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 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
160New |
$6.77K - $8.18K
|
160
$11.2K
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
157+ 2.33% |
$6.64K - $8.03K
|
6.89K
$480K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
155+ 1.16% |
$6.56K - $7.93K
|
13.5K
$941K
|
|
Nov 03, 2021
Q3 2021
|
Granite Investment Partners, LLC
|
BUY
|
- |
154+ 0.21% |
$6.52K - $7.88K
|
73.4K
$5.12M
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
150+ 0.66% |
$6.35K - $7.67K
|
22.8K
$1.59M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
143+ 9.06% |
$6.05K - $7.31K
|
1.72K
$120K
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
142+ 1.06% |
$6.01K - $7.26K
|
13.6K
$947K
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
140+ 1.3% |
$5.92K - $7.16K
|
10.9K
$758K
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
140+ 0.35% |
$5.92K - $7.16K
|
40.1K
$2.8M
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
135+ 3.33% |
$5.71K - $6.91K
|
4.18K
$292K
|
|
Nov 15, 2021
Q3 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
133+ 1.34% |
$5.63K - $6.8K
|
10K
$699K
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
133+ 1.24% |
$5.63K - $6.8K
|
10.9K
$757K
|
|
Oct 12, 2021
Q3 2021
|
Iowa State Bank
|
BUY
|
- |
130+ 0.96% |
$5.5K - $6.65K
|
13.6K
$951K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
129+ 3.68% |
$5.46K - $6.6K
|
3.63K
$253K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
127+ 2116.67% |
$5.37K - $6.5K
|
133
$9.27K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
118+ 1.13% |
$4.99K - $6.04K
|
10.6K
$736K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
118+ 2.9% |
$4.99K - $6.04K
|
4.19K
$292K
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
118+ 3.23% |
$4.99K - $6.04K
|
3.77K
$263K
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
117+ 0.44% |
$4.95K - $5.98K
|
26.7K
$1.86M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
115+ 0.36% |
$4.87K - $5.88K
|
31.8K
$2.21M
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
109+ 1.64% |
$4.61K - $5.58K
|
6.75K
$470K
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
109New |
$4.61K - $5.58K
|
109
$7.6K
|
|
Oct 28, 2021
Q3 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
108+ 1.73% |
$4.57K - $5.52K
|
6.36K
$443K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
107+ 1.05% |
$4.53K - $5.47K
|
10.3K
$721K
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
101+ 0.04% |
$4.27K - $5.17K
|
287K
$20M
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
101+ 3.26% |
$4.27K - $5.17K
|
3.2K
$223K
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
101+ 2.77% |
$4.27K - $5.17K
|
3.75K
$262K
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
101+ 0.88% |
$4.27K - $5.17K
|
11.5K
$805K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
100New |
$4.23K - $5.12K
|
100
$6.97K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$4.23K - $5.12K
|
100
$6.97K
|
|
Oct 26, 2021
Q3 2021
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
100+ 1.49% |
$4.23K - $5.12K
|
6.81K
$475K
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
100+ 1.15% |
$4.23K - $5.12K
|
8.81K
$614K
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
99+ 0.75% |
$4.19K - $5.06K
|
13.3K
$924K
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
99+ 0.2% |
$4.19K - $5.06K
|
49.6K
$3.46M
|
|
Nov 15, 2021
Q3 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
98+ 0.56% |
$4.15K - $5.01K
|
17.5K
$1.22M
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
95+ 0.27% |
$4.02K - $4.86K
|
35.4K
$2.47M
|
|
Nov 15, 2021
Q3 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
93+ 1.82% |
$3.94K - $4.76K
|
5.21K
$363K
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
92+ 2.03% |
$3.89K - $4.71K
|
4.62K
$322K
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
90+ 0.05% |
$3.81K - $4.6K
|
166K
$11.6M
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
87+ 0.52% |
$3.68K - $4.45K
|
16.8K
$1.17M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
86+ 2.21% |
$3.64K - $4.4K
|
3.97K
$277K
|
|
Oct 04, 2021
Q3 2021
|
Canandaigua National Corp
|
BUY
|
- |
83+ 0.59% |
$3.51K - $4.25K
|
14.1K
$981K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
82+ 1.8% |
$3.47K - $4.19K
|
4.63K
$323K
|
|
Nov 03, 2021
Q3 2021
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
79+ 0.85% |
$3.34K - $4.04K
|
9.38K
$654K
|
|
Oct 13, 2021
Q3 2021
|
Perkins Coie Trust CO
|
BUY
|
- |
78+ 0.15% |
$3.3K - $3.99K
|
53.4K
$3.72M
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
77+ 6.4% |
$3.26K - $3.94K
|
1.28K
$89.3K
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
75+ 0.04% |
$3.17K - $3.84K
|
182K
$12.7M
|
|
Nov 12, 2021
Q3 2021
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
75+ 1.45% |
$3.17K - $3.84K
|
5.27K
$367K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
72+ 0.48% |
$3.05K - $3.68K
|
15.1K
$1.05M
|
|
Nov 10, 2021
Q3 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
70+ 1.43% |
$2.96K - $3.58K
|
4.96K
$346K
|