Latest Institutional Sells of Wells Fargo & Company (WFC)
This list provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Prentiss Smith & CO Inc
Brattleboro, VT |
SELL
|
- |
-4.96K- 52.1% |
$192K - $250K
|
4.56K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4.12K- 49.37% |
$159K - $208K
|
4.23K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-4.1K- 10.74% |
$159K - $207K
|
34.1K
$2.64M
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.75K- 54.11% |
$106K - $139K
|
2.33K
$181K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.55K- 33.22% |
$98.4K - $129K
|
5.12K
$397K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.32K- 5.81% |
$89.8K - $117K
|
37.7K
$2.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-2.27K- 95.62% |
$87.8K - $115K
|
104
$8.06K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-2K- 27.61% |
$77.3K - $101K
|
5.24K
$407K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.94K- 3.49% |
$75.1K - $98K
|
53.7K
$4.16M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.69KClosed |
$65.2K - $85.2K
|
0
$0
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1.65K- 69.5% |
$63.8K - $83.3K
|
724
$56.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.51K- 1.0% |
$58.4K - $76.2K
|
150K
$11.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.32KClosed |
$51.2K - $66.8K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.22K- 3.39% |
$47K - $61.4K
|
34.6K
$2.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.05K- 38.33% |
$40.7K - $53.2K
|
1.69K
$131K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1K- 86.81% |
$38.7K - $50.5K
|
152
$11.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-995- 13.57% |
$38.5K - $50.3K
|
6.34K
$491K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-992- 19.19% |
$38.4K - $50.1K
|
4.18K
$324K
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-742- 12.35% |
$28.7K - $37.5K
|
5.27K
$408K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-675- 9.78% |
$26.1K - $34.1K
|
6.23K
$483K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-625- 7.56% |
$24.2K - $31.6K
|
7.64K
$592K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-561- 82.26% |
$21.7K - $28.3K
|
121
$9.38K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-550- 7.18% |
$21.3K - $27.8K
|
7.11K
$551K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-454- 4.14% |
$17.6K - $22.9K
|
10.5K
$814K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-383- 3.23% |
$14.8K - $19.3K
|
11.5K
$888K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-344- 1.87% |
$13.3K - $17.4K
|
18.1K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-318- 6.31% |
$12.3K - $16.1K
|
4.73K
$366K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-300- 1.67% |
$11.6K - $15.2K
|
17.7K
$1.37M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-236- 44.11% |
$9.13K - $11.9K
|
299
$23.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-225- 18.37% |
$8.7K - $11.4K
|
1K
$77.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-191- 12.57% |
$7.39K - $9.65K
|
1.33K
$103K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-175- 1.8% |
$6.77K - $8.84K
|
9.56K
$741K
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-148- 1.99% |
$5.72K - $7.48K
|
7.29K
$565K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-140- 29.41% |
$5.41K - $7.07K
|
336
$26.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-132- 2.32% |
$5.1K - $6.67K
|
5.55K
$431K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-127- 1.96% |
$4.91K - $6.41K
|
6.34K
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-114- 19.62% |
$4.41K - $5.76K
|
467
$36.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-83- 0.46% |
$3.21K - $4.19K
|
18K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-45- 81.82% |
$1.74K - $2.27K
|
10
$775
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-19- 0.31% |
$735 - $960
|
6.17K
$478K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
PUT |
-375K- 44.12% |
$15.2M - $17.7M
|
475K
$36.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-179K- 23.9% |
$7.24M - $8.44M
|
570K
$44.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Anson Funds Management LP
Dallas, TX |
SELL
|
- |
-45K- 89.94% |
$1.82M - $2.12M
|
5.03K
$390K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-40.3K- 96.64% |
$1.63M - $1.9M
|
1.4K
$109K
|
|
|
Nov 08, 2023
Q3 2023
|
Fosun International LTD
|
SELL
|
- |
-37.3K- 79.83% |
$1.51M - $1.76M
|
9.44K
$732K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-34.3K- 84.7% |
$1.39M - $1.62M
|
6.19K
$480K
|
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-17K- 7.01% |
$689K - $803K
|
226K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-16.2K- 67.15% |
$653K - $762K
|
7.9K
$613K
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-8.2K- 16.67% |
$332K - $386K
|
41K
$3.18M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-8.12K- 19.86% |
$328K - $383K
|
32.8K
$2.54M
|
|