Latest Institutional Purchases of Wells Fargo & Company (WFC)
This list provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
345New |
$12.7K - $14.7K
|
345
$24.7K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
280New |
$10.3K - $12K
|
280
$20K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
233New |
$8.56K - $9.94K
|
233
$16.7K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
151New |
$5.54K - $6.44K
|
151
$10.8K
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
118New |
$4.33K - $5.04K
|
118
$8.45K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19+ 0.3% |
$698 - $811
|
6.32K
$452K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
16New |
$588 - $683
|
16
$1.15K
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 5.83% |
$441 - $512
|
218
$15.6K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.67% |
$147 - $171
|
602
$43.1K
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.56% |
$36.7 - $42.7
|
181
$13K
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 1.39% |
$36.7 - $42.7
|
73
$5.22K
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1+ 0.02% |
$36.7 - $42.7
|
5.73K
$410K
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
PUT |
1MNew |
$36.2M - $48.5M
|
1M
$71.6M
|
|
May 15, 2023
Q1 2023
|
Junto Capital Management LP
New York, NY |
BUY
|
- |
927KNew |
$33.6M - $45M
|
927K
$66.4M
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
359K+ 30.07% |
$13M - $17.4M
|
1.55M
$111M
|
|
May 15, 2023
Q1 2023
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
- |
125KNew |
$4.53M - $6.06M
|
125K
$8.95M
|
|
May 03, 2023
Q1 2023
|
Calamos Advisors LLC
|
BUY
|
CALL |
81KNew |
$2.93M - $3.93M
|
81K
$5.8M
|
|
May 15, 2023
Q1 2023
|
Mark Asset Management LP
New York, NY |
BUY
|
CALL |
75KNew |
$2.72M - $3.64M
|
75K
$5.37M
|
|
May 11, 2023
Q1 2023
|
Cna Financial Corp
Chicago, IL |
BUY
|
- |
75KNew |
$2.72M - $3.64M
|
75K
$5.37M
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
59K+ 98.38% |
$2.14M - $2.86M
|
119K
$8.51M
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
50.2KNew |
$1.82M - $2.43M
|
50.2K
$3.59M
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
CALL |
20K+ 28.57% |
$725K - $970K
|
90K
$6.44M
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$718K - $961K
|
19.8K
$1.42M
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
15.6KNew |
$566K - $758K
|
15.6K
$1.12M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
15.4KNew |
$558K - $747K
|
15.4K
$1.1M
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
15.3K+ 1163.33% |
$555K - $743K
|
16.6K
$1.19M
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15.1K+ 14.6% |
$548K - $733K
|
119K
$8.5M
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
14.6KNew |
$527K - $706K
|
14.6K
$1.04M
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
12.5KNew |
$452K - $605K
|
12.5K
$893K
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.61KNew |
$312K - $418K
|
8.61K
$616K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
7K+ 1372.55% |
$254K - $340K
|
7.51K
$537K
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
6.55KNew |
$237K - $318K
|
6.55K
$469K
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
PUT |
6.5KNew |
$235K - $315K
|
6.5K
$465K
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.35KNew |
$230K - $308K
|
6.35K
$454K
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
6.35KNew |
$230K - $308K
|
6.35K
$454K
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.35KNew |
$230K - $308K
|
6.35K
$454K
|
|
May 15, 2023
Q1 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
6KNew |
$217K - $291K
|
6K
$429K
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.45KNew |
$197K - $264K
|
5.45K
$390K
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
4.5KNew |
$163K - $218K
|
4.5K
$322K
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.29K+ 2.13% |
$155K - $208K
|
205K
$14.7M
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
3.25K+ 144.59% |
$118K - $158K
|
5.5K
$393K
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
3.08K+ 4.3% |
$112K - $149K
|
74.7K
$5.35M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.85K+ 28.61% |
$67K - $89.7K
|
8.31K
$595K
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.4KNew |
$50.7K - $67.9K
|
1.4K
$100K
|
|
May 15, 2023
Q1 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
1.2K+ 15.38% |
$43.5K - $58.2K
|
9K
$644K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
1.04K+ 10.67% |
$37.6K - $50.4K
|
10.8K
$771K
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
1K+ 12.82% |
$36.2K - $48.5K
|
8.8K
$630K
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
1K+ 13.99% |
$36.2K - $48.5K
|
8.15K
$583K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
979New |
$35.5K - $47.5K
|
979
$70.1K
|