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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
285+ 2.03% |
$12.1K - $14.6K
|
14.3K
$999K
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
278+ 1.43% |
$11.8K - $14.2K
|
19.7K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
277+ 0.06% |
$11.7K - $14.2K
|
475K
$33.1M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
276+ 1.28% |
$11.7K - $14.1K
|
21.9K
$1.53M
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
274+ 0.63% |
$11.6K - $14K
|
44K
$3.07M
|
|
|
Nov 04, 2021
Q3 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
274+ 1.51% |
$11.6K - $14K
|
18.5K
$1.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
272+ 1.98% |
$11.5K - $13.9K
|
14K
$975K
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
269+ 2.12% |
$11.4K - $13.8K
|
12.9K
$903K
|
|
|
Nov 16, 2021
Q3 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
263+ 1.05% |
$11.1K - $13.5K
|
25.3K
$1.77M
|
|
|
Oct 13, 2021
Q3 2021
|
Chicago Trust CO Na
|
BUY
|
- |
257+ 2.37% |
$10.9K - $13.1K
|
11.1K
$775K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
254+ 0.58% |
$10.7K - $13K
|
44.3K
$3.09M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
254+ 1.07% |
$10.7K - $13K
|
24K
$1.67M
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
251+ 3.27% |
$10.6K - $12.8K
|
7.94K
$553K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
250+ 9.13% |
$10.6K - $12.8K
|
2.99K
$208K
|
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
250+ 1.6% |
$10.6K - $12.8K
|
15.9K
$1.11M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
249+ 3.34% |
$10.5K - $12.7K
|
7.71K
$538K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
245+ 2.51% |
$10.4K - $12.5K
|
10K
$698K
|
|
|
Nov 09, 2021
Q3 2021
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
243+ 0.84% |
$10.3K - $12.4K
|
29.1K
$2.03M
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
242+ 0.21% |
$10.2K - $12.4K
|
117K
$8.15M
|
|
|
Oct 19, 2021
Q3 2021
|
Harbor Island Capital LLC
|
BUY
|
- |
240+ 0.07% |
$10.2K - $12.3K
|
324K
$22.6M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
234+ 8.38% |
$9.9K - $12K
|
3.03K
$211K
|
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
231+ 0.04% |
$9.78K - $11.8K
|
544K
$37.9M
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
BUY
|
- |
228+ 1.8% |
$9.65K - $11.7K
|
12.9K
$897K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
228+ 2.5% |
$9.65K - $11.7K
|
9.34K
$651K
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
223+ 94.89% |
$9.44K - $11.4K
|
458
$31.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
223+ 1.38% |
$9.44K - $11.4K
|
16.4K
$1.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
222New |
$9.4K - $11.4K
|
222
$15.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
220+ 2.43% |
$9.31K - $11.3K
|
9.27K
$646K
|
|
|
Oct 14, 2021
Q3 2021
|
Becker Capital Management Inc
|
BUY
|
- |
219+ 1.73% |
$9.27K - $11.2K
|
12.9K
$898K
|
|
|
Nov 15, 2021
Q3 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
217+ 0.16% |
$9.18K - $11.1K
|
135K
$9.44M
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
214+ 2.2% |
$9.06K - $10.9K
|
9.95K
$693K
|
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
213+ 0.7% |
$9.01K - $10.9K
|
30.5K
$2.13M
|
|
|
Oct 20, 2021
Q3 2021
|
Sippican Capital Advisors
|
BUY
|
- |
206+ 1.26% |
$8.72K - $10.5K
|
16.5K
$1.15M
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
206+ 1.51% |
$8.72K - $10.5K
|
13.9K
$966K
|
|
|
Nov 15, 2021
Q3 2021
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
200+ 1.57% |
$8.46K - $10.2K
|
13K
$904K
|
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
200+ 28.57% |
$8.46K - $10.2K
|
900
$62.8K
|
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
200+ 0.45% |
$8.46K - $10.2K
|
45.1K
$3.14M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
199+ 18.09% |
$8.42K - $10.2K
|
1.3K
$90.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
188+ 1.1% |
$7.96K - $9.62K
|
17.3K
$1.21M
|
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
188+ 7.87% |
$7.96K - $9.62K
|
2.58K
$180K
|
|
|
Oct 26, 2021
Q3 2021
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
185+ 3.59% |
$7.83K - $9.46K
|
5.34K
$372K
|
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
BUY
|
- |
181+ 3.81% |
$7.66K - $9.26K
|
4.94K
$344K
|
|
|
Nov 02, 2021
Q3 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
180+ 1.1% |
$7.62K - $9.21K
|
16.6K
$1.16M
|
|
|
Oct 27, 2021
Q3 2021
|
Ziegler Capital Management, LLC
|
BUY
|
- |
179+ 0.14% |
$7.58K - $9.16K
|
124K
$8.63M
|
|
|
Oct 13, 2021
Q3 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
179+ 0.8% |
$7.58K - $9.16K
|
22.6K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
177+ 1.71% |
$7.49K - $9.05K
|
10.6K
$736K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
172+ 0.99% |
$7.28K - $8.8K
|
17.6K
$1.22M
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
166+ 52.04% |
$7.03K - $8.49K
|
485
$33.8K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
165New |
$6.98K - $8.44K
|
165
$11.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
164+ 0.72% |
$6.94K - $8.39K
|
22.8K
$1.59M
|