Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.26KNew |
$46.3K - $53.8K
|
1.26K
$88.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.45K- 14.1% |
$53.3K - $61.9K
|
8.84K
$623K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
345New |
$12.7K - $14.7K
|
345
$24.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
5.25KNew |
$193K - $224K
|
5.25K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.11KNew |
$188K - $218K
|
5.11K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$55.1K - $64K
|
1.5K
$106K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.74KNew |
$174K - $202K
|
4.74K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
35KNew |
$1.29M - $1.49M
|
35K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
3KNew |
$110K - $128K
|
3K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-2.57K- 34.39% |
$94.4K - $110K
|
4.9K
$345K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
468New |
$17.2K - $20K
|
468
$33K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-57.5K- 90.11% |
$2.11M - $2.45M
|
6.31K
$444K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-27.5K- 73.33% |
$1.01M - $1.17M
|
10K
$704K
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-467K- 39.53% |
$17.2M - $19.9M
|
715K
$50.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
28.1KNew |
$1.03M - $1.2M
|
28.1K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
7.06KNew |
$259K - $301K
|
7.06K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-7.18K- 1.64% |
$264K - $306K
|
430K
$30.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
- |
604K+ 463.23% |
$22.2M - $25.8M
|
735K
$51.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
5.36KNew |
$197K - $229K
|
5.36K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.55KNew |
$351K - $408K
|
9.55K
$673K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-101K- 94.77% |
$3.69M - $4.29M
|
5.55K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.56% |
$36.7 - $42.7
|
181
$12.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
576+ 2.26% |
$21.2K - $24.6K
|
26.1K
$1.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
BUY
|
- |
5KNew |
$184K - $213K
|
5K
$352K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.92K+ 4.02% |
$70.4K - $81.9K
|
49.6K
$3.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-775- 6.26% |
$28.5K - $33.1K
|
11.6K
$818K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.06K+ 0.26% |
$149K - $173K
|
1.57M
$111M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
4.77KNew |
$175K - $204K
|
4.77K
$336K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.4K- 14.98% |
$88.1K - $102K
|
13.6K
$960K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
151New |
$5.54K - $6.44K
|
151
$10.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
6.46KNew |
$237K - $276K
|
6.46K
$455K
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-3.68K- 27.82% |
$135K - $157K
|
9.55K
$673K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.07K+ 6.84% |
$150K - $174K
|
63.6K
$4.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Loews Corp
New York, NY |
SELL
|
- |
-175K- 46.67% |
$6.43M - $7.47M
|
200K
$14.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
16New |
$588 - $683
|
16
$1.13K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-35- 1.3% |
$1.29K - $1.49K
|
2.66K
$187K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-325- 1.71% |
$11.9K - $13.9K
|
18.7K
$1.32M
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-1.15K- 13.69% |
$42K - $48.9K
|
7.22K
$509K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.66K+ 8.42% |
$97.8K - $114K
|
34.3K
$2.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
BUY
|
- |
4.88KNew |
$179K - $208K
|
4.88K
$344K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
634+ 11.22% |
$23.3K - $27.1K
|
6.28K
$443K
|
|
|
Aug 04, 2023
Q2 2023
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
1.58K+ 4.1% |
$58.1K - $67.5K
|
40.2K
$2.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
SELL
|
- |
-55- 0.47% |
$2.02K - $2.35K
|
11.8K
$829K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.91KNew |
$217K - $252K
|
5.91K
$416K
|
|
|
Aug 02, 2023
Q2 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
118New |
$4.33K - $5.04K
|
118
$8.31K
|
|
|
Aug 02, 2023
Q2 2023
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
23.5KNew |
$862K - $1M
|
23.5K
$1.65M
|
|
|
Aug 01, 2023
Q2 2023
|
Hourglass Capital, LLC
|
BUY
|
- |
5KNew |
$184K - $213K
|
5K
$352K
|
|
|
Aug 01, 2023
Q2 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-2.44K- 27.62% |
$89.6K - $104K
|
6.39K
$450K
|
|
|
Aug 01, 2023
Q2 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-500- 9.14% |
$18.4K - $21.3K
|
4.97K
$350K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
7.82K+ 701.7% |
$287K - $334K
|
8.94K
$630K
|