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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
53+ 1.18% |
$2.4K - $2.76K
|
4.54K
$352K
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
BUY
|
- |
52+ 0.84% |
$2.36K - $2.7K
|
6.26K
$485K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
52+ 0.19% |
$2.36K - $2.7K
|
27K
$2.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
50New |
$2.27K - $2.6K
|
50
$3.88K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
49+ 1.44% |
$2.22K - $2.55K
|
3.46K
$269K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
47+ 35.88% |
$2.13K - $2.44K
|
178
$13.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
46+ 0.52% |
$2.08K - $2.39K
|
8.85K
$686K
|
|
|
Jan 26, 2022
Q4 2021
|
Franklin Street Advisors Inc
|
BUY
|
- |
45+ 0.11% |
$2.04K - $2.34K
|
42.5K
$3.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
45+ 0.28% |
$2.04K - $2.34K
|
16K
$1.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
43+ 0.1% |
$1.95K - $2.24K
|
44.5K
$3.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
42+ 0.92% |
$1.9K - $2.18K
|
4.63K
$359K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
42+ 0.6% |
$1.9K - $2.18K
|
7K
$543K
|
|
|
Feb 11, 2022
Q4 2021
|
Rock Creek Group, LP
|
BUY
|
- |
41+ 1.39% |
$1.86K - $2.13K
|
3K
$232K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
40+ 11.24% |
$1.81K - $2.08K
|
396
$30.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
39+ 0.11% |
$1.77K - $2.03K
|
37K
$2.87M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
39+ 0.36% |
$1.77K - $2.03K
|
10.8K
$834K
|
|
|
Feb 11, 2022
Q4 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
37+ 0.4% |
$1.68K - $1.92K
|
9.39K
$728K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
37+ 23.13% |
$1.68K - $1.92K
|
197
$15.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
37+ 0.09% |
$1.68K - $1.92K
|
39K
$3.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
34+ 0.78% |
$1.54K - $1.77K
|
4.41K
$342K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
33+ 0.79% |
$1.5K - $1.72K
|
4.22K
$327K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
30+ 0.28% |
$1.36K - $1.56K
|
10.8K
$838K
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
30+ 0.82% |
$1.36K - $1.56K
|
3.67K
$285K
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
27+ 0.41% |
$1.22K - $1.4K
|
6.69K
$519K
|
|
|
Feb 11, 2022
Q4 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
26+ 0.29% |
$1.18K - $1.35K
|
8.85K
$687K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
25+ 0.04% |
$1.13K - $1.3K
|
68.1K
$5.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
23+ 0.22% |
$1.04K - $1.2K
|
10.6K
$820K
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
22+ 0.14% |
$997 - $1.14K
|
16K
$1.24M
|
|
|
Feb 10, 2022
Q4 2021
|
Weil Company, Inc.
|
BUY
|
- |
20+ 0.16% |
$906 - $1.04K
|
12.7K
$989K
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
19+ 0.11% |
$861 - $988
|
17.2K
$1.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
17+ 0.28% |
$770 - $884
|
6.1K
$473K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
17+ 2.06% |
$770 - $884
|
842
$65.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
15+ 0.02% |
$680 - $780
|
69.4K
$5.38M
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15+ 0.38% |
$680 - $780
|
3.98K
$309K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
13+ 0.15% |
$589 - $676
|
8.87K
$688K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11+ 0.01% |
$498 - $572
|
77.1K
$5.98M
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
10+ 0.4% |
$453 - $520
|
2.5K
$194K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 0.33% |
$408 - $468
|
2.76K
$214K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
7+ 0.05% |
$317 - $364
|
15.3K
$1.19M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.04% |
$272 - $312
|
13.9K
$1.07M
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6+ 0.13% |
$272 - $312
|
4.58K
$355K
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
6+ 0.05% |
$272 - $312
|
11.3K
$877K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
6+ 0.07% |
$272 - $312
|
8.82K
$684K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 0.39% |
$227 - $260
|
1.3K
$100K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5New |
$227 - $260
|
5
$388
|
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 0.03% |
$227 - $260
|
17.6K
$1.36M
|
|
|
Mar 15, 2022
Q4 2021
|
Tealwood Asset Management Inc
|
BUY
|
- |
4+ 0.02% |
$181 - $208
|
24.3K
$1.88M
|
|
|
Feb 04, 2022
Q4 2021
|
Scott & Selber, Inc.
|
BUY
|
- |
4+ 0.01% |
$181 - $208
|
31.1K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
4+ 0.04% |
$181 - $208
|
10.8K
$837K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.52% |
$136 - $156
|
580
$45K
|