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 20, 2021
Q3 2021
|
Csenge Advisory Group
|
SELL
|
- |
-5.72K- 29.74% |
$242K - $293K
|
13.5K
$943K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-5.76K- 64.7% |
$244K - $295K
|
3.15K
$219K
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-5.78K- 80.5% |
$245K - $296K
|
1.4K
$97.6K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-5.87K- 19.03% |
$248K - $300K
|
25K
$1.74M
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5.91K- 66.29% |
$250K - $302K
|
3.01K
$210K
|
|
Nov 05, 2021
Q3 2021
|
Ibex Investors LLC
|
SELL
|
- |
-5.92KClosed |
$250K - $303K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5.96K- 7.06% |
$252K - $305K
|
78.4K
$5.47M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.96K- 36.16% |
$252K - $305K
|
10.5K
$734K
|
|
Nov 08, 2021
Q3 2021
|
Securian Asset Management, Inc
|
SELL
|
- |
-5.98K- 1.71% |
$253K - $306K
|
343K
$23.9M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.99K- 29.99% |
$253K - $306K
|
14K
$975K
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
SELL
|
- |
-6.02K- 27.94% |
$255K - $308K
|
15.5K
$1.08M
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
SELL
|
- |
-6.04KClosed |
$256K - $309K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-6.16K- 32.04% |
$261K - $315K
|
13.1K
$911K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-6.17K- 67.03% |
$261K - $316K
|
3.04K
$212K
|
|
Oct 22, 2021
Q3 2021
|
Sicart Associates LLC
|
SELL
|
- |
-6.28K- 3.39% |
$266K - $321K
|
179K
$12.5M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-6.31KClosed |
$267K - $323K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-6.41K- 35.06% |
$271K - $328K
|
11.9K
$828K
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-6.45K- 6.02% |
$273K - $330K
|
101K
$7.02M
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-6.58K- 22.06% |
$279K - $337K
|
23.3K
$1.62M
|
|
Nov 10, 2021
Q3 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-6.59K- 6.0% |
$279K - $337K
|
103K
$7.2M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-6.71KClosed |
$284K - $343K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-6.73K- 8.95% |
$285K - $344K
|
68.5K
$4.78M
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-6.75KClosed |
$286K - $345K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-6.91K- 13.05% |
$292K - $353K
|
46K
$3.21M
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-6.91K- 17.26% |
$293K - $354K
|
33.1K
$2.31M
|
|
Oct 13, 2021
Q3 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-6.95K- 7.97% |
$294K - $355K
|
80.3K
$5.6M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.95K- 5.31% |
$294K - $356K
|
124K
$8.65M
|
|
Nov 01, 2021
Q3 2021
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-7KClosed |
$296K - $358K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-7.24KClosed |
$307K - $371K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-7.3K- 26.52% |
$309K - $373K
|
20.2K
$1.41M
|
|
Nov 16, 2021
Q3 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-7.39KClosed |
$313K - $378K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-7.46K- 10.01% |
$316K - $382K
|
67.1K
$4.68M
|
|
Oct 14, 2021
Q3 2021
|
Reliant Investment Management, LLC
|
SELL
|
- |
-7.62KClosed |
$322K - $390K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-7.65K- 0.86% |
$324K - $391K
|
884K
$61.6M
|
|
Nov 12, 2021
Q3 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
SELL
|
- |
-7.67KClosed |
$324K - $392K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Monte Financial Group, LLC
|
SELL
|
- |
-7.7K- 5.33% |
$326K - $394K
|
137K
$9.53M
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-7.84K- 43.37% |
$332K - $401K
|
10.2K
$714K
|
|
Oct 27, 2021
Q3 2021
|
State Of Michigan Retirement System
|
SELL
|
- |
-8K- 0.56% |
$339K - $409K
|
1.42M
$99M
|
|
Nov 15, 2021
Q3 2021
|
Enlightenment Research, LLC
Saddle Brook, NJ |
SELL
|
- |
-8.1KClosed |
$343K - $414K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
SELL
|
- |
-8.17KClosed |
$346K - $418K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-8.22K- 31.88% |
$348K - $420K
|
17.6K
$1.22M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
SELL
|
- |
-8.25K- 11.77% |
$349K - $422K
|
61.9K
$4.32M
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
SELL
|
- |
-8.36K- 93.32% |
$354K - $427K
|
598
$41.7K
|
|
Nov 03, 2021
Q3 2021
|
Alta Capital Management LLC
|
SELL
|
- |
-8.36K- 61.65% |
$354K - $428K
|
5.2K
$363K
|
|
Oct 14, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-8.46KClosed |
$358K - $432K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-8.48K- 0.33% |
$359K - $434K
|
2.6M
$181M
|
|
Nov 09, 2021
Q3 2021
|
Fagan Associates, Inc.
|
SELL
|
- |
-8.54KClosed |
$361K - $437K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-8.56KClosed |
$362K - $438K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-8.64K- 5.36% |
$366K - $442K
|
153K
$10.6M
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-8.65K- 27.83% |
$366K - $443K
|
22.4K
$1.56M
|