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 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
6.32K+ 4.38% |
$267K - $323K
|
151K
$11.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
6.21K+ 9.12% |
$263K - $317K
|
74.2K
$5.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6.2K+ 155.69% |
$262K - $317K
|
10.2K
$755K
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.17K+ 52.28% |
$261K - $316K
|
18K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
6.03KNew |
$255K - $308K
|
6.03K
$447K
|
|
|
Nov 10, 2021
Q3 2021
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
6.01K+ 7.19% |
$254K - $307K
|
89.6K
$6.64M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
5.89K+ 42.39% |
$249K - $301K
|
19.8K
$1.47M
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5.85KNew |
$248K - $299K
|
5.85K
$434K
|
|
|
Nov 12, 2021
Q3 2021
|
Martingale Asset Management L P
Boston, MA |
BUY
|
- |
5.8KNew |
$246K - $297K
|
5.8K
$430K
|
|
|
Oct 18, 2021
Q3 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
5.8K+ 2.23% |
$245K - $297K
|
266K
$19.7M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.77K+ 11.71% |
$244K - $295K
|
55.1K
$4.08M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.72K+ 8.0% |
$242K - $293K
|
77.2K
$5.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
5.71K+ 62.97% |
$242K - $292K
|
14.8K
$1.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
5.64KNew |
$239K - $288K
|
5.64K
$418K
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
5.56KNew |
$235K - $284K
|
5.56K
$412K
|
|
|
Oct 14, 2021
Q3 2021
|
Wespac Advisors, LLC
|
BUY
|
- |
5.55K+ 113.71% |
$235K - $284K
|
10.4K
$773K
|
|
|
Nov 15, 2021
Q3 2021
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.53KNew |
$234K - $283K
|
5.53K
$410K
|
|
|
Oct 21, 2021
Q3 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
5.51K+ 17.49% |
$233K - $282K
|
37K
$2.74M
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
5.5K+ 27.78% |
$233K - $281K
|
25.3K
$1.87M
|
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
5.49KNew |
$232K - $281K
|
5.49K
$407K
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.38K+ 23.67% |
$228K - $275K
|
28.1K
$2.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
5.36KNew |
$227K - $274K
|
5.36K
$397K
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
5.28K+ 6.37% |
$223K - $270K
|
88.1K
$6.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
5.17K+ 1.93% |
$219K - $264K
|
273K
$20.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Legacy Financial Group LLC
|
BUY
|
- |
5.15K+ 40.24% |
$218K - $264K
|
18K
$1.33M
|
|
|
Nov 09, 2021
Q3 2021
|
Bourgeon Capital Management LLC
|
BUY
|
- |
5.11KNew |
$216K - $261K
|
5.11K
$379K
|
|
|
Nov 15, 2021
Q3 2021
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
5K+ 15.23% |
$212K - $256K
|
37.8K
$2.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.97K+ 13.32% |
$210K - $254K
|
42.3K
$3.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.92K+ 11.56% |
$208K - $252K
|
47.5K
$3.52M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
4.92KNew |
$208K - $252K
|
4.92K
$365K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.91KNew |
$208K - $251K
|
4.91K
$364K
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
4.83K+ 68.56% |
$204K - $247K
|
11.9K
$880K
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.78K+ 3.78% |
$202K - $244K
|
131K
$9.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
4.78K+ 6.0% |
$202K - $244K
|
84.4K
$6.25M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.73K+ 14.45% |
$200K - $242K
|
37.5K
$2.78M
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
4.73K+ 780.03% |
$200K - $242K
|
5.33K
$395K
|
|
|
Nov 01, 2021
Q3 2021
|
Meyer Handelman CO
|
BUY
|
- |
4.7K+ 1.89% |
$199K - $240K
|
253K
$18.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Dsc Advisors, L.P.
Chicago, IL |
BUY
|
- |
4.69KNew |
$199K - $240K
|
4.69K
$348K
|
|
|
Oct 08, 2021
Q3 2021
|
Veriti Management LLC
|
BUY
|
- |
4.67K+ 11.35% |
$197K - $239K
|
45.8K
$3.39M
|
|
|
Nov 15, 2021
Q3 2021
|
Leuthold Group, LLC
|
BUY
|
- |
4.65KNew |
$197K - $238K
|
4.65K
$344K
|
|
|
Nov 15, 2021
Q3 2021
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
4.63KNew |
$196K - $237K
|
4.63K
$344K
|
|
|
Nov 15, 2021
Q3 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
4.63K+ 3.74% |
$196K - $237K
|
128K
$9.5M
|
|
|
Feb 14, 2022
Q3 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
4.62K+ 65.26% |
$196K - $237K
|
11.7K
$868K
|
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
4.6K+ 4.87% |
$195K - $235K
|
99.1K
$7.35M
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
4.59KNew |
$194K - $235K
|
4.59K
$340K
|
|
|
Oct 13, 2021
Q3 2021
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
4.58K+ 3.22% |
$194K - $234K
|
147K
$10.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
4.58K+ 0.55% |
$194K - $234K
|
843K
$62.5M
|
|
|
Oct 20, 2021
Q3 2021
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
4.57KNew |
$194K - $234K
|
4.57K
$339K
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.55K+ 97.53% |
$192K - $232K
|
9.21K
$682K
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.45K+ 56.14% |
$188K - $228K
|
12.4K
$918K
|