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
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
7.24K+ 168.46% |
$332K - $427K
|
11.5K
$826K
|
|
May 06, 2022
Q1 2022
|
Arga Investment Management, LP
|
BUY
|
- |
7.19K+ 5.87% |
$329K - $425K
|
130K
$9.28M
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.12K+ 33.86% |
$326K - $420K
|
28.1K
$2.01M
|
|
Apr 08, 2022
Q1 2022
|
Beacon Financial Group
|
BUY
|
- |
7.06K+ 5.17% |
$324K - $417K
|
144K
$10.3M
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
7.04KNew |
$323K - $416K
|
7.04K
$504K
|
|
May 16, 2022
Q1 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
7K+ 140.0% |
$321K - $413K
|
12K
$859K
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
6.97K+ 13.44% |
$319K - $412K
|
58.8K
$4.21M
|
|
May 12, 2022
Q1 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
6.89K+ 26.99% |
$316K - $407K
|
32.4K
$2.32M
|
|
May 12, 2022
Q1 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
6.78K+ 47.58% |
$311K - $400K
|
21K
$1.51M
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
6.73K+ 14.59% |
$308K - $397K
|
52.9K
$3.79M
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
6.71K+ 155.63% |
$307K - $396K
|
11K
$789K
|
|
Apr 25, 2022
Q1 2022
|
Tobam
|
BUY
|
- |
6.7K+ 54.37% |
$307K - $396K
|
19K
$1.36M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
6.68K+ 27.47% |
$306K - $394K
|
31K
$2.22M
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.54KNew |
$299K - $386K
|
6.54K
$468K
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
6.49K+ 333.18% |
$297K - $383K
|
8.43K
$604K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.34K+ 9.01% |
$291K - $375K
|
76.7K
$5.49M
|
|
Apr 08, 2022
Q1 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
6.3K+ 1.26% |
$289K - $372K
|
505K
$36.2M
|
|
May 13, 2022
Q1 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
6.28K+ 145.42% |
$288K - $371K
|
10.6K
$759K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.26KNew |
$287K - $370K
|
6.26K
$448K
|
|
Apr 11, 2022
Q1 2022
|
Allied Investment Advisors, LLC
|
BUY
|
- |
6.25K+ 3.82% |
$286K - $369K
|
170K
$12.2M
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.14KNew |
$281K - $363K
|
6.14K
$440K
|
|
May 16, 2022
Q1 2022
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
6.14KNew |
$281K - $362K
|
6.14K
$439K
|
|
May 11, 2022
Q1 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.11KNew |
$280K - $361K
|
6.11K
$437K
|
|
May 06, 2022
Q1 2022
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
6.03KNew |
$276K - $356K
|
6.03K
$432K
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
6.02KNew |
$276K - $355K
|
6.02K
$431K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.01K+ 1.62% |
$275K - $355K
|
376K
$26.9M
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
6K+ 0.78% |
$275K - $354K
|
771K
$55.2M
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
6K+ 82.73% |
$275K - $354K
|
13.2K
$948K
|
|
May 16, 2022
Q1 2022
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
6K+ 109.0% |
$275K - $354K
|
11.5K
$823K
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
5.9K+ 1.05% |
$270K - $348K
|
570K
$40.8M
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.81K+ 76.66% |
$266K - $343K
|
13.4K
$959K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.81K+ 7.13% |
$266K - $343K
|
87.2K
$6.25M
|
|
Apr 28, 2022
Q1 2022
|
Asio Capital, LLC
|
BUY
|
- |
5.76K+ 6.28% |
$264K - $340K
|
97.5K
$6.98M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.75K+ 3.1% |
$263K - $340K
|
191K
$13.7M
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
BUY
|
- |
5.69KNew |
$261K - $336K
|
5.69K
$407K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.66K+ 1.74% |
$259K - $334K
|
332K
$23.8M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
5.64KNew |
$258K - $333K
|
5.64K
$404K
|
|
May 04, 2022
Q1 2022
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
5.6K+ 8.99% |
$257K - $331K
|
67.9K
$4.86M
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.56K+ 16.35% |
$255K - $328K
|
39.6K
$2.83M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.56K+ 0.76% |
$255K - $328K
|
742K
$53.1M
|
|
Jun 08, 2022
Q1 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
5.55KNew |
$254K - $328K
|
5.55K
$397K
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
5.54K+ 5.99% |
$254K - $327K
|
98K
$7.02M
|
|
May 03, 2022
Q1 2022
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
5.51KNew |
$252K - $325K
|
5.51K
$395K
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.5K+ 28.33% |
$252K - $325K
|
24.9K
$1.78M
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
5.48KNew |
$251K - $324K
|
5.48K
$393K
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
5.47K+ 18.85% |
$251K - $323K
|
34.5K
$2.47M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
5.45K+ 27.12% |
$250K - $322K
|
25.5K
$1.83M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
5.38KNew |
$246K - $318K
|
5.38K
$385K
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
5.35KNew |
$245K - $316K
|
5.35K
$383K
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
5.34KNew |
$245K - $315K
|
5.34K
$382K
|