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
|
Sound Income Strategies, LLC
|
BUY
|
- |
258+ 60.42% |
$11.7K - $13.4K
|
685
$53.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
250New |
$11.3K - $13K
|
250
$19.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
250New |
$11.3K - $13K
|
250
$19.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
248+ 0.09% |
$11.2K - $12.9K
|
273K
$21.2M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
245+ 23.05% |
$11.1K - $12.7K
|
1.31K
$101K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
245+ 6.17% |
$11.1K - $12.7K
|
4.22K
$327K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
240New |
$10.9K - $12.5K
|
240
$18.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
239+ 5.18% |
$10.8K - $12.4K
|
4.86K
$377K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
238+ 4.7% |
$10.8K - $12.4K
|
5.3K
$411K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
235+ 2.27% |
$10.6K - $12.2K
|
10.6K
$819K
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
234New |
$10.6K - $12.2K
|
234
$18.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
225New |
$10.2K - $11.7K
|
225
$17.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
223+ 1.63% |
$10.1K - $11.6K
|
13.9K
$1.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
220New |
$9.97K - $11.4K
|
220
$17.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
215+ 1.77% |
$9.74K - $11.2K
|
12.4K
$960K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
211+ 0.2% |
$9.56K - $11K
|
108K
$8.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
203+ 1.69% |
$9.2K - $10.6K
|
12.2K
$945K
|
|
|
Feb 03, 2022
Q4 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
200+ 3.68% |
$9.06K - $10.4K
|
5.64K
$437K
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
199+ 3.02% |
$9.02K - $10.3K
|
6.78K
$526K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
197+ 112.57% |
$8.93K - $10.2K
|
372
$28.8K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
187+ 2.28% |
$8.47K - $9.72K
|
8.4K
$651K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
186+ 4.44% |
$8.43K - $9.67K
|
4.38K
$339K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
183+ 0.06% |
$8.29K - $9.52K
|
285K
$22.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
178+ 0.99% |
$8.07K - $9.26K
|
18.2K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
178+ 0.09% |
$8.07K - $9.26K
|
207K
$16.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
175New |
$7.93K - $9.1K
|
175
$13.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
171+ 0.97% |
$7.75K - $8.89K
|
17.7K
$1.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
169+ 3.79% |
$7.66K - $8.79K
|
4.63K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
168+ 0.24% |
$7.61K - $8.74K
|
71.3K
$5.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
166+ 7.81% |
$7.52K - $8.63K
|
2.29K
$178K
|
|
|
Jan 18, 2022
Q4 2021
|
Hoese & CO LLP
|
BUY
|
- |
162+ 6.32% |
$7.34K - $8.42K
|
2.72K
$211K
|
|
|
Feb 16, 2022
Q4 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
161+ 0.18% |
$7.29K - $8.37K
|
89.7K
$6.96M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
160+ 0.13% |
$7.25K - $8.32K
|
125K
$9.68M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
157+ 1.16% |
$7.11K - $8.16K
|
13.6K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
X Square Capital, LLC
|
BUY
|
- |
152+ 1.09% |
$6.89K - $7.9K
|
14.1K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
150+ 2142.86% |
$6.8K - $7.8K
|
157
$12.2K
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
146+ 8.83% |
$6.62K - $7.59K
|
1.8K
$139K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
144New |
$6.52K - $7.49K
|
144
$11.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
143+ 1.24% |
$6.48K - $7.44K
|
11.7K
$904K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
142+ 3.04% |
$6.43K - $7.38K
|
4.81K
$373K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
BUY
|
- |
139+ 1.81% |
$6.3K - $7.23K
|
7.8K
$605K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
136+ 1.22% |
$6.16K - $7.07K
|
11.3K
$874K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
134New |
$6.07K - $6.97K
|
134
$10.4K
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
133New |
$6.03K - $6.92K
|
133
$10.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Allied Investment Advisors, LLC
|
BUY
|
- |
127+ 0.08% |
$5.75K - $6.6K
|
164K
$12.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
127+ 1.37% |
$5.75K - $6.6K
|
9.38K
$727K
|
|
|
Feb 25, 2022
Q4 2021
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
125+ 0.56% |
$5.66K - $6.5K
|
22.4K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
123New |
$5.57K - $6.4K
|
123
$9.54K
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
121+ 11.71% |
$5.48K - $6.29K
|
1.15K
$89.5K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
120+ 2.0% |
$5.44K - $6.24K
|
6.12K
$474K
|