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
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
215+ 1.57% |
$9.85K - $12.7K
|
13.9K
$997K
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
212+ 0.77% |
$9.71K - $12.5K
|
27.7K
$1.99M
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
211+ 1.22% |
$9.67K - $12.5K
|
17.5K
$1.26M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
209+ 0.61% |
$9.57K - $12.3K
|
34.5K
$2.47M
|
|
May 13, 2022
Q1 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
207+ 0.78% |
$9.48K - $12.2K
|
26.8K
$1.92M
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
206+ 3.68% |
$9.44K - $12.2K
|
5.81K
$416K
|
|
May 09, 2022
Q1 2022
|
Sepio Capital, LP
|
BUY
|
- |
204+ 0.55% |
$9.35K - $12K
|
37.1K
$2.66M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
202+ 4.72% |
$9.25K - $11.9K
|
4.48K
$321K
|
|
May 02, 2022
Q1 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
202+ 2.69% |
$9.25K - $11.9K
|
7.71K
$552K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
200+ 11.39% |
$9.16K - $11.8K
|
1.96K
$140K
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$9.16K - $11.8K
|
200
$14.3K
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
179+ 0.18% |
$8.2K - $10.6K
|
102K
$7.31M
|
|
Apr 19, 2022
Q1 2022
|
Karpas Strategies, LLC
|
BUY
|
- |
178+ 0.26% |
$8.15K - $10.5K
|
69.6K
$4.98M
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
178+ 0.97% |
$8.15K - $10.5K
|
18.6K
$1.33M
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
175+ 1.65% |
$8.02K - $10.3K
|
10.8K
$772K
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
173+ 2.28% |
$7.93K - $10.2K
|
7.76K
$556K
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
173+ 692.0% |
$7.93K - $10.2K
|
198
$14.2K
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
BUY
|
- |
165+ 1.84% |
$7.56K - $9.74K
|
9.14K
$655K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
163+ 1.28% |
$7.47K - $9.63K
|
12.9K
$927K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
163New |
$7.47K - $9.63K
|
163
$11.7K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
157+ 1.23% |
$7.19K - $9.27K
|
12.9K
$926K
|
|
May 10, 2022
Q1 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
156+ 0.37% |
$7.15K - $9.21K
|
42K
$3.01M
|
|
May 16, 2022
Q1 2022
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
156+ 0.1% |
$7.15K - $9.21K
|
152K
$10.9M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
154+ 1.13% |
$7.05K - $9.1K
|
13.8K
$988K
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
150+ 2.45% |
$6.87K - $8.86K
|
6.27K
$449K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
150+ 1.95% |
$6.87K - $8.86K
|
7.84K
$562K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
143+ 5.18% |
$6.55K - $8.45K
|
2.9K
$208K
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
142+ 0.1% |
$6.51K - $8.39K
|
139K
$9.93M
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
139+ 0.93% |
$6.37K - $8.21K
|
15K
$1.07M
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
BUY
|
- |
139+ 0.57% |
$6.37K - $8.21K
|
24.6K
$1.76M
|
|
May 16, 2022
Q1 2022
|
Vontobel Asset Management Inc
New York, NY |
BUY
|
- |
137+ 1.22% |
$6.28K - $8.09K
|
11.4K
$816K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
127+ 0.39% |
$5.82K - $7.5K
|
32.7K
$2.34M
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
126+ 10.11% |
$5.77K - $7.44K
|
1.37K
$98.2K
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
125+ 0.32% |
$5.73K - $7.38K
|
39.4K
$2.82M
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
125+ 2.92% |
$5.73K - $7.38K
|
4.41K
$316K
|
|
Apr 26, 2022
Q1 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
123+ 1.77% |
$5.63K - $7.26K
|
7.08K
$507K
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
121+ 0.53% |
$5.54K - $7.15K
|
23K
$1.65M
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
121+ 4.08% |
$5.54K - $7.15K
|
3.09K
$221K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
121New |
$5.54K - $7.15K
|
121
$8.66K
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
120+ 8.57% |
$5.5K - $7.09K
|
1.52K
$109K
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
116+ 3.16% |
$5.31K - $6.85K
|
3.79K
$271K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
114+ 0.14% |
$5.22K - $6.73K
|
84K
$6.01M
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
110+ 6.59% |
$5.04K - $6.5K
|
1.78K
$127K
|
|
May 02, 2022
Q1 2022
|
Tealwood Asset Management Inc
|
BUY
|
- |
105+ 0.43% |
$4.81K - $6.2K
|
24.4K
$1.75M
|
|
Apr 12, 2022
Q1 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
103+ 1.58% |
$4.72K - $6.08K
|
6.62K
$474K
|
|
May 12, 2022
Q1 2022
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
100+ 1.32% |
$4.58K - $5.91K
|
7.7K
$551K
|
|
Apr 21, 2022
Q1 2022
|
Goodwin Daniel L
|
BUY
|
- |
100+ 0.39% |
$4.58K - $5.91K
|
25.8K
$1.85M
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
98+ 0.42% |
$4.49K - $5.79K
|
23.2K
$1.66M
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
94New |
$4.31K - $5.55K
|
94
$6.73K
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
94+ 0.8% |
$4.31K - $5.55K
|
11.8K
$845K
|