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 |
|---|---|---|---|---|---|---|---|
|
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
$776K
|
|
|
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
$7.74M
|
|
|
Jan 24, 2023
Q4 2022
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-300- 3.9% |
$12.1K - $14.4K
|
7.4K
$527K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
116K+ 547.05% |
$4.65M - $5.55M
|
137K
$9.74M
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-549- 6.66% |
$22.1K - $26.3K
|
7.7K
$548K
|
|
|
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
$553K
|
|
|
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
$5.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
6.88KNew |
$277K - $330K
|
6.88K
$490K
|
|
|
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
$8.97K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.08K- 0.77% |
$43.3K - $51.6K
|
139K
$9.92M
|
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-16.7K- 50.91% |
$672K - $801K
|
16.1K
$1.15M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-2.67K- 22.93% |
$107K - $128K
|
8.97K
$639K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
900New |
$36.2K - $43.2K
|
900
$64.1K
|
|
|
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
$30.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Paladin Advisory Group, LLC
|
SELL
|
CALL |
-520- 37.01% |
$20.9K - $24.9K
|
885
$63K
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
72+ 1.73% |
$2.9K - $3.45K
|
4.22K
$301K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.32KNew |
$53K - $63.2K
|
1.32K
$93.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
39New |
$1.57K - $1.87K
|
39
$2.78K
|
|
| 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
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
60K+ 938.83% |
$93.1K - $2.73M
|
66.4K
$4.73M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25K+ 33.33% |
$38.8K - $1.14M
|
100K
$7.12M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-368Closed |
$570 - $16.8K
|
0
$0
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-11.3K- 3.68% |
$17.5K - $514K
|
295K
$21M
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12+ 0.41% |
$18.6 - $546
|
2.91K
$207K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
372+ 2.13% |
$577 - $16.9K
|
17.8K
$1.27M
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-12.3K- 95.03% |
$19K - $558K
|
640
$45.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-194- 0.49% |
$301 - $8.83K
|
39.5K
$2.81M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
43+ 0.37% |
$66.7 - $1.96K
|
11.6K
$825K
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
7.46KNew |
$11.6K - $340K
|
7.46K
$531K
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-37.3KClosed |
$57.7K - $1.7M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
70K+ 10.45% |
$109K - $3.19M
|
740K
$52.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
38.1KNew |
$59K - $1.73M
|
38.1K
$2.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10K+ 25.0% |
$15.5K - $455K
|
50K
$3.56M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
111K+ 106.64% |
$172K - $5.05M
|
215K
$15.3M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
55.8K+ 509.72% |
$86.5K - $2.54M
|
66.8K
$4.75M
|
|