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 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.21K- 7.59% |
$55K - $63.1K
|
14.8K
$1.14M
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.22K- 2.61% |
$55.1K - $63.3K
|
45.5K
$3.52M
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.22K- 31.81% |
$55.4K - $63.5K
|
2.62K
$203K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.23K- 5.23% |
$55.6K - $63.8K
|
22.3K
$1.72M
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-1.24K- 30.23% |
$56K - $64.2K
|
2.85K
$221K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.24K- 5.04% |
$56K - $64.3K
|
23.3K
$1.8M
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.27K- 15.98% |
$57.4K - $65.8K
|
6.66K
$515K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.27K- 13.74% |
$57.5K - $66K
|
7.97K
$617K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.27K- 5.73% |
$57.7K - $66.2K
|
21K
$1.62M
|
|
|
Jan 18, 2022
Q4 2021
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.28K- 3.46% |
$58K - $66.6K
|
35.7K
$2.77M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.3K- 62.65% |
$58.9K - $67.6K
|
775
$60K
|
|
|
Jan 31, 2022
Q4 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-1.33K- 3.14% |
$60.1K - $69K
|
40.9K
$3.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
SELL
|
- |
-1.34K- 8.39% |
$60.7K - $69.7K
|
14.6K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.35K- 3.81% |
$61.1K - $70.1K
|
34K
$2.63M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
SELL
|
- |
-1.35K- 9.9% |
$61.2K - $70.2K
|
12.3K
$951K
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-1.37K- 3.13% |
$61.8K - $71K
|
42.3K
$3.27M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.38K- 4.56% |
$62.6K - $71.9K
|
28.9K
$2.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.4K- 3.48% |
$63.4K - $72.8K
|
38.8K
$3.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-1.4KClosed |
$63.4K - $72.8K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.45K- 1.49% |
$65.5K - $75.2K
|
95.5K
$7.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.45K- 3.1% |
$65.6K - $75.3K
|
45.3K
$3.51M
|
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.45K- 4.59% |
$65.8K - $75.6K
|
30.2K
$2.34M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-1.49K- 1.23% |
$67.4K - $77.3K
|
119K
$9.21M
|
|
|
Jan 13, 2022
Q4 2021
|
44 Wealth Management LLC
|
SELL
|
- |
-1.5K- 3.69% |
$67.8K - $77.8K
|
39K
$3.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 13.62% |
$67.9K - $77.9K
|
9.5K
$736K
|
|
|
Jan 19, 2022
Q4 2021
|
Monarch Capital Management Inc
|
SELL
|
- |
-1.5K- 5.06% |
$68K - $78K
|
28.2K
$2.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.52K- 4.97% |
$69K - $79.2K
|
29.1K
$2.25M
|
|
|
Jan 25, 2022
Q4 2021
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-1.53K- 12.36% |
$69.5K - $79.8K
|
10.9K
$842K
|
|
|
Feb 02, 2022
Q4 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-1.54K- 12.0% |
$69.8K - $80.1K
|
11.3K
$874K
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-1.61K- 1.74% |
$73.1K - $83.9K
|
90.9K
$7.04M
|
|
|
Jan 21, 2022
Q4 2021
|
First Pacific Financial
|
SELL
|
- |
-1.62K- 18.86% |
$73.2K - $84K
|
6.95K
$538K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.64K- 12.45% |
$74.4K - $85.3K
|
11.5K
$894K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.65K- 0.69% |
$74.8K - $85.9K
|
238K
$18.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-1.66K- 2.11% |
$75.1K - $86.2K
|
77K
$5.96M
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-1.67K- 19.26% |
$75.8K - $86.9K
|
7.01K
$543K
|
|
|
Jan 14, 2022
Q4 2021
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-1.7K- 11.72% |
$77K - $88.4K
|
12.8K
$991K
|
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-1.7KClosed |
$77.2K - $88.6K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Cumberland Advisors Inc
|
SELL
|
- |
-1.75K- 7.25% |
$79.3K - $91K
|
22.4K
$1.73M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.8K- 20.23% |
$81.3K - $93.3K
|
7.08K
$548K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.81K- 1.06% |
$82K - $94.1K
|
169K
$13.1M
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
SELL
|
- |
-1.83K- 8.31% |
$83.1K - $95.3K
|
20.2K
$1.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Tobam
|
SELL
|
- |
-1.83K- 12.95% |
$83.1K - $95.3K
|
12.3K
$954K
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
SELL
|
- |
-1.84K- 1.32% |
$83.1K - $95.4K
|
137K
$10.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-1.84K- 26.82% |
$83.4K - $95.7K
|
5.02K
$389K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.85K- 10.7% |
$83.9K - $96.3K
|
15.5K
$1.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.85K- 12.25% |
$84K - $96.4K
|
13.3K
$1.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.89K- 8.87% |
$85.8K - $98.5K
|
19.5K
$1.51M
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-1.9K- 3.06% |
$86.1K - $98.8K
|
60.1K
$4.66M
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.91K- 2.72% |
$86.5K - $99.3K
|
68.3K
$5.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgefront Capital, LLC
Austin, TX |
SELL
|
- |
-1.92K- 25.11% |
$86.9K - $99.7K
|
5.72K
$443K
|