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 |
---|---|---|---|---|---|---|---|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.19KNew |
$53.7K - $61.6K
|
1.19K
$91.9K
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.18K+ 4.73% |
$53.3K - $61.2K
|
26K
$2.02M
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
1.18KNew |
$53.3K - $61.2K
|
1.18K
$91.2K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.17K+ 4.64% |
$53.1K - $60.9K
|
26.4K
$2.05M
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
1.16KNew |
$52.4K - $60.1K
|
1.16K
$89.6K
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.14K+ 14.42% |
$51.8K - $59.5K
|
9.08K
$704K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.14K+ 4.23% |
$51.5K - $59.1K
|
28K
$2.17M
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
1.11K+ 1973.21% |
$50.1K - $57.5K
|
1.16K
$90K
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
BUY
|
- |
1.1K+ 18.39% |
$50K - $57.4K
|
7.11K
$551K
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
1.1KNew |
$49.8K - $57.2K
|
1.1K
$85.3K
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.1K+ 8.71% |
$49.6K - $56.9K
|
13.7K
$1.06M
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.08K+ 7.86% |
$49K - $56.3K
|
14.8K
$1.15M
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.07K+ 2.34% |
$48.5K - $55.6K
|
46.8K
$3.62M
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.06KNew |
$47.9K - $55K
|
1.06K
$82K
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
1.06KNew |
$47.9K - $55K
|
1.06K
$82K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.05K+ 1018.45% |
$47.5K - $54.5K
|
1.15K
$89.3K
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.03K+ 2.92% |
$46.8K - $53.7K
|
36.4K
$2.82M
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.02K+ 2.83% |
$46.2K - $53K
|
37.1K
$2.88M
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1K+ 250.0% |
$45.3K - $52K
|
1.4K
$109K
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1K+ 2.77% |
$45.3K - $52K
|
37.1K
$2.87M
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
986+ 5.05% |
$44.7K - $51.3K
|
20.5K
$1.59M
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
978+ 3.53% |
$44.3K - $50.9K
|
28.7K
$2.23M
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
976+ 4.28% |
$44.2K - $50.8K
|
23.8K
$1.84M
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
969+ 4.42% |
$43.9K - $50.4K
|
22.9K
$1.77M
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
962+ 6.06% |
$43.6K - $50K
|
16.8K
$1.31M
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
954New |
$43.2K - $49.6K
|
954
$74K
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
953+ 10.83% |
$43.2K - $49.6K
|
9.75K
$756K
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
927+ 8.79% |
$42K - $48.2K
|
11.5K
$890K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
903+ 7.3% |
$40.9K - $47K
|
13.3K
$1.03M
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
BUY
|
- |
900New |
$40.8K - $46.8K
|
900
$69.8K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
900+ 3.64% |
$40.8K - $46.8K
|
25.6K
$1.99M
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
898+ 2.24% |
$40.7K - $46.7K
|
41K
$3.18M
|
|
Feb 11, 2022
Q4 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
882+ 1.96% |
$40K - $45.9K
|
46K
$3.56M
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
BUY
|
- |
875+ 6.37% |
$39.6K - $45.5K
|
14.6K
$1.13M
|
|
Mar 21, 2022
Q4 2021
|
Humankind Investments LLC
|
BUY
|
- |
855+ 7.82% |
$38.7K - $44.5K
|
11.8K
$914K
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
849+ 9.66% |
$38.5K - $44.1K
|
9.64K
$747K
|
|
Feb 07, 2022
Q4 2021
|
Winslow Asset Management Inc
|
BUY
|
- |
847+ 0.79% |
$38.4K - $44K
|
108K
$8.39M
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
845+ 0.79% |
$38.3K - $43.9K
|
107K
$8.31M
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
842+ 3.41% |
$38.2K - $43.8K
|
25.6K
$1.98M
|
|
Feb 14, 2022
Q4 2021
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
839+ 0.76% |
$38K - $43.6K
|
112K
$8.65M
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
825+ 9.84% |
$37.4K - $42.9K
|
9.21K
$714K
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
818+ 20.47% |
$37.1K - $42.5K
|
4.82K
$373K
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
815+ 10.02% |
$36.9K - $42.4K
|
8.95K
$694K
|
|
Feb 01, 2022
Q4 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
808+ 0.16% |
$36.6K - $42K
|
499K
$38.7M
|
|
Feb 07, 2022
Q4 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
800New |
$36.2K - $41.6K
|
800
$62K
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
792+ 1.32% |
$35.9K - $41.2K
|
60.9K
$4.73M
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
789New |
$35.7K - $41K
|
789
$61.2K
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
788+ 11.99% |
$35.7K - $41K
|
7.36K
$571K
|
|
Jan 21, 2022
Q4 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
780+ 1.92% |
$35.3K - $40.6K
|
41.4K
$3.21M
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
775New |
$35.1K - $40.3K
|
775
$60.1K
|