Purchases and Sales Made in Q1 2022 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.87K+ 29.45% |
$132K - $170K
|
12.6K
$894K
|
|
|
May 16, 2022
Q1 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.85K+ 30.16% |
$131K - $168K
|
12.3K
$871K
|
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
2.83K+ 1.76% |
$130K - $167K
|
164K
$11.6M
|
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
2.75K+ 17.26% |
$126K - $162K
|
18.7K
$1.32M
|
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
BUY
|
- |
2.74K+ 18.52% |
$125K - $162K
|
17.5K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.72K+ 5.4% |
$124K - $160K
|
53.1K
$3.76M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.7K+ 5.2% |
$124K - $159K
|
54.5K
$3.86M
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.69K+ 224.5% |
$123K - $159K
|
3.89K
$276K
|
|
|
May 13, 2022
Q1 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
2.69K+ 27.2% |
$123K - $159K
|
12.6K
$892K
|
|
|
May 09, 2022
Q1 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.68K+ 4.62% |
$123K - $158K
|
60.8K
$4.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
2.67KNew |
$122K - $158K
|
2.67K
$189K
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
2.65K+ 5.78% |
$122K - $157K
|
48.6K
$3.44M
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.63K+ 8.32% |
$120K - $155K
|
34.2K
$2.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.61K+ 19.49% |
$119K - $154K
|
16K
$1.13M
|
|
|
May 06, 2022
Q1 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
2.61K+ 62.62% |
$119K - $154K
|
6.77K
$479K
|
|
|
May 10, 2022
Q1 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
2.6K+ 1.94% |
$119K - $153K
|
137K
$9.67M
|
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.6K+ 3.31% |
$119K - $153K
|
80.9K
$5.73M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.58K+ 5.83% |
$118K - $152K
|
46.8K
$3.32M
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2.56K+ 121.9% |
$117K - $151K
|
4.66K
$330K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.56K+ 13.56% |
$117K - $151K
|
21.4K
$1.52M
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.56KNew |
$117K - $151K
|
2.56K
$181K
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.55K+ 9.88% |
$117K - $150K
|
28.3K
$2M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.51K+ 12.64% |
$115K - $148K
|
22.4K
$1.58M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.49K+ 10.75% |
$114K - $147K
|
25.6K
$1.82M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.49K+ 13.13% |
$114K - $147K
|
21.4K
$1.52M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.45K+ 11.19% |
$112K - $145K
|
24.4K
$1.73M
|
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
2.45K+ 212.02% |
$112K - $145K
|
3.61K
$255K
|
|
|
Apr 19, 2022
Q1 2022
|
Cumberland Advisors Inc
|
BUY
|
- |
2.44K+ 10.88% |
$112K - $144K
|
24.8K
$1.76M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.42K+ 75.13% |
$111K - $143K
|
5.64K
$399K
|
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
2.42K+ 49.11% |
$111K - $143K
|
7.33K
$519K
|
|
|
Apr 11, 2022
Q1 2022
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.42K+ 10.78% |
$111K - $143K
|
24.8K
$1.76M
|
|
|
Apr 20, 2022
Q1 2022
|
Fractal Investments LLC
|
BUY
|
- |
2.41K+ 17.86% |
$110K - $142K
|
15.9K
$1.12M
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
2.33K+ 0.51% |
$107K - $137K
|
457K
$32.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Field & Main Bank
|
BUY
|
- |
2.33K+ 258.33% |
$107K - $137K
|
3.23K
$228K
|
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.29K+ 0.85% |
$105K - $135K
|
271K
$19.2M
|
|
|
May 03, 2022
Q1 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
2.27K+ 28.58% |
$104K - $134K
|
10.2K
$724K
|
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.27K+ 3.81% |
$104K - $134K
|
61.7K
$4.37M
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.27K+ 26.02% |
$104K - $134K
|
11K
$777K
|
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
2.26K+ 233.09% |
$104K - $134K
|
3.23K
$229K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
2.26K+ 10.3% |
$103K - $133K
|
24.2K
$1.71M
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
2.25K+ 2.97% |
$103K - $133K
|
78.1K
$5.53M
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2.2K+ 139.23% |
$101K - $130K
|
3.79K
$268K
|
|
|
Apr 11, 2022
Q1 2022
|
Veriti Management LLC
|
BUY
|
- |
2.2K+ 4.61% |
$101K - $130K
|
49.8K
$3.53M
|
|
|
May 04, 2022
Q1 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.19K+ 3.55% |
$100K - $129K
|
63.7K
$4.51M
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
2.17K+ 7.18% |
$99.5K - $128K
|
32.4K
$2.29M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
BUY
|
- |
2.17K+ 62.86% |
$99.2K - $128K
|
5.61K
$397K
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
2.16K+ 2.39% |
$98.8K - $127K
|
92.4K
$6.54M
|
|
|
Apr 13, 2022
Q1 2022
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
2.16K+ 0.43% |
$98.8K - $127K
|
499K
$35.4M
|
|
|
May 12, 2022
Q1 2022
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
2.16K+ 0.68% |
$98.8K - $127K
|
318K
$22.5M
|
|
|
May 12, 2022
Q1 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
2.15K+ 27.92% |
$98.5K - $127K
|
9.85K
$697K
|