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 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-100- 1.75% |
$4.53K - $5.2K
|
5.61K
$452K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-101- 2.13% |
$4.58K - $5.25K
|
4.64K
$374K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-103- 0.83% |
$4.67K - $5.36K
|
12.3K
$990K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-104- 0.49% |
$4.71K - $5.41K
|
21.1K
$1.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-106- 0.91% |
$4.8K - $5.51K
|
11.5K
$929K
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-123- 9.38% |
$5.57K - $6.4K
|
1.19K
$95.8K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
SELL
|
- |
-125- 3.16% |
$5.66K - $6.5K
|
3.83K
$308K
|
|
|
Jan 24, 2022
Q4 2021
|
Wedge Capital Management L L P
|
SELL
|
- |
-127- 1.91% |
$5.75K - $6.6K
|
6.52K
$525K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
SELL
|
- |
-128- 0.81% |
$5.8K - $6.66K
|
15.8K
$1.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-128- 0.03% |
$5.8K - $6.66K
|
475K
$38.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-129Closed |
$5.84K - $6.71K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-129Closed |
$5.84K - $6.71K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-130- 1.09% |
$5.89K - $6.76K
|
11.8K
$951K
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-131Closed |
$5.94K - $6.81K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.35% |
$6.34K - $7.28K
|
10.2K
$825K
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
SELL
|
- |
-143- 0.48% |
$6.48K - $7.44K
|
29.8K
$2.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-148- 0.45% |
$6.71K - $7.7K
|
32.4K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-149- 1.49% |
$6.75K - $7.75K
|
9.86K
$795K
|
|
|
Feb 08, 2022
Q4 2021
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-150- 2.19% |
$6.8K - $7.8K
|
6.69K
$539K
|
|
|
Jan 27, 2022
Q4 2021
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-150- 0.49% |
$6.8K - $7.8K
|
30.2K
$2.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-150- 0.92% |
$6.8K - $7.8K
|
16.1K
$1.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-153- 1.14% |
$6.93K - $7.96K
|
13.2K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-154- 1.28% |
$6.98K - $8.01K
|
11.9K
$955K
|
|
|
Jan 25, 2022
Q4 2021
|
Argyle Capital Management Inc.
|
SELL
|
- |
-158- 0.26% |
$7.16K - $8.22K
|
61K
$4.92M
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-160- 2.26% |
$7.25K - $8.32K
|
6.93K
$558K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-161- 0.93% |
$7.29K - $8.37K
|
17.1K
$1.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-163Closed |
$7.39K - $8.48K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
SELL
|
- |
-163- 0.18% |
$7.39K - $8.48K
|
91.8K
$7.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-165Closed |
$7.48K - $8.58K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-166- 0.52% |
$7.52K - $8.63K
|
31.6K
$2.55M
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-166- 34.23% |
$7.52K - $8.63K
|
319
$25.7K
|
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-167- 0.67% |
$7.57K - $8.68K
|
24.8K
$2M
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-169- 1.12% |
$7.66K - $8.79K
|
14.9K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-170- 1.16% |
$7.7K - $8.84K
|
14.5K
$1.17M
|
|
|
Jan 10, 2022
Q4 2021
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-175- 2.06% |
$7.93K - $9.1K
|
8.32K
$670K
|
|
|
Jan 19, 2022
Q4 2021
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-175- 0.72% |
$7.93K - $9.1K
|
24K
$1.93M
|
|
|
Feb 02, 2022
Q4 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-178- 11.19% |
$8.07K - $9.26K
|
1.41K
$114K
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-180- 2.04% |
$8.16K - $9.36K
|
8.65K
$697K
|
|
|
Jan 19, 2022
Q4 2021
|
Western Financial Corporation
|
SELL
|
- |
-182- 0.2% |
$8.25K - $9.46K
|
91.5K
$7.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-186- 4.02% |
$8.43K - $9.67K
|
4.45K
$358K
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-189- 1.55% |
$8.56K - $9.83K
|
12K
$966K
|
|
|
Sep 13, 2022
Q4 2021
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-189- 1.3% |
$8.56K - $9.83K
|
14.4K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-190- 2.74% |
$8.61K - $9.88K
|
6.75K
$544K
|
|
|
Jan 18, 2022
Q4 2021
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-190- 3.53% |
$8.61K - $9.88K
|
5.19K
$418K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-194- 1.33% |
$8.79K - $10.1K
|
14.4K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-195- 0.61% |
$8.84K - $10.1K
|
31.6K
$2.54M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-198Closed |
$8.97K - $10.3K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-199- 54.22% |
$9.02K - $10.3K
|
168
$13.5K
|
|
|
Jan 10, 2022
Q4 2021
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-200- 2.84% |
$9.06K - $10.4K
|
6.84K
$551K
|
|
|
Jan 25, 2022
Q4 2021
|
Meyer Handelman CO
|
SELL
|
- |
-200- 0.08% |
$9.06K - $10.4K
|
253K
$20.4M
|