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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
2.73KNew |
$4.24K - $124K
|
2.73K
$228K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.69KNew |
$4.17K - $123K
|
2.69K
$225K
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
2.48K+ 0.73% |
$3.85K - $113K
|
344K
$28.7M
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 21.91% |
$3.77K - $111K
|
13.5K
$1.13M
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.15KNew |
$3.32K - $97.7K
|
2.15K
$179K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.43K+ 192.05% |
$2.21K - $64.9K
|
2.17K
$181K
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.43K+ 19.48% |
$2.21K - $64.9K
|
8.74K
$729K
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.33K+ 2.21% |
$2.06K - $60.6K
|
61.5K
$5.13M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
984+ 0.61% |
$1.53K - $44.8K
|
162K
$13.5M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
900New |
$1.4K - $41K
|
900
$75.1K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
641+ 10.6% |
$994 - $29.2K
|
6.69K
$558K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
454New |
$704 - $20.7K
|
454
$37.9K
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
430+ 19.45% |
$667 - $19.6K
|
2.64K
$220K
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
372+ 2.13% |
$577 - $16.9K
|
17.8K
$1.49M
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
365New |
$566 - $16.6K
|
365
$30.5K
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
71+ 4.35% |
$110 - $3.23K
|
1.7K
$142K
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
44+ 2.09% |
$68.2 - $2K
|
2.15K
$179K
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
44+ 0.03% |
$68.2 - $2K
|
129K
$10.8M
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
43+ 0.37% |
$66.7 - $1.96K
|
11.6K
$967K
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
33+ 0.39% |
$51.2 - $1.5K
|
8.41K
$701K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12+ 0.41% |
$18.6 - $546
|
2.91K
$243K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
7+ 0.03% |
$10.9 - $319
|
21.2K
$1.77M
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$1.55 - $45.5
|
1.92K
$160K
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Sculptor Capital LP
New York, NY |
BUY
|
- |
414K+ 29.42% |
$15.5M - $20.4M
|
1.82M
$152M
|
|
Aug 15, 2022
Q2 2022
|
Price Jennifer C.
New York, NY |
BUY
|
- |
200KNew |
$7.49M - $9.87M
|
200K
$16.7M
|
|
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
$14.1M
|
|
Aug 11, 2022
Q2 2022
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
55.9KNew |
$2.09M - $2.76M
|
55.9K
$4.66M
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
39KNew |
$1.46M - $1.92M
|
39K
$3.25M
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
PUT |
16.6KNew |
$621K - $819K
|
16.6K
$1.38M
|
|
Aug 11, 2022
Q2 2022
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
16.4KNew |
$613K - $808K
|
16.4K
$1.37M
|
|
Aug 15, 2022
Q2 2022
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
14.1KNew |
$528K - $696K
|
14.1K
$1.18M
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
12.9KNew |
$482K - $635K
|
12.9K
$1.07M
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
7.32K+ 9.28% |
$274K - $361K
|
86.2K
$7.19M
|
|
Aug 01, 2022
Q2 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
6.36KNew |
$238K - $314K
|
6.36K
$531K
|
|
Jul 27, 2022
Q2 2022
|
Fortune 45 LLC
|
BUY
|
- |
6.36KNew |
$238K - $313K
|
6.36K
$530K
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
5.82KNew |
$218K - $287K
|
5.82K
$485K
|
|
Aug 10, 2022
Q2 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
4.61K+ 102.22% |
$173K - $227K
|
9.12K
$761K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.66K+ 6.22% |
$137K - $180K
|
62.5K
$5.21M
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2.35K+ 34.92% |
$88.1K - $116K
|
9.09K
$759K
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
CALL |
2KNew |
$74.9K - $98.7K
|
2K
$167K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.53K+ 35.78% |
$57.2K - $75.4K
|
5.8K
$484K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.46KNew |
$54.7K - $72.1K
|
1.46K
$122K
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 13.36% |
$39.5K - $52K
|
8.95K
$747K
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
900New |
$33.7K - $44.4K
|
900
$75.1K
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments LLC
Boston, MA |
BUY
|
- |
673New |
$25.2K - $33.2K
|
673
$56.1K
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
673+ 715.96% |
$25.2K - $33.2K
|
767
$64K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
613+ 0.6% |
$22.9K - $30.2K
|
103K
$8.57M
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
438New |
$16.4K - $21.6K
|
438
$36.5K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
266New |
$9.96K - $13.1K
|
266
$22.2K
|