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
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
10.2K+ 15.79% |
$434K - $524K
|
75.1K
$5.88M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.1K+ 87.62% |
$426K - $515K
|
21.6K
$1.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
10K+ 5.01% |
$425K - $513K
|
210K
$16.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
10K+ 13.79% |
$424K - $513K
|
82.8K
$6.48M
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
10KNew |
$424K - $512K
|
10K
$784K
|
|
|
Nov 12, 2021
Q3 2021
|
Bridges Investment Management Inc
|
BUY
|
- |
9.95K+ 2.04% |
$421K - $509K
|
498K
$39M
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
9.82K+ 109.35% |
$416K - $502K
|
18.8K
$1.47M
|
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
9.69K+ 37.76% |
$410K - $496K
|
35.4K
$2.77M
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
9.66K+ 23.62% |
$409K - $494K
|
50.6K
$3.96M
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
9.46K+ 7.33% |
$400K - $484K
|
139K
$10.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
9.37K+ 4.73% |
$396K - $479K
|
207K
$16.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Grassi Investment Management
|
BUY
|
- |
9.3K+ 6.01% |
$394K - $476K
|
164K
$12.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.19K+ 0.64% |
$389K - $470K
|
1.45M
$114M
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
9.05KNew |
$383K - $463K
|
9.05K
$709K
|
|
|
Oct 27, 2021
Q3 2021
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
8.98K+ 16.83% |
$380K - $459K
|
62.3K
$4.88M
|
|
|
Nov 12, 2021
Q3 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
8.91K+ 67.46% |
$377K - $456K
|
22.1K
$1.73M
|
|
|
Oct 28, 2021
Q3 2021
|
Winton Group LTD
London, X0 |
BUY
|
- |
8.87K+ 30.24% |
$375K - $454K
|
38.2K
$2.99M
|
|
|
Oct 15, 2021
Q3 2021
|
Fortem Financial Group, LLC
|
BUY
|
- |
8.86KNew |
$375K - $453K
|
8.86K
$694K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
8.8KNew |
$372K - $450K
|
8.8K
$689K
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
8.52K+ 163.13% |
$361K - $436K
|
13.7K
$1.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
8.52K+ 2.87% |
$361K - $436K
|
305K
$23.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
8.44K+ 13.04% |
$357K - $432K
|
73.1K
$5.73M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
8.21K+ 104.65% |
$347K - $420K
|
16.1K
$1.26M
|
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
8.18K+ 9.38% |
$346K - $419K
|
95.4K
$7.47M
|
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.15K+ 7.0% |
$345K - $417K
|
125K
$9.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.09K+ 29.09% |
$343K - $414K
|
35.9K
$2.81M
|
|
|
Nov 17, 2021
Q3 2021
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
8.03K+ 8.06% |
$340K - $410K
|
108K
$8.42M
|
|
|
Sep 18, 2023
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
- |
8KNew |
$339K - $409K
|
8K
$627K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
7.94K+ 4.32% |
$336K - $406K
|
192K
$15M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
7.93KNew |
$336K - $406K
|
7.93K
$621K
|
|
|
Oct 22, 2021
Q3 2021
|
Ramsey Quantitative Systems
Louisville, KY |
BUY
|
- |
7.89KNew |
$334K - $404K
|
7.89K
$618K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
7.88K+ 142.15% |
$334K - $403K
|
13.4K
$1.05M
|
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
7.69KNew |
$325K - $393K
|
7.69K
$602K
|
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
7.55K+ 0.53% |
$320K - $386K
|
1.43M
$112M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.55K+ 1.86% |
$319K - $386K
|
414K
$32.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
7.52K+ 18.43% |
$318K - $385K
|
48.3K
$3.78M
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
7.5KNew |
$317K - $384K
|
7.5K
$587K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.46K+ 4.2% |
$316K - $381K
|
185K
$14.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
7.45K+ 14.16% |
$315K - $381K
|
60.1K
$4.71M
|
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.26KNew |
$307K - $371K
|
7.26K
$569K
|
|
|
Nov 15, 2021
Q3 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
7.25K+ 3.15% |
$307K - $371K
|
238K
$18.6M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
7.2K+ 3.52% |
$305K - $368K
|
212K
$16.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.02KNew |
$297K - $359K
|
7.02K
$549K
|
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
BUY
|
- |
6.93K+ 2.46% |
$293K - $354K
|
288K
$22.6M
|
|
|
Oct 27, 2021
Q3 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
6.91KNew |
$293K - $354K
|
6.91K
$542K
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
6.7K+ 18.87% |
$284K - $343K
|
42.2K
$3.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.7K+ 7.44% |
$284K - $343K
|
96.7K
$7.57M
|
|
|
Nov 15, 2021
Q3 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
6.66KNew |
$282K - $341K
|
6.66K
$522K
|
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
6.62K+ 17.31% |
$280K - $338K
|
44.8K
$3.51M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
6.59K+ 28.99% |
$279K - $337K
|
29.3K
$2.3M
|