Purchases and Sales Made in Q2 2022 in Wells Fargo & Company (WFC)
This table provides information about the institutional ownership of Wells Fargo & Company (WFC) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
438New |
$16.4K - $21.6K
|
438
$33.7K
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
426New |
$15.9K - $21K
|
426
$32.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
418+ 5.1% |
$15.6K - $20.6K
|
8.61K
$663K
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
414+ 2.84% |
$15.5K - $20.4K
|
15K
$1.15M
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
408+ 3.0% |
$15.3K - $20.1K
|
14K
$1.08M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
400+ 100.0% |
$15K - $19.7K
|
800
$61.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
400+ 0.41% |
$15K - $19.7K
|
97.6K
$7.52M
|
|
|
Aug 04, 2022
Q2 2022
|
Nvwm, LLC
|
BUY
|
- |
389+ 1.68% |
$14.6K - $19.2K
|
23.6K
$1.82M
|
|
|
Aug 04, 2022
Q2 2022
|
Quilter PLC
|
BUY
|
- |
388+ 1.99% |
$14.5K - $19.1K
|
19.9K
$1.53M
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
BUY
|
- |
382+ 20.89% |
$14.3K - $18.8K
|
2.21K
$170K
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
379+ 0.17% |
$14.2K - $18.7K
|
226K
$17.4M
|
|
|
Apr 06, 2023
Q2 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
369+ 6.97% |
$13.8K - $18.2K
|
5.66K
$436K
|
|
|
Aug 04, 2022
Q2 2022
|
Platform Technology Partners
|
BUY
|
- |
366+ 3.7% |
$13.7K - $18.1K
|
10.3K
$791K
|
|
|
Jul 25, 2022
Q2 2022
|
Gfg Capital, LLC
|
BUY
|
- |
359+ 1.46% |
$13.4K - $17.7K
|
25K
$1.92M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
359+ 6.11% |
$13.4K - $17.7K
|
6.24K
$481K
|
|
|
Aug 15, 2022
Q2 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
359+ 4.8% |
$13.4K - $17.7K
|
7.83K
$603K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
349New |
$13.1K - $17.2K
|
349
$26.9K
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
345+ 11.55% |
$12.9K - $17K
|
3.33K
$257K
|
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
339+ 3.04% |
$12.7K - $16.7K
|
11.5K
$885K
|
|
|
Aug 04, 2022
Q2 2022
|
Becker Capital Management Inc
|
BUY
|
- |
334+ 2.14% |
$12.5K - $16.5K
|
16K
$1.23M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
332New |
$12.4K - $16.4K
|
332
$25.6K
|
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
BUY
|
- |
324+ 0.56% |
$12.1K - $16K
|
57.8K
$4.45M
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
323+ 5.06% |
$12.1K - $15.9K
|
6.7K
$516K
|
|
|
Jul 20, 2022
Q2 2022
|
Purus Wealth Management, LLC
|
BUY
|
- |
319+ 2.53% |
$11.9K - $15.7K
|
12.9K
$996K
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
319+ 0.32% |
$11.9K - $15.7K
|
101K
$7.76M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
307+ 2.99% |
$11.5K - $15.1K
|
10.6K
$816K
|
|
|
Aug 15, 2022
Q2 2022
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
BUY
|
- |
304+ 0.02% |
$11.4K - $15K
|
1.34M
$103M
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
302+ 4.23% |
$11.3K - $14.9K
|
7.43K
$573K
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
296+ 1.82% |
$11.1K - $14.6K
|
16.5K
$1.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
293+ 0.74% |
$11K - $14.5K
|
39.7K
$3.06M
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
BUY
|
- |
292+ 1.8% |
$10.9K - $14.4K
|
16.5K
$1.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
289+ 1.08% |
$10.8K - $14.3K
|
27.1K
$2.09M
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
281+ 0.99% |
$10.5K - $13.9K
|
28.6K
$2.21M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
277+ 7.38% |
$10.4K - $13.7K
|
4.03K
$310K
|
|
|
Jul 27, 2022
Q2 2022
|
Leisure Capital Management
|
BUY
|
- |
272+ 2.46% |
$10.2K - $13.4K
|
11.3K
$871K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
266New |
$9.96K - $13.1K
|
266
$20.5K
|
|
|
Jul 22, 2022
Q2 2022
|
44 Wealth Management LLC
|
BUY
|
- |
256+ 0.73% |
$9.58K - $12.6K
|
35.2K
$2.71M
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
255New |
$9.54K - $12.6K
|
255
$19.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Weaver Consulting Group
|
BUY
|
- |
250+ 4.83% |
$9.36K - $12.3K
|
5.42K
$418K
|
|
|
Aug 12, 2022
Q2 2022
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
250+ 0.21% |
$9.36K - $12.3K
|
121K
$9.3M
|
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
248+ 1.01% |
$9.28K - $12.2K
|
24.9K
$1.91M
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
243+ 2.13% |
$9.1K - $12K
|
11.6K
$896K
|
|
|
Jul 28, 2022
Q2 2022
|
Hardy Reed LLC
|
BUY
|
- |
242+ 4.91% |
$9.06K - $11.9K
|
5.17K
$398K
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
242+ 0.44% |
$9.06K - $11.9K
|
55.5K
$4.28M
|
|
|
Aug 15, 2022
Q2 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
238+ 1.38% |
$8.91K - $11.7K
|
17.4K
$1.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
238+ 0.81% |
$8.91K - $11.7K
|
29.7K
$2.29M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
235+ 0.13% |
$8.8K - $11.6K
|
184K
$14.1M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
230+ 1.91% |
$8.61K - $11.3K
|
12.3K
$946K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
230+ 0.69% |
$8.61K - $11.3K
|
33.4K
$2.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
228+ 1.85% |
$8.53K - $11.2K
|
12.5K
$967K
|