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 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-309- 1.88% |
$14K - $16.1K
|
16.1K
$1.25M
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-310- 3.14% |
$14K - $16.1K
|
9.57K
$741K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-320- 0.5% |
$14.5K - $16.6K
|
63.3K
$4.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-322- 1.79% |
$14.6K - $16.7K
|
17.6K
$1.37M
|
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-324- 0.7% |
$14.7K - $16.8K
|
45.7K
$3.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-325- 0.45% |
$14.7K - $16.9K
|
72K
$5.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-325- 0.87% |
$14.7K - $16.9K
|
37.2K
$2.88M
|
|
|
Feb 15, 2022
Q4 2021
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-329- 3.66% |
$14.9K - $17.1K
|
8.67K
$671K
|
|
|
Feb 01, 2022
Q4 2021
|
James Hambro & Partners
|
SELL
|
- |
-337- 4.23% |
$15.3K - $17.5K
|
7.63K
$591K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-337- 2.79% |
$15.3K - $17.5K
|
11.7K
$908K
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-338- 0.64% |
$15.3K - $17.6K
|
52.2K
$4.04M
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
SELL
|
- |
-350- 50.0% |
$15.9K - $18.2K
|
350
$27.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Detalus Advisors, LLC
|
SELL
|
- |
-350- 5.88% |
$15.9K - $18.2K
|
5.6K
$434K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-350- 7.34% |
$15.9K - $18.2K
|
4.42K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-376Closed |
$17K - $19.6K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-385- 0.32% |
$17.4K - $20K
|
120K
$9.27M
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-394- 35.4% |
$17.9K - $20.5K
|
719
$55.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-395- 0.86% |
$17.9K - $20.5K
|
45.4K
$3.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-396- 8.44% |
$17.9K - $20.6K
|
4.3K
$333K
|
|
|
Feb 09, 2022
Q4 2021
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-400- 0.89% |
$18.1K - $20.8K
|
44.3K
$3.43M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-400Closed |
$18.1K - $20.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Alta Capital Management LLC
|
SELL
|
- |
-400- 7.69% |
$18.1K - $20.8K
|
4.8K
$372K
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-400- 2.59% |
$18.1K - $20.8K
|
15.1K
$1.17M
|
|
|
Feb 03, 2022
Q4 2021
|
Pictet Bank & Trust LTD
|
SELL
|
- |
-400- 0.4% |
$18.1K - $20.8K
|
101K
$7.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-404- 3.74% |
$18.3K - $21K
|
10.4K
$806K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-408- 10.38% |
$18.5K - $21.2K
|
3.52K
$273K
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-408- 0.86% |
$18.5K - $21.2K
|
47.1K
$3.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-409- 1.87% |
$18.5K - $21.3K
|
21.4K
$1.66M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-412- 0.75% |
$18.7K - $21.4K
|
54.7K
$4.23M
|
|
|
Jan 14, 2022
Q4 2021
|
High Tower Trust Services, Lta
|
SELL
|
- |
-413- 1.91% |
$18.7K - $21.5K
|
21.2K
$1.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-414- 5.98% |
$18.8K - $21.5K
|
6.51K
$504K
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-422- 1.46% |
$19.1K - $21.9K
|
28.5K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-425- 0.52% |
$19.3K - $22.1K
|
81.8K
$6.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-429- 3.18% |
$19.4K - $22.3K
|
13.1K
$1.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Assenagon Asset Management S.A.
|
SELL
|
- |
-457- 1.31% |
$20.7K - $23.8K
|
34.5K
$2.67M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-458- 2.06% |
$20.8K - $23.8K
|
21.8K
$1.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-464- 0.76% |
$21K - $24.1K
|
60.6K
$4.69M
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-465- 0.19% |
$21.1K - $24.2K
|
251K
$19.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-465- 2.08% |
$21.1K - $24.2K
|
21.9K
$1.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-478- 4.56% |
$21.7K - $24.9K
|
10K
$774K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-493- 0.6% |
$22.3K - $25.6K
|
81.2K
$6.28M
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-497- 41.98% |
$22.5K - $25.8K
|
687
$53.2K
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-499- 12.0% |
$22.6K - $25.9K
|
3.66K
$283K
|
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-500- 9.19% |
$22.7K - $26K
|
4.94K
$382K
|
|
|
Feb 10, 2022
Q4 2021
|
Excalibur Management Corp
|
SELL
|
- |
-500- 1.75% |
$22.7K - $26K
|
28.1K
$2.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Bouchey Financial Group LTD
|
SELL
|
- |
-500- 6.96% |
$22.7K - $26K
|
6.69K
$518K
|
|
|
Feb 03, 2022
Q4 2021
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-500- 4.39% |
$22.7K - $26K
|
10.9K
$843K
|
|
|
Feb 03, 2022
Q4 2021
|
Cadinha & CO LLC
|
SELL
|
- |
-500- 2.0% |
$22.7K - $26K
|
24.5K
$1.89M
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-500- 6.34% |
$22.7K - $26K
|
7.39K
$572K
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-500- 6.71% |
$22.7K - $26K
|
6.95K
$538K
|