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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
39KNew |
$1.46M - $1.92M
|
39K
$2.79M
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
16.6KNew |
$621K - $819K
|
16.6K
$1.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
16.4KNew |
$613K - $808K
|
16.4K
$1.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
14.1KNew |
$528K - $696K
|
14.1K
$1.01M
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
13.8K+ 21.54% |
$516K - $680K
|
77.8K
$5.57M
|
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
12.9KNew |
$482K - $635K
|
12.9K
$922K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
7.32K+ 9.28% |
$274K - $361K
|
86.2K
$6.17M
|
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
6.36KNew |
$238K - $314K
|
6.36K
$455K
|
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
6.36KNew |
$238K - $313K
|
6.36K
$455K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
6.26KNew |
$234K - $309K
|
6.26K
$448K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5.82KNew |
$218K - $287K
|
5.82K
$416K
|
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.61K+ 102.22% |
$173K - $227K
|
9.12K
$653K
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.66K+ 6.22% |
$137K - $180K
|
62.5K
$4.47M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.35K+ 34.92% |
$88.1K - $116K
|
9.09K
$651K
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
CALL |
2KNew |
$74.9K - $98.7K
|
2K
$143K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.53K+ 35.78% |
$57.2K - $75.4K
|
5.8K
$415K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.46KNew |
$54.7K - $72.1K
|
1.46K
$105K
|
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 13.36% |
$39.5K - $52K
|
8.95K
$640K
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
900New |
$33.7K - $44.4K
|
900
$64.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
673New |
$25.2K - $33.2K
|
673
$48.2K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
673+ 715.96% |
$25.2K - $33.2K
|
767
$54.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
613+ 0.6% |
$22.9K - $30.2K
|
103K
$7.35M
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
438New |
$16.4K - $21.6K
|
438
$31.3K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
266New |
$9.96K - $13.1K
|
266
$19K
|
|
|
Aug 08, 2022
Q2 2022
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
200+ 4.26% |
$7.49K - $9.87K
|
4.9K
$351K
|
|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
107+ 0.17% |
$4.01K - $5.28K
|
63.8K
$4.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
60+ 240.0% |
$2.25K - $2.96K
|
85
$6.08K
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
56New |
$2.1K - $2.76K
|
56
$4.01K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
35+ 0.09% |
$1.31K - $1.73K
|
39K
$2.79M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
31+ 0.4% |
$1.16K - $1.53K
|
7.74K
$554K
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
18+ 0.54% |
$674 - $888
|
3.34K
$239K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.68% |
$74.9 - $98.7
|
294
$21K
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Artemis Investment Management LLP
|
BUY
|
PUT |
872KNew |
$39.9M - $51.5M
|
872K
$62.4M
|
|
|
May 13, 2022
Q1 2022
|
Capital Growth Management LP
Boston, MA |
BUY
|
- |
100K+ 50.0% |
$4.58M - $5.91M
|
300K
$21.5M
|
|
|
Nov 17, 2022
Q1 2022
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
75KNew |
$3.44M - $4.43M
|
75K
$5.37M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
40.2KNew |
$1.84M - $2.37M
|
40.2K
$2.87M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
24.2KNew |
$1.11M - $1.43M
|
24.2K
$1.73M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$509K - $656K
|
11.1K
$795K
|
|
|
May 13, 2022
Q1 2022
|
Pb Investment Partners, L.P.
Burlingame, CA |
BUY
|
- |
10K+ 8.42% |
$460K - $593K
|
129K
$9.25M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
10KNew |
$458K - $591K
|
10K
$716K
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
8.68KNew |
$397K - $512K
|
8.68K
$621K
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
CALL |
5.5KNew |
$252K - $325K
|
5.5K
$394K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
400New |
$18.3K - $23.6K
|
400
$28.6K
|
|
|
May 16, 2022
Q1 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
350New |
$16K - $20.7K
|
350
$25K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$9.16K - $11.8K
|
200
$14.3K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$4.58K - $5.91K
|
100
$7.16K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
31+ 0.26% |
$1.42K - $1.83K
|
12K
$859K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
1.43MNew |
$64.6M - $74.1M
|
1.43M
$102M
|
|
|
Feb 16, 2022
Q4 2021
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
135KNew |
$6.1M - $7M
|
135K
$9.64M
|
|
|
Nov 17, 2022
Q4 2021
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
CALL |
90KNew |
$4.08M - $4.68M
|
90K
$6.44M
|
|