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 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
PUT |
20KNew |
$805K - $959K
|
20K
$1.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
906New |
$36.4K - $43.4K
|
906
$64.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4K+ 2.0% |
$161K - $192K
|
204K
$14.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Investment Management Associates Inc
|
SELL
|
- |
-525- 2.44% |
$21.1K - $25.2K
|
21K
$1.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-479- 2.53% |
$19.3K - $23K
|
18.4K
$1.31M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.76K- 12.4% |
$111K - $132K
|
19.5K
$1.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-1.69K- 5.35% |
$67.9K - $80.9K
|
29.9K
$2.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
19.9KNew |
$802K - $955K
|
19.9K
$1.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-120- 8.92% |
$4.83K - $5.75K
|
1.23K
$87.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Tran Capital Management, L.P.
|
SELL
|
- |
-588K- 35.78% |
$23.7M - $28.2M
|
1.06M
$75M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
68+ 0.74% |
$2.74K - $3.26K
|
9.27K
$659K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
116New |
$4.67K - $5.56K
|
116
$8.25K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-252- 0.41% |
$10.1K - $12.1K
|
60.7K
$4.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.73KNew |
$311K - $371K
|
7.73K
$550K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
200New |
$8.05K - $9.59K
|
200
$14.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
322New |
$13K - $15.4K
|
322
$22.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
43KNew |
$1.73M - $2.06M
|
43K
$3.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-5.28K- 39.78% |
$212K - $253K
|
7.99K
$568K
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-6.91K- 38.78% |
$278K - $331K
|
10.9K
$775K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
232+ 3.76% |
$9.33K - $11.1K
|
6.4K
$455K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-150- 77.72% |
$6.03K - $7.19K
|
43
$3.06K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.23K+ 2.09% |
$89.6K - $107K
|
109K
$7.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-300- 3.9% |
$12.1K - $14.4K
|
7.4K
$526K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
116K+ 547.05% |
$4.65M - $5.55M
|
137K
$9.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-549- 6.66% |
$22.1K - $26.3K
|
7.7K
$547K
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
15.7KNew |
$633K - $754K
|
15.7K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
7KNew |
$282K - $336K
|
7K
$498K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
300+ 3750.0% |
$12.1K - $14.4K
|
308
$21.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
7.76KNew |
$312K - $372K
|
7.76K
$552K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
8.34K+ 1.19% |
$335K - $400K
|
707K
$50.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.81KNew |
$72.6K - $86.5K
|
1.81K
$128K
|
|
|
Jan 17, 2023
Q4 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-65- 48.87% |
$2.61K - $3.12K
|
68
$4.84K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
70.7KNew |
$2.85M - $3.39M
|
70.7K
$5.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
6.88KNew |
$277K - $330K
|
6.88K
$489K
|
|
|
Jan 17, 2023
Q4 2022
|
Fenimore Asset Management Inc
|
BUY
|
- |
6KNew |
$241K - $288K
|
6K
$427K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$196K - $234K
|
4.88K
$347K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
126New |
$5.07K - $6.04K
|
126
$8.96K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.08K- 0.77% |
$43.3K - $51.6K
|
139K
$9.91M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-16.7K- 50.91% |
$672K - $801K
|
16.1K
$1.14M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.67K- 22.93% |
$107K - $128K
|
8.97K
$638K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
900New |
$36.2K - $43.2K
|
900
$64K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.61KNew |
$64.9K - $77.4K
|
1.61K
$115K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
163New |
$6.56K - $7.82K
|
163
$11.6K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
425New |
$17.1K - $20.4K
|
425
$30.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-520- 37.01% |
$20.9K - $24.9K
|
885
$62.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
72+ 1.73% |
$2.9K - $3.45K
|
4.22K
$300K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.32KNew |
$53K - $63.2K
|
1.32K
$93.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
39New |
$1.57K - $1.87K
|
39
$2.77K
|
|
| Q3 2022 | |||||||
|
Jun 21, 2024
Q3 2022
|
Envoi LLC
Minneapolis, MN |
SELL
|
- |
-13.3KClosed |
$20.6K - $606K
|
0
$0
|
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-940Closed |
$1.46K - $42.8K
|
0
$0
|
|