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 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-8.68KClosed |
$367K - $444K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-8.78K- 19.4% |
$371K - $449K
|
36.4K
$2.54M
|
|
Nov 10, 2021
Q3 2021
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-8.79K- 1.08% |
$372K - $450K
|
808K
$56.4M
|
|
Nov 04, 2021
Q3 2021
|
Sterling Investment Management, LLC
|
SELL
|
- |
-8.83K- 17.03% |
$373K - $451K
|
43K
$3M
|
|
Nov 15, 2021
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8.94K- 28.39% |
$378K - $457K
|
22.5K
$1.57M
|
|
Sep 21, 2023
Q3 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-8.94K- 28.39% |
$378K - $457K
|
22.5K
$1.57M
|
|
Nov 05, 2021
Q3 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-8.98K- 60.85% |
$380K - $459K
|
5.78K
$403K
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
SELL
|
- |
-8.98K- 23.9% |
$380K - $459K
|
28.6K
$1.99M
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-9.07K- 6.49% |
$384K - $464K
|
131K
$9.12M
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-9.08KClosed |
$384K - $464K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-9.3K- 39.95% |
$394K - $476K
|
14K
$975K
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-9.33K- 4.84% |
$395K - $477K
|
183K
$12.8M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-9.52K- 2.84% |
$403K - $487K
|
325K
$22.7M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-9.52K- 2.84% |
$403K - $487K
|
325K
$22.7M
|
|
Nov 15, 2021
Q3 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-9.62K- 21.15% |
$407K - $492K
|
35.9K
$2.5M
|
|
Oct 26, 2021
Q3 2021
|
Dorchester Wealth Management CO
|
SELL
|
- |
-9.64K- 7.99% |
$408K - $493K
|
111K
$7.74M
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-9.76K- 56.49% |
$413K - $499K
|
7.52K
$524K
|
|
Jul 11, 2022
Q3 2021
|
Range Financial Group LLC
|
SELL
|
- |
-9.81KClosed |
$415K - $502K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Stewart & Patten CO LLC
|
SELL
|
- |
-9.85K- 3.5% |
$417K - $504K
|
272K
$19M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.86K- 26.84% |
$417K - $504K
|
26.9K
$1.87M
|
|
Nov 15, 2021
Q3 2021
|
Caas Capital Management LP
New York, NY |
SELL
|
- |
-10.1K- 45.08% |
$426K - $515K
|
12.3K
$855K
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-10.1K- 5.62% |
$426K - $515K
|
169K
$11.8M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.1K- 13.8% |
$428K - $517K
|
63.2K
$4.41M
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-10.7K- 10.12% |
$452K - $546K
|
94.8K
$6.61M
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-10.8K- 27.3% |
$456K - $551K
|
28.7K
$2M
|
|
Nov 12, 2021
Q3 2021
|
Channing Capital Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 3.8% |
$483K - $583K
|
289K
$20.1M
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-11.5K- 17.7% |
$485K - $586K
|
53.3K
$3.71M
|
|
Oct 12, 2021
Q3 2021
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-11.5K- 14.2% |
$487K - $588K
|
69.5K
$4.85M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-11.6K- 65.18% |
$491K - $594K
|
6.2K
$433K
|
|
Nov 09, 2021
Q3 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 3.11% |
$492K - $595K
|
363K
$25.3M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-11.7KClosed |
$493K - $596K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-12.1K- 18.11% |
$513K - $620K
|
54.8K
$3.82M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group Ltd.
Dublin, L2 |
SELL
|
- |
-12.2KClosed |
$516K - $623K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Acg Wealth
|
SELL
|
- |
-12.4KClosed |
$526K - $636K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-12.4K- 34.64% |
$527K - $637K
|
23.5K
$1.64M
|
|
Nov 12, 2021
Q3 2021
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-12.5K- 47.53% |
$527K - $637K
|
13.7K
$959K
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-12.5K- 10.38% |
$529K - $639K
|
108K
$7.52M
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-12.6K- 7.38% |
$532K - $643K
|
158K
$11M
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-13K- 0.84% |
$551K - $666K
|
1.53M
$107M
|
|
Nov 09, 2021
Q3 2021
|
Red Cedar Capital, LLC
|
SELL
|
- |
-13.3K- 9.14% |
$562K - $679K
|
132K
$9.19M
|
|
Nov 12, 2021
Q3 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-13.4K- 63.71% |
$567K - $685K
|
7.63K
$532K
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13.4K- 35.4% |
$568K - $687K
|
24.5K
$1.71M
|
|
Oct 14, 2021
Q3 2021
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-13.4K- 1.12% |
$568K - $687K
|
1.19M
$82.8M
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-13.5K- 29.02% |
$571K - $691K
|
33K
$2.3M
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-13.6K- 0.97% |
$577K - $697K
|
1.39M
$96.6M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-13.8K- 14.42% |
$582K - $703K
|
81.6K
$5.69M
|
|
Nov 15, 2021
Q3 2021
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-13.9KClosed |
$589K - $712K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-14.1K- 7.04% |
$597K - $721K
|
186K
$13M
|
|
Nov 12, 2021
Q3 2021
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-14.1K- 6.0% |
$598K - $722K
|
221K
$15.4M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-14.3K- 37.54% |
$606K - $732K
|
23.8K
$1.66M
|