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
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
3.06K+ 2.93% |
$130K - $157K
|
108K
$7.98M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
3.02K+ 6.89% |
$128K - $155K
|
46.9K
$3.47M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
3.02K+ 9.5% |
$128K - $155K
|
34.8K
$2.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.02K+ 2.32% |
$128K - $154K
|
133K
$9.88M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
2.93K+ 2.19% |
$124K - $150K
|
136K
$10.1M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
2.89K+ 2.45% |
$122K - $148K
|
121K
$8.96M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.88K+ 2.7% |
$122K - $147K
|
109K
$8.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
BUY
|
- |
2.86K+ 5.84% |
$121K - $146K
|
51.9K
$3.84M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2.86K+ 14.23% |
$121K - $146K
|
23K
$1.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.86K+ 4.71% |
$121K - $146K
|
63.7K
$4.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.75K+ 17.25% |
$116K - $141K
|
18.7K
$1.38M
|
|
|
Oct 29, 2021
Q3 2021
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
2.7K+ 6.9% |
$114K - $138K
|
41.8K
$3.1M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
2.69K+ 24.89% |
$114K - $138K
|
13.5K
$1M
|
|
|
Oct 14, 2021
Q3 2021
|
Triangle Securities Wealth Management
|
BUY
|
- |
2.68K+ 6.73% |
$114K - $137K
|
42.6K
$3.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
2.67K+ 22.32% |
$113K - $137K
|
14.6K
$1.09M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.67K+ 3.41% |
$113K - $137K
|
81K
$6.01M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.58K+ 3.93% |
$109K - $132K
|
68.3K
$5.06M
|
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
2.58K+ 90.83% |
$109K - $132K
|
5.41K
$401K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
2.52K+ 8.97% |
$107K - $129K
|
30.6K
$2.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.48K+ 7.24% |
$105K - $127K
|
36.7K
$2.72M
|
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
2.47K+ 6.81% |
$105K - $126K
|
38.7K
$2.87M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
2.46K+ 8.85% |
$104K - $126K
|
30.3K
$2.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.43K+ 6.6% |
$103K - $124K
|
39.3K
$2.91M
|
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
2.43K+ 5.62% |
$103K - $124K
|
45.7K
$3.39M
|
|
|
Oct 22, 2021
Q3 2021
|
Narwhal Capital Management
|
BUY
|
- |
2.38K+ 13.5% |
$101K - $122K
|
20K
$1.48M
|
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
2.31K+ 29.66% |
$97.6K - $118K
|
10.1K
$748K
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.27K+ 1.54% |
$95.9K - $116K
|
149K
$11.1M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.26K+ 14.06% |
$95.4K - $115K
|
18.3K
$1.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
2.25K+ 38.68% |
$95.1K - $115K
|
8.06K
$598K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.23K+ 6.71% |
$94.2K - $114K
|
35.4K
$2.62M
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
2.21K+ 0.93% |
$93.7K - $113K
|
240K
$17.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
2.18K+ 8.33% |
$92.2K - $111K
|
28.3K
$2.1M
|
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.17K+ 39.06% |
$91.7K - $111K
|
7.72K
$572K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.11K+ 12.18% |
$89.4K - $108K
|
19.5K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.1K+ 1.09% |
$88.9K - $107K
|
194K
$14.4M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.1K+ 8.46% |
$88.7K - $107K
|
26.9K
$1.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
2.09K+ 2.93% |
$88.5K - $107K
|
73.4K
$5.44M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
2.06K+ 11.03% |
$87.3K - $106K
|
20.8K
$1.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.04K+ 3.57% |
$86.2K - $104K
|
59.1K
$4.38M
|
|
|
Nov 16, 2021
Q3 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
2K+ 33.97% |
$84.7K - $102K
|
7.89K
$585K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
2K+ 81.09% |
$84.6K - $102K
|
4.46K
$331K
|
|
|
Nov 03, 2021
Q3 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.97K+ 0.93% |
$83.4K - $101K
|
215K
$15.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
BUY
|
- |
1.97K+ 2.18% |
$83.2K - $101K
|
91.9K
$6.82M
|
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
1.96K+ 0.51% |
$82.7K - $100K
|
382K
$28.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
1.95K+ 19.1% |
$82.5K - $99.7K
|
12.2K
$902K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.92K+ 20.88% |
$81.4K - $98.4K
|
11.1K
$825K
|
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
1.9KNew |
$80.5K - $97.3K
|
1.9K
$141K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
1.89K+ 21.2% |
$80.1K - $96.8K
|
10.8K
$802K
|
|
|
Oct 28, 2021
Q3 2021
|
Sp Asset Management
|
BUY
|
- |
1.89K+ 0.56% |
$79.8K - $96.4K
|
341K
$25.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Sepio Capital, LP
|
BUY
|
- |
1.87K+ 5.06% |
$79.3K - $95.8K
|
38.9K
$2.89M
|