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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
660New |
$25.5K - $33.3K
|
660
$52.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
249New |
$9.63K - $12.6K
|
249
$19.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-5.99K- 59.73% |
$232K - $303K
|
4.04K
$322K
|
|
|
Jan 30, 2024
Q4 2023
|
Hikari Power LTD
|
SELL
|
- |
-49.9K- 27.66% |
$1.93M - $2.52M
|
130K
$10.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.94K- 3.49% |
$75.1K - $98K
|
53.7K
$4.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-2K- 27.61% |
$77.3K - $101K
|
5.24K
$418K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
599New |
$23.2K - $30.3K
|
599
$47.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.02KNew |
$272K - $355K
|
7.02K
$560K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.55K+ 2.31% |
$60.1K - $78.4K
|
68.8K
$5.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28+ 3.49% |
$1.08K - $1.41K
|
831
$66.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1KNew |
$38.7K - $50.5K
|
1K
$79.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
4.26KNew |
$165K - $215K
|
4.26K
$339K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-12.3K- 79.07% |
$477K - $623K
|
3.27K
$260K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1K- 86.81% |
$38.7K - $50.5K
|
152
$12.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
5+ 0.1% |
$193 - $253
|
5.07K
$404K
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-8.09K- 15.43% |
$313K - $408K
|
44.3K
$3.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-383- 3.23% |
$14.8K - $19.3K
|
11.5K
$913K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.55K- 33.22% |
$98.4K - $129K
|
5.12K
$408K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-236- 44.11% |
$9.13K - $11.9K
|
299
$23.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-132- 2.32% |
$5.1K - $6.67K
|
5.55K
$443K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.74% |
$155 - $202
|
546
$43.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2.82KNew |
$109K - $142K
|
2.82K
$225K
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
40New |
$1.55K - $2.02K
|
40
$3.19K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-675- 9.78% |
$26.1K - $34.1K
|
6.23K
$497K
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
2New |
$77.3 - $101
|
2
$159
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.11KNew |
$159K - $208K
|
4.11K
$328K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-127- 1.96% |
$4.91K - $6.41K
|
6.34K
$505K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.51K- 1.0% |
$58.4K - $76.2K
|
150K
$11.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
11.9KNew |
$460K - $601K
|
11.9K
$948K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.56KNew |
$176K - $230K
|
4.56K
$363K
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
546+ 0.61% |
$21.1K - $27.6K
|
90.1K
$7.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
471+ 3.56% |
$18.2K - $23.8K
|
13.7K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
SELL
|
- |
-14K- 73.73% |
$543K - $709K
|
5K
$399K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.32K- 5.81% |
$89.8K - $117K
|
37.7K
$3M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.31K+ 15.58% |
$128K - $167K
|
24.6K
$1.96M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.15KNew |
$160K - $210K
|
4.15K
$331K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$116 - $152
|
23.5K
$1.87M
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1.65K- 69.5% |
$63.8K - $83.3K
|
724
$57.7K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2025
Q3 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-17.5KClosed |
$707K - $824K
|
0
$0
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-6- 0.99% |
$243 - $283
|
600
$47.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-230- 10.13% |
$9.3K - $10.8K
|
2.04K
$163K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
62New |
$2.51K - $2.92K
|
62
$4.94K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-16.2K- 67.15% |
$653K - $762K
|
7.9K
$630K
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-34.3K- 84.7% |
$1.39M - $1.62M
|
6.19K
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
42.4KNew |
$1.71M - $2M
|
42.4K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-7.16K- 55.75% |
$290K - $338K
|
5.69K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.95KNew |
$78.8K - $91.9K
|
1.95K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
24.1K+ 435.24% |
$973K - $1.13M
|
29.6K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
PUT |
50.3K+ 156.7% |
$2.03M - $2.37M
|
82.4K
$6.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
3.48K+ 7.13% |
$141K - $164K
|
52.3K
$4.17M
|
|