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 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
29.9KNew |
$1.35M - $1.55M
|
29.9K
$2.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
29.8KNew |
$1.35M - $1.55M
|
29.8K
$2.32M
|
|
|
Mar 03, 2022
Q4 2021
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
29.8K+ 29.0% |
$1.35M - $1.55M
|
133K
$10.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
29.5KNew |
$1.33M - $1.53M
|
29.5K
$2.29M
|
|
|
Nov 14, 2023
Q4 2021
|
Silicon Valley Community Foundation
Mountain View, CA |
BUY
|
- |
29.2KNew |
$1.32M - $1.52M
|
29.2K
$2.28M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.6K+ 8.37% |
$1.3M - $1.49M
|
370K
$28.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
28.4K+ 138.74% |
$1.29M - $1.48M
|
48.8K
$3.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
28.3KNew |
$1.28M - $1.47M
|
28.3K
$2.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
28.2K+ 13.31% |
$1.28M - $1.47M
|
240K
$18.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
27.9K+ 17.68% |
$1.26M - $1.45M
|
185K
$14.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
27.7K+ 189.98% |
$1.25M - $1.44M
|
42.2K
$3.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Wright Investors Service Inc
|
BUY
|
- |
27.1KNew |
$1.23M - $1.41M
|
27.1K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
BUY
|
- |
26.1K+ 0.58% |
$1.18M - $1.36M
|
4.52M
$352M
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
26K+ 53.07% |
$1.18M - $1.35M
|
74.9K
$5.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
24.8KNew |
$1.12M - $1.29M
|
24.8K
$1.93M
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
24.7KNew |
$1.12M - $1.28M
|
24.7K
$1.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
24.1K+ 215.23% |
$1.09M - $1.25M
|
35.3K
$2.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Cowen And Company, LLC
|
BUY
|
- |
23.8K+ 538.65% |
$1.08M - $1.24M
|
28.2K
$2.2M
|
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
23.6K+ 40.9% |
$1.07M - $1.23M
|
81.2K
$6.32M
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
23.2K+ 66.27% |
$1.05M - $1.2M
|
58.1K
$4.52M
|
|
|
Feb 15, 2022
Q4 2021
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
23.1KNew |
$1.05M - $1.2M
|
23.1K
$1.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
23KNew |
$1.04M - $1.2M
|
23K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
22.7K+ 191.4% |
$1.03M - $1.18M
|
34.6K
$2.7M
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
22.5KNew |
$1.02M - $1.17M
|
22.5K
$1.75M
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
22.4KNew |
$1.02M - $1.17M
|
22.4K
$1.75M
|
|
|
Jan 10, 2022
Q4 2021
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
22.4K+ 8.7% |
$1.02M - $1.17M
|
280K
$21.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
22.3KNew |
$1.01M - $1.16M
|
22.3K
$1.73M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
22K+ 1.61% |
$995K - $1.14M
|
1.39M
$108M
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
21.9KNew |
$993K - $1.14M
|
21.9K
$1.71M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
21.8K+ 5.04% |
$990K - $1.14M
|
455K
$35.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
21.6K+ 354.96% |
$981K - $1.13M
|
27.7K
$2.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Aigen Investment Management, LP
|
BUY
|
- |
21.5KNew |
$973K - $1.12M
|
21.5K
$1.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
21.1KNew |
$958K - $1.1M
|
21.1K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
20.9KNew |
$948K - $1.09M
|
20.9K
$1.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Shell Asset Management CO
The Hague, P7 |
BUY
|
- |
20.9K+ 26.24% |
$945K - $1.09M
|
100K
$7.81M
|
|
|
Feb 02, 2022
Q4 2021
|
Donald Yacktman
Yacktman Asset Management LP
|
BUY
|
- |
20.8K+ 0.46% |
$940K - $1.08M
|
4.57M
$356M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.7K+ 335.18% |
$938K - $1.08M
|
26.9K
$2.09M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
20.1K+ 26.31% |
$911K - $1.05M
|
96.6K
$7.52M
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
20.1K+ 7.88% |
$911K - $1.05M
|
275K
$21.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
20KNew |
$906K - $1.04M
|
20K
$1.56M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
20KNew |
$906K - $1.04M
|
20K
$1.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20K+ 6.13% |
$905K - $1.04M
|
346K
$26.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
20KNew |
$904K - $1.04M
|
20K
$1.55M
|
|
|
Feb 09, 2022
Q4 2021
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
19.7K+ 6.81% |
$892K - $1.02M
|
309K
$24M
|
|
|
Feb 02, 2022
Q4 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
19.3K+ 2.49% |
$873K - $1M
|
793K
$61.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
19.2KNew |
$872K - $1M
|
19.2K
$1.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
19.2K+ 58.83% |
$870K - $998K
|
51.8K
$4.03M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.9KNew |
$858K - $985K
|
18.9K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
18.9K+ 75.79% |
$857K - $984K
|
43.9K
$3.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
18.9KNew |
$856K - $983K
|
18.9K
$1.47M
|