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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-31.6K- 99.89% |
$1.47M - $1.83M
|
35
$2.79K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-109- 9.08% |
$5.06K - $6.32K
|
1.09K
$87K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.51K+ 30.48% |
$70.1K - $87.5K
|
6.46K
$515K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-5.62K- 10.0% |
$261K - $326K
|
50.6K
$4.03M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3.88KNew |
$180K - $225K
|
3.88K
$310K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
2.93M+ 109.17% |
$136M - $170M
|
5.61M
$447M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
13.8KNew |
$643K - $803K
|
13.8K
$1.1M
|
|
|
May 10, 2024
Q1 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
2.8K+ 14.72% |
$130K - $162K
|
21.8K
$1.74M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.33M- 24.78% |
$61.8M - $77.1M
|
4.04M
$322M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29+ 58.0% |
$1.35K - $1.68K
|
79
$6.3K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8KNew |
$371K - $463K
|
8K
$637K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-132K- 34.57% |
$6.11M - $7.63M
|
249K
$19.9M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
3.95KNew |
$183K - $229K
|
3.95K
$315K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-532- 78.01% |
$24.7K - $30.8K
|
150
$12K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-169- 9.21% |
$7.85K - $9.8K
|
1.67K
$133K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.88K- 13.77% |
$87.2K - $109K
|
11.8K
$937K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.53KNew |
$164K - $205K
|
3.53K
$282K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
57New |
$2.65K - $3.3K
|
57
$4.54K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
160New |
$7.43K - $9.27K
|
160
$12.8K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.35KNew |
$248K - $310K
|
5.35K
$426K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-83.4K- 78.43% |
$3.87M - $4.83M
|
22.9K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.81K+ 33.95% |
$177K - $221K
|
15K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-100- 2.06% |
$4.64K - $5.8K
|
4.76K
$379K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.93K+ 76.84% |
$183K - $228K
|
9.05K
$721K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-3.86K- 21.75% |
$179K - $223K
|
13.9K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-1K- 12.0% |
$46.4K - $58K
|
7.34K
$585K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-369- 5.61% |
$17.1K - $21.4K
|
6.21K
$495K
|
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-94.2K- 17.71% |
$4.37M - $5.46M
|
438K
$34.9M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
72.4KNew |
$3.36M - $4.2M
|
72.4K
$5.77M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.62K+ 5.93% |
$122K - $152K
|
46.8K
$3.73M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
2.2KNew |
$102K - $128K
|
2.2K
$175K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
72New |
$3.34K - $4.17K
|
72
$5.74K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.7KNew |
$728K - $909K
|
15.7K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-100- 1.05% |
$4.64K - $5.8K
|
9.45K
$753K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.75K- 3.08% |
$81.3K - $101K
|
55.1K
$4.39M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-110- 7.84% |
$5.11K - $6.38K
|
1.29K
$103K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
292+ 2.03% |
$13.6K - $16.9K
|
14.7K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
3.59KNew |
$166K - $208K
|
3.59K
$286K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.06K+ 16.37% |
$142K - $177K
|
21.7K
$1.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
5KNew |
$232K - $290K
|
5K
$399K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.55KNew |
$165K - $206K
|
3.55K
$283K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
287+ 5.9% |
$13.3K - $16.6K
|
5.15K
$411K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
3.88KNew |
$180K - $225K
|
3.88K
$309K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1K- 6.89% |
$46.4K - $58K
|
13.5K
$1.08M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.66K- 12.09% |
$77.2K - $96.3K
|
12.1K
$963K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.29KNew |
$432K - $539K
|
9.29K
$741K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-5.94K- 49.3% |
$276K - $345K
|
6.11K
$487K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-147K- 99.13% |
$6.85M - $8.54M
|
1.3K
$104K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1K- 19.6% |
$46.4K - $58K
|
4.1K
$327K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.18KNew |
$241K - $300K
|
5.18K
$413K
|