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 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
9.46KNew |
$429K - $492K
|
9.46K
$677K
|
|
|
Jan 19, 2022
Q4 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
9.44KNew |
$428K - $491K
|
9.44K
$676K
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
9.34K+ 40.25% |
$423K - $486K
|
32.5K
$2.33M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
9.32K+ 16.8% |
$422K - $485K
|
64.8K
$4.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
9.3KNew |
$422K - $484K
|
9.3K
$666K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
9.2K+ 18.19% |
$417K - $478K
|
59.7K
$4.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.19K+ 11.9% |
$416K - $478K
|
86.4K
$6.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
9.13KNew |
$414K - $475K
|
9.13K
$654K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
9.12K+ 17.41% |
$413K - $474K
|
61.5K
$4.41M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
9.08K+ 98.07% |
$411K - $472K
|
18.3K
$1.31M
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
9.05KNew |
$410K - $471K
|
9.05K
$648K
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
9.01KNew |
$408K - $468K
|
9.01K
$645K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
9K+ 17.58% |
$408K - $468K
|
60.2K
$4.31M
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
8.99K+ 8.72% |
$407K - $467K
|
112K
$8.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
8.86KNew |
$401K - $461K
|
8.86K
$634K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8.77K+ 118.09% |
$398K - $456K
|
16.2K
$1.16M
|
|
|
Feb 08, 2022
Q4 2021
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
8.75KNew |
$396K - $455K
|
8.75K
$626K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.55K+ 4.62% |
$388K - $445K
|
194K
$13.9M
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
8.49K+ 84.16% |
$385K - $441K
|
18.6K
$1.33M
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
8.3KNew |
$376K - $431K
|
8.3K
$594K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
8.23K+ 1.11% |
$373K - $428K
|
748K
$53.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Planning Center, Inc.
|
BUY
|
- |
7.98KNew |
$362K - $415K
|
7.98K
$571K
|
|
|
Jan 18, 2022
Q4 2021
|
Wilsey Asset Management Inc
|
BUY
|
- |
7.89K+ 1.5% |
$357K - $410K
|
535K
$38.3M
|
|
|
Oct 08, 2024
Q4 2021
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
7.84K+ 79.85% |
$355K - $408K
|
17.7K
$1.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
7.81K+ 11.96% |
$354K - $406K
|
73.1K
$5.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Evolution Advisers, Inc.
|
BUY
|
- |
7.67KNew |
$347K - $399K
|
7.67K
$549K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
7.67K+ 165.04% |
$347K - $399K
|
12.3K
$881K
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
7.58KNew |
$344K - $394K
|
7.58K
$543K
|
|
|
Jan 18, 2022
Q4 2021
|
Ballast, Inc.
|
BUY
|
- |
7.56KNew |
$342K - $393K
|
7.56K
$541K
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
7.5K+ 73.2% |
$340K - $390K
|
17.7K
$1.27M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
7.45KNew |
$338K - $388K
|
7.45K
$534K
|
|
|
Feb 14, 2022
Q4 2021
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
7.32KNew |
$332K - $381K
|
7.32K
$524K
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
7.32KNew |
$332K - $380K
|
7.32K
$524K
|
|
|
Jan 19, 2022
Q4 2021
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
7.3K+ 1.51% |
$331K - $379K
|
491K
$35.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
7.28KNew |
$330K - $379K
|
7.28K
$522K
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
7.25K+ 5.65% |
$329K - $377K
|
136K
$9.71M
|
|
|
Feb 04, 2022
Q4 2021
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
7.25K+ 17.08% |
$328K - $377K
|
49.7K
$3.56M
|
|
|
Feb 09, 2022
Q4 2021
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.25KNew |
$328K - $377K
|
7.25K
$519K
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
7.25K+ 16.81% |
$328K - $377K
|
50.3K
$3.6M
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Systems Of Alabama
|
BUY
|
- |
7.19K+ 0.25% |
$326K - $374K
|
2.9M
$208M
|
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
7.16K+ 16.94% |
$324K - $372K
|
49.4K
$3.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
7.06KNew |
$320K - $367K
|
7.06K
$505K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7K+ 11.05% |
$317K - $364K
|
70.4K
$5.04M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
6.95KNew |
$315K - $361K
|
6.95K
$497K
|
|
|
Feb 10, 2022
Q4 2021
|
Ghe, LLC
|
BUY
|
- |
6.91KNew |
$313K - $359K
|
6.91K
$495K
|
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
6.89K+ 49.43% |
$312K - $358K
|
20.8K
$1.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
6.84KNew |
$310K - $356K
|
6.84K
$490K
|
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6.73KNew |
$305K - $350K
|
6.73K
$482K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.71K+ 7.44% |
$304K - $349K
|
96.9K
$6.94M
|
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
6.7K+ 7.12% |
$304K - $348K
|
101K
$7.21M
|