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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-38- 0.9% |
$1.53K - $1.82K
|
4.18K
$304K
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
- |
251KNew |
$10.1M - $12M
|
251K
$18.3M
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
PUT |
250KNew |
$10.1M - $12M
|
250K
$18.2M
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.31K+ 74.15% |
$294K - $351K
|
17.2K
$1.25M
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
635+ 5.83% |
$25.5K - $30.4K
|
11.5K
$838K
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
47.3KNew |
$1.9M - $2.27M
|
47.3K
$3.44M
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-146K- 97.99% |
$5.88M - $7.01M
|
2.99K
$218K
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-15.6K- 50.51% |
$628K - $749K
|
15.3K
$1.11M
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
190New |
$7.64K - $9.11K
|
190
$13.8K
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
210+ 0.23% |
$8.45K - $10.1K
|
90.9K
$6.61M
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
165+ 6.76% |
$6.64K - $7.91K
|
2.61K
$190K
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-218- 0.46% |
$8.77K - $10.5K
|
47.6K
$3.47M
|
|
Feb 10, 2023
Q4 2022
|
Qvr LLC
|
SELL
|
PUT |
-71.6K- 92.03% |
$2.88M - $3.43M
|
6.2K
$451K
|
|
Feb 10, 2023
Q4 2022
|
Timelo Investment Management Inc.
|
BUY
|
- |
45KNew |
$1.81M - $2.16M
|
45K
$3.27M
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
657+ 1.63% |
$26.4K - $31.5K
|
40.8K
$2.97M
|
|
Feb 10, 2023
Q4 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-6.53K- 67.54% |
$263K - $313K
|
3.14K
$228K
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
182K+ 1.97% |
$7.34M - $8.75M
|
9.42M
$685M
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
SELL
|
- |
-81.3K- 70.74% |
$3.27M - $3.9M
|
33.6K
$2.45M
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
BUY
|
PUT |
30KNew |
$1.21M - $1.44M
|
30K
$2.18M
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
BUY
|
- |
205+ 4.1% |
$8.25K - $9.83K
|
5.21K
$379K
|
|
Feb 09, 2023
Q4 2022
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-25- 0.3% |
$1.01K - $1.2K
|
8.44K
$614K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
120New |
$4.83K - $5.75K
|
120
$8.73K
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.53KNew |
$223K - $265K
|
5.53K
$403K
|
|
Feb 08, 2023
Q4 2022
|
Sierra Capital LLC
|
SELL
|
- |
-20Closed |
$805 - $959
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Antipodes Partners LTD
Royal Exchange, C3 |
SELL
|
- |
-570K- 23.34% |
$22.9M - $27.3M
|
1.87M
$136M
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$80.5 - $95.9
|
5.12K
$373K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
1.3K+ 1.54% |
$52.3K - $62.3K
|
85.8K
$6.24M
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.08KNew |
$205K - $244K
|
5.08K
$370K
|
|
Feb 07, 2023
Q4 2022
|
Canandaigua National Corp
|
SELL
|
- |
-416- 3.24% |
$16.7K - $19.9K
|
12.4K
$903K
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
100+ 0.34% |
$4.02K - $4.8K
|
29.3K
$2.13M
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
32.1K+ 6200.0% |
$1.29M - $1.54M
|
32.6K
$2.37M
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-14- 0.14% |
$563 - $671
|
10.2K
$739K
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.29K- 5.61% |
$92K - $110K
|
38.5K
$2.8M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
PUT |
20KNew |
$805K - $959K
|
20K
$1.46M
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
906New |
$36.4K - $43.4K
|
906
$65.9K
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4K+ 2.0% |
$161K - $192K
|
204K
$14.9M
|
|
Feb 02, 2023
Q4 2022
|
Investment Management Associates Inc
|
SELL
|
- |
-525- 2.44% |
$21.1K - $25.2K
|
21K
$1.53M
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-479- 2.53% |
$19.3K - $23K
|
18.4K
$1.34M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.76K- 12.4% |
$111K - $132K
|
19.5K
$1.42M
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.69K- 5.35% |
$67.9K - $80.9K
|
29.9K
$2.17M
|
|
Feb 02, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
19.9KNew |
$802K - $955K
|
19.9K
$1.45M
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-120- 8.92% |
$4.83K - $5.75K
|
1.23K
$89.1K
|
|
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-588K- 35.78% |
$23.7M - $28.2M
|
1.06M
$76.8M
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
68+ 0.74% |
$2.74K - $3.26K
|
9.27K
$675K
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
116New |
$4.67K - $5.56K
|
116
$8.44K
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-252- 0.41% |
$10.1K - $12.1K
|
60.7K
$4.41M
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.73KNew |
$311K - $371K
|
7.73K
$563K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
200New |
$8.05K - $9.59K
|
200
$14.6K
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
322New |
$13K - $15.4K
|
322
$23.4K
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
43KNew |
$1.73M - $2.06M
|
43K
$3.13M
|