Latest Institutional Purchases of Wells Fargo & Company (WFC)
This list provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
50.2KNew |
$1.82M - $2.43M
|
50.2K
$3.73M
|
|
|
May 15, 2023
Q1 2023
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
CALL |
20K+ 28.57% |
$725K - $970K
|
90K
$6.69M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$718K - $961K
|
19.8K
$1.47M
|
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
15.6KNew |
$566K - $758K
|
15.6K
$1.16M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
PUT |
15.4KNew |
$558K - $747K
|
15.4K
$1.14M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
15.3K+ 1163.33% |
$555K - $743K
|
16.6K
$1.24M
|
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15.1K+ 14.6% |
$548K - $733K
|
119K
$8.82M
|
|
|
May 02, 2023
Q1 2023
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
14.6KNew |
$527K - $706K
|
14.6K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
12.5KNew |
$452K - $605K
|
12.5K
$926K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.61KNew |
$312K - $418K
|
8.61K
$640K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
7K+ 1372.55% |
$254K - $340K
|
7.51K
$558K
|
|
|
May 03, 2023
Q1 2023
|
Privium Fund Management B.V.
|
BUY
|
- |
6.55KNew |
$237K - $318K
|
6.55K
$487K
|
|
|
May 15, 2023
Q1 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
PUT |
6.5KNew |
$235K - $315K
|
6.5K
$483K
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.35KNew |
$230K - $308K
|
6.35K
$471K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
6.35KNew |
$230K - $308K
|
6.35K
$471K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
6.35KNew |
$230K - $308K
|
6.35K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Josh Arnold Investment Consultant, LLC
Edina, MN |
BUY
|
- |
6KNew |
$217K - $291K
|
6K
$446K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.45KNew |
$197K - $264K
|
5.45K
$405K
|
|
|
May 12, 2023
Q1 2023
|
Ossiam
Paris, I0 |
BUY
|
- |
4.5KNew |
$163K - $218K
|
4.5K
$334K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
4.29K+ 2.13% |
$155K - $208K
|
205K
$15.2M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
3.25K+ 144.59% |
$118K - $158K
|
5.5K
$408K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
3.08K+ 4.3% |
$112K - $149K
|
74.7K
$5.55M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
1.85K+ 28.61% |
$67K - $89.7K
|
8.31K
$617K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.4KNew |
$50.7K - $67.9K
|
1.4K
$104K
|
|
|
May 15, 2023
Q1 2023
|
Claar Advisors LLC
New York, NY |
BUY
|
- |
1.2K+ 15.38% |
$43.5K - $58.2K
|
9K
$669K
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
1K+ 12.82% |
$36.2K - $48.5K
|
8.8K
$654K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
979New |
$35.5K - $47.5K
|
979
$72.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
374New |
$13.6K - $18.1K
|
374
$27.8K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
343+ 18.53% |
$12.4K - $16.6K
|
2.19K
$163K
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
312+ 6.16% |
$11.3K - $15.1K
|
5.38K
$399K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
191+ 0.53% |
$6.92K - $9.26K
|
36.1K
$2.68M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
70New |
$2.54K - $3.4K
|
70
$5.2K
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
60New |
$2.17K - $2.91K
|
60
$4.46K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$1.81K - $2.43K
|
50
$3.71K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
45New |
$1.63K - $2.18K
|
45
$3.34K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
35New |
$1.27K - $1.7K
|
35
$2.6K
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
20New |
$725 - $970
|
20
$1.49K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
3+ 0.74% |
$109 - $146
|
408
$30.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
33MNew |
$1.33B - $1.58B
|
33M
$2.45B
|
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
635KNew |
$25.5M - $30.4M
|
635K
$47.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
- |
251KNew |
$10.1M - $12M
|
251K
$18.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street LLC
|
BUY
|
PUT |
250KNew |
$10.1M - $12M
|
250K
$18.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Kingdon Capital Management, L.L.C.
New York, NY |
BUY
|
CALL |
200KNew |
$8.05M - $9.59M
|
200K
$14.9M
|
|
|
Feb 09, 2023
Q4 2022
|
First Eagle Investment Management, LLC
|
BUY
|
- |
182K+ 1.97% |
$7.34M - $8.75M
|
9.42M
$700M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
142KNew |
$5.71M - $6.8M
|
142K
$10.5M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
116K+ 547.05% |
$4.65M - $5.55M
|
137K
$10.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
70.7KNew |
$2.85M - $3.39M
|
70.7K
$5.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Gqg Partners LLC
Ft. Lauderdale, FL |
BUY
|
- |
47.3KNew |
$1.9M - $2.27M
|
47.3K
$3.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Timelo Investment Management Inc.
|
BUY
|
- |
45KNew |
$1.81M - $2.16M
|
45K
$3.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
43KNew |
$1.73M - $2.06M
|
43K
$3.19M
|
|