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 11, 2022
Q4 2021
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
6.67KNew |
$302K - $347K
|
6.67K
$516K
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
6.65KNew |
$301K - $346K
|
6.65K
$515K
|
|
Feb 11, 2022
Q4 2021
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6.49K+ 6.67% |
$294K - $337K
|
104K
$8.03M
|
|
May 06, 2022
Q4 2021
|
Powers Advisory Group, LLC
|
BUY
|
- |
6.34KNew |
$287K - $329K
|
6.34K
$491K
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
6.33KNew |
$287K - $329K
|
6.33K
$490K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.33KNew |
$287K - $329K
|
6.33K
$490K
|
|
Feb 14, 2022
Q4 2021
|
Ethic Inc.
New York, NY |
BUY
|
- |
6.32KNew |
$287K - $329K
|
6.32K
$490K
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
BUY
|
- |
6.32K+ 3.74% |
$286K - $329K
|
176K
$13.6M
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
6.22KNew |
$282K - $323K
|
6.22K
$482K
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
6.17KNew |
$280K - $321K
|
6.17K
$478K
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.13KNew |
$278K - $319K
|
6.13K
$475K
|
|
Jan 14, 2022
Q4 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
6.1KNew |
$276K - $317K
|
6.1K
$472K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
6.07K+ 44.69% |
$275K - $316K
|
19.7K
$1.52M
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
6.07K+ 46.43% |
$275K - $315K
|
19.1K
$1.48M
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
6.04K+ 109.44% |
$274K - $314K
|
11.6K
$895K
|
|
Feb 15, 2022
Q4 2021
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
6KNew |
$272K - $312K
|
6K
$465K
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.89K+ 12.4% |
$267K - $306K
|
53.4K
$4.13M
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
BUY
|
- |
5.87K+ 43.18% |
$266K - $305K
|
19.5K
$1.51M
|
|
Feb 11, 2022
Q4 2021
|
Rwwm, Inc.
Rocklin, CA |
BUY
|
- |
5.86K+ 0.23% |
$265K - $304K
|
2.6M
$201M
|
|
Feb 08, 2022
Q4 2021
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
5.81K+ 1.18% |
$263K - $302K
|
497K
$38.5M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.8K+ 5.06% |
$263K - $302K
|
120K
$9.32M
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
5.8K+ 3.62% |
$263K - $301K
|
166K
$12.9M
|
|
Feb 03, 2022
Q4 2021
|
Novare Capital Management LLC
|
BUY
|
- |
5.8KNew |
$263K - $301K
|
5.8K
$449K
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
5.76KNew |
$261K - $300K
|
5.76K
$446K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
5.72K+ 42.32% |
$259K - $297K
|
19.2K
$1.49M
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 32.48% |
$257K - $295K
|
23.1K
$1.79M
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
5.67KNew |
$257K - $295K
|
5.67K
$439K
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.64K+ 78.94% |
$255K - $293K
|
12.8K
$989K
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.62KNew |
$255K - $292K
|
5.62K
$435K
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.51K+ 14.23% |
$250K - $287K
|
44.2K
$3.43M
|
|
Feb 14, 2022
Q4 2021
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
5.5KNew |
$249K - $286K
|
5.5K
$426K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.31KNew |
$241K - $276K
|
5.31K
$411K
|
|
Jan 21, 2022
Q4 2021
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
5.3KNew |
$240K - $276K
|
5.3K
$410K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.25K+ 7.5% |
$238K - $273K
|
75.2K
$5.83M
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
5.19K+ 23.45% |
$235K - $270K
|
27.3K
$2.12M
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
5.16K+ 0.91% |
$234K - $269K
|
571K
$44.2M
|
|
Jan 31, 2022
Q4 2021
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
5.15K+ 9.68% |
$233K - $268K
|
58.3K
$4.52M
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
5.11K+ 5.15% |
$231K - $266K
|
104K
$8.07M
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.11K+ 69.76% |
$231K - $266K
|
12.4K
$962K
|
|
Jan 18, 2022
Q4 2021
|
Nu Wave Investment Management, LLC
|
BUY
|
- |
5.03KNew |
$228K - $262K
|
5.03K
$390K
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
4.99K+ 10.65% |
$226K - $260K
|
51.8K
$4.01M
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.98K+ 165.86% |
$226K - $259K
|
7.99K
$619K
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.95K+ 7.78% |
$224K - $257K
|
68.6K
$5.31M
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
4.95K+ 900.0% |
$224K - $257K
|
5.5K
$426K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.94K+ 10.92% |
$224K - $257K
|
50.1K
$3.88M
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
4.93K+ 55.47% |
$223K - $256K
|
13.8K
$1.07M
|
|
Jan 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
BUY
|
- |
4.89KNew |
$222K - $254K
|
4.89K
$379K
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.88KNew |
$221K - $254K
|
4.88K
$377K
|
|
Jan 25, 2022
Q4 2021
|
Sws Partners
|
BUY
|
- |
4.83K+ 8.25% |
$219K - $251K
|
63.4K
$4.91M
|
|
Feb 02, 2022
Q4 2021
|
Buckley Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$219K - $251K
|
4.83K
$374K
|