K
|
|
|
Feb 09, 2022
Q4 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
4.29KNew |
$194K - $223K
|
4.29K
$338K
|
|
|
Feb 02, 2022
Q4 2021
|
Sanders Morris Harris LLC
|
BUY
|
- |
4.29KNew |
$194K - $223K
|
4.29K
$338K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
4.29KNew |
$194K - $223K
|
4.29K
$338K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
4.28K+ 36.76% |
$194K - $223K
|
15.9K
$1.26M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
4.28KNew |
$194K - $223K
|
4.28K
$337K
|
|
|
Jan 24, 2022
Q4 2021
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
4.26KNew |
$193K - $222K
|
4.26K
$336K
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
4.25KNew |
$193K - $221K
|
4.25K
$335K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
4.25KNew |
$193K - $221K
|
4.25K
$335K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.23KNew |
$192K - $220K
|
4.23K
$334K
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
4.23KNew |
$192K - $220K
|
4.23K
$334K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.23KNew |
$192K - $220K
|
4.23K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.2K+ 6.47% |
$190K - $218K
|
69.1K
$5.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
4.19KNew |
$190K - $218K
|
4.19K
$330K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
4.18KNew |
$189K - $217K
|
4.18K
$329K
|
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
BUY
|
- |
4.18KNew |
$189K - $217K
|
4.18K
$329K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
4.18KNew |
$189K - $217K
|
4.18K
$329K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.16KNew |
$189K - $216K
|
4.16K
$328K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
4.16KNew |
$188K - $216K
|
4.16K
$328K
|
|
|
Feb 04, 2022
Q4 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
4.16KNew |
$188K - $216K
|
4.16K
$328K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
4.14K+ 5.01% |
$188K - $215K
|
86.9K
$6.85M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
4.14K+ 3.43% |
$188K - $215K
|
125K
$9.84M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
4.1K+ 25.67% |
$186K - $213K
|
20.1K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.08K+ 70.56% |
$185K - $212K
|
9.86K
$777K
|