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
|
Asset Management Corp
|
BUY
|
- |
65+ 1.26% |
$2.75K - $3.32K
|
5.24K
$365K
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
64+ 0.26% |
$2.71K - $3.27K
|
24.7K
$1.72M
|
|
|
Oct 19, 2021
Q3 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
62+ 0.93% |
$2.62K - $3.17K
|
6.74K
$470K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
58+ 0.11% |
$2.45K - $2.97K
|
54.2K
$3.78M
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
58+ 0.54% |
$2.45K - $2.97K
|
10.8K
$752K
|
|
|
Oct 14, 2021
Q3 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
55+ 0.44% |
$2.33K - $2.81K
|
12.5K
$875K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
54+ 0.44% |
$2.29K - $2.76K
|
12.3K
$859K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
52+ 6.73% |
$2.2K - $2.66K
|
825
$57.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
50+ 0.22% |
$2.12K - $2.56K
|
22.4K
$1.56M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
49+ 0.93% |
$2.07K - $2.51K
|
5.32K
$371K
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
46+ 7.01% |
$1.95K - $2.35K
|
702
$49K
|
|
|
Oct 27, 2021
Q3 2021
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
45+ 0.01% |
$1.9K - $2.3K
|
364K
$25.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
44+ 0.42% |
$1.86K - $2.25K
|
10.5K
$733K
|
|
|
Nov 10, 2021
Q3 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
44New |
$1.86K - $2.25K
|
44
$3.07K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
44+ 0.82% |
$1.86K - $2.25K
|
5.41K
$377K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
41+ 0.26% |
$1.74K - $2.1K
|
16K
$1.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
38+ 5.29% |
$1.61K - $1.94K
|
757
$52.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Silicon Valley Capital Partners
|
BUY
|
- |
37+ 0.4% |
$1.57K - $1.89K
|
9.35K
$652K
|
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
37+ 0.35% |
$1.57K - $1.89K
|
10.7K
$747K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
36+ 0.29% |
$1.52K - $1.84K
|
12.4K
$864K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
BUY
|
- |
35+ 0.17% |
$1.48K - $1.79K
|
20.7K
$1.44M
|
|
|
Nov 08, 2021
Q3 2021
|
Curated Wealth Partners LLC
|
BUY
|
- |
33+ 0.61% |
$1.4K - $1.69K
|
5.44K
$379K
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
33+ 0.68% |
$1.4K - $1.69K
|
4.91K
$343K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
32+ 0.23% |
$1.35K - $1.64K
|
13.8K
$959K
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
28+ 2.59% |
$1.18K - $1.43K
|
1.11K
$77.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
28+ 0.32% |
$1.18K - $1.43K
|
8.83K
$616K
|
|
|
Nov 12, 2021
Q3 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
27+ 0.28% |
$1.14K - $1.38K
|
9.55K
$666K
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
BUY
|
- |
26+ 0.38% |
$1.1K - $1.33K
|
6.86K
$479K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
25+ 100.0% |
$1.06K - $1.28K
|
50
$3.49K
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25+ 4.17% |
$1.06K - $1.28K
|
625
$43.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
24+ 22.43% |
$1.02K - $1.23K
|
131
$9.13K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
23+ 0.3% |
$973 - $1.18K
|
7.66K
$534K
|
|
|
Nov 12, 2021
Q3 2021
|
Gam Holding Ag
|
BUY
|
- |
23+ 0.01% |
$973 - $1.18K
|
263K
$18.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
20+ 8.3% |
$846 - $1.02K
|
261
$18.2K
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
20+ 0.19% |
$846 - $1.02K
|
10.6K
$742K
|
|
|
Oct 20, 2021
Q3 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
19+ 0.41% |
$804 - $972
|
4.62K
$322K
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
19New |
$804 - $972
|
19
$1.32K
|
|
|
Nov 01, 2021
Q3 2021
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
18+ 0.3% |
$762 - $921
|
6.09K
$424K
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
18New |
$762 - $921
|
18
$1.26K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
17+ 0.31% |
$719 - $870
|
5.48K
$382K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
16+ 0.41% |
$677 - $818
|
3.97K
$276K
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
16+ 0.2% |
$677 - $818
|
8.15K
$569K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
16+ 0.3% |
$677 - $818
|
5.39K
$376K
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
16+ 0.15% |
$677 - $818
|
10.7K
$747K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
16+ 0.3% |
$677 - $818
|
5.39K
$376K
|
|
|
Nov 04, 2021
Q3 2021
|
Karpas Strategies, LLC
|
BUY
|
- |
15+ 0.02% |
$635 - $767
|
69.4K
$4.84M
|
|
|
Nov 17, 2021
Q3 2021
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
15+ 0.06% |
$635 - $767
|
24.2K
$1.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
15+ 5.45% |
$635 - $767
|
290
$20.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Means Investment Co., Inc.
|
BUY
|
- |
14+ 0.29% |
$592 - $716
|
4.85K
$338K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13+ 0.32% |
$550 - $665
|
4.03K
$281K
|