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
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-120- 1.14% |
$5.5K - $7.09K
|
10.4K
$742K
|
|
|
May 12, 2022
Q1 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-123Closed |
$5.63K - $7.26K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-125- 2.6% |
$5.73K - $7.38K
|
4.68K
$335K
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-126- 0.46% |
$5.77K - $7.44K
|
27.3K
$1.96M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-128- 0.84% |
$5.86K - $7.56K
|
15K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-129- 1.92% |
$5.91K - $7.62K
|
6.6K
$472K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-130- 6.94% |
$5.96K - $7.68K
|
1.74K
$125K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-131- 0.88% |
$6K - $7.74K
|
14.7K
$1.05M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-133Closed |
$6.09K - $7.85K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-133- 60.45% |
$6.09K - $7.85K
|
87
$6.23K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
SELL
|
- |
-136- 0.22% |
$6.23K - $8.03K
|
61.4K
$4.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-138- 27.22% |
$6.32K - $8.15K
|
369
$26.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-138- 1.36% |
$6.32K - $8.15K
|
10K
$717K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-139- 0.86% |
$6.37K - $8.21K
|
16K
$1.14M
|
|
|
May 06, 2022
Q1 2022
|
Weaver Consulting Group
|
SELL
|
- |
-140- 2.64% |
$6.41K - $8.27K
|
5.17K
$370K
|
|
|
Apr 26, 2022
Q1 2022
|
Arrow Financial Corp
|
SELL
|
- |
-140- 1.82% |
$6.41K - $8.27K
|
7.56K
$541K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-144Closed |
$6.6K - $8.5K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-146- 8.12% |
$6.69K - $8.62K
|
1.65K
$118K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-148- 3.79% |
$6.78K - $8.74K
|
3.75K
$269K
|
|
|
Apr 20, 2022
Q1 2022
|
West Oak Capital, LLC
|
SELL
|
- |
-150- 2.73% |
$6.87K - $8.86K
|
5.35K
$383K
|
|
|
May 04, 2022
Q1 2022
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-150- 1.16% |
$6.87K - $8.86K
|
12.8K
$913K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-153- 0.32% |
$7.01K - $9.04K
|
48.3K
$3.46M
|
|
|
May 03, 2022
Q1 2022
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-153- 0.47% |
$7.01K - $9.04K
|
32.2K
$2.31M
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-162- 1.12% |
$7.42K - $9.57K
|
14.3K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-166- 1.74% |
$7.6K - $9.8K
|
9.38K
$671K
|
|
|
May 02, 2022
Q1 2022
|
First Personal Financial Services
|
SELL
|
- |
-168- 2.22% |
$7.7K - $9.92K
|
7.41K
$530K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-173- 1.64% |
$7.93K - $10.2K
|
10.4K
$743K
|
|
|
May 10, 2022
Q1 2022
|
Mainstay Capital Management LLC
|
SELL
|
- |
-175- 1.04% |
$8.02K - $10.3K
|
16.7K
$1.19M
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-175- 50.0% |
$8.02K - $10.3K
|
175
$12.5K
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-175Closed |
$8.02K - $10.3K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-176- 1.59% |
$8.06K - $10.4K
|
10.9K
$781K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-176- 0.45% |
$8.06K - $10.4K
|
38.9K
$2.79M
|
|
|
May 03, 2022
Q1 2022
|
Asset Management Corp
|
SELL
|
- |
-182- 4.14% |
$8.34K - $10.7K
|
4.21K
$302K
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-184- 2.04% |
$8.43K - $10.9K
|
8.82K
$632K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-191- 3.46% |
$8.75K - $11.3K
|
5.33K
$382K
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-191- 8.55% |
$8.75K - $11.3K
|
2.04K
$146K
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-193- 1.38% |
$8.84K - $11.4K
|
13.8K
$989K
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-195- 4.42% |
$8.93K - $11.5K
|
4.21K
$302K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-195- 1.57% |
$8.93K - $11.5K
|
12.2K
$876K
|
|
|
May 11, 2022
Q1 2022
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-195- 0.8% |
$8.93K - $11.5K
|
24.1K
$1.72M
|
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-197- 3.0% |
$9.02K - $11.6K
|
6.36K
$455K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-198- 4.53% |
$9.07K - $11.7K
|
4.18K
$299K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-198- 21.06% |
$9.07K - $11.7K
|
742
$53.1K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-199- 2.28% |
$9.12K - $11.8K
|
8.52K
$610K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 6.72% |
$9.16K - $11.8K
|
2.78K
$199K
|
|
|
May 06, 2022
Q1 2022
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-200- 1.5% |
$9.16K - $11.8K
|
13.2K
$943K
|
|
|
Apr 22, 2022
Q1 2022
|
Tributary Capital Management, LLC
|
SELL
|
- |
-200- 2.44% |
$9.16K - $11.8K
|
8K
$573K
|
|
|
May 09, 2022
Q1 2022
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-200- 0.65% |
$9.16K - $11.8K
|
30.4K
$2.18M
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
SELL
|
- |
-200- 0.99% |
$9.16K - $11.8K
|
20K
$1.43M
|
|
|
May 02, 2022
Q1 2022
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-200- 2.73% |
$9.16K - $11.8K
|
7.12K
$510K
|