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 27, 2023
Q1 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-1.58K- 20.48% |
$57.4K - $76.8K
|
6.15K
$437K
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
BUY
|
- |
3.08K+ 4.3% |
$112K - $149K
|
74.7K
$5.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
BUY
|
- |
1K+ 13.99% |
$36.2K - $48.5K
|
8.15K
$579K
|
|
|
Apr 25, 2023
Q1 2023
|
Bullseye Investment Management, LLC
|
BUY
|
- |
50.2KNew |
$1.82M - $2.43M
|
50.2K
$3.57M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-370- 5.99% |
$13.4K - $17.9K
|
5.8K
$413K
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
70New |
$2.54K - $3.4K
|
70
$4.98K
|
|
|
Apr 24, 2023
Q1 2023
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-1.21K- 7.65% |
$43.8K - $58.6K
|
14.6K
$1.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
374New |
$13.6K - $18.1K
|
374
$26.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-100- 6.24% |
$3.62K - $4.85K
|
1.5K
$107K
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
5.45KNew |
$197K - $264K
|
5.45K
$388K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-1.77K- 18.1% |
$64.1K - $85.8K
|
8.01K
$570K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
8.61KNew |
$312K - $418K
|
8.61K
$612K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
1.4KNew |
$50.7K - $67.9K
|
1.4K
$99.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Hoertkorn Richard Charles
|
SELL
|
- |
-100- 0.1% |
$3.62K - $4.85K
|
102K
$7.22M
|
|
|
Apr 19, 2023
Q1 2023
|
Mraz, Amerine & Associates, Inc.
|
SELL
|
- |
-235- 1.87% |
$8.51K - $11.4K
|
12.3K
$875K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-165- 14.19% |
$5.98K - $8K
|
998
$71K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.43K- 29.07% |
$88K - $118K
|
5.93K
$422K
|
|
|
Apr 14, 2023
Q1 2023
|
Westhampton Capital, LLC
|
BUY
|
- |
400+ 6.07% |
$14.5K - $19.4K
|
6.99K
$497K
|
|
|
Apr 13, 2023
Q1 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
15.1K+ 14.6% |
$548K - $733K
|
119K
$8.44M
|
|
|
Apr 13, 2023
Q1 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-27.5K- 64.7% |
$996K - $1.33M
|
15K
$1.07M
|
|
|
Apr 12, 2023
Q1 2023
|
Fny Investment Advisers, LLC
|
BUY
|
CALL |
20New |
$725 - $970
|
20
$1.42K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
19.8KNew |
$718K - $961K
|
19.8K
$1.41M
|
|
|
Apr 11, 2023
Q1 2023
|
Spirit Of America Management Corp
|
SELL
|
- |
-4.5K- 69.23% |
$163K - $218K
|
2K
$142K
|
|
|
Apr 11, 2023
Q1 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-236- 0.28% |
$8.55K - $11.4K
|
83.1K
$5.91M
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-250- 11.2% |
$9.06K - $12.1K
|
1.98K
$141K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-741- 4.78% |
$26.8K - $35.9K
|
14.8K
$1.05M
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$1.81K - $2.43K
|
50
$3.56K
|
|
| Q4 2022 | |||||||
|
May 16, 2023
Q4 2022
|
Defender Capital, Llc.
|
SELL
|
- |
-819- 13.9% |
$32.9K - $39.3K
|
5.07K
$361K
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
10.5K+ 177.76% |
$424K - $506K
|
16.5K
$1.17M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
904New |
$36.4K - $43.3K
|
904
$64.3K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
217New |
$8.73K - $10.4K
|
217
$15.4K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
21.3KNew |
$858K - $1.02M
|
21.3K
$1.52M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
145New |
$5.83K - $6.95K
|
145
$10.3K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
245+ 4.55% |
$9.86K - $11.7K
|
5.63K
$400K
|
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
SELL
|
- |
-615- 55.16% |
$24.7K - $29.5K
|
500
$35.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
4.66KNew |
$188K - $224K
|
4.66K
$332K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
SELL
|
- |
-2.22K- 9.42% |
$89.2K - $106K
|
21.3K
$1.52M
|
|
|
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
$173M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
SELL
|
- |
-2.56K- 5.1% |
$103K - $123K
|
47.7K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-270- 15.44% |
$10.9K - $12.9K
|
1.48K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
28.2K+ 16.76% |
$1.13M - $1.35M
|
196K
$14M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-193- 0.43% |
$7.76K - $9.25K
|
44.4K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
250New |
$10.1K - $12K
|
250
$17.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
7.65KNew |
$308K - $367K
|
7.65K
$544K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
5.07KNew |
$204K - $243K
|
5.07K
$361K
|
|
|
Feb 14, 2023
Q4 2022
|
Governors Lane LP
New York, NY |
BUY
|
- |
6.9K+ 1.06% |
$278K - $331K
|
660K
$46.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.86KNew |
$196K - $233K
|
4.86K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
33MNew |
$1.33B - $1.58B
|
33M
$2.35B
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-62.2K- 82.39% |
$2.5M - $2.98M
|
13.3K
$946K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
PUT |
-19.2K- 12.02% |
$772K - $921K
|
141K
$10M
|
|