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 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.24K+ 63.56% |
$82.2K - $95.5K
|
5.76K
$406K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.22KNew |
$191K - $223K
|
5.22K
$367K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19+ 0.3% |
$698 - $811
|
6.32K
$445K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-884- 1.09% |
$32.5K - $37.7K
|
80.2K
$5.65M
|
|
|
Jul 31, 2023
Q2 2023
|
Cooke & Bieler LP
|
SELL
|
- |
-44.2K- 77.72% |
$1.62M - $1.89M
|
12.7K
$893K
|
|
|
Jul 31, 2023
Q2 2023
|
Spartan Fund Management Inc.
|
SELL
|
- |
-2.06K- 36.75% |
$75.7K - $88K
|
3.55K
$250K
|
|
|
Jul 31, 2023
Q2 2023
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2.6KNew |
$95.5K - $111K
|
2.6K
$183K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
5KNew |
$183K - $213K
|
5K
$352K
|
|
|
Jul 31, 2023
Q2 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
1+ 1.39% |
$36.7 - $42.7
|
73
$5.14K
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
145KNew |
$5.32M - $6.18M
|
145K
$10.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
- |
-67.3K- 74.36% |
$2.47M - $2.87M
|
23.2K
$1.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Portman Square Capital LLP
London, X0 |
SELL
|
PUT |
-153K- 60.93% |
$5.63M - $6.54M
|
98.3K
$6.92M
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
SELL
|
- |
-119- 19.7% |
$4.37K - $5.08K
|
485
$34.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 0.67% |
$147 - $171
|
602
$42.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-160- 2.71% |
$5.88K - $6.83K
|
5.75K
$405K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.87KNew |
$179K - $208K
|
4.87K
$343K
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
1+ 0.02% |
$36.7 - $42.7
|
5.73K
$403K
|
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
SELL
|
- |
-623- 10.39% |
$22.9K - $26.6K
|
5.37K
$378K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
704+ 0.49% |
$25.9K - $30K
|
144K
$10.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-4.78K- 20.93% |
$176K - $204K
|
18.1K
$1.27M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-65- 1.32% |
$2.39K - $2.77K
|
4.85K
$341K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.13K+ 11.93% |
$225K - $262K
|
57.5K
$4.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
4.87KNew |
$179K - $208K
|
4.87K
$343K
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-65- 1.32% |
$2.39K - $2.77K
|
4.85K
$341K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.39KNew |
$198K - $230K
|
5.39K
$380K
|
|
|
Jul 20, 2023
Q2 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
500+ 943.4% |
$18.4K - $21.3K
|
553
$39K
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.62K+ 14.26% |
$59.6K - $69.2K
|
13K
$915K
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
4.69KNew |
$172K - $200K
|
4.69K
$331K
|
|
|
Jul 20, 2023
Q2 2023
|
Pm Capital LTD
|
SELL
|
- |
-62.9K- 5.48% |
$2.31M - $2.68M
|
1.08M
$76.4M
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
12+ 5.83% |
$441 - $512
|
218
$15.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Mc Ginn Investment Management, Inc.
|
SELL
|
- |
-76- 0.09% |
$2.79K - $3.24K
|
85.4K
$6.02M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.58K+ 4.17% |
$58K - $67.4K
|
39.5K
$2.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-882- 0.3% |
$32.4K - $37.6K
|
289K
$20.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
BUY
|
- |
5.12KNew |
$188K - $218K
|
5.12K
$360K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
8.78KNew |
$322K - $375K
|
8.78K
$618K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
233New |
$8.56K - $9.94K
|
233
$16.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-388- 4.97% |
$14.2K - $16.6K
|
7.42K
$523K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4.73KNew |
$174K - $202K
|
4.73K
$333K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
1.16KNew |
$42.6K - $49.5K
|
1.16K
$81.7K
|
|
|
Jul 12, 2023
Q2 2023
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
5.3KNew |
$195K - $226K
|
5.3K
$373K
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
6.21KNew |
$228K - $265K
|
6.21K
$437K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-63- 26.03% |
$2.31K - $2.69K
|
179
$12.6K
|
|
| Q1 2023 | |||||||
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-16.3KClosed |
$591K - $791K
|
0
$0
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
SELL
|
- |
-110KClosed |
$3.97M - $5.32M
|
0
$0
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-253- 36.51% |
$9.17K - $12.3K
|
440
$31K
|
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
SELL
|
- |
-1.72K- 18.3% |
$62.2K - $83.3K
|
7.67K
$540K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.35KNew |
$230K - $308K
|
6.35K
$447K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
6.35KNew |
$230K - $308K
|
6.35K
$447K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
PUT |
6.5KNew |
$235K - $315K
|
6.5K
$458K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-18- 2.65% |
$652 - $873
|
662
$46.6K
|
|