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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
6KNew |
$217K - $291K
|
6K
$501K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
979New |
$35.5K - $47.5K
|
979
$81.7K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
7K+ 1372.55% |
$254K - $340K
|
7.51K
$626K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
SELL
|
- |
-439- 5.69% |
$15.9K - $21.3K
|
7.27K
$606K
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
12.5KNew |
$452K - $605K
|
12.5K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
M&G Investment Management LTD
London, X0 |
BUY
|
- |
359K+ 30.07% |
$13M - $17.4M
|
1.55M
$130M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
15.3K+ 1163.33% |
$555K - $743K
|
16.6K
$1.39M
|
|
|
May 11, 2023
Q1 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-30- 0.03% |
$1.09K - $1.46K
|
109K
$9.06M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
45New |
$1.63K - $2.18K
|
45
$3.75K
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
3.25K+ 144.59% |
$118K - $158K
|
5.5K
$458K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.35KNew |
$230K - $308K
|
6.35K
$529K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.29K+ 2.13% |
$155K - $208K
|
205K
$17.1M
|
|
|
May 05, 2023
Q1 2023
|
Alphinity Investment Management Pty LTD
|
SELL
|
- |
-176K- 38.85% |
$6.39M - $8.56M
|
278K
$23.2M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
15.4KNew |
$558K - $747K
|
15.4K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
6.55KNew |
$237K - $318K
|
6.55K
$546K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.73K- 19.72% |
$62.8K - $84K
|
7.05K
$588K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
35New |
$1.27K - $1.7K
|
35
$2.92K
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
SELL
|
- |
-220- 39.22% |
$7.97K - $10.7K
|
341
$28.4K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-116- 37.18% |
$4.2K - $5.63K
|
196
$16.4K
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
14.6KNew |
$527K - $706K
|
14.6K
$1.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
SELL
|
- |
-28.2K- 98.31% |
$1.02M - $1.37M
|
486
$40.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
191+ 0.53% |
$6.92K - $9.26K
|
36.1K
$3.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.58K- 20.48% |
$57.4K - $76.8K
|
6.15K
$513K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
3.08K+ 4.3% |
$112K - $149K
|
74.7K
$6.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
50.2KNew |
$1.82M - $2.43M
|
50.2K
$4.18M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
70New |
$2.54K - $3.4K
|
70
$5.84K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.21K- 7.65% |
$43.8K - $58.6K
|
14.6K
$1.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
374New |
$13.6K - $18.1K
|
374
$31.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-100- 6.24% |
$3.62K - $4.85K
|
1.5K
$125K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.77K- 18.1% |
$64.1K - $85.8K
|
8.01K
$668K
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 0.1% |
$3.62K - $4.85K
|
102K
$8.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-165- 14.19% |
$5.98K - $8K
|
998
$83.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 29.07% |
$88K - $118K
|
5.93K
$495K
|
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15.1K+ 14.6% |
$548K - $733K
|
119K
$9.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-27.5K- 64.7% |
$996K - $1.33M
|
15K
$1.25M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
20New |
$725 - $970
|
20
$1.67K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$718K - $961K
|
19.8K
$1.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-236- 0.28% |
$8.55K - $11.4K
|
83.1K
$6.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-741- 4.78% |
$26.8K - $35.9K
|
14.8K
$1.23M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$1.81K - $2.43K
|
50
$4.17K
|
|
| Q4 2022 | |||||||
|
Jul 09, 2025
Q4 2022
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
SELL
|
- |
-23.6KClosed |
$951K - $1.13M
|
0
$0
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
10.5K+ 177.76% |
$424K - $506K
|
16.5K
$1.37M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
904New |
$36.4K - $43.3K
|
904
$75.4K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
217New |
$8.73K - $10.4K
|
217
$18.1K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
21.3KNew |
$858K - $1.02M
|
21.3K
$1.78M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
145New |
$5.83K - $6.95K
|
145
$12.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
245+ 4.55% |
$9.86K - $11.7K
|
5.63K
$469K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-615- 55.16% |
$24.7K - $29.5K
|
500
$41.7K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.22K- 9.42% |
$89.2K - $106K
|
21.3K
$1.78M
|
|
|
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
$203M
|
|