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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2024
Q3 2021
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-32- 0.55% |
$1.35K - $1.64K
|
5.77K
$402K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-33- 0.6% |
$1.4K - $1.69K
|
5.48K
$382K
|
|
|
Dec 19, 2024
Q3 2021
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-35Closed |
$1.48K - $1.79K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-36- -0.0% |
$1.52K - $1.84K
|
1.05M
$73.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-36- 0.36% |
$1.52K - $1.84K
|
9.88K
$689K
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-39- 0.64% |
$1.65K - $1.99K
|
6.03K
$420K
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-40- 0.21% |
$1.69K - $2.05K
|
19.4K
$1.35M
|
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-42- 0.39% |
$1.78K - $2.15K
|
10.8K
$754K
|
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-42- 0.64% |
$1.78K - $2.15K
|
6.48K
$452K
|
|
|
Nov 12, 2021
Q3 2021
|
Seeyond
Paris, I0 |
SELL
|
- |
-44- 1.01% |
$1.86K - $2.25K
|
4.32K
$301K
|
|
|
Oct 19, 2021
Q3 2021
|
Albion Financial Group
|
SELL
|
- |
-47Closed |
$1.99K - $2.4K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-47- 0.35% |
$1.99K - $2.4K
|
13.6K
$946K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-47- 0.36% |
$1.99K - $2.4K
|
13.2K
$918K
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-48- 0.39% |
$2.03K - $2.46K
|
12.2K
$849K
|
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-50- 0.63% |
$2.12K - $2.56K
|
7.9K
$551K
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 0.3% |
$2.29K - $2.76K
|
18.1K
$1.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-56- 0.09% |
$2.37K - $2.86K
|
64.6K
$4.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-56- 0.6% |
$2.37K - $2.86K
|
9.26K
$646K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-61- 0.78% |
$2.58K - $3.12K
|
7.79K
$543K
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-66- 9.66% |
$2.79K - $3.38K
|
617
$43K
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
SELL
|
- |
-66- 0.13% |
$2.79K - $3.38K
|
52.4K
$3.65M
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-69- 0.73% |
$2.92K - $3.53K
|
9.45K
$659K
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-70- 0.73% |
$2.96K - $3.58K
|
9.54K
$665K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-74- 0.94% |
$3.13K - $3.79K
|
7.82K
$545K
|
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-75- 5.41% |
$3.17K - $3.84K
|
1.31K
$91.5K
|
|
|
Oct 22, 2021
Q3 2021
|
Western Financial Corporation
|
SELL
|
- |
-75- 0.08% |
$3.17K - $3.84K
|
91.7K
$6.39M
|
|
|
Oct 06, 2021
Q3 2021
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-78- 0.2% |
$3.3K - $3.99K
|
39.6K
$2.76M
|
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-83- 0.73% |
$3.51K - $4.25K
|
11.3K
$788K
|
|
|
Oct 29, 2021
Q3 2021
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-84- 0.03% |
$3.55K - $4.3K
|
261K
$18.2M
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
SELL
|
- |
-89- 0.76% |
$3.77K - $4.55K
|
11.6K
$806K
|
|
|
Nov 16, 2021
Q3 2021
|
Campion Asset Management
|
SELL
|
- |
-90- 1.46% |
$3.81K - $4.6K
|
6.09K
$425K
|
|
|
Oct 26, 2021
Q3 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-90- 0.2% |
$3.81K - $4.6K
|
44.7K
$3.12M
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-95- 2.14% |
$4.02K - $4.86K
|
4.35K
$303K
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
SELL
|
- |
-96- 0.46% |
$4.06K - $4.91K
|
20.9K
$1.46M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-98- 1.28% |
$4.15K - $5.01K
|
7.54K
$526K
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-98- 1.38% |
$4.15K - $5.01K
|
7.03K
$490K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-99- 1.31% |
$4.19K - $5.06K
|
7.45K
$519K
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-100- 1.17% |
$4.23K - $5.12K
|
8.43K
$587K
|
|
|
Oct 12, 2021
Q3 2021
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 0.09% |
$4.23K - $5.12K
|
106K
$7.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-100- 0.74% |
$4.23K - $5.12K
|
13.4K
$932K
|
|
|
Nov 04, 2021
Q3 2021
|
Monarch Capital Management Inc
|
SELL
|
- |
-100- 0.34% |
$4.23K - $5.12K
|
29.7K
$2.07M
|
|
|
Oct 08, 2021
Q3 2021
|
Bennett Selby Investments LP
|
SELL
|
- |
-101- 0.28% |
$4.27K - $5.17K
|
35.8K
$2.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-105- 0.06% |
$4.44K - $5.37K
|
179K
$12.5M
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-107- 1.75% |
$4.53K - $5.47K
|
5.99K
$418K
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-110- 0.35% |
$4.66K - $5.63K
|
31.6K
$2.21M
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-112- 2.29% |
$4.74K - $5.73K
|
4.77K
$333K
|
|
|
Oct 25, 2021
Q3 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-119- 0.29% |
$5.04K - $6.09K
|
40.2K
$2.81M
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
SELL
|
- |
-121- 0.54% |
$5.12K - $6.19K
|
22.2K
$1.55M
|
|
|
Nov 01, 2021
Q3 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-121Closed |
$5.12K - $6.19K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
SELL
|
- |
-125- 2.97% |
$5.29K - $6.39K
|
4.09K
$285K
|