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 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
4.55K+ 97.53% |
$192K - $232K
|
9.21K
$721K
|
|
|
Nov 08, 2021
Q3 2021
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
4.45K+ 56.14% |
$188K - $228K
|
12.4K
$969K
|
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.44KNew |
$188K - $227K
|
4.44K
$348K
|
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
4.44K+ 0.25% |
$188K - $227K
|
1.81M
$142M
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
4.43KNew |
$187K - $226K
|
4.43K
$347K
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
4.42K+ 10.69% |
$187K - $226K
|
45.8K
$3.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
4.41K+ 49.25% |
$187K - $226K
|
13.4K
$1.05M
|
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.38KNew |
$185K - $224K
|
4.38K
$343K
|
|
|
Oct 15, 2021
Q3 2021
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
4.38KNew |
$185K - $224K
|
4.38K
$343K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
4.35K+ 41.82% |
$184K - $222K
|
14.7K
$1.15M
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
4.33KNew |
$183K - $222K
|
4.33K
$339K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.31KNew |
$182K - $221K
|
4.31K
$338K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
4.26K+ 17.26% |
$180K - $218K
|
28.9K
$2.26M
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
4.22K+ 16.25% |
$179K - $216K
|
30.2K
$2.37M
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
4.2K+ 2.72% |
$178K - $215K
|
159K
$12.4M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
4.19K+ 453.3% |
$177K - $214K
|
5.12K
$401K
|
|
|
Nov 15, 2021
Q3 2021
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
4.14K+ 42.45% |
$175K - $212K
|
13.9K
$1.09M
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
4.11K+ 2.49% |
$174K - $210K
|
169K
$13.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
4.06K+ 1.68% |
$172K - $208K
|
246K
$19.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.02K+ 2.86% |
$170K - $205K
|
145K
$11.3M
|
|
|
Jan 23, 2024
Q3 2021
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
4K+ 1.73% |
$169K - $205K
|
235K
$18.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4K+ 51.42% |
$169K - $205K
|
11.8K
$923K
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.94K+ 1.49% |
$167K - $202K
|
269K
$21.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.94KNew |
$167K - $202K
|
3.94K
$309K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
3.91K+ 0.7% |
$165K - $200K
|
566K
$44.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Factorial Partners, LLC
|
BUY
|
- |
3.9K+ 4.24% |
$165K - $199K
|
95.9K
$7.51M
|
|
|
Nov 15, 2021
Q3 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.8K+ 65.6% |
$161K - $194K
|
9.58K
$750K
|
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
3.76K+ 35.95% |
$159K - $192K
|
14.2K
$1.11M
|
|
|
Oct 01, 2021
Q3 2021
|
Rempart Asset Management Inc.
Montreal, Z4 |
BUY
|
- |
3.72K+ 0.95% |
$157K - $190K
|
397K
$31.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
3.65K+ 48.43% |
$154K - $186K
|
11.2K
$875K
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
3.63K+ 40.5% |
$154K - $186K
|
12.6K
$986K
|
|
|
Nov 01, 2021
Q3 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
3.6K+ 7.96% |
$152K - $184K
|
48.8K
$3.83M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.58K+ 5.39% |
$152K - $183K
|
70K
$5.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.57K+ 29.01% |
$151K - $183K
|
15.9K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.54K+ 13.77% |
$150K - $181K
|
29.2K
$2.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.5K+ 6.65% |
$148K - $179K
|
56.1K
$4.39M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.48K+ 64.85% |
$147K - $178K
|
8.86K
$694K
|
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
3.45K+ 1.39% |
$146K - $177K
|
251K
$19.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
3.44K+ 10.53% |
$145K - $176K
|
36.1K
$2.82M
|
|
|
Nov 09, 2021
Q3 2021
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
3.42K+ 15.98% |
$145K - $175K
|
24.8K
$1.94M
|
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.41K+ 21.05% |
$144K - $174K
|
19.6K
$1.54M
|
|
|
Nov 02, 2021
Q3 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.41K+ 30.53% |
$144K - $174K
|
14.6K
$1.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.4K+ 18.88% |
$144K - $174K
|
21.4K
$1.68M
|
|
|
Mar 21, 2022
Q3 2021
|
Humankind Investments LLC
|
BUY
|
- |
3.37K+ 44.53% |
$142K - $172K
|
10.9K
$856K
|
|
|
Nov 15, 2021
Q3 2021
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
3.37K+ 41.62% |
$142K - $172K
|
11.5K
$897K
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3.35K+ 2.26% |
$142K - $171K
|
152K
$11.9M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.34K+ 2.17% |
$141K - $171K
|
157K
$12.3M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.32K+ 30.95% |
$141K - $170K
|
14.1K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
3.32K+ 43.65% |
$141K - $170K
|
10.9K
$856K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3.32KNew |
$140K - $170K
|
3.32K
$260K
|