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 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.9K+ 0.68% |
$729K - $940K
|
2.37M
$170M
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
15.8K+ 5.0% |
$723K - $932K
|
331K
$23.7M
|
|
|
May 10, 2022
Q1 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
15.6KNew |
$715K - $922K
|
15.6K
$1.12M
|
|
|
May 05, 2022
Q1 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
15.4KNew |
$707K - $911K
|
15.4K
$1.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Connective Portfolio Management, LLC
|
BUY
|
- |
15K+ 87.34% |
$687K - $886K
|
32.2K
$2.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
BUY
|
- |
15K+ 39.26% |
$687K - $885K
|
53.2K
$3.81M
|
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
14.7KNew |
$675K - $870K
|
14.7K
$1.06M
|
|
|
May 12, 2022
Q1 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
14.6KNew |
$669K - $863K
|
14.6K
$1.05M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
14.3KNew |
$655K - $844K
|
14.3K
$1.02M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
14.2K+ 863.67% |
$652K - $841K
|
15.9K
$1.14M
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
14.1KNew |
$645K - $831K
|
14.1K
$1.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
14K+ 94.03% |
$641K - $826K
|
28.9K
$2.07M
|
|
|
Apr 27, 2022
Q1 2022
|
Qvr LLC
|
BUY
|
- |
13.9K+ 340.69% |
$639K - $824K
|
18K
$1.29M
|
|
|
May 17, 2022
Q1 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
13.8K+ 1.06% |
$631K - $814K
|
1.31M
$93.8M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
13.7KNew |
$629K - $811K
|
13.7K
$984K
|
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
BUY
|
- |
13.5KNew |
$619K - $798K
|
13.5K
$968K
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
13.2K+ 134.1% |
$607K - $782K
|
23.1K
$1.66M
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13K+ 14.42% |
$594K - $765K
|
103K
$7.36M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.7KNew |
$584K - $752K
|
12.7K
$912K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 12.1% |
$571K - $736K
|
115K
$8.26M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
12.4K+ 10.45% |
$569K - $734K
|
131K
$9.41M
|
|
|
May 13, 2022
Q1 2022
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
12.4K+ 1.87% |
$569K - $733K
|
678K
$48.5M
|
|
|
May 16, 2022
Q1 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
12.4K+ 135.07% |
$566K - $730K
|
21.5K
$1.54M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
12.3KNew |
$564K - $727K
|
12.3K
$882K
|
|
|
Apr 15, 2022
Q1 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
12.3K+ 237.25% |
$564K - $727K
|
17.5K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.2KNew |
$558K - $720K
|
12.2K
$873K
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
12.2K+ 16.63% |
$557K - $719K
|
85.3K
$6.11M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
12.2K+ 28.97% |
$557K - $718K
|
54.1K
$3.88M
|
|
|
Apr 19, 2022
Q1 2022
|
Tcw Group Inc
|
BUY
|
- |
12.2K+ 4.58% |
$557K - $718K
|
278K
$19.9M
|
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
12.1K+ 79.04% |
$553K - $713K
|
27.3K
$1.96M
|
|
|
May 13, 2022
Q1 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
12K+ 0.23% |
$551K - $711K
|
5.15M
$369M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
12K+ 206.3% |
$548K - $706K
|
17.8K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 0.63% |
$546K - $704K
|
1.92M
$137M
|
|
|
May 10, 2022
Q1 2022
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
11.8K+ 1.16% |
$540K - $696K
|
1.03M
$73.7M
|
|
|
May 05, 2022
Q1 2022
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
11.7K+ 45.94% |
$536K - $691K
|
37.2K
$2.66M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.5K+ 0.49% |
$529K - $682K
|
2.36M
$169M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
11.5KNew |
$526K - $679K
|
11.5K
$823K
|
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
11.5K+ 25.26% |
$526K - $678K
|
57K
$4.08M
|
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
11.5K+ 19.06% |
$526K - $678K
|
71.7K
$5.13M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11.4K+ 15.88% |
$520K - $671K
|
82.9K
$5.93M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$509K - $656K
|
11.1K
$795K
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
11K+ 3.72% |
$505K - $652K
|
307K
$22M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
11K+ 82.75% |
$503K - $649K
|
24.3K
$1.74M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
10.9K+ 5.35% |
$501K - $646K
|
215K
$15.4M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
10.9KNew |
$498K - $643K
|
10.9K
$779K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
10.6K+ 6.56% |
$486K - $626K
|
172K
$12.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
10.6K+ 66.64% |
$483K - $623K
|
26.4K
$1.89M
|
|
|
May 09, 2022
Q1 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
10.5K+ 10.05% |
$480K - $618K
|
115K
$8.21M
|
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.3K+ 4.11% |
$473K - $609K
|
261K
$18.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
10.2K+ 2.08% |
$468K - $603K
|
501K
$35.9M
|