Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-250- 1.4% |
$10.1K - $11.8K
|
17.6K
$1.39M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-650- 9.29% |
$26.3K - $30.6K
|
6.35K
$500K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.94K- 7.03% |
$78.3K - $91.3K
|
25.6K
$2.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.15K+ 0.66% |
$86.8K - $101K
|
330K
$26M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
734+ 444.85% |
$29.7K - $34.6K
|
899
$70.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-2- 0.02% |
$80.9 - $94.3
|
13.2K
$1.04M
|
|
| Q2 2023 | |||||||
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
6.62K+ 61.41% |
$243K - $282K
|
17.4K
$1.37M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-69.8K- 49.07% |
$2.56M - $2.98M
|
72.5K
$5.72M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
79.2KNew |
$2.91M - $3.38M
|
79.2K
$6.24M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
480K+ 934.22% |
$17.6M - $20.5M
|
531K
$41.9M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
280New |
$10.3K - $12K
|
280
$22.1K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.85KNew |
$325K - $378K
|
8.85K
$697K
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-16.3K- 92.43% |
$599K - $696K
|
1.34K
$105K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$71.6K - $83.2K
|
1.95K
$154K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.26KNew |
$46.3K - $53.8K
|
1.26K
$99.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.45K- 14.1% |
$53.3K - $61.9K
|
8.84K
$697K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
345New |
$12.7K - $14.7K
|
345
$27.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
5.25KNew |
$193K - $224K
|
5.25K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
5.11KNew |
$188K - $218K
|
5.11K
$403K
|
|
|
Aug 14, 2023
Q2 2023
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$55.1K - $64K
|
1.5K
$118K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.74KNew |
$174K - $202K
|
4.74K
$374K
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
35KNew |
$1.29M - $1.49M
|
35K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
3KNew |
$110K - $128K
|
3K
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
468New |
$17.2K - $20K
|
468
$36.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-57.5K- 90.11% |
$2.11M - $2.45M
|
6.31K
$497K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-27.5K- 73.33% |
$1.01M - $1.17M
|
10K
$789K
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-467K- 39.53% |
$17.2M - $19.9M
|
715K
$56.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
28.1KNew |
$1.03M - $1.2M
|
28.1K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
7.06KNew |
$259K - $301K
|
7.06K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-7.18K- 1.64% |
$264K - $306K
|
430K
$33.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
- |
604K+ 463.23% |
$22.2M - $25.8M
|
735K
$57.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
5.36KNew |
$197K - $229K
|
5.36K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.55KNew |
$351K - $408K
|
9.55K
$753K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-101K- 94.77% |
$3.69M - $4.29M
|
5.55K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.56% |
$36.7 - $42.7
|
181
$14.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
576+ 2.26% |
$21.2K - $24.6K
|
26.1K
$2.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
BUY
|
- |
5KNew |
$184K - $213K
|
5K
$394K
|
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
1.92K+ 4.02% |
$70.4K - $81.9K
|
49.6K
$3.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-775- 6.26% |
$28.5K - $33.1K
|
11.6K
$915K
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
4.06K+ 0.26% |
$149K - $173K
|
1.57M
$124M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
4.77KNew |
$175K - $204K
|
4.77K
$376K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-2.4K- 14.98% |
$88.1K - $102K
|
13.6K
$1.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
151New |
$5.54K - $6.44K
|
151
$11.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Deuterium Capital Management, LLC
|
BUY
|
- |
6.46KNew |
$237K - $276K
|
6.46K
$509K
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-3.68K- 27.82% |
$135K - $157K
|
9.55K
$753K
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.07K+ 6.84% |
$150K - $174K
|
63.6K
$5.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Loews Corp
New York, NY |
SELL
|
- |
-175K- 46.67% |
$6.43M - $7.47M
|
200K
$15.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
16New |
$588 - $683
|
16
$1.26K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-35- 1.3% |
$1.29K - $1.49K
|
2.66K
$210K
|
|
|
Aug 07, 2023
Q2 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-1.15K- 13.69% |
$42K - $48.9K
|
7.22K
$569K
|
|