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 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.52% |
$136 - $156
|
580
$46.1K
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
3+ 0.05% |
$136 - $156
|
6.62K
$526K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
3+ 0.03% |
$136 - $156
|
9.76K
$775K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
3+ 0.42% |
$136 - $156
|
712
$56.6K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3+ 0.08% |
$136 - $156
|
3.78K
$300K
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
3+ 0.01% |
$136 - $156
|
24.2K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3+ 0.01% |
$136 - $156
|
30.5K
$2.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
2+ 0.01% |
$90.6 - $104
|
17.3K
$1.38M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
2+ 0.03% |
$90.6 - $104
|
6.13K
$487K
|
|
|
Jan 19, 2022
Q4 2021
|
Purus Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$90.6 - $104
|
12.6K
$997K
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
2+ 0.02% |
$90.6 - $104
|
12.4K
$986K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2+ 0.01% |
$90.6 - $104
|
33.6K
$2.67M
|
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2+ 0.02% |
$90.6 - $104
|
12.4K
$984K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2+ 0.03% |
$90.6 - $104
|
7.54K
$600K
|
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$45.3 - $52
|
213
$16.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
1+ 0.02% |
$45.3 - $52
|
5.44K
$432K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.14% |
$45.3 - $52
|
703
$55.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Foresight Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$45.3 - $52
|
18.8K
$1.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$45.3 - $52
|
2.21K
$176K
|
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1+ 0.02% |
$45.3 - $52
|
4.61K
$366K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
1+ 0.34% |
$45.3 - $52
|
291
$23.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.01% |
$45.3 - $52
|
10.5K
$838K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 0.02% |
$45.3 - $52
|
6.17K
$490K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-1Closed |
$45.3 - $52
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
SELL
|
- |
-1- 0.02% |
$45.3 - $52
|
5.24K
$417K
|
|
|
Feb 14, 2022
Q4 2021
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-1- 0.01% |
$45.3 - $52
|
9.97K
$792K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1Closed |
$45.3 - $52
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-2- 0.02% |
$90.6 - $104
|
10.2K
$807K
|
|
|
Jan 25, 2022
Q4 2021
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-2- 0.01% |
$90.6 - $104
|
17.5K
$1.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-3- 0.36% |
$136 - $156
|
825
$65.6K
|
|
|
Mar 01, 2022
Q4 2021
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-4- 0.01% |
$181 - $208
|
36.8K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4- 0.64% |
$181 - $208
|
621
$49.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5- 0.09% |
$227 - $260
|
5.38K
$428K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5- 0.09% |
$227 - $260
|
5.38K
$428K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-7- 0.09% |
$317 - $364
|
8.22K
$654K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-7- 0.02% |
$317 - $364
|
33.2K
$2.64M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-8- 0.03% |
$362 - $416
|
23.9K
$1.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.17% |
$408 - $468
|
5.35K
$425K
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-9- 0.08% |
$408 - $468
|
10.6K
$845K
|
|
|
Jan 28, 2022
Q4 2021
|
Arrow Financial Corp
|
SELL
|
- |
-10- 0.13% |
$453 - $520
|
7.7K
$612K
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-10- 0.15% |
$453 - $520
|
6.59K
$524K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
SELL
|
- |
-11- 0.06% |
$498 - $572
|
19K
$1.51M
|
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-11Closed |
$498 - $572
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-13- 0.05% |
$589 - $676
|
26.6K
$2.11M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-14- 0.09% |
$634 - $728
|
15.8K
$1.26M
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-15- 0.57% |
$680 - $780
|
2.62K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-18- 0.22% |
$816 - $936
|
8.05K
$639K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-18Closed |
$816 - $936
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-19- 1.57% |
$861 - $988
|
1.19K
$94.9K
|