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 13, 2021
Q3 2021
|
Jacobs & CO
|
BUY
|
- |
1K+ 11.03% |
$42.3K - $51.2K
|
10.1K
$702K
|
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
1K+ 6.86% |
$42.3K - $51.2K
|
15.6K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1K+ 2.85% |
$42.3K - $51.2K
|
36.1K
$2.51M
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
988+ 16.65% |
$41.8K - $50.5K
|
6.92K
$483K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
985+ 13.78% |
$41.7K - $50.4K
|
8.14K
$567K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
975+ 9.8% |
$41.3K - $49.9K
|
10.9K
$762K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
961+ 19.94% |
$40.7K - $49.2K
|
5.78K
$403K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
960+ 8.64% |
$40.6K - $49.1K
|
12.1K
$841K
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
960+ 1.54% |
$40.6K - $49.1K
|
63.4K
$4.42M
|
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
BUY
|
- |
939+ 0.82% |
$39.7K - $48K
|
116K
$8.08M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
932+ 13.0% |
$39.4K - $47.7K
|
8.1K
$565K
|
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
BUY
|
- |
907+ 47.29% |
$38.4K - $46.4K
|
2.83K
$197K
|
|
|
Nov 12, 2021
Q3 2021
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
900+ 19.4% |
$38.1K - $46K
|
5.54K
$386K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
900+ 3.29% |
$38.1K - $46K
|
28.3K
$1.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
895+ 2.82% |
$37.9K - $45.8K
|
32.6K
$2.28M
|
|
|
Nov 08, 2021
Q3 2021
|
Sws Partners
|
BUY
|
- |
895+ 1.55% |
$37.9K - $45.8K
|
58.6K
$4.08M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
891+ 13.18% |
$37.7K - $45.6K
|
7.65K
$533K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
889+ 7.23% |
$37.6K - $45.5K
|
13.2K
$919K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
886+ 1.1% |
$37.5K - $45.3K
|
81.4K
$5.68M
|
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
BUY
|
- |
881+ 12.0% |
$37.3K - $45.1K
|
8.22K
$573K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
838+ 5.54% |
$35.5K - $42.9K
|
16K
$1.11M
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
826+ 3.85% |
$35K - $42.2K
|
22.3K
$1.55M
|
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
825+ 18.04% |
$34.9K - $42.2K
|
5.4K
$376K
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
816+ 4.0% |
$34.5K - $41.7K
|
21.2K
$1.48M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
815New |
$34.5K - $41.7K
|
815
$56.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
804+ 9.57% |
$34K - $41.1K
|
9.2K
$642K
|
|
|
Nov 17, 2021
Q3 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
800+ 1.41% |
$33.9K - $40.9K
|
57.5K
$4.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
800+ 0.05% |
$33.9K - $40.9K
|
1.48M
$103M
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
787New |
$33.3K - $40.3K
|
787
$54.9K
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
760+ 16.43% |
$32.2K - $38.9K
|
5.39K
$375K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
760+ 4.18% |
$32.2K - $38.9K
|
19K
$1.32M
|
|
|
Oct 19, 2021
Q3 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
738+ 5.45% |
$31.2K - $37.7K
|
14.3K
$996K
|
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
732New |
$31K - $37.4K
|
732
$51K
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
723+ 2.5% |
$30.6K - $37K
|
29.6K
$2.07M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
710+ 12.03% |
$30K - $36.3K
|
6.61K
$461K
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
708+ 5.46% |
$30K - $36.2K
|
13.7K
$953K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
705+ 2.01% |
$29.8K - $36.1K
|
35.8K
$2.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
703+ 2.03% |
$29.8K - $36K
|
35.4K
$2.47M
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
685+ 10.94% |
$29K - $35K
|
6.94K
$484K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
684+ 3.05% |
$28.9K - $35K
|
23.1K
$1.61M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
676+ 7.34% |
$28.6K - $34.6K
|
9.88K
$689K
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
665+ 1.22% |
$28.1K - $34K
|
55.3K
$3.86M
|
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
662+ 1.37% |
$28K - $33.9K
|
48.8K
$3.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
656+ 8.07% |
$27.8K - $33.6K
|
8.79K
$613K
|
|
|
Nov 03, 2021
Q3 2021
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
656+ 0.15% |
$27.8K - $33.6K
|
452K
$31.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
649+ 1.03% |
$27.5K - $33.2K
|
63.6K
$4.44M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
648+ 4.26% |
$27.4K - $33.1K
|
15.8K
$1.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
637New |
$27K - $32.6K
|
637
$44.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
BUY
|
- |
615+ 8.08% |
$26K - $31.5K
|
8.23K
$574K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
602+ 8.83% |
$25.5K - $30.8K
|
7.42K
$517K
|