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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
13.1KNew |
$594K - $681K
|
13.1K
$971K
|
|
|
Mar 08, 2022
Q4 2021
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
12.9KNew |
$585K - $671K
|
12.9K
$957K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
12.8KNew |
$579K - $664K
|
12.8K
$947K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12.7K+ 6.62% |
$575K - $660K
|
204K
$15.2M
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$570K - $654K
|
12.6K
$933K
|
|
|
Feb 10, 2022
Q4 2021
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
12.4K+ 13.1% |
$560K - $643K
|
107K
$7.91M
|
|
|
Jan 27, 2022
Q4 2021
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
12.3K+ 17.24% |
$556K - $639K
|
83.5K
$6.19M
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
12.3K+ 5.06% |
$556K - $638K
|
255K
$18.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Deuterium Capital Management, LLC
|
BUY
|
- |
12.2KNew |
$552K - $633K
|
12.2K
$903K
|
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
12.1KNew |
$549K - $631K
|
12.1K
$899K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
12.1KNew |
$546K - $627K
|
12.1K
$894K
|
|
|
May 04, 2022
Q4 2021
|
Offit Capital Advisors LLC
|
BUY
|
- |
12KNew |
$542K - $622K
|
12K
$887K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
11.9KNew |
$540K - $619K
|
11.9K
$883K
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
11.6K+ 21.72% |
$524K - $602K
|
64.8K
$4.81M
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
11.6K+ 0.74% |
$524K - $601K
|
1.58M
$117M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
11.5KNew |
$521K - $598K
|
11.5K
$853K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
11.4K+ 97.13% |
$519K - $595K
|
23.2K
$1.72M
|
|
|
Jan 27, 2022
Q4 2021
|
Buffington Mohr Mc Neal
|
BUY
|
- |
11.3K+ 82.7% |
$513K - $589K
|
25K
$1.86M
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
BUY
|
- |
11.3K+ 3.98% |
$513K - $589K
|
296K
$22M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
11.3KNew |
$511K - $586K
|
11.3K
$836K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
11.3K+ 18.21% |
$511K - $586K
|
73.2K
$5.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
11K+ 10.79% |
$498K - $572K
|
113K
$8.37M
|
|
|
Feb 09, 2022
Q4 2021
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
10.8KNew |
$490K - $563K
|
10.8K
$802K
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
BUY
|
- |
10.8K+ 69.39% |
$488K - $560K
|
26.3K
$1.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10.7KNew |
$487K - $559K
|
10.7K
$797K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
10.7KNew |
$486K - $557K
|
10.7K
$795K
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10.7K+ 1.14% |
$483K - $555K
|
944K
$70M
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
- |
10.6KNew |
$480K - $551K
|
10.6K
$786K
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$478K - $549K
|
10.6K
$782K
|
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
10.6K+ 21.25% |
$478K - $549K
|
60.2K
$4.46M
|
|
|
Feb 14, 2022
Q4 2021
|
One Fin Capital Management LP
San Francisco, CA |
BUY
|
- |
10.5K+ 3.5% |
$476K - $546K
|
311K
$23M
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
10.5KNew |
$474K - $544K
|
10.5K
$775K
|
|
|
Jan 14, 2022
Q4 2021
|
West End Advisors, LLC
|
BUY
|
- |
10.3K+ 2.19% |
$466K - $535K
|
479K
$35.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Heartland Advisors Inc
Milwaukee, WI |
BUY
|
- |
10.2K+ 35.16% |
$463K - $532K
|
39.3K
$2.91M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.1K+ 14.14% |
$458K - $526K
|
81.6K
$6.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10K+ 3.28% |
$454K - $522K
|
316K
$23.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10K+ 25.0% |
$453K - $520K
|
50K
$3.71M
|
|
|
Mar 14, 2022
Q4 2021
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
10K+ 45.73% |
$453K - $520K
|
31.9K
$2.36M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.95K+ 10.7% |
$451K - $518K
|
103K
$7.63M
|
|
|
Feb 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
9.91KNew |
$449K - $515K
|
9.91K
$734K
|
|
|
Feb 15, 2022
Q4 2021
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
9.79KNew |
$443K - $509K
|
9.79K
$726K
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
9.74KNew |
$441K - $506K
|
9.74K
$722K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
9.55KNew |
$433K - $496K
|
9.55K
$708K
|
|
|
Feb 07, 2022
Q4 2021
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
9.54K+ 4.53% |
$432K - $496K
|
220K
$16.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
9.52KNew |
$431K - $495K
|
9.52K
$706K
|
|
|
Feb 14, 2022
Q4 2021
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
9.52K+ 132.55% |
$431K - $495K
|
16.7K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
9.5KNew |
$431K - $494K
|
9.5K
$704K
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
9.5KNew |
$430K - $494K
|
9.5K
$704K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
9.48KNew |
$430K - $493K
|
9.48K
$703K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
9.46KNew |
$429K - $492K
|
9.46K
$702K
|