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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
107+ 0.17% |
$4.01K - $5.28K
|
63.8K
$5.33M
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
60+ 240.0% |
$2.25K - $2.96K
|
85
$7.09K
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
56New |
$2.1K - $2.76K
|
56
$4.67K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
35+ 0.09% |
$1.31K - $1.73K
|
39K
$3.25M
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
31+ 0.4% |
$1.16K - $1.53K
|
7.74K
$645K
|
|
|
Aug 05, 2022
Q2 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2+ 0.68% |
$74.9 - $98.7
|
294
$24.5K
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Artemis Investment Management LLP
|
BUY
|
PUT |
872KNew |
$39.9M - $51.5M
|
872K
$72.7M
|
|
|
May 13, 2022
Q1 2022
|
Capital Growth Management LP
Boston, MA |
BUY
|
- |
100K+ 50.0% |
$4.58M - $5.91M
|
300K
$25M
|
|
|
Nov 17, 2022
Q1 2022
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
75KNew |
$3.44M - $4.43M
|
75K
$6.26M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
40.2KNew |
$1.84M - $2.37M
|
40.2K
$3.35M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
24.2KNew |
$1.11M - $1.43M
|
24.2K
$2.02M
|
|
|
Apr 27, 2022
Q1 2022
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$509K - $656K
|
11.1K
$927K
|
|
|
May 13, 2022
Q1 2022
|
Pb Investment Partners, L.P.
Burlingame, CA |
BUY
|
- |
10K+ 8.42% |
$460K - $593K
|
129K
$10.8M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
10KNew |
$458K - $591K
|
10K
$834K
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
8.68KNew |
$397K - $512K
|
8.68K
$724K
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
CALL |
5.5KNew |
$252K - $325K
|
5.5K
$459K
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
400New |
$18.3K - $23.6K
|
400
$33.4K
|
|
|
May 16, 2022
Q1 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
350New |
$16K - $20.7K
|
350
$29.2K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$9.16K - $11.8K
|
200
$16.7K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
CALL |
100New |
$4.58K - $5.91K
|
100
$8.34K
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
31+ 0.26% |
$1.42K - $1.83K
|
12K
$1M
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Paralel Advisors LLC
|
BUY
|
- |
1.43MNew |
$64.6M - $74.1M
|
1.43M
$119M
|
|
|
Feb 16, 2022
Q4 2021
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
135KNew |
$6.1M - $7M
|
135K
$11.2M
|
|
|
Nov 17, 2022
Q4 2021
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
CALL |
90KNew |
$4.08M - $4.68M
|
90K
$7.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Yarbrough Capital, LLC
|
BUY
|
- |
37.5KNew |
$1.7M - $1.95M
|
37.5K
$3.13M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
20KNew |
$906K - $1.04M
|
20K
$1.67M
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
18.9KNew |
$856K - $983K
|
18.9K
$1.58M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$478K - $549K
|
10.6K
$881K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
9.2K+ 0.73% |
$417K - $478K
|
1.27M
$106M
|
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
6.13KNew |
$278K - $319K
|
6.13K
$511K
|
|
|
Jan 14, 2022
Q4 2021
|
Riverbridge Partners LLC
|
BUY
|
- |
6.1KNew |
$276K - $317K
|
6.1K
$509K
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
4.95K+ 900.0% |
$224K - $257K
|
5.5K
$459K
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
1.77KNew |
$80K - $91.8K
|
1.77K
$147K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.48KNew |
$67.2K - $77.1K
|
1.48K
$124K
|
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
1.44KNew |
$65K - $74.6K
|
1.44K
$120K
|
|
|
Feb 08, 2022
Q4 2021
|
Lauterbach Financial Advisors, LLC
|
BUY
|
CALL |
500New |
$22.7K - $26K
|
500
$41.7K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
311New |
$14.1K - $16.2K
|
311
$25.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
250New |
$11.3K - $13K
|
250
$20.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Delta Accumulation, LLC
Sausalito, CA |
BUY
|
- |
73New |
$3.31K - $3.8K
|
73
$6.09K
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5New |
$227 - $260
|
5
$417
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
103KNew |
$4.36M - $5.27M
|
103K
$8.59M
|
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
81.2KNew |
$3.44M - $4.15M
|
81.2K
$6.77M
|
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
42.4KNew |
$1.79M - $2.17M
|
42.4K
$3.54M
|
|
|
Nov 03, 2021
Q3 2021
|
Washington Capital Management Inc
|
BUY
|
PUT |
8KNew |
$339K - $409K
|
8K
$667K
|
|
|
Nov 02, 2021
Q3 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
7.5KNew |
$317K - $384K
|
7.5K
$626K
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
815New |
$34.5K - $41.7K
|
815
$68K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
100New |
$4.23K - $5.12K
|
100
$8.34K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
78.4KNew |
$3.09M - $3.75M
|
78.4K
$6.54M
|
|
|
Aug 16, 2021
Q2 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
PUT |
20.1KNew |
$794K - $963K
|
20.1K
$1.68M
|
|
|
Aug 16, 2021
Q2 2021
|
Union Heritage Capital, LLC
Bloomfield Hills, MI |
BUY
|
- |
15K+ 48.43% |
$592K - $719K
|
46K
$3.84M
|
|