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 28, 2022
Q4 2021
|
Davidson Trust CO
|
BUY
|
- |
120+ 0.56% |
$5.44K - $6.24K
|
21.4K
$1.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
118+ 1.11% |
$5.35K - $6.14K
|
10.8K
$834K
|
|
|
Feb 07, 2022
Q4 2021
|
Gfg Capital, LLC
|
BUY
|
- |
116+ 0.48% |
$5.26K - $6.03K
|
24.5K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
112+ 0.62% |
$5.07K - $5.82K
|
18.2K
$1.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
BUY
|
- |
110+ 6.46% |
$4.98K - $5.72K
|
1.81K
$141K
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
108+ 0.83% |
$4.89K - $5.62K
|
13.1K
$1.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
106+ 1.56% |
$4.8K - $5.51K
|
6.88K
$534K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
106+ 1.99% |
$4.8K - $5.51K
|
5.42K
$420K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
105+ 0.3% |
$4.76K - $5.46K
|
34.9K
$2.71M
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
105+ 0.63% |
$4.76K - $5.46K
|
16.7K
$1.29M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
105+ 1.3% |
$4.76K - $5.46K
|
8.17K
$633K
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
104New |
$4.71K - $5.41K
|
104
$8.06K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
102+ 22.27% |
$4.62K - $5.3K
|
560
$43.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
101+ 0.25% |
$4.58K - $5.25K
|
40.8K
$3.16M
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
101+ 0.05% |
$4.58K - $5.25K
|
203K
$15.8M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 0.66% |
$4.53K - $5.2K
|
15.2K
$1.17M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
100New |
$4.53K - $5.2K
|
100
$7.75K
|
|
|
Feb 09, 2022
Q4 2021
|
Gamble Jones Investment Counsel
|
BUY
|
- |
100+ 0.37% |
$4.53K - $5.2K
|
27.1K
$2.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
100+ 0.27% |
$4.53K - $5.2K
|
37.2K
$2.88M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
100+ 1.58% |
$4.53K - $5.2K
|
6.43K
$499K
|
|
|
Feb 10, 2022
Q4 2021
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
100+ 0.78% |
$4.53K - $5.2K
|
13K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
100+ 0.55% |
$4.53K - $5.2K
|
18.4K
$1.43M
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
99+ 0.43% |
$4.49K - $5.15K
|
23.2K
$1.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
96+ 1.55% |
$4.35K - $4.99K
|
6.29K
$488K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
93+ 1.67% |
$4.21K - $4.84K
|
5.67K
$440K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
91+ 1.5% |
$4.12K - $4.73K
|
6.16K
$478K
|
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
90+ 1.16% |
$4.08K - $4.68K
|
7.84K
$608K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
89+ 0.62% |
$4.03K - $4.63K
|
14.4K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
88+ 0.52% |
$3.99K - $4.58K
|
17K
$1.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
87+ 3.19% |
$3.94K - $4.52K
|
2.82K
$218K
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
86+ 1.3% |
$3.9K - $4.47K
|
6.7K
$519K
|
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
85+ 1.71% |
$3.85K - $4.42K
|
5.05K
$391K
|
|
|
Jan 19, 2022
Q4 2021
|
Cadence Bank Na
|
BUY
|
- |
84+ 1.08% |
$3.81K - $4.37K
|
7.88K
$611K
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
80+ 0.38% |
$3.62K - $4.16K
|
21.1K
$1.63M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
80+ 1.38% |
$3.62K - $4.16K
|
5.86K
$454K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
79+ 0.15% |
$3.58K - $4.11K
|
54.3K
$4.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
76+ 0.45% |
$3.44K - $3.95K
|
17K
$1.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
76+ 2.42% |
$3.44K - $3.95K
|
3.22K
$250K
|
|
|
Feb 08, 2022
Q4 2021
|
Front Street Capital Management, Inc.
|
BUY
|
- |
75+ 0.55% |
$3.4K - $3.9K
|
13.8K
$1.07M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
74+ 0.95% |
$3.35K - $3.85K
|
7.87K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
73New |
$3.31K - $3.8K
|
73
$5.66K
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
71+ 1.31% |
$3.22K - $3.69K
|
5.48K
$425K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
68New |
$3.08K - $3.54K
|
68
$5.27K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
68New |
$3.08K - $3.54K
|
68
$5.27K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
65+ 0.2% |
$2.95K - $3.38K
|
32.6K
$2.53M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
64New |
$2.9K - $3.33K
|
64
$4.96K
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
58+ 4.35% |
$2.63K - $3.02K
|
1.39K
$108K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
58+ 1.12% |
$2.63K - $3.02K
|
5.24K
$407K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
56New |
$2.54K - $2.91K
|
56
$4.34K
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
56New |
$2.54K - $2.91K
|
56
$4.34K
|