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 |
---|---|---|---|---|---|---|---|
Nov 07, 2023
Q3 2023
|
Harbor Island Capital LLC
|
SELL
|
- |
-7.91K- 2.75% |
$320K - $373K
|
280K
$21.7M
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.16K- 55.75% |
$290K - $338K
|
5.69K
$441K
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-6.66KClosed |
$269K - $314K
|
0
$0
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.99K- 19.06% |
$80.5K - $93.8K
|
8.46K
$656K
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.94K- 7.03% |
$78.3K - $91.3K
|
25.6K
$1.99M
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-1.37K- 35.74% |
$55.3K - $64.4K
|
2.46K
$191K
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.15K- 4.66% |
$46.4K - $54.1K
|
23.5K
$1.82M
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.02K- 5.05% |
$41.3K - $48.1K
|
19.2K
$1.49M
|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-900- 64.29% |
$36.4K - $42.4K
|
500
$38.8K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-714- 1.34% |
$28.9K - $33.7K
|
52.4K
$4.06M
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-650- 9.29% |
$26.3K - $30.6K
|
6.35K
$492K
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-600- 2.45% |
$24.3K - $28.3K
|
23.9K
$1.85M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-540- 3.08% |
$21.8K - $25.5K
|
17K
$1.32M
|
|
Nov 14, 2023
Q3 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-500- 4.09% |
$20.2K - $23.6K
|
11.7K
$910K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-482- 5.13% |
$19.5K - $22.7K
|
8.92K
$692K
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-400- 80.0% |
$16.2K - $18.9K
|
100
$7.75K
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-250- 1.4% |
$10.1K - $11.8K
|
17.6K
$1.37M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-248- 1.81% |
$10K - $11.7K
|
13.4K
$1.04M
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-230- 10.13% |
$9.3K - $10.8K
|
2.04K
$158K
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-188- 28.27% |
$7.6K - $8.86K
|
477
$37K
|
|
Nov 14, 2023
Q3 2023
|
Gilder Gagnon Howe & CO LLC
New York, NY |
SELL
|
- |
-104- 0.2% |
$4.2K - $4.9K
|
52.2K
$4.05M
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-52- 7.66% |
$2.1K - $2.45K
|
627
$48.6K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-6- 0.99% |
$243 - $283
|
600
$46.5K
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2- 0.02% |
$80.9 - $94.3
|
13.2K
$1.02M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-467K- 39.53% |
$17.2M - $19.9M
|
715K
$55.4M
|
|
Aug 09, 2023
Q2 2023
|
Loews Corp
New York, NY |
SELL
|
- |
-175K- 46.67% |
$6.43M - $7.47M
|
200K
$15.5M
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-153K- 60.93% |
$5.63M - $6.54M
|
98.3K
$7.62M
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-101K- 94.77% |
$3.69M - $4.29M
|
5.55K
$431K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-69.8K- 49.07% |
$2.56M - $2.98M
|
72.5K
$5.62M
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-67.3K- 74.36% |
$2.47M - $2.87M
|
23.2K
$1.8M
|
|
Jul 20, 2023
Q2 2023
|
Pm Capital LTD
|
SELL
|
- |
-62.9K- 5.48% |
$2.31M - $2.68M
|
1.08M
$84.1M
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-57.5K- 90.11% |
$2.11M - $2.45M
|
6.31K
$489K
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-44.2K- 77.72% |
$1.62M - $1.89M
|
12.7K
$983K
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-27.5K- 73.33% |
$1.01M - $1.17M
|
10K
$775K
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-16.3K- 92.43% |
$599K - $696K
|
1.34K
$104K
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-7.18K- 1.64% |
$264K - $306K
|
430K
$33.4M
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-4.78K- 20.93% |
$176K - $204K
|
18.1K
$1.4M
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-3.68K- 27.82% |
$135K - $157K
|
9.55K
$741K
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.57K- 34.39% |
$94.4K - $110K
|
4.9K
$380K
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.44K- 27.62% |
$89.6K - $104K
|
6.39K
$496K
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.4K- 14.98% |
$88.1K - $102K
|
13.6K
$1.06M
|
|
Jul 31, 2023
Q2 2023
|
Spartan Fund Management Inc.
|
SELL
|
- |
-2.06K- 36.75% |
$75.7K - $88K
|
3.55K
$275K
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.45K- 14.1% |
$53.3K - $61.9K
|
8.84K
$685K
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-1.15K- 13.69% |
$42K - $48.9K
|
7.22K
$560K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-884- 1.09% |
$32.5K - $37.7K
|
80.2K
$6.22M
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-882- 0.3% |
$32.4K - $37.6K
|
289K
$22.4M
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-775- 6.26% |
$28.5K - $33.1K
|
11.6K
$900K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-623- 10.39% |
$22.9K - $26.6K
|
5.37K
$417K
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-500- 9.14% |
$18.4K - $21.3K
|
4.97K
$385K
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-388- 4.97% |
$14.2K - $16.6K
|
7.42K
$575K
|