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
|
Capital Investment Advisors, LLC
|
BUY
|
- |
582+ 0.95% |
$24.6K - $29.8K
|
61.9K
$4.31M
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
579+ 13.09% |
$24.5K - $29.6K
|
5K
$349K
|
|
|
Nov 02, 2021
Q3 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
579+ 17.11% |
$24.5K - $29.6K
|
3.96K
$276K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
570New |
$24.1K - $29.2K
|
570
$39.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
568+ 3.79% |
$24K - $29.1K
|
15.6K
$1.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
546+ 1.3% |
$23.1K - $27.9K
|
42.5K
$2.96M
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
545+ 2.38% |
$23.1K - $27.9K
|
23.5K
$1.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
544+ 2.09% |
$23K - $27.8K
|
26.6K
$1.86M
|
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
539+ 8.49% |
$22.8K - $27.6K
|
6.89K
$480K
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
538+ 6.23% |
$22.8K - $27.5K
|
9.18K
$640K
|
|
|
Nov 12, 2021
Q3 2021
|
Weil Company, Inc.
|
BUY
|
- |
520+ 4.26% |
$22K - $26.6K
|
12.7K
$888K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
506+ 6.19% |
$21.4K - $25.9K
|
8.68K
$605K
|
|
|
Nov 16, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
BUY
|
- |
501+ 1.1% |
$21.2K - $25.6K
|
46.1K
$3.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
500+ 4.9% |
$21.2K - $25.6K
|
10.7K
$747K
|
|
|
Nov 12, 2021
Q3 2021
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
500+ 0.98% |
$21.2K - $25.6K
|
51.5K
$3.59M
|
|
|
Nov 08, 2021
Q3 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
500New |
$21.2K - $25.6K
|
500
$34.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
489+ 10.23% |
$20.7K - $25K
|
5.27K
$367K
|
|
|
Nov 12, 2021
Q3 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
486+ 47.18% |
$20.6K - $24.9K
|
1.52K
$106K
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
465+ 4.34% |
$19.7K - $23.8K
|
11.2K
$780K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
459+ 1.4% |
$19.4K - $23.5K
|
33.2K
$2.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
454+ 0.16% |
$19.2K - $23.2K
|
293K
$20.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
442+ 1.09% |
$18.7K - $22.6K
|
41.1K
$2.87M
|
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
435+ 4.7% |
$18.4K - $22.3K
|
9.69K
$676K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
435New |
$18.4K - $22.3K
|
435
$30.3K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
431New |
$18.2K - $22K
|
431
$30.1K
|
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
BUY
|
- |
420+ 6.8% |
$17.8K - $21.5K
|
6.6K
$460K
|
|
|
Oct 29, 2021
Q3 2021
|
Archer Investment Corp
|
BUY
|
- |
396+ 22.9% |
$16.8K - $20.3K
|
2.13K
$148K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
389+ 1.71% |
$16.5K - $19.9K
|
23.2K
$1.62M
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
376New |
$15.9K - $19.2K
|
376
$26.2K
|
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
367New |
$15.5K - $18.8K
|
367
$25.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
352+ 5.29% |
$14.9K - $18K
|
7.01K
$489K
|
|
|
Nov 10, 2021
Q3 2021
|
Cannell & Co.
New York, NY |
BUY
|
- |
350+ 2.5% |
$14.8K - $17.9K
|
14.3K
$999K
|
|
|
Oct 26, 2021
Q3 2021
|
High Tower Trust Services, Lta
|
BUY
|
- |
349+ 1.64% |
$14.8K - $17.9K
|
21.6K
$1.51M
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
346+ 0.6% |
$14.6K - $17.7K
|
58.3K
$4.07M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
344+ 10.35% |
$14.6K - $17.6K
|
3.67K
$256K
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
342+ 1.71% |
$14.5K - $17.5K
|
20.3K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
340+ 1.21% |
$14.4K - $17.4K
|
28.4K
$1.98M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
328+ 3.29% |
$13.9K - $16.8K
|
10.3K
$719K
|
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
324+ 1.49% |
$13.7K - $16.6K
|
22.1K
$1.54M
|
|
|
Oct 28, 2021
Q3 2021
|
Cohen Investment Advisors LLC
|
BUY
|
- |
320+ 0.79% |
$13.5K - $16.4K
|
40.6K
$2.83M
|
|
|
Oct 21, 2021
Q3 2021
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
319+ 2.64% |
$13.5K - $16.3K
|
12.4K
$865K
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
310+ 1.68% |
$13.1K - $15.9K
|
18.8K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
307+ 2.8% |
$13K - $15.7K
|
11.3K
$785K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
304+ 4.57% |
$12.9K - $15.5K
|
6.96K
$485K
|
|
|
Oct 26, 2021
Q3 2021
|
Community Trust & Investment CO
|
BUY
|
- |
300+ 6.49% |
$12.7K - $15.3K
|
4.92K
$343K
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
300+ 1.85% |
$12.7K - $15.3K
|
16.6K
$1.15M
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
300+ 12.23% |
$12.7K - $15.3K
|
2.75K
$192K
|
|
|
Nov 15, 2021
Q3 2021
|
Telemetry Investments, L.L.C.
New York, NY |
BUY
|
- |
292+ 3.89% |
$12.4K - $14.9K
|
7.79K
$543K
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
291+ 3.6% |
$12.3K - $14.9K
|
8.38K
$585K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
289+ 2.47% |
$12.2K - $14.8K
|
12K
$837K
|