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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
15.1KNew |
$567K - $747K
|
15.1K
$1.08M
|
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
14.9K+ 43.3% |
$559K - $737K
|
49.5K
$3.54M
|
|
|
Aug 08, 2022
Q2 2022
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
14.8K+ 12.9% |
$554K - $730K
|
129K
$9.27M
|
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
14.6K+ 4.59% |
$546K - $720K
|
333K
$23.8M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
14.3K+ 11.71% |
$535K - $706K
|
136K
$9.77M
|
|
|
Jul 08, 2022
Q2 2022
|
Cullinan Associates Inc
|
BUY
|
- |
14.2K+ 56.24% |
$532K - $701K
|
39.5K
$2.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
14.1KNew |
$528K - $696K
|
14.1K
$1.01M
|
|
|
Aug 15, 2022
Q2 2022
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
14K+ 5.81% |
$522K - $688K
|
254K
$18.2M
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
13.8K+ 21.54% |
$516K - $680K
|
77.8K
$5.57M
|
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
13.8K+ 7.99% |
$515K - $679K
|
186K
$13.3M
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
13.7K+ 46.01% |
$514K - $678K
|
43.6K
$3.12M
|
|
|
Jul 12, 2022
Q2 2022
|
Bridges Investment Management Inc
|
BUY
|
- |
13.7K+ 2.72% |
$514K - $678K
|
519K
$37.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.3K+ 15.39% |
$499K - $658K
|
100K
$7.16M
|
|
|
Jun 21, 2024
Q2 2022
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
13.3KNew |
$498K - $656K
|
13.3K
$952K
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
12.9K+ 13.88% |
$484K - $638K
|
106K
$7.59M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.9K+ 27.83% |
$484K - $637K
|
59.4K
$4.25M
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
12.9KNew |
$482K - $635K
|
12.9K
$922K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 6.67% |
$468K - $616K
|
200K
$14.3M
|
|
|
Aug 11, 2022
Q2 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
12.3K+ 24.21% |
$460K - $606K
|
63K
$4.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
12.2KNew |
$458K - $604K
|
12.2K
$876K
|
|
|
Jul 22, 2022
Q2 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
12.2K+ 8.12% |
$456K - $601K
|
162K
$11.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
12.1K+ 44.23% |
$453K - $597K
|
39.4K
$2.82M
|
|
|
Aug 10, 2022
Q2 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
12.1K+ 0.92% |
$452K - $595K
|
1.32M
$94.7M
|
|
|
Aug 15, 2022
Q2 2022
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
12KNew |
$450K - $593K
|
12K
$860K
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12KNew |
$450K - $593K
|
12K
$860K
|
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12K+ 264.82% |
$449K - $592K
|
16.5K
$1.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
12K+ 9.51% |
$448K - $591K
|
138K
$9.88M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.9K+ 3.93% |
$447K - $589K
|
316K
$22.6M
|
|
|
Aug 15, 2022
Q2 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
11.8K+ 2.1% |
$440K - $580K
|
572K
$41M
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11.7K+ 155.55% |
$437K - $576K
|
19.2K
$1.37M
|
|
|
Aug 10, 2022
Q2 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
11.5K+ 0.23% |
$430K - $567K
|
4.96M
$355M
|
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.3KNew |
$424K - $558K
|
11.3K
$810K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
11.3K+ 0.45% |
$423K - $558K
|
2.54M
$182M
|
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
11.3K+ 9.53% |
$423K - $557K
|
130K
$9.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
11.2K+ 5.67% |
$418K - $551K
|
208K
$14.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
11K+ 2.44% |
$412K - $543K
|
462K
$33.1M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11K+ 15.39% |
$412K - $543K
|
82.5K
$5.91M
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
10.9K+ 167.48% |
$410K - $540K
|
17.5K
$1.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
10.8K+ 2.86% |
$403K - $530K
|
387K
$27.7M
|
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
10.7K+ 10.95% |
$402K - $530K
|
109K
$7.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
10.7K+ 203.17% |
$401K - $529K
|
16K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
10.6K+ 0.96% |
$398K - $524K
|
1.12M
$79.9M
|
|
|
Jul 13, 2022
Q2 2022
|
Ims Capital Management
|
BUY
|
- |
10.6K+ 20.2% |
$397K - $523K
|
63.1K
$4.52M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
10.3K+ 14.24% |
$385K - $508K
|
82.6K
$5.92M
|
|
|
Aug 15, 2022
Q2 2022
|
Css LLC
Chicago, IL |
BUY
|
- |
10.2K+ 69.04% |
$381K - $502K
|
24.9K
$1.78M
|
|
|
Aug 08, 2022
Q2 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
10.2K+ 7.5% |
$381K - $501K
|
146K
$10.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
10.1KNew |
$380K - $500K
|
10.1K
$726K
|
|
|
Jul 25, 2022
Q2 2022
|
Wilsey Asset Management Inc
|
BUY
|
- |
10.1K+ 1.87% |
$378K - $499K
|
550K
$39.3M
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
9.86K+ 46.36% |
$369K - $486K
|
31.1K
$2.23M
|
|
|
Aug 09, 2022
Q2 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
9.8K+ 47.2% |
$367K - $484K
|
30.6K
$2.19M
|