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 15, 2021
Q3 2021
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-330- 0.13% |
$14K - $16.9K
|
262K
$18.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-331- 1.32% |
$14K - $16.9K
|
24.7K
$1.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-332- 32.36% |
$14.1K - $17K
|
694
$48.4K
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-336- 1.06% |
$14.2K - $17.2K
|
31.5K
$2.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-340- 2.1% |
$14.4K - $17.4K
|
15.9K
$1.11M
|
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-343- 4.82% |
$14.5K - $17.5K
|
6.78K
$473K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-345- 3.49% |
$14.6K - $17.6K
|
9.53K
$665K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-349- 1.39% |
$14.8K - $17.9K
|
24.7K
$1.72M
|
|
|
Nov 18, 2021
Q3 2021
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-349- 2.79% |
$14.8K - $17.9K
|
12.1K
$847K
|
|
|
Nov 15, 2021
Q3 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-350- 0.94% |
$14.8K - $17.9K
|
37.1K
$2.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-350- 1.42% |
$14.8K - $17.9K
|
24.3K
$1.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-359- 14.3% |
$15.2K - $18.4K
|
2.15K
$150K
|
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
SELL
|
- |
-375- 6.3% |
$15.9K - $19.2K
|
5.58K
$389K
|
|
|
Nov 12, 2021
Q3 2021
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-375- 2.19% |
$15.9K - $19.2K
|
16.7K
$1.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-376- 0.62% |
$15.9K - $19.2K
|
60.1K
$4.19M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-382- 3.49% |
$16.2K - $19.5K
|
10.6K
$737K
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-385- 2.67% |
$16.3K - $19.7K
|
14.1K
$980K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-385- 2.27% |
$16.3K - $19.7K
|
16.5K
$1.15M
|
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
SELL
|
- |
-395- 7.42% |
$16.7K - $20.2K
|
4.93K
$344K
|
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-397- 5.54% |
$16.8K - $20.3K
|
6.77K
$472K
|
|
|
Oct 28, 2021
Q3 2021
|
American Research & Management Co.
|
SELL
|
- |
-400- 9.2% |
$16.9K - $20.5K
|
3.95K
$275K
|
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-401- 1.42% |
$17K - $20.5K
|
27.8K
$1.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-402- 6.96% |
$17K - $20.6K
|
5.38K
$375K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-407- 67.27% |
$17.2K - $20.8K
|
198
$13.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-412- 3.22% |
$17.4K - $21.1K
|
12.4K
$864K
|
|
|
Oct 15, 2021
Q3 2021
|
Arlington Partners LLC
|
SELL
|
- |
-416- 12.16% |
$17.6K - $21.3K
|
3K
$209K
|
|
|
Nov 08, 2021
Q3 2021
|
Sky Investment Group LLC
|
SELL
|
- |
-417- 6.28% |
$17.6K - $21.3K
|
6.22K
$434K
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-421- 76.82% |
$17.8K - $21.5K
|
127
$8.86K
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-425- 3.21% |
$18K - $21.7K
|
12.8K
$895K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-429- 5.46% |
$18.2K - $21.9K
|
7.43K
$518K
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-431- 2.35% |
$18.2K - $22K
|
17.9K
$1.25M
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-432- 0.71% |
$18.3K - $22.1K
|
60.1K
$4.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-443- 2.7% |
$18.7K - $22.7K
|
16K
$1.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-443- 2.39% |
$18.7K - $22.7K
|
18.1K
$1.26M
|
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
SELL
|
- |
-459- 2.9% |
$19.4K - $23.5K
|
15.4K
$1.07M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-460- 3.04% |
$19.5K - $23.5K
|
14.7K
$1.02M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-461- 2.6% |
$19.5K - $23.6K
|
17.2K
$1.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-462- 2.62% |
$19.6K - $23.6K
|
17.2K
$1.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-463- 6.95% |
$19.6K - $23.7K
|
6.2K
$432K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-463- 1.37% |
$19.6K - $23.7K
|
33.4K
$2.33M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-464- 33.05% |
$19.6K - $23.7K
|
940
$65.5K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-469- 5.02% |
$19.8K - $24K
|
8.88K
$619K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-473- 0.43% |
$20K - $24.2K
|
111K
$7.71M
|
|
|
Nov 08, 2021
Q3 2021
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-477- 1.23% |
$20.2K - $24.4K
|
38.4K
$2.68M
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-480- 7.41% |
$20.3K - $24.6K
|
6K
$418K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-486- 7.76% |
$20.6K - $24.9K
|
5.78K
$403K
|
|
|
Nov 09, 2021
Q3 2021
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-486- 5.89% |
$20.6K - $24.9K
|
7.76K
$541K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 14.38% |
$21.2K - $25.6K
|
2.98K
$208K
|
|
|
Oct 26, 2021
Q3 2021
|
Equitable Trust CO
|
SELL
|
- |
-500- 10.27% |
$21.2K - $25.6K
|
4.37K
$305K
|
|
|
Oct 19, 2021
Q3 2021
|
First Pacific Financial
|
SELL
|
- |
-500- 5.52% |
$21.2K - $25.6K
|
8.56K
$597K
|