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 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
472+ 31.13% |
$21.4K - $24.5K
|
1.99K
$154K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
464+ 2.45% |
$21K - $24.1K
|
19.4K
$1.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
460+ 3.71% |
$20.8K - $23.9K
|
12.9K
$997K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
453+ 10.51% |
$20.5K - $23.6K
|
4.77K
$369K
|
|
|
Jan 26, 2022
Q4 2021
|
Narwhal Capital Management
|
BUY
|
- |
449+ 2.24% |
$20.3K - $23.3K
|
20.5K
$1.59M
|
|
|
Feb 04, 2022
Q4 2021
|
Heartland Bank & Trust CO
|
BUY
|
- |
441+ 2.08% |
$20K - $22.9K
|
21.6K
$1.68M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
441+ 2.76% |
$20K - $22.9K
|
16.4K
$1.27M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
428+ 3.23% |
$19.4K - $22.3K
|
13.7K
$1.06M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
416+ 189.09% |
$18.8K - $21.6K
|
636
$49.3K
|
|
|
Feb 09, 2022
Q4 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
401+ 3.47% |
$18.2K - $20.9K
|
12K
$928K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
399+ 13.36% |
$18.1K - $20.7K
|
3.39K
$263K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
399+ 4.04% |
$18.1K - $20.7K
|
10.3K
$797K
|
|
|
Feb 08, 2022
Q4 2021
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
393New |
$17.8K - $20.4K
|
393
$30.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
392+ 6.5% |
$17.8K - $20.4K
|
6.42K
$498K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
387+ 4.88% |
$17.5K - $20.1K
|
8.32K
$645K
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
377+ 6.66% |
$17.1K - $19.6K
|
6.04K
$468K
|
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
373+ 2.57% |
$16.9K - $19.4K
|
14.9K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
William Allan, LLC
|
BUY
|
- |
372New |
$16.9K - $19.3K
|
372
$28.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
368+ 141.0% |
$16.7K - $19.1K
|
629
$48.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
368+ 8.28% |
$16.7K - $19.1K
|
4.81K
$373K
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
365New |
$16.5K - $19K
|
365
$28.3K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
363New |
$16.4K - $18.9K
|
363
$28.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
360+ 2.64% |
$16.3K - $18.7K
|
14K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
357+ 2.67% |
$16.2K - $18.6K
|
13.7K
$1.07M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
355New |
$16.1K - $18.5K
|
355
$27.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
350New |
$15.9K - $18.2K
|
350
$27.1K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
348+ 2.26% |
$15.8K - $18.1K
|
15.7K
$1.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
345+ 0.72% |
$15.6K - $17.9K
|
48.5K
$3.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
344+ 4.42% |
$15.6K - $17.9K
|
8.12K
$630K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
339+ 6.54% |
$15.4K - $17.6K
|
5.52K
$428K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
335+ 5.56% |
$15.2K - $17.4K
|
6.37K
$494K
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
333+ 9.36% |
$15.1K - $17.3K
|
3.89K
$302K
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
325+ 6.17% |
$14.7K - $16.9K
|
5.59K
$433K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
324+ 1.88% |
$14.7K - $16.8K
|
17.6K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
323+ 4.19% |
$14.6K - $16.8K
|
8.04K
$623K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
321+ 1.58% |
$14.5K - $16.7K
|
20.7K
$1.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
317+ 3.01% |
$14.4K - $16.5K
|
10.8K
$841K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
311New |
$14.1K - $16.2K
|
311
$24.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
302+ 7.61% |
$13.7K - $15.7K
|
4.27K
$331K
|
|
|
Jan 26, 2022
Q4 2021
|
Hoertkorn Richard Charles
|
BUY
|
- |
300+ 0.28% |
$13.6K - $15.6K
|
107K
$8.28M
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
287+ 0.52% |
$13K - $14.9K
|
55.1K
$4.27M
|
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
284+ 1.15% |
$12.9K - $14.8K
|
24.9K
$1.93M
|
|
|
Feb 11, 2022
Q4 2021
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
280+ 4.83% |
$12.7K - $14.6K
|
6.08K
$472K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
279+ 9.53% |
$12.6K - $14.5K
|
3.21K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
278+ 35.32% |
$12.6K - $14.5K
|
1.07K
$82.6K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
277+ 0.71% |
$12.6K - $14.4K
|
39.4K
$3.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
277+ 124.77% |
$12.6K - $14.4K
|
499
$38.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
276New |
$12.5K - $14.4K
|
276
$21.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
271+ 0.49% |
$12.3K - $14.1K
|
55.6K
$4.31M
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
265+ 0.39% |
$12K - $13.8K
|
68.6K
$5.32M
|