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 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.92K- 18.89% |
$87.1K - $100K
|
8.26K
$643K
|
|
Jan 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.93KClosed |
$87.5K - $100K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.94K- 4.38% |
$87.8K - $101K
|
42.3K
$3.29M
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.95K- 18.26% |
$88.1K - $101K
|
8.7K
$678K
|
|
Jan 20, 2022
Q4 2021
|
Legacy Financial Group LLC
|
SELL
|
- |
-1.96K- 10.92% |
$88.9K - $102K
|
16K
$1.25M
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.97K- 2.07% |
$89.1K - $102K
|
92.9K
$7.23M
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-1.97K- 5.58% |
$89.4K - $103K
|
33.4K
$2.6M
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-2K- 6.34% |
$90.4K - $104K
|
29.5K
$2.3M
|
|
Feb 11, 2022
Q4 2021
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-2K- 17.06% |
$90.5K - $104K
|
9.71K
$756K
|
|
Feb 09, 2022
Q4 2021
|
Factorial Partners, LLC
|
SELL
|
- |
-2K- 2.09% |
$90.6K - $104K
|
93.9K
$7.31M
|
|
Feb 11, 2022
Q4 2021
|
Barbara Oil Co.
Chicago, IL |
SELL
|
- |
-2K- 10.0% |
$90.6K - $104K
|
18K
$1.4M
|
|
Feb 14, 2022
Q4 2021
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-2K- 0.1% |
$90.6K - $104K
|
1.92M
$149M
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-2.02K- 3.56% |
$91.3K - $105K
|
54.6K
$4.25M
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
SELL
|
- |
-2.03K- 5.2% |
$91.8K - $105K
|
36.9K
$2.87M
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.04K- 14.61% |
$92.6K - $106K
|
11.9K
$929K
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.13K- 4.39% |
$96.5K - $111K
|
46.4K
$3.61M
|
|
Apr 27, 2022
Q4 2021
|
Triad Investment Management
|
SELL
|
- |
-2.14K- 10.1% |
$96.9K - $111K
|
19K
$1.48M
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-2.23K- 1.93% |
$101K - $116K
|
113K
$8.8M
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.25K- 6.77% |
$102K - $117K
|
30.9K
$2.41M
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-2.25K- 3.29% |
$102K - $117K
|
66K
$5.14M
|
|
Feb 08, 2022
Q4 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.28K- 2.05% |
$103K - $118K
|
109K
$8.46M
|
|
Feb 14, 2022
Q4 2021
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-2.28K- 29.21% |
$103K - $118K
|
5.52K
$429K
|
|
Feb 02, 2022
Q4 2021
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.33KClosed |
$105K - $121K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.4K- 17.65% |
$109K - $125K
|
11.2K
$870K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.46K- 5.96% |
$112K - $128K
|
38.9K
$3.03M
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-2.48KClosed |
$112K - $129K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-2.49K- 2.34% |
$113K - $130K
|
104K
$8.11M
|
|
Feb 11, 2022
Q4 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-2.52K- 6.35% |
$114K - $131K
|
37.1K
$2.89M
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.57K- 1.96% |
$116K - $134K
|
128K
$9.98M
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-2.59K- 2.65% |
$117K - $135K
|
95K
$7.39M
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-2.6K- 4.03% |
$118K - $135K
|
62K
$4.82M
|
|
Jan 14, 2022
Q4 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-2.62K- 8.32% |
$118K - $136K
|
28.8K
$2.24M
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
SELL
|
- |
-2.64K- 1.94% |
$120K - $137K
|
134K
$10.4M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.65K- 2.22% |
$120K - $138K
|
117K
$9.09M
|
|
Jan 11, 2022
Q4 2021
|
Lynch & Associates
|
SELL
|
- |
-2.68K- 27.19% |
$121K - $139K
|
7.16K
$558K
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.7K- 0.83% |
$122K - $140K
|
323K
$25.1M
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.7K- 0.83% |
$122K - $140K
|
323K
$25.1M
|
|
Jan 21, 2022
Q4 2021
|
Denali Advisors LLC
|
SELL
|
- |
-2.7K- 31.03% |
$122K - $140K
|
6K
$467K
|
|
Jan 26, 2022
Q4 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-2.72K- 18.4% |
$123K - $141K
|
12.1K
$939K
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
SELL
|
- |
-2.72K- 96.42% |
$123K - $142K
|
101
$7.86K
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.74K- 7.84% |
$124K - $143K
|
32.3K
$2.51M
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
SELL
|
- |
-2.76K- 5.1% |
$125K - $144K
|
51.5K
$4.01M
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.79K- 5.29% |
$126K - $145K
|
49.9K
$3.89M
|
|
Jan 25, 2022
Q4 2021
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-2.81K- 1.71% |
$127K - $146K
|
161K
$12.6M
|
|
Feb 07, 2022
Q4 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-2.84K- 21.6% |
$129K - $148K
|
10.3K
$803K
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-2.85K- 9.31% |
$129K - $148K
|
27.8K
$2.16M
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-2.86K- 4.45% |
$129K - $149K
|
61.4K
$4.78M
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.89K- 1.79% |
$131K - $150K
|
158K
$12.3M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.9K- 3.95% |
$131K - $151K
|
70.5K
$5.49M
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.9K- 2.15% |
$131K - $151K
|
132K
$10.3M
|