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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.61KNew |
$312K - $418K
|
8.61K
$681K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.4KNew |
$50.7K - $67.9K
|
1.4K
$111K
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 0.1% |
$3.62K - $4.85K
|
102K
$8.04M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-235- 1.87% |
$8.51K - $11.4K
|
12.3K
$974K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-165- 14.19% |
$5.98K - $8K
|
998
$78.9K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 29.07% |
$88K - $118K
|
5.93K
$469K
|
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15.1K+ 14.6% |
$548K - $733K
|
119K
$9.39M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-27.5K- 64.7% |
$996K - $1.33M
|
15K
$1.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
20New |
$725 - $970
|
20
$1.58K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$718K - $961K
|
19.8K
$1.57M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.5K- 69.23% |
$163K - $218K
|
2K
$158K
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-236- 0.28% |
$8.55K - $11.4K
|
83.1K
$6.58M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-741- 4.78% |
$26.8K - $35.9K
|
14.8K
$1.17M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$1.81K - $2.43K
|
50
$3.95K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-819- 13.9% |
$32.9K - $39.3K
|
5.07K
$401K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
10.5K+ 177.76% |
$424K - $506K
|
16.5K
$1.3M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
904New |
$36.4K - $43.3K
|
904
$71.5K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
217New |
$8.73K - $10.4K
|
217
$17.2K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
21.3KNew |
$858K - $1.02M
|
21.3K
$1.69M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
145New |
$5.83K - $6.95K
|
145
$11.5K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
245+ 4.55% |
$9.86K - $11.7K
|
5.63K
$445K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-615- 55.16% |
$24.7K - $29.5K
|
500
$39.6K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.22K- 9.42% |
$89.2K - $106K
|
21.3K
$1.69M
|
|
|
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
$193M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.56K- 5.1% |
$103K - $123K
|
47.7K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-270- 15.44% |
$10.9K - $12.9K
|
1.48K
$117K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
28.2K+ 16.76% |
$1.13M - $1.35M
|
196K
$15.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-193- 0.43% |
$7.76K - $9.25K
|
44.4K
$3.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
250New |
$10.1K - $12K
|
250
$19.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
7.65KNew |
$308K - $367K
|
7.65K
$605K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
5.07KNew |
$204K - $243K
|
5.07K
$401K
|
|
|
Feb 14, 2023
Q4 2022
|
Governors Lane LP
New York, NY |
BUY
|
- |
6.9K+ 1.06% |
$278K - $331K
|
660K
$52.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.86KNew |
$196K - $233K
|
4.86K
$385K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
33MNew |
$1.33B - $1.58B
|
33M
$2.61B
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-62.2K- 82.39% |
$2.5M - $2.98M
|
13.3K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-19.2K- 12.02% |
$772K - $921K
|
141K
$11.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
200KNew |
$8.05M - $9.59M
|
200K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
O'Neil Global Advisors, Inc.
Los Angeles, CA |
SELL
|
- |
-186- 1.19% |
$7.48K - $8.92K
|
15.4K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
142KNew |
$5.71M - $6.8M
|
142K
$11.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
284New |
$11.4K - $13.6K
|
284
$22.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
635KNew |
$25.5M - $30.4M
|
635K
$50.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
965New |
$38.8K - $46.3K
|
965
$76.3K
|
|
|
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
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.5K- 23.85% |
$221K - $264K
|
17.6K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
10KNew |
$402K - $480K
|
10K
$791K
|
|
|
Feb 13, 2023
Q4 2022
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-432K- 39.81% |
$17.4M - $20.7M
|
653K
$51.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Evolution Capital Management LLC
Crystal Bay, NV |
BUY
|
- |
10KNew |
$402K - $480K
|
10K
$791K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-572- 76.88% |
$23K - $27.4K
|
172
$13.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
6.99KNew |
$281K - $335K
|
6.99K
$553K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-38- 0.9% |
$1.53K - $1.82K
|
4.18K
$331K
|
|