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
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
1.71K+ 16.92% |
$77.5K - $88.9K
|
11.8K
$920K
|
|
Feb 14, 2022
Q4 2021
|
Campion Asset Management
|
BUY
|
- |
1.7K+ 27.91% |
$77K - $88.4K
|
7.79K
$606K
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.7K+ 19.07% |
$77K - $88.3K
|
10.6K
$826K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.68K+ 5.72% |
$76.1K - $87.3K
|
31K
$2.41M
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
1.67K+ 3.38% |
$75.8K - $87K
|
51.1K
$3.98M
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.67K+ 12.45% |
$75.8K - $86.9K
|
15.1K
$1.18M
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
1.67K+ 1.44% |
$75.4K - $86.6K
|
118K
$9.15M
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.65K+ 1.31% |
$74.7K - $85.7K
|
127K
$9.92M
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
1.62K+ 33.0% |
$73.4K - $84.3K
|
6.53K
$509K
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.62K+ 13.71% |
$73.2K - $84K
|
13.4K
$1.04M
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.6KNew |
$72.6K - $83.4K
|
1.6K
$125K
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.6K+ 32.66% |
$72.5K - $83.1K
|
6.5K
$506K
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.59K+ 7.36% |
$71.9K - $82.5K
|
23.2K
$1.8M
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.58KNew |
$71.7K - $82.3K
|
1.58K
$123K
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.56K+ 15.16% |
$70.8K - $81.3K
|
11.9K
$924K
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.53K+ 27.47% |
$69.1K - $79.4K
|
7.08K
$551K
|
|
Feb 04, 2022
Q4 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
1.5K+ 7.42% |
$68K - $78.1K
|
21.7K
$1.69M
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.49K+ 17.75% |
$67.3K - $77.3K
|
9.86K
$768K
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.48KNew |
$67.2K - $77.1K
|
1.48K
$115K
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.48K+ 16.03% |
$66.8K - $76.7K
|
10.7K
$831K
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
1.46K+ 16.39% |
$66.2K - $76K
|
10.4K
$808K
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$65K - $74.6K
|
1.44K
$112K
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
1.43K+ 2.68% |
$64.8K - $74.4K
|
54.8K
$4.27M
|
|
Feb 03, 2022
Q4 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1.41K+ 0.46% |
$64K - $73.5K
|
307K
$23.9M
|
|
Jan 12, 2022
Q4 2021
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.41K+ 4.6% |
$63.9K - $73.3K
|
32.1K
$2.5M
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.4K+ 46.24% |
$63.4K - $72.8K
|
4.43K
$345K
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.39K+ 12.38% |
$63.2K - $72.5K
|
12.7K
$985K
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.38K+ 6.44% |
$62.5K - $71.8K
|
22.8K
$1.77M
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.38K+ 1.07% |
$62.4K - $71.6K
|
130K
$10.1M
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
1.37K+ 4.75% |
$62.2K - $71.4K
|
30.3K
$2.36M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.37KNew |
$62.2K - $71.3K
|
1.37K
$107K
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.35K+ 24.86% |
$61.2K - $70.2K
|
6.78K
$528K
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.32K+ 0.28% |
$59.9K - $68.7K
|
470K
$36.6M
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.32K+ 8.67% |
$59.8K - $68.6K
|
16.6K
$1.29M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.31K+ 6.11% |
$59.2K - $68K
|
22.7K
$1.77M
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1.3K+ 48.76% |
$58.9K - $67.5K
|
3.96K
$309K
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
1.27K+ 47.8% |
$57.6K - $66.1K
|
3.93K
$306K
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
1.26KNew |
$57.2K - $65.7K
|
1.26K
$98.3K
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
1.25K+ 22.22% |
$56.8K - $65.2K
|
6.89K
$537K
|
|
Feb 08, 2022
Q4 2021
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
1.25K+ 0.4% |
$56.6K - $64.9K
|
316K
$24.6M
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.25KNew |
$56.5K - $64.8K
|
1.25K
$97K
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.24K+ 10.03% |
$56.4K - $64.7K
|
13.6K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.23K+ 33.44% |
$55.6K - $63.8K
|
4.9K
$381K
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.23K+ 1.59% |
$55.6K - $63.8K
|
78.3K
$6.09M
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
1.22K+ 8.69% |
$55.3K - $63.5K
|
15.3K
$1.19M
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.2K+ 16.21% |
$54.5K - $62.6K
|
8.62K
$671K
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.2KNew |
$54.4K - $62.4K
|
1.2K
$93.4K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.2K+ 23.29% |
$54.4K - $62.4K
|
6.35K
$495K
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.2K+ 172.91% |
$54.4K - $62.4K
|
1.89K
$147K
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.2K+ 12.33% |
$54.1K - $62.1K
|
10.9K
$848K
|