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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2022
Q1 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
88+ 2.08% |
$4.03K - $5.2K
|
4.32K
$309K
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
87+ 2.08% |
$3.99K - $5.14K
|
4.27K
$306K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
87+ 1.12% |
$3.99K - $5.14K
|
7.89K
$565K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
85+ 0.26% |
$3.89K - $5.02K
|
33.3K
$2.38M
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
84+ 1.55% |
$3.85K - $4.96K
|
5.51K
$394K
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
83+ 1.99% |
$3.8K - $4.9K
|
4.25K
$304K
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
81+ 0.71% |
$3.71K - $4.78K
|
11.4K
$818K
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
80+ 1.19% |
$3.66K - $4.72K
|
6.82K
$489K
|
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
77+ 11.22% |
$3.53K - $4.55K
|
763
$54.6K
|
|
|
May 13, 2022
Q1 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
76+ 1.51% |
$3.48K - $4.49K
|
5.12K
$367K
|
|
|
May 02, 2022
Q1 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
76+ 0.28% |
$3.48K - $4.49K
|
27.2K
$1.95M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
75+ 1.56% |
$3.44K - $4.43K
|
4.89K
$350K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
71+ 0.25% |
$3.25K - $4.19K
|
29K
$2.08M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
70+ 0.41% |
$3.21K - $4.13K
|
17.2K
$1.23M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
69+ 1.96% |
$3.16K - $4.08K
|
3.59K
$257K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
69+ 0.52% |
$3.16K - $4.08K
|
13.3K
$951K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66+ 0.1% |
$3.02K - $3.9K
|
63.4K
$4.54M
|
|
|
Apr 22, 2022
Q1 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
60+ 0.48% |
$2.75K - $3.54K
|
12.6K
$903K
|
|
|
Apr 22, 2022
Q1 2022
|
Western Financial Corporation
|
BUY
|
- |
60+ 0.07% |
$2.75K - $3.54K
|
91.6K
$6.55M
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
60+ 0.25% |
$2.75K - $3.54K
|
24.1K
$1.72M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
60+ 0.81% |
$2.75K - $3.54K
|
7.5K
$537K
|
|
|
Apr 14, 2022
Q1 2022
|
Arlington Partners LLC
|
BUY
|
- |
58+ 2.34% |
$2.66K - $3.43K
|
2.53K
$181K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
57+ 6.75% |
$2.61K - $3.37K
|
901
$64.5K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
55+ 1.3% |
$2.52K - $3.25K
|
4.27K
$306K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
54+ 40.6% |
$2.47K - $3.19K
|
187
$13.4K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
52+ 0.84% |
$2.38K - $3.07K
|
6.24K
$446K
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
52+ 0.58% |
$2.38K - $3.07K
|
9K
$645K
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
50+ 0.16% |
$2.29K - $2.95K
|
32K
$2.29M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
BUY
|
- |
50+ 0.08% |
$2.29K - $2.95K
|
61K
$4.37M
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
BUY
|
- |
50+ 0.31% |
$2.29K - $2.95K
|
16.4K
$1.17M
|
|
|
May 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
50+ 0.12% |
$2.29K - $2.95K
|
41.4K
$2.96M
|
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
50New |
$2.29K - $2.95K
|
50
$3.58K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
47+ 5.7% |
$2.15K - $2.78K
|
872
$62.4K
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
46+ 0.28% |
$2.11K - $2.72K
|
16.7K
$1.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
45+ 30.0% |
$2.06K - $2.66K
|
195
$14K
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
45+ 0.15% |
$2.06K - $2.66K
|
29.9K
$2.14M
|
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
45+ 95.74% |
$2.06K - $2.66K
|
92
$6.59K
|
|
|
Apr 25, 2022
Q1 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
43+ 0.77% |
$1.97K - $2.54K
|
5.64K
$404K
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
43+ 0.48% |
$1.97K - $2.54K
|
9.09K
$651K
|
|
|
Apr 22, 2022
Q1 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
41+ 0.34% |
$1.88K - $2.42K
|
12K
$861K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
41+ 0.49% |
$1.88K - $2.42K
|
8.47K
$606K
|
|
|
Apr 18, 2022
Q1 2022
|
Ballast, Inc.
|
BUY
|
- |
39+ 0.52% |
$1.79K - $2.3K
|
7.6K
$544K
|
|
|
Apr 26, 2022
Q1 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
38+ 0.2% |
$1.74K - $2.24K
|
19.2K
$1.37M
|
|
|
May 09, 2022
Q1 2022
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
38+ 0.4% |
$1.74K - $2.24K
|
9.5K
$680K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
38+ 0.47% |
$1.74K - $2.24K
|
8.07K
$578K
|
|
|
Oct 13, 2023
Q1 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
38New |
$1.74K - $2.24K
|
38
$2.72K
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
37+ 0.53% |
$1.69K - $2.19K
|
6.96K
$498K
|
|
|
May 05, 2022
Q1 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
37New |
$1.69K - $2.19K
|
37
$2.65K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
37+ 0.15% |
$1.69K - $2.19K
|
24.5K
$1.75M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
34+ 0.28% |
$1.56K - $2.01K
|
12.3K
$882K
|