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 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-1.13K- 4.77% |
$47.8K - $57.7K
|
22.5K
$1.57M
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.14K- 7.82% |
$48.1K - $58.1K
|
13.4K
$934K
|
|
Nov 04, 2021
Q3 2021
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.14K- 1.43% |
$48.2K - $58.2K
|
78.7K
$5.48M
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.14K- 5.57% |
$48.2K - $58.2K
|
19.3K
$1.35M
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-1.14K- 80.0% |
$48.2K - $58.3K
|
285
$19.9K
|
|
Oct 06, 2021
Q3 2021
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-1.15K- 17.24% |
$48.8K - $59K
|
5.54K
$386K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.19K- 0.55% |
$50.3K - $60.8K
|
215K
$15M
|
|
Nov 12, 2021
Q3 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.2K- 66.67% |
$50.8K - $61.4K
|
600
$41.8K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-1.21K- 0.64% |
$51.1K - $61.7K
|
187K
$13M
|
|
Oct 13, 2021
Q3 2021
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-1.23K- 12.02% |
$52.1K - $62.9K
|
9K
$628K
|
|
Oct 26, 2021
Q3 2021
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.23K- 9.76% |
$52.1K - $62.9K
|
11.4K
$793K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.23K- 2.94% |
$52.2K - $63.1K
|
40.7K
$2.83M
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-1.24K- 15.16% |
$52.4K - $63.3K
|
6.93K
$483K
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1.25K- 0.86% |
$52.7K - $63.7K
|
143K
$10M
|
|
Oct 26, 2021
Q3 2021
|
Cumberland Advisors Inc
|
SELL
|
- |
-1.25K- 4.92% |
$52.9K - $63.9K
|
24.2K
$1.68M
|
|
Nov 12, 2021
Q3 2021
|
Westhampton Capital, LLC
|
SELL
|
- |
-1.26K- 16.05% |
$53.3K - $64.4K
|
6.59K
$460K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.26K- 15.22% |
$53.4K - $64.6K
|
7.03K
$490K
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.28K- 1.94% |
$54K - $65.2K
|
64.3K
$4.48M
|
|
Oct 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.28K- 2.64% |
$54.1K - $65.4K
|
47.2K
$3.29M
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-1.3K- 5.61% |
$55K - $66.4K
|
21.8K
$1.52M
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.3KClosed |
$55.1K - $66.6K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.3K- 9.14% |
$55.2K - $66.7K
|
13K
$904K
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.31K- 22.12% |
$55.4K - $66.9K
|
4.6K
$321K
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-1.33K- 2.09% |
$56.1K - $67.8K
|
62K
$4.33M
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1.33K- 0.19% |
$56.2K - $67.9K
|
714K
$49.8M
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.34K- 3.83% |
$56.7K - $68.5K
|
33.6K
$2.34M
|
|
Nov 12, 2021
Q3 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.35K- 2.33% |
$56.9K - $68.8K
|
56.4K
$3.93M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 2.9% |
$57K - $69K
|
45.2K
$3.15M
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.36K- 5.18% |
$57.4K - $69.4K
|
24.8K
$1.73M
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.36K- 47.38% |
$57.7K - $69.8K
|
1.52K
$106K
|
|
Oct 12, 2021
Q3 2021
|
17 Capital Partners, LLC
|
SELL
|
- |
-1.4K- 9.0% |
$59.2K - $71.6K
|
14.2K
$987K
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.41K- 9.01% |
$59.7K - $72.2K
|
14.2K
$993K
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-1.43K- 2.63% |
$60.3K - $72.9K
|
52.8K
$3.68M
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.44K- 1.46% |
$61.1K - $73.8K
|
97.6K
$6.8M
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-1.45K- 1.19% |
$61.4K - $74.3K
|
121K
$8.43M
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.46K- 39.75% |
$61.8K - $74.7K
|
2.21K
$154K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.47K- 8.02% |
$62.1K - $75K
|
16.8K
$1.17M
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 2.69% |
$62.2K - $75.2K
|
53.2K
$3.71M
|
|
Nov 10, 2021
Q3 2021
|
Compton Capital Management Inc
|
SELL
|
- |
-1.5K- 5.88% |
$63.5K - $76.7K
|
24K
$1.67M
|
|
Nov 10, 2021
Q3 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.54K- 59.98% |
$65K - $78.6K
|
1.03K
$71.5K
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
SELL
|
- |
-1.57K- 8.35% |
$66.6K - $80.5K
|
17.3K
$1.21M
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.58K- 1.71% |
$66.8K - $80.7K
|
90.7K
$6.32M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.66K- 24.06% |
$70.1K - $84.7K
|
5.23K
$365K
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.67K- 12.66% |
$70.6K - $85.4K
|
11.5K
$803K
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.67K- 24.84% |
$70.8K - $85.6K
|
5.06K
$353K
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.7K- 23.23% |
$72K - $87K
|
5.62K
$392K
|
|
Oct 04, 2021
Q3 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.74K- 16.99% |
$73.6K - $88.9K
|
8.49K
$592K
|
|
Oct 12, 2021
Q3 2021
|
Arden Trust CO
|
SELL
|
- |
-1.74K- 6.07% |
$73.7K - $89.1K
|
27K
$1.88M
|
|
Nov 10, 2021
Q3 2021
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-1.76K- 1.57% |
$74.7K - $90.2K
|
111K
$7.72M
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 18.5% |
$74.7K - $90.3K
|
7.78K
$542K
|