Purchases and Sales Made in Q2 2022 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
BUY
|
- |
2.68K+ 18.79% |
$100K - $132K
|
17K
$1.24M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.67K+ 12.49% |
$100K - $132K
|
24.1K
$1.76M
|
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
BUY
|
- |
2.63K+ 22.67% |
$98.4K - $130K
|
14.2K
$1.04M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.6K+ 4.23% |
$97.5K - $128K
|
64.2K
$4.69M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.58K+ 11.24% |
$96.6K - $127K
|
25.5K
$1.86M
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
2.58K+ 9.89% |
$96.4K - $127K
|
28.6K
$2.09M
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.57K+ 2.25% |
$96.3K - $127K
|
117K
$8.54M
|
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
2.57K+ 3.59% |
$96.2K - $127K
|
74K
$5.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
BUY
|
- |
2.57K+ 7.41% |
$96.2K - $127K
|
37.3K
$2.72M
|
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
2.56K+ 5.7% |
$95.9K - $126K
|
47.5K
$3.47M
|
|
|
Aug 04, 2022
Q2 2022
|
Cutler Group LP
|
BUY
|
- |
2.52K+ 7.16% |
$94.3K - $124K
|
37.7K
$2.76M
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.52K+ 4.74% |
$94.2K - $124K
|
55.6K
$4.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.51K+ 2.43% |
$93.8K - $124K
|
106K
$7.72M
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.48K+ 10.6% |
$92.6K - $122K
|
25.8K
$1.89M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.46K+ 8.83% |
$91.9K - $121K
|
30.3K
$2.21M
|
|
|
Aug 08, 2022
Q2 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.43K+ 54.99% |
$90.9K - $120K
|
6.84K
$500K
|
|
|
Aug 09, 2022
Q2 2022
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
2.42K+ 18.41% |
$90.4K - $119K
|
15.5K
$1.13M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
2.4K+ 2.1% |
$89.8K - $118K
|
116K
$8.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.38K+ 19.06% |
$89.1K - $117K
|
14.9K
$1.09M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2.37K+ 30.35% |
$88.9K - $117K
|
10.2K
$745K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.35K+ 34.92% |
$88.1K - $116K
|
9.09K
$664K
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
2.35K+ 5.07% |
$88K - $116K
|
48.7K
$3.56M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.34K+ 4.86% |
$87.4K - $115K
|
50.4K
$3.68M
|
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.31K+ 3.84% |
$86.6K - $114K
|
62.6K
$4.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.31K+ 27.75% |
$86.3K - $114K
|
10.6K
$775K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.24K+ 6.97% |
$83.7K - $110K
|
34.3K
$2.51M
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.23K+ 2.67% |
$83.4K - $110K
|
85.7K
$6.26M
|
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.23K+ 17.49% |
$83.4K - $110K
|
15K
$1.09M
|
|
|
Jul 21, 2022
Q2 2022
|
First City Capital Management, Inc.
|
BUY
|
- |
2.21K+ 9.72% |
$82.7K - $109K
|
24.9K
$1.82M
|
|
|
Aug 11, 2022
Q2 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.2K+ 11.84% |
$82.4K - $109K
|
20.8K
$1.52M
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.2K+ 5.06% |
$82.2K - $108K
|
45.6K
$3.33M
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.17K+ 1.7% |
$81.3K - $107K
|
130K
$9.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
2.16K+ 8.98% |
$80.8K - $107K
|
26.2K
$1.92M
|
|
|
Nov 14, 2022
Q2 2022
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.1K+ 100.0% |
$78.8K - $104K
|
4.21K
$307K
|
|
|
Aug 09, 2022
Q2 2022
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
2.1K+ 3.87% |
$78.6K - $104K
|
56.4K
$4.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.09K+ 3.38% |
$78.1K - $103K
|
63.8K
$4.66M
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
2.05K+ 5.11% |
$76.6K - $101K
|
42.1K
$3.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.04K+ 14.58% |
$76.3K - $101K
|
16K
$1.17M
|
|
|
Jul 21, 2022
Q2 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.03K+ 2.83% |
$75.8K - $99.9K
|
73.7K
$5.38M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
2K+ 52.84% |
$74.9K - $98.7K
|
5.79K
$423K
|
|
|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
BUY
|
- |
1.99K+ 1.68% |
$74.3K - $98K
|
120K
$8.79M
|
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.98K+ 25.1% |
$74.1K - $97.7K
|
9.87K
$721K
|
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.98K+ 7.27% |
$74K - $97.5K
|
29.2K
$2.13M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.97K+ 45.05% |
$73.7K - $97.2K
|
6.34K
$463K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1.93K+ 10.39% |
$72.4K - $95.4K
|
20.5K
$1.5M
|
|
|
Jul 07, 2022
Q2 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.93K+ 36.11% |
$72.2K - $95.2K
|
7.27K
$531K
|
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.92K+ 15.2% |
$71.8K - $94.7K
|
14.5K
$1.06M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.92KNew |
$71.8K - $94.6K
|
1.92K
$140K
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.88K+ 21.9% |
$70.4K - $92.8K
|
10.5K
$765K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
1.88K+ 0.82% |
$70.2K - $92.5K
|
230K
$16.8M
|