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 02, 2022
Q2 2022
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-3.6K- 12.08% |
$135K - $178K
|
26.2K
$2.02M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-3.69K- 16.02% |
$138K - $182K
|
19.3K
$1.49M
|
|
|
Jul 07, 2022
Q2 2022
|
Moody National Bank Trust Division
|
SELL
|
- |
-3.69K- 5.01% |
$138K - $182K
|
70K
$5.39M
|
|
|
Jul 28, 2022
Q2 2022
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-3.69K- 0.36% |
$138K - $182K
|
1.03M
$79M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-3.71K- 9.9% |
$139K - $183K
|
33.8K
$2.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Graypoint LLC
|
SELL
|
- |
-3.76K- 38.51% |
$141K - $185K
|
6K
$462K
|
|
|
Aug 05, 2022
Q2 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-3.79K- 10.31% |
$142K - $187K
|
33K
$2.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-3.86K- 32.95% |
$144K - $190K
|
7.85K
$604K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-3.86K- 5.85% |
$145K - $191K
|
62.2K
$4.79M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.93K- 18.63% |
$147K - $194K
|
17.1K
$1.32M
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-3.94K- 12.82% |
$147K - $194K
|
26.8K
$2.06M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.96K- 10.04% |
$148K - $195K
|
35.5K
$2.73M
|
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-3.98K- 1.52% |
$149K - $196K
|
257K
$19.8M
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4K- 18.59% |
$150K - $197K
|
17.5K
$1.35M
|
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-4.02K- 7.37% |
$150K - $198K
|
50.4K
$3.89M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4.02KClosed |
$150K - $198K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-4.05K- 65.97% |
$151K - $200K
|
2.09K
$161K
|
|
|
Aug 09, 2022
Q2 2022
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-4.07K- 1.61% |
$152K - $201K
|
248K
$19.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-4.09K- 1.07% |
$153K - $202K
|
378K
$29.1M
|
|
|
Aug 02, 2022
Q2 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-4.11KClosed |
$154K - $203K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.12K- 24.1% |
$154K - $203K
|
13K
$1M
|
|
|
Aug 02, 2022
Q2 2022
|
Northern Capital Management, Inc.
|
SELL
|
- |
-4.14KClosed |
$155K - $204K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-4.15KClosed |
$155K - $205K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-4.16KClosed |
$156K - $205K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-4.17K- 4.57% |
$156K - $206K
|
87K
$6.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-4.2K- 5.25% |
$157K - $207K
|
75.8K
$5.84M
|
|
|
Aug 12, 2022
Q2 2022
|
Premier Asset Management LLC
Chicago, IL |
SELL
|
- |
-4.2KClosed |
$157K - $207K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Baxter Bros Inc
|
SELL
|
- |
-4.2K- 3.7% |
$157K - $207K
|
109K
$8.42M
|
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-4.21KClosed |
$158K - $208K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-4.21KClosed |
$158K - $208K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.23KClosed |
$158K - $209K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-4.23KClosed |
$158K - $209K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-4.23KClosed |
$158K - $209K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-4.24KClosed |
$159K - $209K
|
0
$0
|
|
|
Jul 31, 2024
Q2 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-4.24KClosed |
$159K - $209K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.25KClosed |
$159K - $209K
|
0
$0
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-4.25KClosed |
$159K - $210K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-4.25KClosed |
$159K - $210K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-4.26KClosed |
$159K - $210K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
SELL
|
- |
-4.27KClosed |
$160K - $210K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-4.28KClosed |
$160K - $211K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Mqs Management LLC
|
SELL
|
- |
-4.28KClosed |
$160K - $211K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.28KClosed |
$160K - $211K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-4.29KClosed |
$160K - $211K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-4.29KClosed |
$161K - $212K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-4.3KClosed |
$161K - $212K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-4.3KClosed |
$161K - $212K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-4.32KClosed |
$162K - $213K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Cardinal Point Wealth Management Partners, LLC
|
SELL
|
- |
-4.35KClosed |
$163K - $214K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-4.35KClosed |
$163K - $215K
|
0
$0
|