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 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
2.48K+ 2.36% |
$112K - $129K
|
108K
$8.39M
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
2.46KNew |
$112K - $128K
|
2.46K
$192K
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
2.44K+ 20.7% |
$111K - $127K
|
14.2K
$1.11M
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.44KNew |
$111K - $127K
|
2.44K
$190K
|
|
Jan 24, 2022
Q4 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.42K+ 4.1% |
$110K - $126K
|
61.6K
$4.79M
|
|
Jan 31, 2022
Q4 2021
|
Equitec Proprietary Markets, LLC
|
BUY
|
- |
2.4KNew |
$109K - $125K
|
2.4K
$187K
|
|
Jan 26, 2022
Q4 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.35K+ 6.21% |
$106K - $122K
|
40.2K
$3.13M
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
2.34KNew |
$106K - $122K
|
2.34K
$182K
|
|
Mar 10, 2022
Q4 2021
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
2.31KNew |
$104K - $120K
|
2.31K
$179K
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
2.28K+ 8.47% |
$103K - $119K
|
29.3K
$2.28M
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.27K+ 7.66% |
$103K - $118K
|
31.9K
$2.48M
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.25K+ 4.26% |
$102K - $117K
|
55K
$4.28M
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
2.23K+ 8.86% |
$101K - $116K
|
27.4K
$2.14M
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
2.2K+ 63.76% |
$99.5K - $114K
|
5.64K
$439K
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.17K+ 3.24% |
$98.5K - $113K
|
69.2K
$5.38M
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.17K+ 28.14% |
$98.4K - $113K
|
9.89K
$770K
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
2.16K+ 4.92% |
$98K - $112K
|
46.1K
$3.59M
|
|
Feb 14, 2022
Q4 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
2.11K+ 43.48% |
$95.6K - $110K
|
6.96K
$542K
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.11K+ 11.43% |
$95.4K - $110K
|
20.5K
$1.6M
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
2.1K+ 1.15% |
$95K - $109K
|
184K
$14.3M
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.08KNew |
$94.2K - $108K
|
2.08K
$162K
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
BUY
|
- |
2.06K+ 30.27% |
$93.1K - $107K
|
8.84K
$688K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
2.01K+ 7.23% |
$91K - $104K
|
29.8K
$2.32M
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2.01K+ 7.23% |
$91K - $104K
|
29.8K
$2.32M
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
2K+ 13.84% |
$90.6K - $104K
|
16.4K
$1.28M
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
2K+ 12.84% |
$90.6K - $104K
|
17.6K
$1.37M
|
|
Feb 14, 2022
Q4 2021
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
2K+ 5.12% |
$90.4K - $104K
|
40.9K
$3.19M
|
|
Jan 18, 2022
Q4 2021
|
Chicago Trust CO Na
|
BUY
|
- |
1.98K+ 17.81% |
$89.7K - $103K
|
13.1K
$1.02M
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
1.91K+ 23.25% |
$86.6K - $99.4K
|
10.1K
$789K
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.91K+ 33.89% |
$86.3K - $99.1K
|
7.53K
$586K
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
1.89K+ 0.42% |
$85.4K - $98K
|
451K
$35.1M
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.88K+ 31.81% |
$85.3K - $97.9K
|
7.8K
$607K
|
|
Feb 11, 2022
Q4 2021
|
Triumph Capital Management
|
BUY
|
- |
1.87K+ 9.99% |
$84.6K - $97.1K
|
20.6K
$1.6M
|
|
Jan 19, 2022
Q4 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
1.84K+ 29.68% |
$83.6K - $95.9K
|
8.06K
$627K
|
|
Jan 19, 2022
Q4 2021
|
Veriti Management LLC
|
BUY
|
- |
1.84K+ 4.03% |
$83.5K - $95.8K
|
47.6K
$3.71M
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.82K+ 5.09% |
$82.5K - $94.7K
|
37.6K
$2.93M
|
|
Feb 02, 2022
Q4 2021
|
Jb Capital LLC
|
BUY
|
- |
1.82K+ 3.63% |
$82.5K - $94.6K
|
51.9K
$4.04M
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.82K+ 7.32% |
$82.4K - $94.5K
|
26.7K
$2.08M
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.8K+ 16.11% |
$81.6K - $93.6K
|
13K
$1.01M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.78KNew |
$80.7K - $92.6K
|
1.78K
$139K
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.77KNew |
$80K - $91.8K
|
1.77K
$137K
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
1.75K+ 1.67% |
$79.4K - $91.1K
|
107K
$8.33M
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.75K+ 7.28% |
$79.1K - $90.8K
|
25.7K
$2M
|
|
Feb 10, 2022
Q4 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.73K+ 6.83% |
$78.3K - $89.9K
|
27.1K
$2.11M
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.73KNew |
$78.2K - $89.8K
|
1.73K
$134K
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
1.73K+ 11.37% |
$78.2K - $89.7K
|
16.9K
$1.31M
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
1.73K+ 2.72% |
$78.2K - $89.7K
|
65.2K
$5.07M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.72K+ 28.28% |
$77.9K - $89.4K
|
7.8K
$607K
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.72K+ 12.54% |
$77.8K - $89.3K
|
15.4K
$1.2M
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.71K+ 2.31% |
$77.7K - $89.1K
|
75.9K
$5.91M
|