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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.98K+ 2.92% |
$180K - $207K
|
140K
$10.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
3.95K+ 5.4% |
$179K - $205K
|
77.1K
$6M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
3.95KNew |
$179K - $205K
|
3.95K
$307K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3.94KNew |
$178K - $205K
|
3.94K
$306K
|
|
|
Feb 14, 2022
Q4 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.92K+ 71.01% |
$178K - $204K
|
9.45K
$736K
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.92K+ 2.51% |
$178K - $204K
|
160K
$12.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
3.91KNew |
$177K - $203K
|
3.91K
$304K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
3.9K+ 10.24% |
$177K - $203K
|
42K
$3.27M
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
3.86KNew |
$175K - $201K
|
3.86K
$301K
|
|
|
Oct 01, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
3.84K+ 39.13% |
$174K - $200K
|
13.7K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.79K+ 19.34% |
$172K - $197K
|
23.4K
$1.82M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
3.74K+ 17.63% |
$170K - $195K
|
25K
$1.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
3.71K+ 26.2% |
$168K - $193K
|
17.9K
$1.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3.68K+ 2.55% |
$167K - $192K
|
148K
$11.5M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
3.55K+ 17.07% |
$161K - $184K
|
24.3K
$1.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.51K+ 19.61% |
$159K - $183K
|
21.4K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.5K+ 33.52% |
$159K - $182K
|
13.9K
$1.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
3.5K+ 31.01% |
$159K - $182K
|
14.8K
$1.15M
|
|
|
Feb 07, 2022
Q4 2021
|
First Dallas Securities Inc.
|
BUY
|
- |
3.35K+ 77.01% |
$152K - $174K
|
7.7K
$599K
|
|
|
Jan 27, 2022
Q4 2021
|
Uncommon Cents Investing LLC
|
BUY
|
- |
3.34K+ 2.73% |
$151K - $173K
|
125K
$9.76M
|
|
|
Feb 08, 2022
Q4 2021
|
Becker Capital Management Inc
|
BUY
|
- |
3.32K+ 25.78% |
$150K - $173K
|
16.2K
$1.26M
|
|
|
Feb 02, 2022
Q4 2021
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
3.31K+ 23.07% |
$150K - $172K
|
17.7K
$1.37M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.3KNew |
$150K - $172K
|
3.3K
$257K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
3.22K+ 0.71% |
$146K - $167K
|
455K
$35.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.2K+ 1.19% |
$145K - $167K
|
272K
$21.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
3.2K+ 3.31% |
$145K - $166K
|
99.9K
$7.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3.18K+ 0.2% |
$144K - $165K
|
1.57M
$123M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
3.16K+ 28.96% |
$143K - $164K
|
14.1K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.15K+ 70.88% |
$143K - $164K
|
7.59K
$591K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
3.11K+ 42.02% |
$141K - $162K
|
10.5K
$817K
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.09K+ 58.39% |
$140K - $161K
|
8.38K
$653K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
3.08KNew |
$139K - $160K
|
3.08K
$240K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.04K+ 18.06% |
$138K - $158K
|
19.9K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
3K+ 22.4% |
$136K - $156K
|
16.4K
$1.28M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
2.98KNew |
$135K - $155K
|
2.98K
$232K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.98KNew |
$135K - $155K
|
2.98K
$232K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.97KNew |
$135K - $154K
|
2.97K
$231K
|
|
|
Feb 14, 2022
Q4 2021
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
2.9K+ 9.32% |
$131K - $151K
|
34K
$2.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.85K+ 7.77% |
$129K - $148K
|
39.5K
$3.08M
|
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.83K+ 1.06% |
$128K - $147K
|
269K
$20.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
2.82K+ 5.7% |
$128K - $147K
|
52.3K
$4.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.79K+ 12.14% |
$126K - $145K
|
25.8K
$2.01M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
2.7K+ 356.46% |
$122K - $141K
|
3.46K
$269K
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
2.63K+ 38.46% |
$119K - $137K
|
9.45K
$736K
|
|
|
Jan 20, 2022
Q4 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
2.6K+ 29.39% |
$118K - $135K
|
11.5K
$892K
|
|
|
Feb 04, 2022
Q4 2021
|
Check Capital Management Inc
|
BUY
|
- |
2.58K+ 0.31% |
$117K - $134K
|
848K
$66M
|
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.57K+ 47.69% |
$116K - $134K
|
7.95K
$619K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.52K+ 3.99% |
$114K - $131K
|
65.7K
$5.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.5K+ 23.01% |
$113K - $130K
|
13.4K
$1.04M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.49KNew |
$113K - $130K
|
2.49K
$194K
|