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 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.77KClosed |
$75K - $90.6K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.84K- 1.86% |
$77.7K - $94K
|
97K
$6.76M
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.85K- 16.12% |
$78.1K - $94.4K
|
9.61K
$670K
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.89K- 5.66% |
$79.9K - $96.6K
|
31.5K
$2.2M
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-1.89K- 26.81% |
$79.9K - $96.6K
|
5.15K
$359K
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.9K- 7.57% |
$80.4K - $97.2K
|
23.2K
$1.62M
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.93K- 29.64% |
$81.7K - $98.8K
|
4.58K
$320K
|
|
Nov 17, 2021
Q3 2021
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-1.94K- 0.81% |
$82.1K - $99.3K
|
239K
$16.6M
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2K- 1.63% |
$84.5K - $102K
|
120K
$8.4M
|
|
Nov 02, 2021
Q3 2021
|
Brave Asset Management Inc
|
SELL
|
- |
-2K- 31.25% |
$84.6K - $102K
|
4.4K
$307K
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-2.01K- 3.99% |
$85.2K - $103K
|
48.5K
$3.38M
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.02K- 22.79% |
$85.3K - $103K
|
6.83K
$476K
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.05K- 9.27% |
$86.8K - $105K
|
20.1K
$1.4M
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-2.05K- 2.02% |
$86.9K - $105K
|
99.6K
$6.94M
|
|
Oct 20, 2021
Q3 2021
|
Hoese & CO LLP
|
SELL
|
- |
-2.1K- 45.05% |
$88.9K - $107K
|
2.56K
$179K
|
|
Oct 12, 2021
Q3 2021
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-2.1K- 0.81% |
$88.9K - $107K
|
256K
$17.8M
|
|
Nov 12, 2021
Q3 2021
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.13K- 52.19% |
$89.9K - $109K
|
1.95K
$136K
|
|
Oct 28, 2021
Q3 2021
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-2.13K- 27.01% |
$90.1K - $109K
|
5.75K
$401K
|
|
Nov 15, 2021
Q3 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-2.18K- 28.32% |
$92.3K - $112K
|
5.52K
$385K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
SELL
|
- |
-2.24K- 8.95% |
$94.6K - $114K
|
22.7K
$1.59M
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.28K- 53.88% |
$96.5K - $117K
|
1.95K
$136K
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-2.28K- 3.12% |
$96.7K - $117K
|
70.9K
$4.94M
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-2.29K- 12.89% |
$96.8K - $117K
|
15.5K
$1.08M
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-2.31KClosed |
$97.5K - $118K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.31K- 4.8% |
$97.7K - $118K
|
45.8K
$3.19M
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2.32K- 0.89% |
$98K - $118K
|
258K
$18M
|
|
Oct 27, 2021
Q3 2021
|
Washington Trust Bank
|
SELL
|
- |
-2.32K- 9.73% |
$98.1K - $119K
|
21.5K
$1.5M
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-2.32K- 67.58% |
$98.2K - $119K
|
1.11K
$77.6K
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.32K- 29.08% |
$98.3K - $119K
|
5.66K
$395K
|
|
Nov 04, 2021
Q3 2021
|
Quilter PLC
|
SELL
|
- |
-2.33K- 4.67% |
$98.8K - $119K
|
47.7K
$3.32M
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.43K- 8.02% |
$103K - $124K
|
27.8K
$1.94M
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.43K- 8.02% |
$103K - $124K
|
27.8K
$1.94M
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.44K- 2.26% |
$103K - $125K
|
105K
$7.34M
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-2.47K- 2.6% |
$105K - $126K
|
92.5K
$6.45M
|
|
Nov 10, 2021
Q3 2021
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-2.49K- 0.56% |
$106K - $128K
|
440K
$30.7M
|
|
Nov 10, 2021
Q3 2021
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-2.5K- 0.3% |
$106K - $128K
|
836K
$58.3M
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-2.5K- 65.25% |
$106K - $128K
|
1.33K
$92.9K
|
|
Nov 15, 2021
Q3 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2.51K- 3.7% |
$106K - $128K
|
65.3K
$4.55M
|
|
Nov 08, 2021
Q3 2021
|
Middleton & CO Inc
|
SELL
|
- |
-2.55K- 32.81% |
$108K - $130K
|
5.22K
$364K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-2.59K- 7.14% |
$110K - $132K
|
33.7K
$2.35M
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-2.65K- 3.27% |
$112K - $135K
|
78.4K
$5.46M
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
SELL
|
- |
-2.66K- 0.56% |
$113K - $136K
|
469K
$32.7M
|
|
Oct 18, 2021
Q3 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-2.67K- 2.38% |
$113K - $136K
|
110K
$7.64M
|
|
Nov 03, 2021
Q3 2021
|
Stoneridge Investment Partners LLC
|
SELL
|
- |
-2.68K- 18.46% |
$113K - $137K
|
11.8K
$826K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.68K- 1.22% |
$113K - $137K
|
218K
$15.2M
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.69K- 51.8% |
$114K - $138K
|
2.51K
$175K
|
|
Nov 05, 2021
Q3 2021
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-2.71K- 1.1% |
$115K - $139K
|
244K
$17M
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-2.72K- 12.77% |
$115K - $139K
|
18.5K
$1.29M
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.72K- 2.11% |
$115K - $139K
|
126K
$8.77M
|
|
Nov 03, 2021
Q3 2021
|
Everett Harris & CO
|
SELL
|
- |
-2.75K- 6.26% |
$116K - $141K
|
41.2K
$2.87M
|