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 16, 2022
Q1 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
350New |
$16K - $20.7K
|
350
$25.1K
|
|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
350+ 3.4% |
$16K - $20.7K
|
10.7K
$763K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
344+ 193.26% |
$15.8K - $20.3K
|
522
$37.4K
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
341+ 6.48% |
$15.6K - $20.1K
|
5.6K
$401K
|
|
May 13, 2022
Q1 2022
|
Crosspoint Capital Strategies, LLC
Orinda, CA |
BUY
|
- |
340New |
$15.6K - $20.1K
|
340
$24.3K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
339+ 0.33% |
$15.5K - $20K
|
103K
$7.38M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
333+ 4.42% |
$15.3K - $19.7K
|
7.86K
$563K
|
|
May 13, 2022
Q1 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
332+ 0.47% |
$15.2K - $19.6K
|
71.5K
$5.12M
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
323+ 1.17% |
$14.8K - $19.1K
|
27.8K
$1.99M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
322+ 0.2% |
$14.8K - $19K
|
161K
$11.5M
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
317+ 7.57% |
$14.5K - $18.7K
|
4.5K
$322K
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
317+ 3.65% |
$14.5K - $18.7K
|
9.01K
$645K
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
317+ 1.74% |
$14.5K - $18.7K
|
18.6K
$1.33M
|
|
Apr 19, 2022
Q1 2022
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
314+ 6.79% |
$14.4K - $18.5K
|
4.94K
$354K
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
313+ 18.18% |
$14.3K - $18.5K
|
2.04K
$146K
|
|
May 13, 2022
Q1 2022
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
308+ 2.83% |
$14.1K - $18.2K
|
11.2K
$801K
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
305+ 2.94% |
$14K - $18K
|
10.7K
$765K
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
300+ 1.24% |
$13.7K - $17.7K
|
24.5K
$1.76M
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
300+ 2.6% |
$13.7K - $17.7K
|
11.8K
$847K
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
299+ 4.11% |
$13.7K - $17.7K
|
7.57K
$542K
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
297+ 4.4% |
$13.6K - $17.5K
|
7.04K
$504K
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
293+ 3.93% |
$13.4K - $17.3K
|
7.75K
$555K
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
285+ 0.92% |
$13.1K - $16.8K
|
31.3K
$2.24M
|
|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
283+ 56.71% |
$13K - $16.7K
|
782
$56K
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
279+ 3.31% |
$12.8K - $16.5K
|
8.71K
$624K
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
277+ 3.74% |
$12.7K - $16.4K
|
7.68K
$550K
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
276New |
$12.6K - $16.3K
|
276
$19.8K
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
272+ 1.98% |
$12.5K - $16.1K
|
14K
$1M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
266+ 1.91% |
$12.2K - $15.7K
|
14.2K
$1.01M
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
263+ 1.35% |
$12K - $15.5K
|
19.7K
$1.41M
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
262+ 7.57% |
$12K - $15.5K
|
3.72K
$266K
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
261New |
$12K - $15.4K
|
261
$18.7K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
258+ 0.31% |
$11.8K - $15.2K
|
83.5K
$5.98M
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
253+ 2.89% |
$11.6K - $14.9K
|
9K
$644K
|
|
Apr 08, 2022
Q1 2022
|
American National Bank
|
BUY
|
- |
252+ 504.0% |
$11.5K - $14.9K
|
302
$21.6K
|
|
Apr 20, 2022
Q1 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
252+ 1.18% |
$11.5K - $14.9K
|
21.7K
$1.55M
|
|
Apr 06, 2022
Q1 2022
|
Meyer Handelman CO
|
BUY
|
- |
250+ 0.1% |
$11.5K - $14.8K
|
253K
$18.1M
|
|
May 06, 2022
Q1 2022
|
Harbor Island Capital LLC
|
BUY
|
- |
250+ 0.08% |
$11.5K - $14.8K
|
324K
$23.2M
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
249+ 3.69% |
$11.4K - $14.7K
|
7K
$501K
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
248+ 3.6% |
$11.4K - $14.6K
|
7.13K
$511K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
243+ 7.18% |
$11.1K - $14.4K
|
3.63K
$260K
|
|
May 13, 2022
Q1 2022
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
243+ 1.78% |
$11.1K - $14.4K
|
13.9K
$996K
|
|
Apr 12, 2022
Q1 2022
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
239+ 0.74% |
$10.9K - $14.1K
|
32.3K
$2.31M
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
239+ 4.73% |
$10.9K - $14.1K
|
5.29K
$379K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
236+ 5.53% |
$10.8K - $13.9K
|
4.51K
$323K
|
|
May 16, 2022
Q1 2022
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
230+ 0.81% |
$10.5K - $13.6K
|
28.6K
$2.05M
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
229+ 1.2% |
$10.5K - $13.5K
|
19.4K
$1.39M
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
225+ 3.45% |
$10.3K - $13.3K
|
6.74K
$483K
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
221+ 21.79% |
$10.1K - $13.1K
|
1.24K
$88.4K
|
|
May 09, 2023
Q1 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
220New |
$10.1K - $13K
|
220
$15.8K
|