Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
288New |
$13.4K - $16.7K
|
288
$20.6K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-12.2K- 19.83% |
$564K - $704K
|
49.1K
$3.52M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-385- 2.57% |
$17.9K - $22.3K
|
14.6K
$1.05M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.47KNew |
$161K - $201K
|
3.47K
$248K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
730+ 4.88% |
$33.9K - $42.3K
|
15.7K
$1.12M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.68KNew |
$171K - $213K
|
3.68K
$263K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-777- 15.3% |
$36.1K - $45K
|
4.3K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
175New |
$8.13K - $10.1K
|
175
$12.5K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.1K+ 30.09% |
$514K - $642K
|
47.9K
$3.42M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
4KNew |
$186K - $232K
|
4K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
PUT |
100KNew |
$4.64M - $5.8M
|
100K
$7.16M
|
|
|
May 15, 2024
Q1 2024
|
Vontobel Asset Management Inc
New York, NY |
SELL
|
- |
-1.25K- 14.02% |
$57.8K - $72.2K
|
7.64K
$547K
|
|
|
May 15, 2024
Q1 2024
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-44.9K- 61.86% |
$2.09M - $2.6M
|
27.7K
$1.98M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
600New |
$27.9K - $34.8K
|
600
$42.9K
|
|
|
May 15, 2024
Q1 2024
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-6.06K- 3.38% |
$282K - $351K
|
173K
$12.4M
|
|
|
May 15, 2024
Q1 2024
|
Coyle Financial Counsel LLC
Glenview, IL |
BUY
|
- |
4.04KNew |
$188K - $234K
|
4.04K
$289K
|
|
|
May 15, 2024
Q1 2024
|
Moore Capital Management, LP
New York, NY |
BUY
|
- |
462KNew |
$21.4M - $26.8M
|
462K
$33M
|
|
|
May 15, 2024
Q1 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
3.48KNew |
$162K - $202K
|
3.48K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
4.05KNew |
$188K - $235K
|
4.05K
$290K
|
|
|
May 15, 2024
Q1 2024
|
New Vernon Capital Holdings Ii LLC
Morristown, NJ |
BUY
|
- |
6.58KNew |
$306K - $382K
|
6.58K
$471K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-571- 11.91% |
$26.5K - $33.1K
|
4.23K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
500New |
$23.2K - $29K
|
500
$35.8K
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
4.07KNew |
$189K - $236K
|
4.07K
$291K
|
|
|
May 15, 2024
Q1 2024
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-631K- 64.6% |
$29.3M - $36.5M
|
345K
$24.7M
|
|
|
May 15, 2024
Q1 2024
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-58K- 34.16% |
$2.69M - $3.36M
|
112K
$8M
|
|
|
May 15, 2024
Q1 2024
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
SELL
|
- |
-410K- 51.68% |
$19M - $23.8M
|
383K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
PUT |
30.8K+ 12.22% |
$1.43M - $1.79M
|
283K
$20.2M
|
|
|
May 15, 2024
Q1 2024
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
7.82KNew |
$363K - $453K
|
7.82K
$560K
|
|
|
May 15, 2024
Q1 2024
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
10KNew |
$464K - $580K
|
10K
$716K
|
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
CALL |
100KNew |
$4.64M - $5.8M
|
100K
$7.16M
|
|
|
May 14, 2024
Q1 2024
|
Solidarilty Wealth, LLC
Lehi, UT |
BUY
|
- |
4.02KNew |
$187K - $233K
|
4.02K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
3.7KNew |
$172K - $214K
|
3.7K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-345- 2.63% |
$16K - $20K
|
12.8K
$916K
|
|
|
May 14, 2024
Q1 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
883+ 294.33% |
$41K - $51.2K
|
1.18K
$84.7K
|
|
|
May 14, 2024
Q1 2024
|
Long Focus Capital Management, LLC
San Juan, PR |
SELL
|
- |
-25.9K- 20.09% |
$1.2M - $1.5M
|
103K
$7.37M
|
|
|
May 14, 2024
Q1 2024
|
Nixon Capital, LLC
Austin, TX |
BUY
|
- |
1.72KNew |
$79.9K - $99.7K
|
1.72K
$123K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
36+ 25.9% |
$1.67K - $2.09K
|
175
$12.5K
|
|
|
May 14, 2024
Q1 2024
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
30KNew |
$1.39M - $1.74M
|
30K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-2.67K- 1.81% |
$124K - $155K
|
145K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
620+ 11.61% |
$28.8K - $35.9K
|
5.96K
$427K
|
|
|
May 14, 2024
Q1 2024
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
1.47K+ 4.58% |
$68.3K - $85.2K
|
33.6K
$2.4M
|
|
|
May 14, 2024
Q1 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
5.21KNew |
$242K - $302K
|
5.21K
$373K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
4.5KNew |
$209K - $261K
|
4.5K
$322K
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-14.4K- 55.58% |
$670K - $837K
|
11.5K
$825K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.26K+ 0.94% |
$151K - $189K
|
351K
$25.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
102K+ 133.83% |
$4.75M - $5.93M
|
179K
$12.8M
|
|
|
May 14, 2024
Q1 2024
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-298K- 59.08% |
$13.8M - $17.3M
|
206K
$14.8M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
5.08KNew |
$236K - $294K
|
5.08K
$364K
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.51K- 10.54% |
$70.2K - $87.6K
|
12.8K
$918K
|
|
|
May 13, 2024
Q1 2024
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
BUY
|
CALL |
54.2KNew |
$2.52M - $3.14M
|
54.2K
$3.88M
|