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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
979New |
$35.5K - $47.5K
|
979
$81.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
374New |
$13.6K - $18.1K
|
374
$31.2K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
343+ 18.53% |
$12.4K - $16.6K
|
2.19K
$183K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
312+ 6.16% |
$11.3K - $15.1K
|
5.38K
$449K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
191+ 0.53% |
$6.92K - $9.26K
|
36.1K
$3.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
70New |
$2.54K - $3.4K
|
70
$5.84K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
60New |
$2.17K - $2.91K
|
60
$5.01K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$1.81K - $2.43K
|
50
$4.17K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
45New |
$1.63K - $2.18K
|
45
$3.75K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
35New |
$1.27K - $1.7K
|
35
$2.92K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
20New |
$725 - $970
|
20
$1.67K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.74% |
$109 - $146
|
408
$34K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
33MNew |
$1.33B - $1.58B
|
33M
$2.76B
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
635KNew |
$25.5M - $30.4M
|
635K
$53M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
- |
251KNew |
$10.1M - $12M
|
251K
$20.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
PUT |
250KNew |
$10.1M - $12M
|
250K
$20.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
200KNew |
$8.05M - $9.59M
|
200K
$16.7M
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
182K+ 1.97% |
$7.34M - $8.75M
|
9.42M
$786M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
142KNew |
$5.71M - $6.8M
|
142K
$11.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
70.7KNew |
$2.85M - $3.39M
|
70.7K
$5.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
47.3KNew |
$1.9M - $2.27M
|
47.3K
$3.95M
|
|
|
Feb 10, 2023
Q4 2022
|
Timelo Investment Management Inc.
|
BUY
|
- |
45KNew |
$1.81M - $2.16M
|
45K
$3.75M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
43KNew |
$1.73M - $2.06M
|
43K
$3.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
38.8K+ 1.62% |
$1.56M - $1.86M
|
2.44M
$203M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
32.1K+ 6200.0% |
$1.29M - $1.54M
|
32.6K
$2.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
BUY
|
PUT |
30KNew |
$1.21M - $1.44M
|
30K
$2.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
28.2K+ 16.76% |
$1.13M - $1.35M
|
196K
$16.4M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
21.3KNew |
$858K - $1.02M
|
21.3K
$1.78M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
PUT |
20KNew |
$805K - $959K
|
20K
$1.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
19.9KNew |
$802K - $955K
|
19.9K
$1.66M
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
15.7KNew |
$633K - $754K
|
15.7K
$1.31M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
10.5K+ 177.76% |
$424K - $506K
|
16.5K
$1.38M
|
|
|
Feb 13, 2023
Q4 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
10KNew |
$402K - $480K
|
10K
$834K
|
|
|
Feb 13, 2023
Q4 2022
|
Evolution Capital Management LLC
Crystal Bay, NV |
BUY
|
- |
10KNew |
$402K - $480K
|
10K
$834K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
8.34K+ 1.19% |
$335K - $400K
|
707K
$59M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
7.76KNew |
$312K - $372K
|
7.76K
$648K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.73KNew |
$311K - $371K
|
7.73K
$645K
|
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
7.65KNew |
$308K - $367K
|
7.65K
$639K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.31K+ 74.15% |
$294K - $351K
|
17.2K
$1.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
7KNew |
$282K - $336K
|
7K
$584K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
6.99KNew |
$281K - $335K
|
6.99K
$583K
|
|
|
Jan 17, 2023
Q4 2022
|
Fenimore Asset Management Inc
|
BUY
|
- |
6KNew |
$241K - $288K
|
6K
$501K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.53KNew |
$223K - $265K
|
5.53K
$462K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.08KNew |
$205K - $244K
|
5.08K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
5.07KNew |
$204K - $243K
|
5.07K
$423K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$196K - $234K
|
4.88K
$407K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.86KNew |
$196K - $233K
|
4.86K
$406K
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4K+ 2.0% |
$161K - $192K
|
204K
$17.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.23K+ 2.09% |
$89.6K - $107K
|
109K
$9.07M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.81KNew |
$72.6K - $86.5K
|
1.81K
$151K
|
|