Latest Institutional Sells of Wells Fargo & Company (WFC)
This list provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-439- 5.69% |
$15.9K - $21.3K
|
7.27K
$586K
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-370- 5.99% |
$13.4K - $17.9K
|
5.8K
$468K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-253- 36.51% |
$9.17K - $12.3K
|
440
$35.5K
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-236- 0.28% |
$8.55K - $11.4K
|
83.1K
$6.7M
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-235- 1.87% |
$8.51K - $11.4K
|
12.3K
$992K
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-220- 39.22% |
$7.97K - $10.7K
|
341
$27.5K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-165- 14.19% |
$5.98K - $8K
|
998
$80.4K
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-116- 37.18% |
$4.2K - $5.63K
|
196
$15.8K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-100- 6.24% |
$3.62K - $4.85K
|
1.5K
$121K
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 0.1% |
$3.62K - $4.85K
|
102K
$8.19M
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-68- 46.26% |
$2.46K - $3.3K
|
79
$6.37K
|
|
May 11, 2023
Q1 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-30- 0.03% |
$1.09K - $1.46K
|
109K
$8.75M
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-18- 2.65% |
$652 - $873
|
662
$53.4K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-588K- 35.78% |
$23.7M - $28.2M
|
1.06M
$85M
|
|
Feb 08, 2023
Q4 2022
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-570K- 23.34% |
$22.9M - $27.3M
|
1.87M
$151M
|
|
Feb 13, 2023
Q4 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-432K- 39.81% |
$17.4M - $20.7M
|
653K
$52.6M
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-146K- 97.99% |
$5.88M - $7.01M
|
2.99K
$241K
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-81.3K- 70.74% |
$3.27M - $3.9M
|
33.6K
$2.71M
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-71.6K- 92.03% |
$2.88M - $3.43M
|
6.2K
$500K
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-62.2K- 82.39% |
$2.5M - $2.98M
|
13.3K
$1.07M
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-32.8KClosed |
$1.32M - $1.57M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-19.2K- 12.02% |
$772K - $921K
|
141K
$11.3M
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-16.7K- 50.91% |
$672K - $801K
|
16.1K
$1.3M
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-15.6K- 50.51% |
$628K - $749K
|
15.3K
$1.23M
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-6.91K- 38.78% |
$278K - $331K
|
10.9K
$879K
|
|
Feb 10, 2023
Q4 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-6.53K- 67.54% |
$263K - $313K
|
3.14K
$253K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.5K- 23.85% |
$221K - $264K
|
17.6K
$1.41M
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.28K- 39.78% |
$212K - $253K
|
7.99K
$644K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.76K- 12.4% |
$111K - $132K
|
19.5K
$1.57M
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.67K- 22.93% |
$107K - $128K
|
8.97K
$723K
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.56K- 5.1% |
$103K - $123K
|
47.7K
$3.85M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.29K- 5.61% |
$92K - $110K
|
38.5K
$3.1M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.22K- 9.42% |
$89.2K - $106K
|
21.3K
$1.72M
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.69K- 5.35% |
$67.9K - $80.9K
|
29.9K
$2.41M
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.08K- 0.77% |
$43.3K - $51.6K
|
139K
$11.2M
|
|
May 16, 2023
Q4 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-819- 13.9% |
$32.9K - $39.3K
|
5.07K
$409K
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-615- 55.16% |
$24.7K - $29.5K
|
500
$40.3K
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-572- 76.88% |
$23K - $27.4K
|
172
$13.9K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-549- 6.66% |
$22.1K - $26.3K
|
7.7K
$620K
|
|
Feb 02, 2023
Q4 2022
|
Investment Management Associates Inc
|
SELL
|
- |
-525- 2.44% |
$21.1K - $25.2K
|
21K
$1.69M
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-520- 37.01% |
$20.9K - $24.9K
|
885
$71.3K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-479- 2.53% |
$19.3K - $23K
|
18.4K
$1.49M
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-416- 3.24% |
$16.7K - $19.9K
|
12.4K
$1M
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-300- 3.9% |
$12.1K - $14.4K
|
7.4K
$596K
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-270- 15.44% |
$10.9K - $12.9K
|
1.48K
$119K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-252- 0.41% |
$10.1K - $12.1K
|
60.7K
$4.89M
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-218- 0.46% |
$8.77K - $10.5K
|
47.6K
$3.84M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-193- 0.43% |
$7.76K - $9.25K
|
44.4K
$3.58M
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-186- 1.19% |
$7.48K - $8.92K
|
15.4K
$1.24M
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-150- 77.72% |
$6.03K - $7.19K
|
43
$3.47K
|