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 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
SELL
|
- |
-4.54K- 8.79% |
$192K - $232K
|
47.1K
$3.49M
|
|
Oct 26, 2021
Q3 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-4.57K- 4.12% |
$194K - $234K
|
106K
$7.88M
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-4.58K- 11.38% |
$194K - $234K
|
35.7K
$2.64M
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-4.59KClosed |
$194K - $235K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Northstar Group, Inc.
|
SELL
|
- |
-4.6KClosed |
$195K - $235K
|
0
$0
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-4.65K- 31.05% |
$197K - $238K
|
10.3K
$766K
|
|
Nov 12, 2021
Q3 2021
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-4.66K- 4.36% |
$197K - $238K
|
102K
$7.57M
|
|
Nov 12, 2021
Q3 2021
|
Winslow Asset Management Inc
|
SELL
|
- |
-4.66K- 4.16% |
$197K - $238K
|
107K
$7.96M
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-4.68KClosed |
$198K - $239K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Copperwynd Financial, LLC
|
SELL
|
- |
-4.7KClosed |
$199K - $240K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
SELL
|
- |
-4.72KClosed |
$200K - $241K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.77K- 17.36% |
$202K - $244K
|
22.7K
$1.68M
|
|
Nov 12, 2021
Q3 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-4.78K- 5.49% |
$202K - $244K
|
82.2K
$6.09M
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.84KClosed |
$205K - $248K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-4.88KClosed |
$207K - $250K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.89K- 25.63% |
$207K - $250K
|
14.2K
$1.05M
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.89KClosed |
$207K - $250K
|
0
$0
|
|
Oct 13, 2021
Q3 2021
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-4.9K- 3.88% |
$207K - $251K
|
121K
$8.99M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.91K- 7.18% |
$208K - $251K
|
63.4K
$4.7M
|
|
Nov 12, 2021
Q3 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-4.92K- 97.45% |
$208K - $252K
|
129
$9.56K
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-4.95K- 16.61% |
$210K - $253K
|
24.9K
$1.84M
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-4.98KClosed |
$211K - $255K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Hourglass Capital, LLC
|
SELL
|
- |
-5KClosed |
$212K - $256K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Klcm Advisors, Inc.
|
SELL
|
- |
-5.01K- 1.3% |
$212K - $256K
|
381K
$28.2M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-5.05K- 6.9% |
$214K - $258K
|
68.1K
$5.05M
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-5.09K- 6.42% |
$215K - $260K
|
74.1K
$5.5M
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-5.09K- 0.88% |
$215K - $260K
|
572K
$42.4M
|
|
Oct 19, 2021
Q3 2021
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-5.1K- 1.85% |
$216K - $261K
|
271K
$20.1M
|
|
Nov 04, 2021
Q3 2021
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-5.12K- 11.43% |
$216K - $262K
|
39.6K
$2.94M
|
|
Nov 15, 2021
Q3 2021
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-5.13KClosed |
$217K - $262K
|
0
$0
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-5.14K- 3.81% |
$218K - $263K
|
130K
$9.63M
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.22KClosed |
$221K - $267K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-5.23K- 38.6% |
$221K - $267K
|
8.31K
$616K
|
|
Nov 15, 2021
Q3 2021
|
Polar Asset Management Partners Inc.
Toronto, A6 |
SELL
|
- |
-5.26KClosed |
$223K - $269K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-5.27K- 23.21% |
$223K - $270K
|
17.5K
$1.29M
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-5.3K- 20.73% |
$224K - $271K
|
20.3K
$1.5M
|
|
Nov 08, 2021
Q3 2021
|
Bnp Paribas Asset Management Holding S.A.
|
SELL
|
- |
-5.3K- 5.49% |
$224K - $271K
|
91.2K
$6.77M
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
SELL
|
- |
-5.32KClosed |
$225K - $272K
|
0
$0
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-5.37K- 7.09% |
$227K - $275K
|
70.4K
$5.22M
|
|
Nov 18, 2022
Q3 2021
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-5.38K- 7.06% |
$227K - $275K
|
70.8K
$5.25M
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.41K- 23.8% |
$229K - $277K
|
17.3K
$1.28M
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.42KClosed |
$229K - $277K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-5.58K- 0.48% |
$236K - $285K
|
1.15M
$85.5M
|
|
Nov 12, 2021
Q3 2021
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-5.6KClosed |
$237K - $286K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-5.61KClosed |
$237K - $287K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-5.66KClosed |
$239K - $289K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-5.72K- 29.74% |
$242K - $293K
|
13.5K
$1M
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.76K- 64.7% |
$244K - $295K
|
3.15K
$233K
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-5.78K- 80.5% |
$245K - $296K
|
1.4K
$104K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5.87K- 19.03% |
$248K - $300K
|
25K
$1.85M
|