Tiedemann Advisors, LLC Wells Fargo & Company Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 03, 2022	SELL	$37.43 - $49.33 $264,779 - $348,960	-7,074 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$45.81 - $59.06 $21,988 - $28,348	480 Added 7.28%	7,074 $343,000
Q4 2021 Feb 09, 2022	SELL	$45.31 - $52.0 $453 - $520	-10 Reduced 0.15%	6,594 $318,000
Q3 2021 Nov 12, 2021	SELL	$42.32 - $51.15 $176,516 - $213,346	-4,171 Reduced 38.71%	6,604 $307,000
Q2 2021 Aug 12, 2021	SELL	$39.48 - $47.9 $8,725 - $10,585	-221 Reduced 2.01%	10,775 $489,000
Q1 2021 May 13, 2021	BUY	$29.7 - $40.81 $34,867 - $47,910	1,174 Added 11.95%	10,996 $430,000
Q4 2020 Feb 16, 2021	BUY	$21.14 - $30.35 $207,637 - $298,097	9,822 New	9,822 $296,000
Q2 2020 Aug 05, 2020	SELL	$22.53 - $33.32 $277,434 - $410,302	-12,314 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$25.25 - $53.75 $1,060 - $2,257	-42 Reduced 0.34%	12,314 $353,000
Q4 2019 Feb 12, 2020	SELL	$47.82 - $54.46 $62,070 - $70,689	-1,298 Reduced 9.51%	12,356 $665,000
Q3 2019 Nov 06, 2019	SELL	$43.38 - $50.71 $28,891 - $33,772	-666 Reduced 4.65%	13,654 $691,000
Q2 2019 Aug 13, 2019	SELL	$44.37 - $49.17 $137,901 - $152,820	-3,108 Reduced 17.83%	14,320 $678,000
Q1 2019 May 13, 2019	BUY	$46.57 - $51.73 $138,638 - $154,000	2,977 Added 20.6%	17,428 $842,000
Q4 2018 Feb 13, 2019	BUY	$43.6 - $54.46 $21,887 - $27,338	502 Added 3.6%	14,451 $665,000
Q3 2018 Nov 13, 2018	SELL	$52.56 - $59.19 $45,149 - $50,844	-859 Reduced 5.8%	13,949 $735,000
Q2 2018 Aug 14, 2018	BUY	$50.39 - $56.18 $106,625 - $118,876	2,116 Added 16.67%	14,808 $819,000
Q1 2018 May 11, 2018	BUY	$50.98 - $65.93 $33,187 - $42,920	651 Added 5.41%	12,692 $666,000
Q4 2017 Feb 14, 2018	SELL	$53.19 - $61.61 $2.32 Million - $2.68 Million	-43,526 Reduced 78.33%	12,041 $730,000
Q3 2017 Nov 28, 2017	SELL	$49.58 - $55.15 $1.92 Million - $2.13 Million	-38,685 Reduced 41.04%	55,567 $2.58 Million
Q3 2017 Nov 13, 2017	SELL	$49.58 - $55.15 $92,764 - $103,185	-1,871 Reduced 1.95%	94,252 $1.91 Million
Q2 2017 Aug 14, 2017	BUY	N/A	96,123	96,123 $5.33 Million

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

Vanguard Group Inc Valley Forge, PA

307M
Shares

$21.6 Billion
0.32% of portfolio
Black Rock Inc. New York, NY

254M
Shares

$17.9 Billion
0.35% of portfolio
State Street Corp Boston, MA

142M
Shares

$9.98 Billion
0.33% of portfolio
Jpmorgan Chase & CO New York, NY

128M
Shares

$9.02 Billion
0.59% of portfolio
Wellington Management Group LLP Boston, MA

91.2M
Shares

$6.42 Billion
0.93% of portfolio

View Full List

About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $267B
Description
Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...

More about WFC

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