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 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.69KNew |
$4.17K - $123K
|
2.69K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-385K- 3.67% |
$596K - $17.5M
|
10.1M
$810M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.09MClosed |
$1.69M - $49.7M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
5.3K+ 101.92% |
$8.22K - $241K
|
10.5K
$843K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
41.9K+ 80.58% |
$65K - $1.91M
|
94K
$7.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-2.11K- 18.56% |
$3.27K - $96.1K
|
9.26K
$743K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
33+ 0.39% |
$51.2 - $1.5K
|
8.41K
$675K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-567- 0.62% |
$879 - $25.8K
|
90.9K
$7.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-964- 1.5% |
$1.49K - $43.9K
|
63.2K
$5.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
20.3KNew |
$31.5K - $925K
|
20.3K
$1.63M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
900New |
$1.4K - $41K
|
900
$72.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.33K+ 2.21% |
$2.06K - $60.6K
|
61.5K
$4.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.57K- 47.79% |
$3.99K - $117K
|
2.81K
$226K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 21.91% |
$3.77K - $111K
|
13.5K
$1.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
7+ 0.03% |
$10.9 - $319
|
21.2K
$1.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
2.48K+ 0.73% |
$3.85K - $113K
|
344K
$27.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$1.55 - $45.5
|
1.92K
$154K
|
|
|
Nov 07, 2022
Q3 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-2.54K- 1.48% |
$3.94K - $116K
|
169K
$13.6M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 3.76% |
$310 - $9.11K
|
5.12K
$411K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
430+ 19.45% |
$667 - $19.6K
|
2.64K
$212K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.15KNew |
$3.32K - $97.7K
|
2.15K
$172K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-107- 0.57% |
$166 - $4.87K
|
18.7K
$1.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
8.89KNew |
$13.8K - $405K
|
8.89K
$713K
|
|
|
Nov 03, 2022
Q3 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-3K- 8.56% |
$4.65K - $137K
|
32K
$2.57M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.66KNew |
$8.77K - $258K
|
5.66K
$454K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-699- 26.83% |
$1.08K - $31.8K
|
1.91K
$153K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
984+ 0.61% |
$1.53K - $44.8K
|
162K
$13M
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
2.73KNew |
$4.24K - $124K
|
2.73K
$219K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
44+ 2.09% |
$68.2 - $2K
|
2.15K
$172K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-957- 15.84% |
$1.48K - $43.6K
|
5.08K
$408K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28.8KNew |
$44.6K - $1.31M
|
28.8K
$2.31M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-23.3K- 12.7% |
$36.1K - $1.06M
|
160K
$12.9M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
44+ 0.03% |
$68.2 - $2K
|
129K
$10.4M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
5.87KNew |
$9.1K - $267K
|
5.87K
$471K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
71+ 4.35% |
$110 - $3.23K
|
1.7K
$137K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-37- 0.62% |
$57.4 - $1.68K
|
5.91K
$474K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.15KNew |
$14.2K - $417K
|
9.15K
$734K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.43K+ 192.05% |
$2.21K - $64.9K
|
2.17K
$174K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.01KNew |
$12.4K - $365K
|
8.01K
$643K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.43K+ 19.48% |
$2.21K - $64.9K
|
8.74K
$702K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
365New |
$566 - $16.6K
|
365
$29.3K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
641+ 10.6% |
$994 - $29.2K
|
6.69K
$537K
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-971- 10.8% |
$1.51K - $44.2K
|
8.02K
$644K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-19.1K- 18.91% |
$29.6K - $869K
|
81.9K
$6.57M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-200- 6.06% |
$310 - $9.11K
|
3.1K
$249K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-762- 2.01% |
$1.18K - $34.7K
|
37.1K
$2.98M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.03KClosed |
$188K - $248K
|
0
$0
|
|
|
Sep 04, 2024
Q2 2022
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
70K+ 70.34% |
$2.62M - $3.45M
|
170K
$13.6M
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.48KClosed |
$205K - $270K
|
0
$0
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.35K+ 34.92% |
$88.1K - $116K
|
9.09K
$730K
|
|