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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
60K+ 938.83% |
$93.1K - $2.73M
|
66.4K
$4.68M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25K+ 33.33% |
$38.8K - $1.14M
|
100K
$7.04M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-368Closed |
$570 - $16.8K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.3K- 3.68% |
$17.5K - $514K
|
295K
$20.8M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12+ 0.41% |
$18.6 - $546
|
2.91K
$205K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
372+ 2.13% |
$577 - $16.9K
|
17.8K
$1.25M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-12.3K- 95.03% |
$19K - $558K
|
640
$45.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-194- 0.49% |
$301 - $8.83K
|
39.5K
$2.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
43+ 0.37% |
$66.7 - $1.96K
|
11.6K
$817K
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
7.46KNew |
$11.6K - $340K
|
7.46K
$525K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-37.3KClosed |
$57.7K - $1.7M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
70K+ 10.45% |
$109K - $3.19M
|
740K
$52.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
38.1KNew |
$59K - $1.73M
|
38.1K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10K+ 25.0% |
$15.5K - $455K
|
50K
$3.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
111K+ 106.64% |
$172K - $5.05M
|
215K
$15.1M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
55.8K+ 509.72% |
$86.5K - $2.54M
|
66.8K
$4.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
230KNew |
$357K - $10.5M
|
230K
$16.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
40.8KNew |
$63.2K - $1.86M
|
40.8K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.69KNew |
$4.17K - $123K
|
2.69K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-385K- 3.67% |
$596K - $17.5M
|
10.1M
$711M
|
|
|
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
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
5.3K+ 101.92% |
$8.22K - $241K
|
10.5K
$740K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
41.9K+ 80.58% |
$65K - $1.91M
|
94K
$6.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Dsc Advisors, L.P.
Chicago, IL |
SELL
|
- |
-2.11K- 18.56% |
$3.27K - $96.1K
|
9.26K
$652K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
33+ 0.39% |
$51.2 - $1.5K
|
8.41K
$592K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-567- 0.62% |
$879 - $25.8K
|
90.9K
$6.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
168New |
$260 - $7.65K
|
168
$11.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-964- 1.5% |
$1.49K - $43.9K
|
63.2K
$4.45M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
20.3KNew |
$31.5K - $925K
|
20.3K
$1.43M
|
|
|
Nov 10, 2022
Q3 2022
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
305K+ 3.48% |
$473K - $13.9M
|
9.07M
$639M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
900New |
$1.4K - $41K
|
900
$63.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.33K+ 2.21% |
$2.06K - $60.6K
|
61.5K
$4.33M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.57K- 47.79% |
$3.99K - $117K
|
2.81K
$198K
|
|
|
Nov 08, 2022
Q3 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
5.38KNew |
$8.35K - $245K
|
5.38K
$379K
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 21.91% |
$3.77K - $111K
|
13.5K
$953K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
7+ 0.03% |
$10.9 - $319
|
21.2K
$1.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
2.48K+ 0.73% |
$3.85K - $113K
|
344K
$24.2M
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$1.55 - $45.5
|
1.92K
$135K
|
|
|
Nov 07, 2022
Q3 2022
|
Lincluden Management LTD
Mississauga, A6 |
SELL
|
- |
-2.54K- 1.48% |
$3.94K - $116K
|
169K
$11.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-200- 3.76% |
$310 - $9.11K
|
5.12K
$360K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
430+ 19.45% |
$667 - $19.6K
|
2.64K
$186K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.15KNew |
$3.32K - $97.7K
|
2.15K
$151K
|
|
|
Nov 04, 2022
Q3 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-107- 0.57% |
$166 - $4.87K
|
18.7K
$1.31M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
8.89KNew |
$13.8K - $405K
|
8.89K
$626K
|
|
|
Nov 03, 2022
Q3 2022
|
Af Advisors, Inc.
|
SELL
|
- |
-3K- 8.56% |
$4.65K - $137K
|
32K
$2.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.66KNew |
$8.77K - $258K
|
5.66K
$398K
|
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-699- 26.83% |
$1.08K - $31.8K
|
1.91K
$134K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
984+ 0.61% |
$1.53K - $44.8K
|
162K
$11.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
2.73KNew |
$4.24K - $124K
|
2.73K
$193K
|