Purchases and Sales Made in Q3 2021 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
1.89K+ 0.56% |
$79.8K - $96.4K
|
341K
$23.8M
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
1.87K+ 5.06% |
$79.3K - $95.8K
|
38.9K
$2.71M
|
|
Oct 25, 2021
Q3 2021
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.87K+ 16.54% |
$79K - $95.5K
|
13.2K
$917K
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.77K+ 3.7% |
$74.8K - $90.4K
|
49.5K
$3.45M
|
|
Nov 12, 2021
Q3 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
1.76K+ 24.19% |
$74.4K - $89.9K
|
9.03K
$629K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.72KNew |
$72.9K - $88.1K
|
1.72K
$120K
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.71K+ 80.12% |
$72.3K - $87.4K
|
3.84K
$268K
|
|
Nov 04, 2021
Q3 2021
|
Freemont Management S.A.
|
BUY
|
- |
1.7K+ 0.39% |
$71.9K - $87K
|
439K
$30.6M
|
|
Nov 12, 2021
Q3 2021
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.69K+ 203.61% |
$71.5K - $86.4K
|
2.52K
$176K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.66K+ 9.29% |
$70.3K - $84.9K
|
19.5K
$1.36M
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.65K+ 37.13% |
$69.9K - $84.4K
|
6.1K
$425K
|
|
Nov 08, 2021
Q3 2021
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.65K+ 9.36% |
$69.7K - $84.3K
|
19.3K
$1.34M
|
|
Nov 12, 2021
Q3 2021
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.65K+ 6.91% |
$69.7K - $84.3K
|
25.5K
$1.78M
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.64K+ 5.45% |
$69.2K - $83.7K
|
31.7K
$2.21M
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
1.59KNew |
$67.3K - $81.4K
|
1.59K
$111K
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.53K+ 27.91% |
$64.7K - $78.3K
|
7.01K
$489K
|
|
Nov 15, 2021
Q3 2021
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
1.53K+ 1.09% |
$64.7K - $78.2K
|
142K
$9.88M
|
|
Oct 25, 2021
Q3 2021
|
Capital Investment Counsel, Inc
|
BUY
|
- |
1.5K+ 2.93% |
$63.5K - $76.7K
|
52.7K
$3.68M
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.47K+ 12.1% |
$62K - $74.9K
|
13.6K
$947K
|
|
Nov 16, 2021
Q3 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.46K+ 19.62% |
$61.6K - $74.4K
|
8.87K
$619K
|
|
Oct 25, 2021
Q3 2021
|
Northwest Capital Management Inc
|
BUY
|
- |
1.45K+ 4.17% |
$61.3K - $74.1K
|
36.2K
$2.52M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
1.45K+ 5.51% |
$61.3K - $74.1K
|
27.7K
$1.93M
|
|
Nov 15, 2021
Q3 2021
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
1.44K+ 0.03% |
$61K - $73.7K
|
4.86M
$339M
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 0.5% |
$59.6K - $72.1K
|
285K
$19.8M
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.4K+ 15.43% |
$59.2K - $71.6K
|
10.5K
$730K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.36K+ 12.78% |
$57.5K - $69.5K
|
12K
$836K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.3K+ 0.06% |
$54.8K - $66.2K
|
2.35M
$164M
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.29K+ 4.1% |
$54.8K - $66.2K
|
32.8K
$2.29M
|
|
Oct 06, 2021
Q3 2021
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
1.27K+ 0.78% |
$53.8K - $65K
|
164K
$11.4M
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.25K+ 5.87% |
$53K - $64.1K
|
22.6K
$1.57M
|
|
Nov 18, 2021
Q3 2021
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
1.25K+ 3.51% |
$52.9K - $63.9K
|
36.8K
$2.57M
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.21K+ 0.85% |
$51K - $61.6K
|
143K
$9.96M
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.2K+ 7.16% |
$50.8K - $61.4K
|
17.9K
$1.25M
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.19K+ 7.59% |
$50.5K - $61K
|
16.9K
$1.18M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.19K+ 0.96% |
$50.3K - $60.8K
|
125K
$8.72M
|
|
Nov 12, 2021
Q3 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.18K+ 8.99% |
$50.1K - $60.5K
|
14.3K
$1M
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
1.15K+ 8.17% |
$48.7K - $58.8K
|
15.2K
$1.06M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
1.13K+ 71.66% |
$47.6K - $57.5K
|
2.7K
$188K
|
|
Oct 07, 2021
Q3 2021
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
1.12K+ 1.46% |
$47.5K - $57.4K
|
78K
$5.44M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
1.11K+ 1.75% |
$47.1K - $57K
|
64.9K
$4.52M
|
|
Nov 02, 2021
Q3 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
1.11K+ 16.21% |
$46.8K - $56.5K
|
7.92K
$552K
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.1K+ 7.4% |
$46.6K - $56.3K
|
16K
$1.11M
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.08K+ 0.02% |
$45.7K - $55.3K
|
5.48M
$382M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
1.08K+ 1.61% |
$45.7K - $55.2K
|
68.3K
$4.76M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
1.07K+ 19.47% |
$45.3K - $54.8K
|
6.57K
$458K
|
|
Oct 13, 2021
Q3 2021
|
Adams Asset Advisors, LLC
|
BUY
|
- |
1.07K+ 0.5% |
$45.1K - $54.5K
|
216K
$15M
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1.04K+ 4.54% |
$44.1K - $53.3K
|
24K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
1.01K+ 7.82% |
$42.9K - $51.9K
|
14K
$975K
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
BUY
|
- |
1K+ 9.47% |
$42.4K - $51.2K
|
11.6K
$807K
|
|
Oct 08, 2021
Q3 2021
|
Cullinan Associates Inc
|
BUY
|
- |
1K+ 2.51% |
$42.3K - $51.2K
|
40.8K
$2.85M
|