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 04, 2022
Q4 2021
|
Heron Financial Group, LLC
|
SELL
|
- |
-20- 0.22% |
$906 - $1.04K
|
9.25K
$717K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-20- 0.5% |
$906 - $1.04K
|
4.01K
$311K
|
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21- 2.39% |
$952 - $1.09K
|
857
$66.5K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-25- 0.39% |
$1.13K - $1.3K
|
6.46K
$501K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-25- 50.0% |
$1.13K - $1.3K
|
25
$1.94K
|
|
|
Feb 14, 2022
Q4 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-28- 0.07% |
$1.27K - $1.46K
|
40.4K
$3.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-30- 0.04% |
$1.36K - $1.56K
|
75.9K
$5.88M
|
|
|
Feb 11, 2022
Q4 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-30- 0.29% |
$1.36K - $1.56K
|
10.5K
$813K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-30- 0.68% |
$1.36K - $1.56K
|
4.4K
$341K
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-31Closed |
$1.4K - $1.61K
|
0
$0
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-35- 0.77% |
$1.59K - $1.82K
|
4.51K
$350K
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
SELL
|
- |
-38- 0.41% |
$1.72K - $1.98K
|
9.31K
$722K
|
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
SELL
|
- |
-40- 5.53% |
$1.81K - $2.08K
|
683
$53K
|
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-40- 0.14% |
$1.81K - $2.08K
|
29.3K
$2.27M
|
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-44Closed |
$1.99K - $2.29K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-45- 0.58% |
$2.04K - $2.34K
|
7.77K
$602K
|
|
|
Jan 25, 2022
Q4 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-46- 0.12% |
$2.08K - $2.39K
|
38.8K
$3.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-47- 2.24% |
$2.13K - $2.44K
|
2.05K
$159K
|
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-50- 0.15% |
$2.27K - $2.6K
|
33K
$2.56M
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-51- 2.37% |
$2.31K - $2.65K
|
2.1K
$163K
|
|
|
Feb 03, 2022
Q4 2021
|
Manchester Financial Inc
|
SELL
|
- |
-54- 0.09% |
$2.45K - $2.81K
|
58.3K
$4.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-56- 0.9% |
$2.54K - $2.91K
|
6.14K
$476K
|
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-61- 0.66% |
$2.76K - $3.17K
|
9.14K
$709K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-67- 0.61% |
$3.04K - $3.48K
|
11K
$853K
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-67- 0.62% |
$3.04K - $3.48K
|
10.8K
$836K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-71- 9.38% |
$3.22K - $3.69K
|
686
$53.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-71- 12.46% |
$3.22K - $3.69K
|
499
$38.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-71- 3.08% |
$3.22K - $3.69K
|
2.23K
$173K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-74- 0.93% |
$3.35K - $3.85K
|
7.9K
$612K
|
|
|
Jan 18, 2022
Q4 2021
|
Thomasville National Bank
|
SELL
|
- |
-75- 0.24% |
$3.4K - $3.9K
|
31.4K
$2.44M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-75- 0.88% |
$3.4K - $3.9K
|
8.43K
$654K
|
|
|
Feb 01, 2022
Q4 2021
|
Platform Technology Partners
|
SELL
|
- |
-75- 0.74% |
$3.4K - $3.9K
|
10K
$776K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-75Closed |
$3.4K - $3.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-78- 1.44% |
$3.53K - $4.06K
|
5.33K
$414K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-80- 4.1% |
$3.62K - $4.16K
|
1.87K
$145K
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-81- 0.33% |
$3.67K - $4.21K
|
24.6K
$1.91M
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-82- 0.33% |
$3.72K - $4.26K
|
24.4K
$1.89M
|
|
|
Jan 20, 2022
Q4 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-85- 0.31% |
$3.85K - $4.42K
|
27.6K
$2.14M
|
|
|
Feb 02, 2022
Q4 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-90- 0.47% |
$4.08K - $4.68K
|
19.2K
$1.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
SELL
|
- |
-90- 1.73% |
$4.08K - $4.68K
|
5.12K
$397K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-95- 1.08% |
$4.3K - $4.94K
|
8.66K
$672K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-95- 0.23% |
$4.3K - $4.94K
|
41.1K
$3.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-97- 0.16% |
$4.4K - $5.04K
|
61.6K
$4.78M
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-99- 0.82% |
$4.49K - $5.15K
|
12K
$928K
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-100- 1.34% |
$4.53K - $5.2K
|
7.35K
$570K
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
SELL
|
- |
-100- 0.45% |
$4.53K - $5.2K
|
21.9K
$1.7M
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-100- 1.12% |
$4.53K - $5.2K
|
8.84K
$686K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$4.53K - $5.2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 11.11% |
$4.53K - $5.2K
|
800
$62K
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 1.75% |
$4.53K - $5.2K
|
5.61K
$435K
|