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 13, 2021
Q3 2021
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-791- 0.48% |
$33.5K - $40.5K
|
164K
$11.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-800- 12.86% |
$33.9K - $40.9K
|
5.42K
$378K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-803- 2.43% |
$34K - $41.1K
|
32.3K
$2.25M
|
|
|
Nov 03, 2021
Q3 2021
|
Sawyer & Company, Inc
|
SELL
|
- |
-810- 2.51% |
$34.3K - $41.4K
|
31.4K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-819- 5.15% |
$34.7K - $41.9K
|
15.1K
$1.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-821- 18.74% |
$34.7K - $42K
|
3.56K
$248K
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-840- 0.69% |
$35.5K - $43K
|
122K
$8.49M
|
|
|
Nov 15, 2021
Q3 2021
|
Elm Ridge Management, LLC
Briarcliff Manor, NY |
SELL
|
- |
-840- 1.98% |
$35.5K - $43K
|
41.6K
$2.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-845- 0.69% |
$35.8K - $43.2K
|
122K
$8.51M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-847Closed |
$35.8K - $43.3K
|
0
$0
|
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-867- 0.81% |
$36.7K - $44.3K
|
107K
$7.44M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-878- 1.2% |
$37.2K - $44.9K
|
72.4K
$5.05M
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
SELL
|
- |
-888- 1.99% |
$37.6K - $45.4K
|
43.7K
$3.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-894- 5.29% |
$37.8K - $45.7K
|
16K
$1.12M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-902- 21.78% |
$38.2K - $46.1K
|
3.24K
$226K
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-915- 2.55% |
$38.7K - $46.8K
|
35K
$2.44M
|
|
|
Nov 05, 2021
Q3 2021
|
Scott & Selber, Inc.
|
SELL
|
- |
-928- 2.9% |
$39.3K - $47.5K
|
31.1K
$2.17M
|
|
|
Oct 22, 2021
Q3 2021
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-930- 1.29% |
$39.4K - $47.6K
|
71.2K
$4.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-933- 17.22% |
$39.5K - $47.7K
|
4.48K
$313K
|
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-941- 4.86% |
$39.8K - $48.1K
|
18.4K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-942- 0.95% |
$39.9K - $48.2K
|
98.2K
$6.84M
|
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-945- 86.3% |
$40K - $48.3K
|
150
$10.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-947- 2.37% |
$40.1K - $48.4K
|
38.9K
$2.71M
|
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-950- 0.44% |
$40.2K - $48.6K
|
214K
$14.9M
|
|
|
Nov 15, 2021
Q3 2021
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-950- 8.59% |
$40.2K - $48.6K
|
10.1K
$705K
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-968- 3.06% |
$41K - $49.5K
|
30.6K
$2.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-974Closed |
$41.2K - $49.8K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-999- 12.09% |
$42.3K - $51.1K
|
7.27K
$507K
|
|
|
Nov 04, 2021
Q3 2021
|
First Personal Financial Services
|
SELL
|
- |
-1K- 11.66% |
$42.3K - $51.2K
|
7.58K
$528K
|
|
|
Oct 26, 2021
Q3 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1K- 8.1% |
$42.3K - $51.2K
|
11.3K
$791K
|
|
|
Oct 21, 2021
Q3 2021
|
Strategic Advisors LLC
|
SELL
|
- |
-1K- 14.93% |
$42.3K - $51.2K
|
5.7K
$397K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1KClosed |
$42.3K - $51.2K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-1K- 0.36% |
$42.3K - $51.2K
|
276K
$19.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1K- 3.59% |
$42.4K - $51.2K
|
26.9K
$1.88M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1K- 11.77% |
$42.5K - $51.4K
|
7.53K
$525K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.03K- 14.19% |
$43.4K - $52.4K
|
6.2K
$432K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.03K- 20.47% |
$43.5K - $52.6K
|
4K
$279K
|
|
|
Oct 21, 2021
Q3 2021
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1.04KClosed |
$44K - $53.2K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.05K- 0.32% |
$44.3K - $53.6K
|
322K
$22.4M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-1.06K- 4.52% |
$44.9K - $54.3K
|
22.4K
$1.56M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.08K- 6.88% |
$45.5K - $55K
|
14.6K
$1.01M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-1.08K- 56.06% |
$45.6K - $55.1K
|
844
$58.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.09K- 10.51% |
$45.9K - $55.5K
|
9.24K
$644K
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
SELL
|
- |
-1.1K- 6.2% |
$46.3K - $56K
|
16.6K
$1.16M
|
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
SELL
|
- |
-1.1K- 11.57% |
$46.6K - $56.3K
|
8.4K
$586K
|
|
|
Nov 03, 2021
Q3 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.1K- 3.05% |
$46.6K - $56.3K
|
35K
$2.44M
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-1.1K- 18.13% |
$46.6K - $56.3K
|
4.97K
$346K
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-1.1K- 15.24% |
$46.6K - $56.4K
|
6.13K
$427K
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.11K- 2.32% |
$46.9K - $56.7K
|
46.7K
$3.25M
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.11K- 4.36% |
$47.1K - $57K
|
24.4K
$1.7M
|