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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.73KNew |
$174K - $202K
|
4.73K
$389K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
5.3KNew |
$195K - $226K
|
5.3K
$437K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.21KNew |
$228K - $265K
|
6.21K
$511K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-63- 26.03% |
$2.31K - $2.69K
|
179
$14.7K
|
|
| Q1 2023 | |||||||
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-110KClosed |
$3.97M - $5.32M
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-253- 36.51% |
$9.17K - $12.3K
|
440
$36.2K
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.72K- 18.3% |
$62.2K - $83.3K
|
7.67K
$632K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.35KNew |
$230K - $308K
|
6.35K
$523K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
6.35KNew |
$230K - $308K
|
6.35K
$523K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
PUT |
6.5KNew |
$235K - $315K
|
6.5K
$535K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-18- 2.65% |
$652 - $873
|
662
$54.5K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
SELL
|
- |
-23.2K- 69.72% |
$842K - $1.13M
|
10.1K
$832K
|
|
|
May 15, 2023
Q1 2023
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
- |
125KNew |
$4.53M - $6.06M
|
125K
$10.3M
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-31.7K- 2.47% |
$1.15M - $1.54M
|
1.25M
$103M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
CALL |
20K+ 28.57% |
$725K - $970K
|
90K
$7.41M
|
|
|
May 15, 2023
Q1 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
75KNew |
$2.72M - $3.64M
|
75K
$6.18M
|
|
|
May 15, 2023
Q1 2023
|
Kula Investments, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 3.75% |
$50.4K - $67.4K
|
35.7K
$2.94M
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
1K+ 12.82% |
$36.2K - $48.5K
|
8.8K
$725K
|
|
|
May 15, 2023
Q1 2023
|
Vetamer Capital Management, L.P.
San Francisco, CA |
SELL
|
- |
-63.9K- 78.17% |
$2.31M - $3.1M
|
17.8K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
1.2K+ 15.38% |
$43.5K - $58.2K
|
9K
$741K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.74% |
$109 - $146
|
408
$33.6K
|
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
15.6KNew |
$566K - $758K
|
15.6K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
6KNew |
$217K - $291K
|
6K
$494K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
979New |
$35.5K - $47.5K
|
979
$80.7K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
7K+ 1372.55% |
$254K - $340K
|
7.51K
$619K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-439- 5.69% |
$15.9K - $21.3K
|
7.27K
$599K
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
12.5KNew |
$452K - $605K
|
12.5K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
4.5KNew |
$163K - $218K
|
4.5K
$371K
|
|
|
May 12, 2023
Q1 2023
|
Credit Agricole S A
|
SELL
|
PUT |
-70K- 58.33% |
$2.54M - $3.4M
|
50K
$4.12M
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-54.4K- 29.68% |
$1.97M - $2.64M
|
129K
$10.6M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
359K+ 30.07% |
$13M - $17.4M
|
1.55M
$128M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
15.3K+ 1163.33% |
$555K - $743K
|
16.6K
$1.37M
|
|
|
May 11, 2023
Q1 2023
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
75KNew |
$2.72M - $3.64M
|
75K
$6.18M
|
|
|
May 11, 2023
Q1 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-30- 0.03% |
$1.09K - $1.46K
|
109K
$8.95M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
45New |
$1.63K - $2.18K
|
45
$3.71K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
3.25K+ 144.59% |
$118K - $158K
|
5.5K
$453K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.35KNew |
$230K - $308K
|
6.35K
$523K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.29K+ 2.13% |
$155K - $208K
|
205K
$16.9M
|
|
|
May 05, 2023
Q1 2023
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-176K- 38.85% |
$6.39M - $8.56M
|
278K
$22.9M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
15.4KNew |
$558K - $747K
|
15.4K
$1.27M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
60New |
$2.17K - $2.91K
|
60
$4.94K
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
6.55KNew |
$237K - $318K
|
6.55K
$540K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.85K+ 28.61% |
$67K - $89.7K
|
8.31K
$685K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.73K- 19.72% |
$62.8K - $84K
|
7.05K
$581K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
35New |
$1.27K - $1.7K
|
35
$2.88K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-220- 39.22% |
$7.97K - $10.7K
|
341
$28.1K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
343+ 18.53% |
$12.4K - $16.6K
|
2.19K
$181K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-116- 37.18% |
$4.2K - $5.63K
|
196
$16.1K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
14.6KNew |
$527K - $706K
|
14.6K
$1.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-28.2K- 98.31% |
$1.02M - $1.37M
|
486
$40K
|
|