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 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-125- 0.5% |
$5.29K - $6.39K
|
24.7K
$1.72M
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-125- 1.04% |
$5.29K - $6.39K
|
11.9K
$832K
|
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-125- 0.42% |
$5.29K - $6.39K
|
29.3K
$2.04M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-127- 95.49% |
$5.37K - $6.5K
|
6
$418
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-128- 5.21% |
$5.42K - $6.55K
|
2.33K
$162K
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-129- 2.25% |
$5.46K - $6.6K
|
5.6K
$390K
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
SELL
|
- |
-134- 0.41% |
$5.67K - $6.85K
|
32.5K
$2.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-135- 0.42% |
$5.71K - $6.91K
|
32K
$2.23M
|
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
SELL
|
- |
-138- 0.86% |
$5.84K - $7.06K
|
16K
$1.11M
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-142- 1.88% |
$6.01K - $7.26K
|
7.39K
$515K
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-143- 1.35% |
$6.05K - $7.31K
|
10.4K
$728K
|
|
|
Oct 12, 2021
Q3 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-145- 2.55% |
$6.14K - $7.42K
|
5.54K
$387K
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
SELL
|
- |
-146- 1.85% |
$6.18K - $7.47K
|
7.75K
$540K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-149- 47.45% |
$6.31K - $7.62K
|
165
$11.5K
|
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-149- 0.37% |
$6.31K - $7.62K
|
40.4K
$2.82M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
SELL
|
- |
-150- 0.6% |
$6.35K - $7.67K
|
24.9K
$1.74M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-150- 2.16% |
$6.35K - $7.67K
|
6.79K
$473K
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-150- 1.39% |
$6.35K - $7.67K
|
10.6K
$743K
|
|
|
Nov 10, 2021
Q3 2021
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-150- 0.77% |
$6.35K - $7.67K
|
19.4K
$1.36M
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-156- 1.07% |
$6.6K - $7.98K
|
14.4K
$1.01M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
SELL
|
- |
-158- 14.77% |
$6.69K - $8.08K
|
912
$63.6K
|
|
|
Nov 05, 2021
Q3 2021
|
Pendal Group LTD
|
SELL
|
- |
-168- 0.02% |
$7.11K - $8.59K
|
920K
$64.2M
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-170- 0.58% |
$7.19K - $8.7K
|
28.9K
$2.02M
|
|
|
Oct 21, 2021
Q3 2021
|
Arrow Financial Corp
|
SELL
|
- |
-172- 2.18% |
$7.28K - $8.8K
|
7.71K
$538K
|
|
|
Oct 12, 2021
Q3 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-174- 1.91% |
$7.36K - $8.9K
|
8.94K
$623K
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-175- 1.49% |
$7.41K - $8.95K
|
11.6K
$806K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-181- 0.53% |
$7.66K - $9.26K
|
34K
$2.37M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-182- 2.23% |
$7.7K - $9.31K
|
7.97K
$556K
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-183- 2.01% |
$7.74K - $9.36K
|
8.91K
$621K
|
|
|
Nov 04, 2021
Q3 2021
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-185- 0.75% |
$7.83K - $9.46K
|
24.4K
$1.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-186- 1.45% |
$7.87K - $9.51K
|
12.6K
$879K
|
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-194- 0.25% |
$8.21K - $9.92K
|
77.1K
$5.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-196- 8.63% |
$8.29K - $10K
|
2.08K
$145K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-197- 2.0% |
$8.34K - $10.1K
|
9.66K
$673K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-197- 2.0% |
$8.34K - $10.1K
|
9.66K
$673K
|
|
|
Oct 14, 2021
Q3 2021
|
Tributary Capital Management, LLC
|
SELL
|
- |
-200- 2.3% |
$8.46K - $10.2K
|
8.5K
$593K
|
|
|
Oct 14, 2021
Q3 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-200- 0.49% |
$8.46K - $10.2K
|
40.8K
$2.84M
|
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
SELL
|
- |
-200- 2.54% |
$8.46K - $10.2K
|
7.68K
$535K
|
|
|
Oct 26, 2021
Q3 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 1.69% |
$8.46K - $10.2K
|
11.6K
$811K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-200- 1.25% |
$8.46K - $10.2K
|
15.8K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-200- 2.1% |
$8.46K - $10.2K
|
9.34K
$651K
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-201- 3.56% |
$8.51K - $10.3K
|
5.44K
$379K
|
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
SELL
|
- |
-205- 0.38% |
$8.68K - $10.5K
|
54.2K
$3.78M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-205- 0.2% |
$8.68K - $10.5K
|
102K
$7.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
SELL
|
- |
-206- 0.54% |
$8.72K - $10.5K
|
38.1K
$2.66M
|
|
|
Oct 20, 2021
Q3 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-208- 0.51% |
$8.8K - $10.6K
|
40.5K
$2.83M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-211- 2.35% |
$8.93K - $10.8K
|
8.76K
$611K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-215- 3.5% |
$9.1K - $11K
|
5.93K
$414K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-216- 0.87% |
$9.14K - $11K
|
24.5K
$1.71M
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-220Closed |
$9.31K - $11.3K
|
0
$0
|