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 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.77K- 4.29% |
$117K - $142K
|
61.7K
$4.3M
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
SELL
|
- |
-2.78K- 79.36% |
$118K - $142K
|
723
$50.4K
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.8K- 38.89% |
$119K - $143K
|
4.41K
$307K
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-2.82K- 9.17% |
$120K - $144K
|
28K
$1.95M
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-2.86K- 13.8% |
$121K - $146K
|
17.8K
$1.24M
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.88K- 39.37% |
$122K - $148K
|
4.44K
$310K
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
SELL
|
- |
-2.89K- 10.28% |
$122K - $148K
|
25.3K
$1.76M
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-2.91K- 13.71% |
$123K - $149K
|
18.3K
$1.28M
|
|
Nov 12, 2021
Q3 2021
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-2.94K- 2.28% |
$125K - $151K
|
126K
$8.8M
|
|
Nov 15, 2021
Q3 2021
|
Bill Miller
Miller Value Partners, LLC | Baltimore, Md
|
SELL
|
- |
-2.95K- 38.31% |
$125K - $151K
|
4.75K
$331K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-2.98K- 3.4% |
$126K - $152K
|
84.7K
$5.9M
|
|
Nov 12, 2021
Q3 2021
|
Af Advisors, Inc.
|
SELL
|
- |
-3K- 7.89% |
$127K - $153K
|
35K
$2.44M
|
|
Nov 12, 2021
Q3 2021
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-3.01K- 17.48% |
$128K - $154K
|
14.2K
$992K
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.04K- 0.64% |
$128K - $155K
|
469K
$32.7M
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-3.15K- 21.2% |
$133K - $161K
|
11.7K
$817K
|
|
Oct 07, 2021
Q3 2021
|
Cardinal Capital Management, Inc.
|
SELL
|
- |
-3.15K- 0.65% |
$133K - $161K
|
484K
$33.7M
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.2K- 21.46% |
$135K - $163K
|
11.7K
$815K
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-3.23K- 33.07% |
$137K - $165K
|
6.53K
$455K
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-3.26K- 52.4% |
$138K - $166K
|
2.96K
$206K
|
|
Nov 10, 2021
Q3 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.29K- 0.63% |
$139K - $168K
|
515K
$35.9M
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.35K- 6.59% |
$142K - $171K
|
47.5K
$3.31M
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-3.36K- 22.19% |
$142K - $172K
|
11.8K
$822K
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.38K- 39.48% |
$143K - $173K
|
5.19K
$362K
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
SELL
|
- |
-3.39K- 7.97% |
$144K - $174K
|
39.2K
$2.73M
|
|
Nov 12, 2021
Q3 2021
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-3.4K- 4.61% |
$144K - $174K
|
70.3K
$4.9M
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3.5K- 4.41% |
$148K - $179K
|
75.9K
$5.29M
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-3.51K- 54.51% |
$148K - $179K
|
2.93K
$204K
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
SELL
|
- |
-3.52K- 6.64% |
$149K - $180K
|
49.5K
$3.45M
|
|
Sep 12, 2022
Q3 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-3.53K- 19.48% |
$149K - $181K
|
14.6K
$1.02M
|
|
Nov 03, 2021
Q3 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-3.54K- 30.67% |
$150K - $181K
|
8K
$558K
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-3.57K- 2.16% |
$151K - $183K
|
161K
$11.3M
|
|
Oct 25, 2021
Q3 2021
|
Baxter Bros Inc
|
SELL
|
- |
-3.69K- 3.03% |
$156K - $189K
|
118K
$8.24M
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-3.7K- 12.8% |
$157K - $189K
|
25.2K
$1.76M
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-3.75K- 7.75% |
$159K - $192K
|
44.6K
$3.11M
|
|
May 20, 2022
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-3.76K- 26.44% |
$159K - $192K
|
10.4K
$728K
|
|
Oct 15, 2021
Q3 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.78K- 1.42% |
$160K - $194K
|
262K
$18.3M
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-3.8K- 22.58% |
$161K - $194K
|
13K
$909K
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-3.9K- 76.37% |
$165K - $200K
|
1.21K
$84.2K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.91KClosed |
$165K - $200K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Nexus Investment Management Ulc
|
SELL
|
- |
-4K- 29.7% |
$169K - $205K
|
9.47K
$660K
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-4K- 40.56% |
$169K - $205K
|
5.86K
$409K
|
|
Oct 21, 2021
Q3 2021
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-4K- 10.7% |
$169K - $205K
|
33.4K
$2.33M
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-4.09K- 2.54% |
$173K - $209K
|
157K
$11M
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4.13K- 8.42% |
$175K - $211K
|
44.9K
$3.13M
|
|
Oct 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-4.15K- 13.31% |
$175K - $212K
|
27K
$1.88M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.16K- 4.97% |
$176K - $213K
|
79.5K
$5.54M
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-4.17K- 38.71% |
$177K - $213K
|
6.6K
$460K
|
|
Oct 29, 2021
Q3 2021
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-4.25K- 22.85% |
$180K - $217K
|
14.4K
$1M
|
|
Nov 03, 2021
Q3 2021
|
Sentry Investment Management LLC
|
SELL
|
- |
-4.31K- 10.19% |
$182K - $220K
|
37.9K
$2.64M
|
|
Nov 02, 2021
Q3 2021
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-4.35K- 5.03% |
$184K - $223K
|
82.1K
$5.73M
|