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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2022
Q2 2022
|
Fcf Advisors LLC
|
SELL
|
- |
-696- 3.93% |
$26.1K - $34.3K
|
17K
$1.21M
|
|
|
Jul 20, 2022
Q2 2022
|
Ibm Retirement Fund
|
SELL
|
- |
-62.1KClosed |
$2.32M - $3.06M
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Swarthmore Group Inc
|
SELL
|
- |
-17.8KClosed |
$668K - $880K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-4.59KClosed |
$172K - $226K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Fractal Investments LLC
|
SELL
|
- |
-15.9KClosed |
$595K - $784K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
266New |
$9.96K - $13.1K
|
266
$18.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-32.2KClosed |
$1.2M - $1.59M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-15.4KClosed |
$578K - $761K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
SELL
|
- |
-79.5KClosed |
$2.98M - $3.92M
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Reliant Investment Management, LLC
|
SELL
|
- |
-4.69KClosed |
$176K - $231K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
673+ 715.96% |
$25.2K - $33.2K
|
767
$54.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-350Closed |
$13.1K - $17.3K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.77KClosed |
$178K - $235K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.46KNew |
$54.7K - $72.1K
|
1.46K
$104K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-7.02KClosed |
$263K - $346K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
31+ 0.4% |
$1.16K - $1.53K
|
7.74K
$550K
|
|
|
Jul 13, 2022
Q2 2022
|
Steph & CO
|
SELL
|
- |
-586- 5.41% |
$21.9K - $28.9K
|
10.2K
$729K
|
|
|
Jul 12, 2022
Q2 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-50- 0.44% |
$1.87K - $2.47K
|
11.2K
$799K
|
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
SELL
|
- |
-42.9KClosed |
$1.6M - $2.11M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-531- 6.43% |
$19.9K - $26.2K
|
7.73K
$549K
|
|
|
Jul 11, 2022
Q2 2022
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-8.3KClosed |
$310K - $409K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-32.3KClosed |
$1.21M - $1.59M
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-4.29KClosed |
$161K - $212K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Nu Wave Investment Management, LLC
|
SELL
|
- |
-4.05K- 65.97% |
$151K - $200K
|
2.09K
$148K
|
|
|
Jul 08, 2022
Q2 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-50- 0.33% |
$1.87K - $2.47K
|
15.3K
$1.09M
|
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
CALL |
2KNew |
$74.9K - $98.7K
|
2K
$142K
|
|
|
Jul 06, 2022
Q2 2022
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-25Closed |
$936 - $1.23K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Marshall & Sullivan Inc
|
BUY
|
- |
56New |
$2.1K - $2.76K
|
56
$3.98K
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
PUT |
10KNew |
$458K - $591K
|
10K
$711K
|
|
|
Nov 14, 2023
Q1 2022
|
Silicon Valley Community Foundation
Mountain View, CA |
SELL
|
- |
-29.2KClosed |
$1.34M - $1.73M
|
0
$0
|
|
|
Jun 22, 2023
Q1 2022
|
Msd Partners, L.P.
New York, NY |
SELL
|
- |
-225K- 66.67% |
$10.3M - $13.3M
|
112K
$7.99M
|
|
|
Dec 30, 2022
Q1 2022
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
8.68KNew |
$397K - $512K
|
8.68K
$617K
|
|
|
Nov 17, 2022
Q1 2022
|
Tegean Capital Management, LLC
New York, NY |
BUY
|
- |
75KNew |
$3.44M - $4.43M
|
75K
$5.33M
|
|
|
Jun 15, 2022
Q1 2022
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-4.26KClosed |
$195K - $252K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Warren Buffett
Berkshire Hathaway Inc | Omaha, Ne
|
SELL
|
- |
-675KClosed |
$30.9M - $39.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Magnetar Financial LLC
Evanston, IL |
SELL
|
- |
-5.09KClosed |
$233K - $300K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-393Closed |
$18K - $23.2K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-618Closed |
$28.3K - $36.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
PUT |
-99.5KClosed |
$4.56M - $5.88M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
350New |
$16K - $20.7K
|
350
$24.9K
|
|
|
May 16, 2022
Q1 2022
|
Telemetry Investments, L.L.C.
New York, NY |
SELL
|
- |
-5.52KClosed |
$253K - $326K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
H&H International Investment, LLC
Palo Alto, CA |
SELL
|
- |
-136KClosed |
$6.23M - $8.03M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
King Street Capital Management, L.P.
New York, NY |
SELL
|
- |
-625K- 51.02% |
$28.6M - $36.9M
|
600K
$42.7M
|
|
|
May 16, 2022
Q1 2022
|
One Fin Capital Management LP
San Francisco, CA |
SELL
|
- |
-311KClosed |
$14.2M - $18.3M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ancient Art, L.P.
Austin, TX |
SELL
|
- |
-371KClosed |
$17M - $21.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Offit Capital Advisors LLC
|
BUY
|
- |
31+ 0.26% |
$1.42K - $1.83K
|
12K
$853K
|
|
|
May 16, 2022
Q1 2022
|
Guardian Point Capital, LP
Charlottesville, VA |
SELL
|
- |
-400KClosed |
$18.3M - $23.6M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-1.18KClosed |
$53.9K - $69.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fidelity National Financial, Inc.
Jacksonville, FL |
SELL
|
- |
-210KClosed |
$9.62M - $12.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
200New |
$9.16K - $11.8K
|
200
$14.2K
|
|