Latest Institutional Purchases of Wells Fargo & Company (WFC)
This list provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
6.1KNew |
$276K - $317K
|
6.1K
$459K
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
4.95K+ 900.0% |
$224K - $257K
|
5.5K
$414K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.77KNew |
$80K - $91.8K
|
1.77K
$133K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.48KNew |
$67.2K - $77.1K
|
1.48K
$112K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$65K - $74.6K
|
1.44K
$108K
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
520New |
$23.6K - $27K
|
520
$39.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
CALL |
500New |
$22.7K - $26K
|
500
$37.6K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
355New |
$16.1K - $18.5K
|
355
$26.7K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
311New |
$14.1K - $16.2K
|
311
$23.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
250New |
$11.3K - $13K
|
250
$18.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
73New |
$3.31K - $3.8K
|
73
$5.5K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5New |
$227 - $260
|
5
$376
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
103KNew |
$4.36M - $5.27M
|
103K
$7.75M
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
81.2KNew |
$3.44M - $4.15M
|
81.2K
$6.11M
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
42.4KNew |
$1.79M - $2.17M
|
42.4K
$3.19M
|
|
|
Nov 03, 2021
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
PUT |
8KNew |
$339K - $409K
|
8K
$602K
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
7.5KNew |
$317K - $384K
|
7.5K
$565K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
815New |
$34.5K - $41.7K
|
815
$61.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
100New |
$4.23K - $5.12K
|
100
$7.53K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
78.4KNew |
$3.09M - $3.75M
|
78.4K
$5.9M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
20.1KNew |
$794K - $963K
|
20.1K
$1.51M
|
|
|
Aug 16, 2021
Q2 2021
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
15K+ 48.43% |
$592K - $719K
|
46K
$3.46M
|
|
|
Dec 28, 2021
Q2 2021
|
Jordan Park Group LLC
|
BUY
|
- |
9.97KNew |
$394K - $477K
|
9.97K
$750K
|
|
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
BUY
|
CALL |
8KNew |
$316K - $383K
|
8K
$602K
|
|
|
Jul 07, 2022
Q2 2021
|
Baker Boyer National Bank
|
BUY
|
- |
6.35KNew |
$251K - $304K
|
6.35K
$478K
|
|
|
Aug 17, 2021
Q2 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
PUT |
5.32KNew |
$210K - $255K
|
5.32K
$400K
|
|
|
Jul 20, 2021
Q2 2021
|
Ritholtz Wealth Management
|
BUY
|
CALL |
1K+ 25.0% |
$39.5K - $47.9K
|
5K
$376K
|
|
|
Jul 14, 2021
Q2 2021
|
Evanson Asset Management, LLC
|
BUY
|
CALL |
700New |
$27.6K - $33.5K
|
700
$52.7K
|
|
|
Aug 04, 2021
Q2 2021
|
Lake Point Wealth Management
|
BUY
|
- |
536New |
$21.2K - $25.7K
|
536
$40.4K
|
|
|
Aug 13, 2021
Q2 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
412New |
$16.3K - $19.7K
|
412
$31K
|
|
|
Nov 09, 2023
Q2 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
339+ 11.54% |
$13.4K - $16.2K
|
3.28K
$247K
|
|
|
Jul 29, 2021
Q2 2021
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
4+ 400.0% |
$158 - $192
|
5
$376
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
72.3K+ 1782.29% |
$2.15M - $2.95M
|
76.3K
$5.74M
|
|
|
May 17, 2021
Q1 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
13.9K+ 434.53% |
$413K - $567K
|
17.1K
$1.29M
|
|
|
Apr 29, 2021
Q1 2021
|
Security Asset Management
|
BUY
|
- |
6.6KNew |
$196K - $269K
|
6.6K
$497K
|
|
|
May 11, 2021
Q1 2021
|
Amg National Trust Bank
|
BUY
|
PUT |
4KNew |
$119K - $163K
|
4K
$301K
|
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
CALL |
2.5K+ 21.74% |
$74.3K - $102K
|
14K
$1.05M
|
|
|
May 11, 2021
Q1 2021
|
Aspiriant, LLC
|
BUY
|
CALL |
2KNew |
$59.4K - $81.6K
|
2K
$151K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
534New |
$15.9K - $21.8K
|
534
$40.2K
|
|
|
May 11, 2021
Q1 2021
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
365New |
$10.8K - $14.9K
|
365
$27.5K
|
|
|
May 14, 2021
Q1 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
PUT |
100New |
$2.97K - $4.08K
|
100
$7.53K
|
|
|
May 11, 2021
Q1 2021
|
Banque Cantonale Vaudoise
|
BUY
|
CALL |
30New |
$891 - $1.22K
|
30
$2.26K
|
|
|
May 09, 2023
Q1 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1New |
$29.7 - $40.8
|
1
$75.3
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
PUT |
500K+ 100.0% |
$10.6M - $15.2M
|
1M
$75.3M
|
|
|
Feb 16, 2021
Q4 2020
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
40.2KNew |
$850K - $1.22M
|
40.2K
$3.03M
|
|
|
Jan 27, 2021
Q4 2020
|
Penbrook Management LLC
|
BUY
|
- |
600New |
$12.7K - $18.2K
|
600
$45.2K
|
|
| Q3 2020 | |||||||
|
Oct 13, 2020
Q3 2020
|
Kg&L Capital Management,Llc
|
BUY
|
CALL |
88.8K+ 2018.18% |
$2.03M - $2.34M
|
93.2K
$7.02M
|
|
|
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
53.2KNew |
$1.21M - $1.4M
|
53.2K
$4M
|
|
|
Nov 05, 2020
Q3 2020
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
7.99K+ 4.59% |
$182K - $211K
|
182K
$13.7M
|
|
|
Oct 19, 2020
Q3 2020
|
Foresight Wealth Management, LLC
|
BUY
|
PUT |
2K+ 10.99% |
$45.7K - $52.7K
|
20.2K
$1.52M
|
|