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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
62New |
$2.51K - $2.92K
|
62
$5.11K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-16.2K- 67.15% |
$653K - $762K
|
7.9K
$651K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-34.3K- 84.7% |
$1.39M - $1.62M
|
6.19K
$510K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
42.4KNew |
$1.71M - $2M
|
42.4K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.16K- 55.75% |
$290K - $338K
|
5.69K
$468K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.95KNew |
$78.8K - $91.9K
|
1.95K
$161K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
24.1K+ 435.24% |
$973K - $1.13M
|
29.6K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
50.3K+ 156.7% |
$2.03M - $2.37M
|
82.4K
$6.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 7.13% |
$141K - $164K
|
52.3K
$4.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
472KNew |
$19.1M - $22.3M
|
472K
$38.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-500- 4.09% |
$20.2K - $23.6K
|
11.7K
$966K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-17K- 7.01% |
$689K - $803K
|
226K
$18.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Suvretta Capital Management, LLC
New York, NY |
BUY
|
- |
5K+ 1.18% |
$202K - $236K
|
429K
$35.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-104- 0.2% |
$4.2K - $4.9K
|
52.2K
$4.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
2.04KNew |
$82.3K - $96K
|
2.04K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
4K+ 51.28% |
$162K - $189K
|
11.8K
$972K
|
|
|
Nov 14, 2023
Q3 2023
|
Masters Capital Management LLC
Atlanta, GA |
BUY
|
CALL |
2M+ 200.0% |
$80.9M - $94.3M
|
3M
$247M
|
|
|
Nov 14, 2023
Q3 2023
|
Fourthstone LLC
St Louis, MO |
BUY
|
- |
26.1KNew |
$1.06M - $1.23M
|
26.1K
$2.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.02K- 5.05% |
$41.3K - $48.1K
|
19.2K
$1.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
73+ 0.87% |
$2.95K - $3.44K
|
8.47K
$698K
|
|
|
Nov 14, 2023
Q3 2023
|
Hall Private Wealth Advisors
|
BUY
|
- |
9.7KNew |
$392K - $457K
|
9.7K
$799K
|
|
|
Nov 14, 2023
Q3 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
85.6KNew |
$3.46M - $4.03M
|
85.6K
$7.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
PUT |
-375K- 44.12% |
$15.2M - $17.7M
|
475K
$39.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.37K- 35.74% |
$55.3K - $64.4K
|
2.46K
$202K
|
|
|
Nov 13, 2023
Q3 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
2.76K+ 32.86% |
$112K - $130K
|
11.2K
$919K
|
|
|
Nov 13, 2023
Q3 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
67.9K+ 2.12% |
$2.75M - $3.2M
|
3.28M
$270M
|
|
|
Nov 13, 2023
Q3 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
30.5KNew |
$1.23M - $1.44M
|
30.5K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.66KClosed |
$269K - $314K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-45K- 89.94% |
$1.82M - $2.12M
|
5.03K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
4.56K+ 89.43% |
$184K - $215K
|
9.66K
$796K
|
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-714- 1.34% |
$28.9K - $33.7K
|
52.4K
$4.32M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-52- 7.66% |
$2.1K - $2.45K
|
627
$51.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
SELL
|
- |
-37.3K- 79.83% |
$1.51M - $1.76M
|
9.44K
$777K
|
|
|
Nov 08, 2023
Q3 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
6.63KNew |
$268K - $313K
|
6.63K
$547K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
6.04KNew |
$244K - $285K
|
6.04K
$498K
|
|
|
Nov 08, 2023
Q3 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
6.75KNew |
$273K - $318K
|
6.75K
$556K
|
|
|
Nov 07, 2023
Q3 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
70+ 0.47% |
$2.83K - $3.3K
|
15.1K
$1.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-248- 1.81% |
$10K - $11.7K
|
13.4K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
11+ 0.82% |
$445 - $518
|
1.35K
$111K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
1.34MNew |
$54.3M - $63.3M
|
1.34M
$111M
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
6.04KNew |
$244K - $284K
|
6.04K
$497K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
41New |
$1.66K - $1.93K
|
41
$3.38K
|
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-900- 64.29% |
$36.4K - $42.4K
|
500
$41.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$40.4 - $47.1
|
3.73K
$307K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
46New |
$1.86K - $2.17K
|
46
$3.79K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
32.8KNew |
$1.33M - $1.55M
|
32.8K
$2.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.99K- 19.06% |
$80.5K - $93.8K
|
8.46K
$697K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
6+ 0.11% |
$243 - $283
|
5.35K
$441K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-40.3K- 96.64% |
$1.63M - $1.9M
|
1.4K
$115K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-400- 80.0% |
$16.2K - $18.9K
|
100
$8.24K
|