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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-16.7K- 50.91% |
$672K - $801K
|
16.1K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-15.6K- 50.51% |
$628K - $749K
|
15.3K
$1.19M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-6.91K- 38.78% |
$278K - $331K
|
10.9K
$846K
|
|
Feb 10, 2023
Q4 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-6.53K- 67.54% |
$263K - $313K
|
3.14K
$243K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.5K- 23.85% |
$221K - $264K
|
17.6K
$1.36M
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.28K- 39.78% |
$212K - $253K
|
7.99K
$619K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.76K- 12.4% |
$111K - $132K
|
19.5K
$1.51M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.67K- 22.93% |
$107K - $128K
|
8.97K
$696K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.56K- 5.1% |
$103K - $123K
|
47.7K
$3.7M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.29K- 5.61% |
$92K - $110K
|
38.5K
$2.98M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.22K- 9.42% |
$89.2K - $106K
|
21.3K
$1.65M
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.69K- 5.35% |
$67.9K - $80.9K
|
29.9K
$2.32M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.08K- 0.77% |
$43.3K - $51.6K
|
139K
$10.8M
|
|
May 16, 2023
Q4 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-819- 13.9% |
$32.9K - $39.3K
|
5.07K
$393K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-615- 55.16% |
$24.7K - $29.5K
|
500
$38.8K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-572- 76.88% |
$23K - $27.4K
|
172
$13.3K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-549- 6.66% |
$22.1K - $26.3K
|
7.7K
$597K
|
|
Feb 02, 2023
Q4 2022
|
Investment Management Associates Inc
|
SELL
|
- |
-525- 2.44% |
$21.1K - $25.2K
|
21K
$1.63M
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-520- 37.01% |
$20.9K - $24.9K
|
885
$68.6K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-479- 2.53% |
$19.3K - $23K
|
18.4K
$1.43M
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-416- 3.24% |
$16.7K - $19.9K
|
12.4K
$962K
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-300- 3.9% |
$12.1K - $14.4K
|
7.4K
$574K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-270- 15.44% |
$10.9K - $12.9K
|
1.48K
$115K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-252- 0.41% |
$10.1K - $12.1K
|
60.7K
$4.7M
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-218- 0.46% |
$8.77K - $10.5K
|
47.6K
$3.69M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-193- 0.43% |
$7.76K - $9.25K
|
44.4K
$3.44M
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-186- 1.19% |
$7.48K - $8.92K
|
15.4K
$1.2M
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-150- 77.72% |
$6.03K - $7.19K
|
43
$3.33K
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-120- 8.92% |
$4.83K - $5.75K
|
1.23K
$95K
|
|
Feb 09, 2023
Q4 2022
|
Buckley Wealth Management, LLC
|
SELL
|
- |
-79- 1.51% |
$3.18K - $3.79K
|
5.17K
$401K
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-65- 48.87% |
$2.61K - $3.12K
|
68
$5.27K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-38- 0.9% |
$1.53K - $1.82K
|
4.18K
$324K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-25- 0.3% |
$1.01K - $1.2K
|
8.44K
$654K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-20Closed |
$805 - $959
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-14- 0.14% |
$563 - $671
|
10.2K
$787K
|
|
Q3 2022 | |||||||
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
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-385K- 3.67% |
$596K - $17.5M
|
10.1M
$783M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-37.3KClosed |
$57.7K - $1.7M
|
0
$0
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-23.3K- 12.7% |
$36.1K - $1.06M
|
160K
$12.4M
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-19.1K- 18.91% |
$29.6K - $869K
|
81.9K
$6.35M
|
|
Jun 21, 2024
Q3 2022
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-13.3KClosed |
$20.6K - $606K
|
0
$0
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-12.3K- 95.03% |
$19K - $558K
|
640
$49.6K
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.3K- 3.68% |
$17.5K - $514K
|
295K
$22.9M
|
|
Nov 03, 2022
Q3 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-3K- 8.56% |
$4.65K - $137K
|
32K
$2.48M
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.57K- 47.79% |
$3.99K - $117K
|
2.81K
$218K
|
|
Nov 07, 2022
Q3 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-2.54K- 1.48% |
$3.94K - $116K
|
169K
$13.1M
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-2.11K- 18.56% |
$3.27K - $96.1K
|
9.26K
$718K
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-971- 10.8% |
$1.51K - $44.2K
|
8.02K
$622K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-964- 1.5% |
$1.49K - $43.9K
|
63.2K
$4.9M
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-957- 15.84% |
$1.48K - $43.6K
|
5.08K
$394K
|