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 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.9K- 37.78% |
$131K - $151K
|
4.78K
$372K
|
|
Jan 31, 2022
Q4 2021
|
Sicart Associates LLC
|
SELL
|
- |
-2.97K- 1.66% |
$135K - $154K
|
176K
$13.7M
|
|
Feb 07, 2022
Q4 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-3.03K- 26.45% |
$137K - $158K
|
8.42K
$656K
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.04KClosed |
$138K - $158K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-3.04K- 20.73% |
$138K - $158K
|
11.6K
$904K
|
|
Feb 14, 2022
Q4 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-3.06K- 79.79% |
$139K - $159K
|
776
$60.4K
|
|
Feb 10, 2022
Q4 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-3.11K- 0.81% |
$141K - $162K
|
379K
$29.5M
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.2KClosed |
$145K - $166K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-3.22KClosed |
$146K - $167K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-3.23K- 10.54% |
$146K - $168K
|
27.4K
$2.13M
|
|
Feb 10, 2022
Q4 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-3.27K- 16.81% |
$148K - $170K
|
16.2K
$1.26M
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.27K- 30.53% |
$148K - $170K
|
7.44K
$579K
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3.35K- 52.83% |
$152K - $174K
|
2.99K
$233K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.41K- 17.5% |
$154K - $177K
|
16.1K
$1.25M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-3.5K- 2.9% |
$159K - $182K
|
117K
$9.14M
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.53K- 1.82% |
$160K - $184K
|
191K
$14.9M
|
|
Feb 04, 2022
Q4 2021
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.56K- 9.95% |
$161K - $185K
|
32.2K
$2.51M
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-3.57K- 45.44% |
$162K - $186K
|
4.29K
$334K
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-3.61K- 6.46% |
$164K - $188K
|
52.3K
$4.07M
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.63K- 10.15% |
$165K - $189K
|
32.2K
$2.5M
|
|
Feb 14, 2022
Q4 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-3.81K- 28.04% |
$172K - $198K
|
9.77K
$761K
|
|
Feb 10, 2022
Q4 2021
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-3.82K- 1.45% |
$173K - $198K
|
259K
$20.1M
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3.82K- 3.14% |
$173K - $199K
|
118K
$9.18M
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.85K- 29.7% |
$174K - $200K
|
9.11K
$710K
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3.91K- 3.98% |
$177K - $203K
|
94.2K
$7.34M
|
|
Jan 14, 2022
Q4 2021
|
Baxter Bros Inc
|
SELL
|
- |
-3.93K- 3.32% |
$178K - $204K
|
114K
$8.89M
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
SELL
|
- |
-3.94K- 31.34% |
$178K - $205K
|
8.63K
$672K
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
SELL
|
- |
-3.94KClosed |
$179K - $205K
|
0
$0
|
|
Feb 18, 2022
Q4 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-3.99K- 32.84% |
$181K - $207K
|
8.15K
$635K
|
|
Feb 09, 2022
Q4 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-4K- 41.37% |
$181K - $208K
|
5.67K
$441K
|
|
Feb 09, 2022
Q4 2021
|
Cannell & Co.
New York, NY |
SELL
|
- |
-4.03K- 28.12% |
$183K - $210K
|
10.3K
$802K
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.05K- 2.44% |
$184K - $211K
|
162K
$12.6M
|
|
Feb 14, 2022
Q4 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4.1K- 11.25% |
$186K - $213K
|
32.3K
$2.52M
|
|
Jan 26, 2022
Q4 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-4.12K- 3.02% |
$187K - $214K
|
133K
$10.3M
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-4.13K- 13.07% |
$187K - $215K
|
27.5K
$2.14M
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.19K- 5.65% |
$190K - $218K
|
69.9K
$5.44M
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-4.3K- 7.15% |
$195K - $224K
|
55.8K
$4.35M
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
SELL
|
- |
-4.33KClosed |
$196K - $225K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-4.35KClosed |
$197K - $226K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-4.38KClosed |
$198K - $228K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-4.39K- 3.29% |
$199K - $228K
|
129K
$10M
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-4.41K- 5.49% |
$200K - $229K
|
75.9K
$5.91M
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-4.45K- 24.12% |
$202K - $231K
|
14K
$1.09M
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.46K- 12.42% |
$202K - $232K
|
31.5K
$2.45M
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.53K- 2.99% |
$205K - $236K
|
147K
$11.5M
|
|
Jan 25, 2022
Q4 2021
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-4.57KClosed |
$207K - $238K
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-4.62KClosed |
$209K - $240K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-4.63KClosed |
$210K - $241K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4.66KClosed |
$211K - $242K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.7K- 7.94% |
$213K - $244K
|
54.5K
$4.24M
|