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 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$175K - $218K
|
3.77K
$314K
|
|
|
Apr 04, 2024
Q1 2024
|
Charlie Munger
Daily Journal Corp
|
SELL
|
- |
-179K- 11.23% |
$8.3M - $10.4M
|
1.41M
$118M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-650- 13.53% |
$30.2K - $37.7K
|
4.16K
$347K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.13KNew |
$192K - $239K
|
4.13K
$344K
|
|
| Q4 2023 | |||||||
|
Dec 08, 2025
Q4 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-1.98K- 2.33% |
$76.7K - $100K
|
83.1K
$6.94M
|
|
|
Oct 30, 2025
Q4 2023
|
Broadwater Capital Management LLC
Boston, MA |
BUY
|
- |
133New |
$5.14K - $6.72K
|
133
$11.1K
|
|
|
Feb 10, 2025
Q4 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-970- 5.13% |
$37.5K - $49K
|
17.9K
$1.49M
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.01KNew |
$194K - $253K
|
5.01K
$418K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-561- 82.26% |
$21.7K - $28.3K
|
121
$10.1K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
24New |
$928 - $1.21K
|
24
$2K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$387 - $505
|
10
$834
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
431New |
$16.7K - $21.8K
|
431
$36K
|
|
|
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
$8.34M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
PUT |
35.2KNew |
$1.36M - $1.78M
|
35.2K
$2.94M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
10.2KNew |
$393K - $513K
|
10.2K
$848K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2.73KNew |
$105K - $138K
|
2.73K
$227K
|
|
|
Feb 14, 2024
Q4 2023
|
Stieven Capital Advisors, L.P.
St. Louis, MO |
BUY
|
- |
30KNew |
$1.16M - $1.52M
|
30K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Continental Advisors LLC
Chicago, IL |
SELL
|
CALL |
-38K- 44.19% |
$1.47M - $1.92M
|
48K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
10.2KNew |
$393K - $513K
|
10.2K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
5.22KNew |
$202K - $264K
|
5.22K
$435K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
679+ 5.88% |
$26.3K - $34.3K
|
12.2K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
500New |
$19.3K - $25.3K
|
500
$41.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
243New |
$9.4K - $12.3K
|
243
$20.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
7.46KNew |
$288K - $377K
|
7.46K
$622K
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-742- 12.35% |
$28.7K - $37.5K
|
5.27K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
CALL |
25KNew |
$967K - $1.26M
|
25K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-20K- 11.76% |
$773K - $1.01M
|
150K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-19.8K- 3.45% |
$764K - $998K
|
553K
$46.1M
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
25+ 0.16% |
$967 - $1.26K
|
15.5K
$1.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Degroof Petercam Asset Management
Brussels, C9 |
BUY
|
- |
23.5KNew |
$909K - $1.19M
|
23.5K
$1.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-45- 81.82% |
$1.74K - $2.27K
|
10
$834
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
440New |
$17K - $22.2K
|
440
$36.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-4.12K- 49.37% |
$159K - $208K
|
4.23K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
8.56KNew |
$331K - $433K
|
8.56K
$714K
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-41.7K- 68.69% |
$1.61M - $2.11M
|
19K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-318- 6.31% |
$12.3K - $16.1K
|
4.73K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
84.7KNew |
$3.28M - $4.28M
|
84.7K
$7.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Point72 Middle East Fze
Stamford, CT |
SELL
|
PUT |
-30.4K- 94.7% |
$1.18M - $1.54M
|
1.7K
$142K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
98New |
$3.79K - $4.95K
|
98
$8.18K
|
|
|
Feb 14, 2024
Q4 2023
|
Fj Investments, LLC
Salt Lake City, UT |
BUY
|
- |
94.9KNew |
$3.67M - $4.79M
|
94.9K
$7.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
979New |
$37.9K - $49.4K
|
979
$81.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
896New |
$34.6K - $45.3K
|
896
$74.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
4.38KNew |
$169K - $221K
|
4.38K
$365K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
2.56KNew |
$98.8K - $129K
|
2.56K
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Gabelli & CO Investment Advisers, Inc.
Rye, NY |
BUY
|
- |
4.43KNew |
$171K - $224K
|
4.43K
$369K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.94KNew |
$74.9K - $97.8K
|
1.94K
$162K
|
|
|
Feb 13, 2024
Q4 2023
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
4.96KNew |
$192K - $251K
|
4.96K
$414K
|
|
|
Feb 12, 2024
Q4 2023
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-1.32KClosed |
$51.2K - $66.8K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
127KNew |
$4.89M - $6.39M
|
127K
$10.6M
|
|