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 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.69KClosed |
$65.2K - $85.2K
|
0
$0
|
|
|
Feb 23, 2024
Q4 2023
|
Mendon Capital Advisors Corp
Rochester, NY |
BUY
|
- |
50K+ 100.0% |
$1.93M - $2.53M
|
100K
$7.02M
|
|
|
Feb 15, 2024
Q4 2023
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
255KNew |
$9.86M - $12.9M
|
255K
$17.9M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
89+ 0.85% |
$3.44K - $4.5K
|
10.6K
$741K
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
PUT |
35.2KNew |
$1.36M - $1.78M
|
35.2K
$2.47M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10.2KNew |
$393K - $513K
|
10.2K
$713K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.73KNew |
$105K - $138K
|
2.73K
$191K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
70New |
$2.71K - $3.54K
|
70
$4.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
30KNew |
$1.16M - $1.52M
|
30K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
BUY
|
- |
24.7K+ 23.39% |
$956K - $1.25M
|
130K
$9.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
CALL |
-38K- 44.19% |
$1.47M - $1.92M
|
48K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
10.2KNew |
$393K - $513K
|
10.2K
$713K
|
|
|
Feb 14, 2024
Q4 2023
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-69.6K- 14.93% |
$2.69M - $3.52M
|
396K
$27.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.22KNew |
$202K - $264K
|
5.22K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
679+ 5.88% |
$26.3K - $34.3K
|
12.2K
$858K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
500New |
$19.3K - $25.3K
|
500
$35.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
SELL
|
- |
-100K- 22.91% |
$3.87M - $5.05M
|
337K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
243New |
$9.4K - $12.3K
|
243
$17.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.46KNew |
$288K - $377K
|
7.46K
$523K
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-742- 12.35% |
$28.7K - $37.5K
|
5.27K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
25KNew |
$967K - $1.26M
|
25K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-20K- 11.76% |
$773K - $1.01M
|
150K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-19.8K- 3.45% |
$764K - $998K
|
553K
$38.8M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
25+ 0.16% |
$967 - $1.26K
|
15.5K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
23.5KNew |
$909K - $1.19M
|
23.5K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
866New |
$33.5K - $43.7K
|
866
$60.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-11.2KClosed |
$433K - $565K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-45- 81.82% |
$1.74K - $2.27K
|
10
$702
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
440New |
$17K - $22.2K
|
440
$30.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
4.28KNew |
$166K - $216K
|
4.28K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4.12K- 49.37% |
$159K - $208K
|
4.23K
$297K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
8.56KNew |
$331K - $433K
|
8.56K
$601K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-7.32K- 65.85% |
$283K - $370K
|
3.8K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
11.1KNew |
$431K - $563K
|
11.1K
$783K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-41.7K- 68.69% |
$1.61M - $2.11M
|
19K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
68.3KNew |
$2.64M - $3.45M
|
68.3K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-318- 6.31% |
$12.3K - $16.1K
|
4.73K
$332K
|
|
|
Feb 14, 2024
Q4 2023
|
Voloridge Investment Management, LLC
Jupiter, FL |
BUY
|
- |
421KNew |
$16.3M - $21.3M
|
421K
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
84.7KNew |
$3.28M - $4.28M
|
84.7K
$5.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-30.4K- 94.7% |
$1.18M - $1.54M
|
1.7K
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
98New |
$3.79K - $4.95K
|
98
$6.88K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
94.9KNew |
$3.67M - $4.79M
|
94.9K
$6.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.04KNew |
$156K - $204K
|
4.04K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
979New |
$37.9K - $49.4K
|
979
$68.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
896New |
$34.6K - $45.3K
|
896
$62.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
4.38KNew |
$169K - $221K
|
4.38K
$307K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
4.66KNew |
$180K - $235K
|
4.66K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-1.22K- 3.39% |
$47K - $61.4K
|
34.6K
$2.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.56KNew |
$98.8K - $129K
|
2.56K
$179K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.41KNew |
$209K - $273K
|
5.41K
$380K
|