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 07, 2022
Q2 2022
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
1.85K+ 36.47% |
$69.3K - $91.4K
|
6.93K
$506K
|
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.8K+ 9.32% |
$67.3K - $88.7K
|
21.1K
$1.54M
|
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.78K+ 1.12% |
$66.6K - $87.8K
|
161K
$11.8M
|
|
|
Jul 12, 2022
Q2 2022
|
Grassi Investment Management
|
BUY
|
- |
1.78K+ 1.07% |
$66.6K - $87.7K
|
168K
$12.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.78K+ 86.97% |
$66.5K - $87.6K
|
3.82K
$279K
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.76K+ 1.07% |
$66K - $87K
|
166K
$12.1M
|
|
|
Jul 28, 2022
Q2 2022
|
Sws Partners
|
BUY
|
- |
1.72K+ 2.82% |
$64.4K - $84.9K
|
62.7K
$4.58M
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.64K+ 9.11% |
$61.5K - $81K
|
19.7K
$1.44M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.62K+ 7.99% |
$60.6K - $79.9K
|
21.9K
$1.6M
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
BUY
|
- |
1.59K+ 22.04% |
$59.3K - $78.2K
|
8.78K
$641K
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.58K+ 1.75% |
$59K - $77.7K
|
91.5K
$6.68M
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.56K+ 60.74% |
$58.2K - $76.7K
|
4.12K
$301K
|
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.55K+ 4.48% |
$58.1K - $76.5K
|
36.1K
$2.64M
|
|
|
Aug 10, 2022
Q2 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
1.55K+ 11.55% |
$58K - $76.5K
|
15K
$1.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.54K+ 28.79% |
$57.7K - $76K
|
6.89K
$504K
|
|
|
Jul 15, 2022
Q2 2022
|
Uncommon Cents Investing LLC
|
BUY
|
- |
1.54K+ 1.21% |
$57.6K - $76K
|
129K
$9.41M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.53K+ 35.78% |
$57.2K - $75.4K
|
5.8K
$424K
|
|
|
Aug 12, 2022
Q2 2022
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.52K+ 1.57% |
$56.8K - $74.9K
|
98K
$7.16M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
1.5K+ 2.31% |
$56.1K - $73.9K
|
66.3K
$4.84M
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
1.49K+ 55.98% |
$55.9K - $73.7K
|
4.16K
$304K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.48K+ 7.86% |
$55.3K - $72.9K
|
20.3K
$1.48M
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
1.48K+ 2.87% |
$55.3K - $72.9K
|
53K
$3.87M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.47K+ 1.89% |
$54.8K - $72.3K
|
79K
$5.77M
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.46KNew |
$54.7K - $72.1K
|
1.46K
$107K
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.46K+ 15.16% |
$54.6K - $72K
|
11.1K
$810K
|
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.45K+ 14.41% |
$54.1K - $71.3K
|
11.5K
$838K
|
|
|
Aug 15, 2022
Q2 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.41K+ 3.41% |
$52.8K - $69.6K
|
42.8K
$3.12M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.38K+ 3.88% |
$51.5K - $67.9K
|
36.8K
$2.69M
|
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
1.36K+ 9.62% |
$51K - $67.2K
|
15.5K
$1.13M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.34K+ 4.33% |
$50.3K - $66.3K
|
32.4K
$2.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
1.34K+ 3.19% |
$50.1K - $66K
|
43.3K
$3.16M
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
BUY
|
- |
1.33K+ 28.29% |
$49.9K - $65.8K
|
6.05K
$442K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.32K+ 4.09% |
$49.3K - $64.9K
|
33.5K
$2.45M
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.3K+ 10.8% |
$48.6K - $64.1K
|
13.3K
$974K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.28K+ 8.65% |
$47.9K - $63.1K
|
16.1K
$1.17M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.28K+ 0.92% |
$47.8K - $63K
|
140K
$10.2M
|
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
BUY
|
- |
1.27K+ 0.73% |
$47.5K - $62.6K
|
174K
$12.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
BUY
|
- |
1.26K+ 1.48% |
$47.3K - $62.3K
|
86.6K
$6.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.21K+ 15.17% |
$45.1K - $59.5K
|
9.15K
$669K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
1.18K+ 19.62% |
$44.2K - $58.3K
|
7.2K
$526K
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 2.18% |
$43.1K - $56.8K
|
54K
$3.95M
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.14K+ 76.45% |
$42.5K - $56K
|
2.62K
$192K
|
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
1.14K+ 5.97% |
$42.5K - $56K
|
20.2K
$1.47M
|
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
1.13K+ 28.99% |
$42.3K - $55.7K
|
5.02K
$367K
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
BUY
|
- |
1.1K+ 0.82% |
$41.2K - $54.3K
|
135K
$9.84M
|
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.09K+ 21.54% |
$40.7K - $53.6K
|
6.13K
$448K
|
|
|
Aug 15, 2022
Q2 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.08K+ 5.04% |
$40.2K - $53K
|
22.4K
$1.64M
|
|
|
Jul 29, 2022
Q2 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.06K+ 2.68% |
$39.8K - $52.4K
|
40.6K
$2.97M
|
|
|
Jul 15, 2022
Q2 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.06K+ 0.42% |
$39.5K - $52.1K
|
252K
$18.4M
|
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 13.36% |
$39.5K - $52K
|
8.95K
$654K
|