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 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
13+ 0.25% |
$550 - $665
|
5.18K
$361K
|
|
|
Nov 10, 2021
Q3 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
11+ 0.44% |
$466 - $563
|
2.49K
$173K
|
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
9+ 0.17% |
$381 - $460
|
5.38K
$375K
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
8+ 0.05% |
$339 - $409
|
15.3K
$1.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Papp L Roy & Associates
|
BUY
|
- |
8+ 0.13% |
$339 - $409
|
6.21K
$433K
|
|
|
Nov 01, 2021
Q3 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
7+ 0.07% |
$296 - $358
|
9.77K
$681K
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
6+ 0.07% |
$254 - $307
|
8.82K
$615K
|
|
|
Nov 15, 2021
Q3 2021
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
6+ 0.06% |
$254 - $307
|
10.8K
$752K
|
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
5+ 0.39% |
$212 - $256
|
1.29K
$90K
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
5+ 0.06% |
$212 - $256
|
8.21K
$572K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
BUY
|
- |
4+ 0.06% |
$169 - $205
|
6.62K
$461K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
4+ 0.04% |
$169 - $205
|
9.75K
$680K
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.42% |
$127 - $153
|
709
$49.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 0.1% |
$84.6 - $102
|
2.1K
$146K
|
|
|
Oct 28, 2021
Q3 2021
|
Bnc Wealth Management, LLC
|
BUY
|
- |
2+ 0.03% |
$84.6 - $102
|
6.21K
$433K
|
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.35% |
$84.6 - $102
|
577
$40.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.09% |
$84.6 - $102
|
2.3K
$161K
|
|
|
Nov 08, 2021
Q3 2021
|
Schulhoff & CO Inc
|
BUY
|
- |
2+ 0.02% |
$84.6 - $102
|
8.59K
$599K
|
|
|
Nov 12, 2021
Q3 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.01% |
$84.6 - $102
|
24.2K
$1.69M
|
|
|
Oct 12, 2021
Q3 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$42.3 - $51.2
|
212
$14.8K
|
|
|
Oct 08, 2021
Q3 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$42.3 - $51.2
|
17.3K
$1.21M
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
1+ 0.01% |
$42.3 - $51.2
|
12.1K
$841K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1New |
$42.3 - $51.2
|
1
$69.7
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 0.02% |
$42.3 - $51.2
|
4.16K
$290K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1+ 0.53% |
$42.3 - $51.2
|
189
$13.2K
|
|
|
Nov 08, 2021
Q3 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1+ 0.01% |
$42.3 - $51.2
|
12.8K
$895K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1New |
$42.3 - $51.2
|
1
$69.7
|
|
|
Nov 10, 2021
Q3 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-1- -0.0% |
$42.3 - $51.2
|
29.9K
$2.09M
|
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1- 0.02% |
$42.3 - $51.2
|
5.58K
$389K
|
|
|
Nov 12, 2021
Q3 2021
|
Rb Capital Management, LLC
|
SELL
|
- |
-2- 0.01% |
$84.6 - $102
|
14.5K
$1.01M
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-4- 0.03% |
$169 - $205
|
11.7K
$813K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.19% |
$212 - $256
|
2.66K
$186K
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$212 - $256
|
9.25K
$645K
|
|
|
Oct 13, 2021
Q3 2021
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-6- 0.04% |
$254 - $307
|
13.7K
$955K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-6- 5.5% |
$254 - $307
|
103
$7.18K
|
|
|
Nov 09, 2021
Q3 2021
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-8- 0.07% |
$339 - $409
|
11.7K
$816K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8- 0.01% |
$339 - $409
|
119K
$8.33M
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-10- 0.05% |
$423 - $512
|
21.4K
$1.49M
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-11- 0.01% |
$466 - $563
|
88K
$6.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-11- 0.05% |
$466 - $563
|
22.2K
$1.55M
|
|
|
Oct 29, 2021
Q3 2021
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-12- 0.26% |
$508 - $614
|
4.58K
$319K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-13- 0.1% |
$550 - $665
|
13.6K
$951K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-17- 0.87% |
$719 - $870
|
1.95K
$136K
|
|
|
Nov 08, 2021
Q3 2021
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-18- 0.03% |
$762 - $921
|
70.6K
$4.92M
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-21- 0.08% |
$889 - $1.07K
|
27.4K
$1.91M
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-24- 0.61% |
$1.02K - $1.23K
|
3.93K
$274K
|
|
|
Nov 09, 2021
Q3 2021
|
Cohen Capital Management, Inc.
|
SELL
|
- |
-25- 0.3% |
$1.06K - $1.28K
|
8.27K
$577K
|
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-25- 0.44% |
$1.06K - $1.28K
|
5.71K
$398K
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
SELL
|
- |
-27- 0.16% |
$1.14K - $1.38K
|
16.7K
$1.16M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
SELL
|
- |
-30- 0.19% |
$1.27K - $1.53K
|
15.9K
$1.11M
|