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 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-225- 2.75% |
$9.52K - $11.5K
|
7.95K
$554K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-225Closed |
$9.52K - $11.5K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
SELL
|
- |
-229Closed |
$9.69K - $11.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-236- 0.25% |
$9.99K - $12.1K
|
94.4K
$6.58M
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-240- 1.72% |
$10.2K - $12.3K
|
13.7K
$955K
|
|
Dec 02, 2021
Q3 2021
|
Tealwood Asset Management Inc
|
SELL
|
- |
-244- 0.99% |
$10.3K - $12.5K
|
24.3K
$1.69M
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-250- 3.66% |
$10.6K - $12.8K
|
6.58K
$459K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-250- 5.09% |
$10.6K - $12.8K
|
4.66K
$325K
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-250Closed |
$10.6K - $12.8K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Pavion Blue Capital, LLC
|
SELL
|
- |
-250- 0.55% |
$10.6K - $12.8K
|
45.6K
$3.18M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-250- 4.68% |
$10.6K - $12.8K
|
5.09K
$355K
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-250- 4.39% |
$10.6K - $12.8K
|
5.45K
$380K
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-250- 3.86% |
$10.6K - $12.8K
|
6.22K
$434K
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-255- 1.66% |
$10.8K - $13K
|
15.1K
$1.06M
|
|
Oct 19, 2021
Q3 2021
|
Pflug Koory, LLC
|
SELL
|
- |
-255- 0.91% |
$10.8K - $13K
|
27.7K
$1.93M
|
|
Nov 15, 2021
Q3 2021
|
Alpha Paradigm Partners, LLC
Chicago, IL |
SELL
|
- |
-256- 6.25% |
$10.8K - $13.1K
|
3.84K
$268K
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-256- 2.37% |
$10.8K - $13.1K
|
10.5K
$736K
|
|
Nov 15, 2021
Q3 2021
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-260- 4.8% |
$11K - $13.3K
|
5.16K
$360K
|
|
Oct 26, 2021
Q3 2021
|
First Merchants Corp
|
SELL
|
- |
-263- 2.32% |
$11.1K - $13.5K
|
11.1K
$772K
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-264- 5.21% |
$11.2K - $13.5K
|
4.8K
$335K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-264- 3.68% |
$11.2K - $13.5K
|
6.91K
$482K
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-265- 0.58% |
$11.2K - $13.6K
|
45.7K
$3.19M
|
|
Oct 25, 2021
Q3 2021
|
Unison Asset Management LLC
|
SELL
|
- |
-265- 0.31% |
$11.2K - $13.6K
|
86.6K
$6.04M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-266- 4.19% |
$11.3K - $13.6K
|
6.08K
$424K
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
SELL
|
- |
-270- 2.61% |
$11.4K - $13.8K
|
10.1K
$703K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
SELL
|
- |
-276- 20.61% |
$11.7K - $14.1K
|
1.06K
$74.1K
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-278- 21.21% |
$11.8K - $14.2K
|
1.03K
$72K
|
|
Oct 14, 2021
Q3 2021
|
Optas, LLC
|
SELL
|
- |
-284- 2.21% |
$12K - $14.5K
|
12.6K
$876K
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-292- 1.61% |
$12.4K - $14.9K
|
17.8K
$1.24M
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-293- 3.55% |
$12.4K - $15K
|
7.95K
$555K
|
|
Nov 12, 2021
Q3 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-294- 2.15% |
$12.4K - $15K
|
13.4K
$932K
|
|
Nov 12, 2021
Q3 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-296- 3.89% |
$12.5K - $15.1K
|
7.32K
$510K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-300- 55.76% |
$12.7K - $15.3K
|
238
$16.6K
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-300- 8.01% |
$12.7K - $15.3K
|
3.45K
$240K
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-300- 8.01% |
$12.7K - $15.3K
|
3.45K
$240K
|
|
Oct 21, 2021
Q3 2021
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-300- 33.33% |
$12.7K - $15.3K
|
600
$41.8K
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-300- 90.09% |
$12.7K - $15.3K
|
33
$2.3K
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-300- 5.77% |
$12.7K - $15.3K
|
4.9K
$341K
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-300- 3.04% |
$12.7K - $15.3K
|
9.56K
$667K
|
|
Oct 14, 2021
Q3 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-303- 4.36% |
$12.8K - $15.5K
|
6.65K
$463K
|
|
Oct 12, 2021
Q3 2021
|
Lynch & Associates
|
SELL
|
- |
-305- 3.01% |
$12.9K - $15.6K
|
9.84K
$686K
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-305- 0.95% |
$12.9K - $15.6K
|
31.8K
$2.22M
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-306- 0.09% |
$12.9K - $15.7K
|
328K
$22.9M
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-309- 3.56% |
$13.1K - $15.8K
|
8.37K
$584K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-310- 4.86% |
$13.1K - $15.9K
|
6.07K
$423K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-312- 2.82% |
$13.2K - $16K
|
10.7K
$749K
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-315- 10.67% |
$13.3K - $16.1K
|
2.64K
$184K
|
|
Oct 21, 2021
Q3 2021
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-324- 0.83% |
$13.7K - $16.6K
|
38.8K
$2.71M
|
|
Oct 25, 2021
Q3 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-325- 2.55% |
$13.8K - $16.6K
|
12.4K
$865K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-326Closed |
$13.8K - $16.7K
|
0
$0
|