Purchases and Sales Made in Q4 2021 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2022
Q4 2021
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
18.8KNew |
$854K - $980K
|
18.8K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
18.8K+ 196.41% |
$853K - $978K
|
28.4K
$2.03M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
18.8KNew |
$851K - $977K
|
18.8K
$1.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
18.4K+ 35.51% |
$835K - $958K
|
70.3K
$5.03M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.3K+ 0.78% |
$830K - $952K
|
2.36M
$169M
|
|
|
Feb 14, 2022
Q4 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
18.1K+ 1195.84% |
$821K - $942K
|
19.6K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
18K+ 3.29% |
$814K - $934K
|
564K
$40.4M
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
17.7KNew |
$803K - $922K
|
17.7K
$1.27M
|
|
|
Feb 18, 2022
Q4 2021
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
17.6KNew |
$797K - $914K
|
17.6K
$1.26M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
17.2KNew |
$779K - $894K
|
17.2K
$1.23M
|
|
|
Feb 07, 2022
Q4 2021
|
Connective Portfolio Management, LLC
|
BUY
|
- |
17.2KNew |
$778K - $893K
|
17.2K
$1.23M
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
16.9KNew |
$764K - $877K
|
16.9K
$1.21M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
16.6KNew |
$750K - $861K
|
16.6K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
16.5K+ 49.78% |
$746K - $856K
|
49.5K
$3.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Summitry LLC
Foster City, CA |
BUY
|
- |
16.4K+ 1.3% |
$741K - $850K
|
1.27M
$91.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
16.3KNew |
$740K - $850K
|
16.3K
$1.17M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.2K+ 136.55% |
$734K - $843K
|
28.1K
$2.01M
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
16.2K+ 115.02% |
$733K - $841K
|
30.2K
$2.17M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
16.1KNew |
$730K - $838K
|
16.1K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
BUY
|
- |
16.1K+ 11.53% |
$728K - $836K
|
156K
$11.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
16.1K+ 36.25% |
$727K - $835K
|
60.3K
$4.32M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
16KNew |
$723K - $830K
|
16K
$1.14M
|
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
15.8K+ 9.95% |
$718K - $824K
|
175K
$12.5M
|
|
|
Jan 27, 2022
Q4 2021
|
Pacific Asset Management LLC
|
BUY
|
- |
15.8K+ 38.74% |
$714K - $820K
|
56.5K
$4.04M
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
BUY
|
- |
15.6KNew |
$706K - $811K
|
15.6K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
15.5K+ 154.64% |
$702K - $806K
|
25.5K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.2K+ 81.33% |
$688K - $790K
|
33.9K
$2.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
15.2K+ 22.12% |
$687K - $788K
|
83.7K
$5.99M
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
15.1KNew |
$685K - $786K
|
15.1K
$1.08M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
15.1K+ 107.62% |
$682K - $783K
|
29K
$2.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
14.8KNew |
$671K - $770K
|
14.8K
$1.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
14.8KNew |
$670K - $768K
|
14.8K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
14.5K+ 0.46% |
$658K - $755K
|
3.16M
$226M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
14.4KNew |
$654K - $751K
|
14.4K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
BUY
|
- |
14.2KNew |
$646K - $741K
|
14.2K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
14.2KNew |
$642K - $737K
|
14.2K
$1.02M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
14.1K+ 726.27% |
$640K - $735K
|
16.1K
$1.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
14.1KNew |
$639K - $733K
|
14.1K
$1.01M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
14.1K+ 3.47% |
$637K - $731K
|
420K
$30M
|
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
14K+ 11.88% |
$637K - $730K
|
132K
$9.47M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.8K+ 5.53% |
$627K - $719K
|
264K
$18.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
13.7KNew |
$620K - $712K
|
13.7K
$980K
|
|
|
May 10, 2022
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
13.7KNew |
$619K - $711K
|
13.7K
$979K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
13.7K+ 39.24% |
$619K - $711K
|
48.5K
$3.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
13.7K+ 1.29% |
$618K - $710K
|
1.07M
$76.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
13.5KNew |
$613K - $703K
|
13.5K
$968K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
13.5KNew |
$613K - $703K
|
13.5K
$968K
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
13.5K+ 179.51% |
$612K - $702K
|
21K
$1.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Fractal Investments LLC
|
BUY
|
- |
13.5KNew |
$611K - $701K
|
13.5K
$965K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
13.3K+ 492.5% |
$601K - $690K
|
16K
$1.14M
|