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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.32K- 5.81% |
$89.8K - $117K
|
37.7K
$2.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.31K+ 15.58% |
$128K - $167K
|
24.6K
$1.76M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.15KNew |
$160K - $210K
|
4.15K
$297K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$116 - $152
|
23.5K
$1.68M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-9.55K- 64.61% |
$369K - $483K
|
5.23K
$375K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1.65K- 69.5% |
$63.8K - $83.3K
|
724
$51.8K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
51.6MNew |
$2.09B - $2.43B
|
51.6M
$3.69B
|
|
|
Jan 02, 2024
Q3 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
158KNew |
$6.39M - $7.45M
|
158K
$11.3M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.99KNew |
$121K - $141K
|
2.99K
$214K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-6- 0.99% |
$243 - $283
|
600
$42.9K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
120KNew |
$4.85M - $5.66M
|
120K
$8.59M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-230- 10.13% |
$9.3K - $10.8K
|
2.04K
$146K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.24KNew |
$50.3K - $58.6K
|
1.24K
$89K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
62New |
$2.51K - $2.92K
|
62
$4.44K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
500New |
$20.2K - $23.6K
|
500
$35.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-16.2K- 67.15% |
$653K - $762K
|
7.9K
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-34.3K- 84.7% |
$1.39M - $1.62M
|
6.19K
$443K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
42.4KNew |
$1.71M - $2M
|
42.4K
$3.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.16K- 55.75% |
$290K - $338K
|
5.69K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.95KNew |
$78.8K - $91.9K
|
1.95K
$139K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
24.1K+ 435.24% |
$973K - $1.13M
|
29.6K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
50.3K+ 156.7% |
$2.03M - $2.37M
|
82.4K
$5.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cunning Capital Partners, LP
Morrisville, NC |
BUY
|
- |
38.7KNew |
$1.56M - $1.82M
|
38.7K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 7.13% |
$141K - $164K
|
52.3K
$3.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
472KNew |
$19.1M - $22.3M
|
472K
$33.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-500- 4.09% |
$20.2K - $23.6K
|
11.7K
$840K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-17K- 7.01% |
$689K - $803K
|
226K
$16.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
5K+ 1.18% |
$202K - $236K
|
429K
$30.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
62.1KNew |
$2.51M - $2.93M
|
62.1K
$4.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-104- 0.2% |
$4.2K - $4.9K
|
52.2K
$3.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.04KNew |
$82.3K - $96K
|
2.04K
$146K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
4K+ 51.28% |
$162K - $189K
|
11.8K
$845K
|
|
|
Nov 14, 2023
Q3 2023
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
2M+ 200.0% |
$80.9M - $94.3M
|
3M
$215M
|
|
|
Nov 14, 2023
Q3 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
26.1KNew |
$1.06M - $1.23M
|
26.1K
$1.87M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
2.22KNew |
$89.9K - $105K
|
2.22K
$159K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.02K- 5.05% |
$41.3K - $48.1K
|
19.2K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
73+ 0.87% |
$2.95K - $3.44K
|
8.47K
$606K
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
9.7KNew |
$392K - $457K
|
9.7K
$694K
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
85.6KNew |
$3.46M - $4.03M
|
85.6K
$6.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
PUT |
-375K- 44.12% |
$15.2M - $17.7M
|
475K
$34M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.37K- 35.74% |
$55.3K - $64.4K
|
2.46K
$176K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.76K+ 32.86% |
$112K - $130K
|
11.2K
$799K
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
67.9K+ 2.12% |
$2.75M - $3.2M
|
3.28M
$235M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
30.5KNew |
$1.23M - $1.44M
|
30.5K
$2.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
9.99KNew |
$404K - $471K
|
9.99K
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.66KClosed |
$269K - $314K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
3.09KNew |
$125K - $146K
|
3.09K
$221K
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-45K- 89.94% |
$1.82M - $2.12M
|
5.03K
$360K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.56K+ 89.43% |
$184K - $215K
|
9.66K
$691K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-714- 1.34% |
$28.9K - $33.7K
|
52.4K
$3.75M
|
|