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 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
752+ 0.46% |
$34.1K - $39.1K
|
165K
$12.8M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
750+ 2.14% |
$34K - $39K
|
35.8K
$2.78M
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
750+ 4.05% |
$34K - $39K
|
19.3K
$1.5M
|
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
749+ 2.12% |
$33.9K - $38.9K
|
36.1K
$2.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
741New |
$33.6K - $38.5K
|
741
$57.5K
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
BUY
|
- |
740+ 1.05% |
$33.5K - $38.5K
|
71.1K
$5.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
738+ 2.58% |
$33.4K - $38.4K
|
29.4K
$2.28M
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
729+ 255.79% |
$33K - $37.9K
|
1.01K
$78.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
723+ 10.31% |
$32.8K - $37.6K
|
7.74K
$600K
|
|
|
Jan 14, 2022
Q4 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
720+ 1.69% |
$32.6K - $37.4K
|
43.3K
$3.36M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
BUY
|
- |
709+ 1.15% |
$32.1K - $36.9K
|
62.6K
$4.85M
|
|
|
Jan 12, 2022
Q4 2021
|
West Oak Capital, LLC
|
BUY
|
- |
700+ 14.58% |
$31.7K - $36.4K
|
5.5K
$426K
|
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
697+ 6.03% |
$31.6K - $36.2K
|
12.3K
$950K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
665+ 9.87% |
$30.1K - $34.6K
|
7.4K
$574K
|
|
|
Jan 26, 2022
Q4 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
648+ 9.52% |
$29.4K - $33.7K
|
7.46K
$578K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
647+ 2.29% |
$29.3K - $33.6K
|
28.9K
$2.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
632+ 2.63% |
$28.6K - $32.9K
|
24.6K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
616+ 6.38% |
$27.9K - $32K
|
10.3K
$796K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
616+ 6.38% |
$27.9K - $32K
|
10.3K
$796K
|
|
|
Feb 15, 2022
Q4 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
607+ 5.81% |
$27.5K - $31.6K
|
11K
$857K
|
|
|
Jan 19, 2022
Q4 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
604+ 0.77% |
$27.4K - $31.4K
|
78.6K
$6.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
603New |
$27.3K - $31.4K
|
603
$46.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
600+ 0.05% |
$27.2K - $31.2K
|
1.1M
$85.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
600New |
$27.2K - $31.2K
|
600
$46.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
594+ 8.59% |
$26.9K - $30.9K
|
7.51K
$582K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
591+ 2.19% |
$26.8K - $30.7K
|
27.6K
$2.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
590+ 10.64% |
$26.7K - $30.7K
|
6.13K
$476K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
586+ 5.72% |
$26.6K - $30.5K
|
10.8K
$840K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
584+ 8.48% |
$26.5K - $30.4K
|
7.47K
$580K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
574+ 2.0% |
$26K - $29.8K
|
29.3K
$2.27M
|
|
|
Jan 28, 2022
Q4 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
573+ 4.63% |
$26K - $29.8K
|
13K
$1M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
565+ 10.81% |
$25.6K - $29.4K
|
5.79K
$449K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
557+ 3.05% |
$25.2K - $29K
|
18.8K
$1.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
BUY
|
- |
556+ 0.74% |
$25.2K - $28.9K
|
75.9K
$5.88M
|
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
550+ 0.98% |
$24.9K - $28.6K
|
56.9K
$4.41M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
539+ 0.82% |
$24.4K - $28K
|
66K
$5.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
520New |
$23.6K - $27K
|
520
$40.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
520+ 8.36% |
$23.6K - $27K
|
6.74K
$523K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
518New |
$23.5K - $26.9K
|
518
$40.2K
|
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
518New |
$23.5K - $26.9K
|
518
$40.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
509+ 7.39% |
$23.1K - $26.5K
|
7.4K
$574K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
507New |
$23K - $26.4K
|
507
$39.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
501+ 13.79% |
$22.7K - $26.1K
|
4.13K
$321K
|
|
|
Jan 28, 2022
Q4 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
500+ 1.11% |
$22.7K - $26K
|
45.5K
$3.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
500+ 13.58% |
$22.7K - $26K
|
4.18K
$324K
|
|
|
Jan 25, 2022
Q4 2021
|
Hennessy Advisors Inc
Novato, CA |
BUY
|
- |
500+ 0.72% |
$22.7K - $26K
|
70K
$5.43M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
490+ 2.94% |
$22.2K - $25.5K
|
17.1K
$1.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
484+ 4.43% |
$21.9K - $25.2K
|
11.4K
$885K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
481+ 2.56% |
$21.8K - $25K
|
19.3K
$1.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
480+ 1.69% |
$21.7K - $25K
|
28.9K
$2.24M
|