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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
500New |
$19.3K - $25.3K
|
500
$41.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
243New |
$9.4K - $12.3K
|
243
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.46KNew |
$288K - $377K
|
7.46K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-742- 12.35% |
$28.7K - $37.5K
|
5.27K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
25KNew |
$967K - $1.26M
|
25K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-20K- 11.76% |
$773K - $1.01M
|
150K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-19.8K- 3.45% |
$764K - $998K
|
553K
$45.5M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
25+ 0.16% |
$967 - $1.26K
|
15.5K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
23.5KNew |
$909K - $1.19M
|
23.5K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11.2KClosed |
$433K - $565K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-45- 81.82% |
$1.74K - $2.27K
|
10
$824
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
440New |
$17K - $22.2K
|
440
$36.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4.12K- 49.37% |
$159K - $208K
|
4.23K
$348K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
8.56KNew |
$331K - $433K
|
8.56K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.32K- 65.85% |
$283K - $370K
|
3.8K
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-41.7K- 68.69% |
$1.61M - $2.11M
|
19K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
68.3KNew |
$2.64M - $3.45M
|
68.3K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-318- 6.31% |
$12.3K - $16.1K
|
4.73K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
84.7KNew |
$3.28M - $4.28M
|
84.7K
$6.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-30.4K- 94.7% |
$1.18M - $1.54M
|
1.7K
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
98New |
$3.79K - $4.95K
|
98
$8.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
94.9KNew |
$3.67M - $4.79M
|
94.9K
$7.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
979New |
$37.9K - $49.4K
|
979
$80.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
896New |
$34.6K - $45.3K
|
896
$73.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
4.38KNew |
$169K - $221K
|
4.38K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.56KNew |
$98.8K - $129K
|
2.56K
$211K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
4.43KNew |
$171K - $224K
|
4.43K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$74.9K - $97.8K
|
1.94K
$159K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.96KNew |
$192K - $251K
|
4.96K
$409K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
4.88KNew |
$189K - $246K
|
4.88K
$402K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.32KClosed |
$51.2K - $66.8K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
127KNew |
$4.89M - $6.39M
|
127K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
4.46KNew |
$172K - $225K
|
4.46K
$367K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
PUT |
200New |
$7.73K - $10.1K
|
200
$16.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-83- 0.46% |
$3.21K - $4.19K
|
18K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
7.08KNew |
$274K - $358K
|
7.08K
$583K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-4.1K- 10.74% |
$159K - $207K
|
34.1K
$2.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-114- 19.62% |
$4.41K - $5.76K
|
467
$38.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
4.15KNew |
$160K - $209K
|
4.15K
$342K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.05K- 38.33% |
$40.7K - $53.2K
|
1.69K
$140K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-19- 0.31% |
$735 - $960
|
6.17K
$508K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-992- 19.19% |
$38.4K - $50.1K
|
4.18K
$344K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
129+ 1.2% |
$4.99K - $6.52K
|
10.9K
$898K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
200New |
$7.73K - $10.1K
|
200
$16.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.52KNew |
$175K - $228K
|
4.52K
$372K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
800New |
$30.9K - $40.4K
|
800
$65.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-34.2K- 75.04% |
$1.32M - $1.73M
|
11.4K
$938K
|
|
|
Feb 07, 2024
Q4 2023
|
Sea Town Holdings Pte. Ltd.
|
SELL
|
- |
-755K- 94.32% |
$29.2M - $38.1M
|
45.5K
$3.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
BUY
|
- |
1.06K+ 11.71% |
$41.1K - $53.6K
|
10.1K
$835K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
PUT |
14.5KNew |
$561K - $732K
|
14.5K
$1.19M
|