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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
4.97KNew |
$7.7K - $226K
|
4.97K
$350K
|
|
|
Oct 28, 2022
Q3 2022
|
Alta Advisers LTD
|
BUY
|
- |
9.9KNew |
$15.3K - $451K
|
9.9K
$697K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
164+ 37.1% |
$254 - $7.47K
|
606
$42.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
44+ 2.09% |
$68.2 - $2K
|
2.15K
$151K
|
|
|
Oct 27, 2022
Q3 2022
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-957- 15.84% |
$1.48K - $43.6K
|
5.08K
$358K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28.8KNew |
$44.6K - $1.31M
|
28.8K
$2.03M
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-23.3K- 12.7% |
$36.1K - $1.06M
|
160K
$11.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
44+ 0.03% |
$68.2 - $2K
|
129K
$9.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
5.87KNew |
$9.1K - $267K
|
5.87K
$414K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
71+ 4.35% |
$110 - $3.23K
|
1.7K
$120K
|
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.08% |
$1.55 - $45.5
|
1.19K
$83.6K
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-37- 0.62% |
$57.4 - $1.68K
|
5.91K
$416K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.15KNew |
$14.2K - $417K
|
9.15K
$644K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.43K+ 192.05% |
$2.21K - $64.9K
|
2.17K
$153K
|
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.01KNew |
$12.4K - $365K
|
8.01K
$564K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-89- 39.21% |
$138 - $4.05K
|
138
$9.72K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.43K+ 19.48% |
$2.21K - $64.9K
|
8.74K
$616K
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
365New |
$566 - $16.6K
|
365
$25.7K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
641+ 10.6% |
$994 - $29.2K
|
6.69K
$471K
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-971- 10.8% |
$1.51K - $44.2K
|
8.02K
$565K
|
|
|
Oct 14, 2022
Q3 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-19.1K- 18.91% |
$29.6K - $869K
|
81.9K
$5.77M
|
|
|
Oct 14, 2022
Q3 2022
|
Jb Capital LLC
|
BUY
|
- |
8.62K+ 14.44% |
$13.4K - $392K
|
68.3K
$4.81M
|
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
454New |
$704 - $20.7K
|
454
$32K
|
|
|
Oct 13, 2022
Q3 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
6.15KNew |
$9.54K - $280K
|
6.15K
$433K
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
SELL
|
- |
-200- 6.06% |
$310 - $9.11K
|
3.1K
$218K
|
|
|
Oct 04, 2022
Q3 2022
|
Bowling Portfolio Management LLC
|
SELL
|
- |
-762- 2.01% |
$1.18K - $34.7K
|
37.1K
$2.61M
|
|
| Q2 2022 | |||||||
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.03KClosed |
$188K - $248K
|
0
$0
|
|
|
Sep 04, 2024
Q2 2022
|
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group
Warsaw, R9 |
BUY
|
- |
70K+ 70.34% |
$2.62M - $3.45M
|
170K
$11.9M
|
|
|
Mar 11, 2024
Q2 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-5.48KClosed |
$205K - $270K
|
0
$0
|
|
|
Nov 18, 2022
Q2 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
13.8K+ 21.54% |
$516K - $680K
|
77.8K
$5.48M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.35K+ 34.92% |
$88.1K - $116K
|
9.09K
$640K
|
|
|
Aug 24, 2022
Q2 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-4.25KClosed |
$159K - $210K
|
0
$0
|
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
18+ 0.54% |
$674 - $888
|
3.34K
$235K
|
|
|
Aug 18, 2022
Q2 2022
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-56K- 98.78% |
$2.1M - $2.76M
|
693
$48.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-3.09KClosed |
$116K - $152K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-38.8KClosed |
$1.45M - $1.91M
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Adalta Capital Management LLC
New York, NY |
SELL
|
- |
-7KClosed |
$262K - $345K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-189Closed |
$7.07K - $9.32K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
SELL
|
- |
-30K- 16.67% |
$1.12M - $1.48M
|
150K
$10.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
14.1KNew |
$528K - $696K
|
14.1K
$993K
|
|
|
Aug 15, 2022
Q2 2022
|
Steel Canyon Capital, LLC
Phoenix, AZ |
SELL
|
- |
-15K- 59.88% |
$562K - $740K
|
10.1K
$708K
|
|
|
Aug 15, 2022
Q2 2022
|
Tairen Capital LTD
Grand Cayman, E9 |
SELL
|
- |
-170KClosed |
$6.35M - $8.37M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Voleon Capital Management LP
Berkeley, CA |
BUY
|
- |
1.2M+ 109.09% |
$44.9M - $59.2M
|
2.3M
$162M
|
|
|
Aug 15, 2022
Q2 2022
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
SELL
|
- |
-30.9KClosed |
$1.16M - $1.52M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-6.41KClosed |
$240K - $316K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Fred Alger Management, LLC
New York, NY |
SELL
|
- |
-1.24KClosed |
$46.6K - $61.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.14KClosed |
$42.8K - $56.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samlyn Capital, LLC
New York, NY |
SELL
|
- |
-1.28MClosed |
$48M - $63.3M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Price Jennifer C.
New York, NY |
BUY
|
- |
200KNew |
$7.49M - $9.87M
|
200K
$14.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
CALL |
350K+ 50.0% |
$13.1M - $17.3M
|
1.05M
$74M
|
|