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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Am Squared LTD
Hong Kong, K3 |
SELL
|
- |
-900- 64.29% |
$36.4K - $42.4K
|
500
$41.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$40.4 - $47.1
|
3.73K
$311K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
46New |
$1.86K - $2.17K
|
46
$3.84K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
32.8KNew |
$1.33M - $1.55M
|
32.8K
$2.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-1.99K- 19.06% |
$80.5K - $93.8K
|
8.46K
$705K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
6+ 0.11% |
$243 - $283
|
5.35K
$446K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
SELL
|
- |
-40.3K- 96.64% |
$1.63M - $1.9M
|
1.4K
$117K
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-400- 80.0% |
$16.2K - $18.9K
|
100
$8.34K
|
|
|
Oct 30, 2023
Q3 2023
|
Win Advisors, Inc
|
BUY
|
- |
5.1KNew |
$206K - $240K
|
5.1K
$425K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
417+ 0.88% |
$16.9K - $19.7K
|
47.8K
$3.99M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
340+ 136.0% |
$13.7K - $16K
|
590
$49.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
50New |
$2.02K - $2.36K
|
50
$4.17K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-540- 3.08% |
$21.8K - $25.5K
|
17K
$1.42M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14.2K+ 9.11% |
$573K - $668K
|
170K
$14.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Rothschild & CO Wealth Management Uk LTD
|
BUY
|
- |
27.4K+ 13.58% |
$1.11M - $1.29M
|
229K
$19.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-179K- 23.9% |
$7.24M - $8.44M
|
570K
$47.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Goodwin Daniel L
|
SELL
|
- |
-600- 2.45% |
$24.3K - $28.3K
|
23.9K
$1.99M
|
|
|
Oct 24, 2023
Q3 2023
|
California First Leasing Corp
Newport Beach, CA |
BUY
|
- |
6K+ 5.98% |
$243K - $283K
|
106K
$8.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
SELL
|
- |
-8.12K- 19.86% |
$328K - $383K
|
32.8K
$2.73M
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
81+ 5.94% |
$3.27K - $3.82K
|
1.44K
$120K
|
|
|
Oct 19, 2023
Q3 2023
|
Feng He Fund Management Pte. Ltd.
Singapore, U0 |
BUY
|
- |
41.9K+ 83.3% |
$1.69M - $1.97M
|
92.2K
$7.69M
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.58K+ 13.79% |
$104K - $122K
|
21.3K
$1.78M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-250- 1.4% |
$10.1K - $11.8K
|
17.6K
$1.47M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-650- 9.29% |
$26.3K - $30.6K
|
6.35K
$529K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1.94K- 7.03% |
$78.3K - $91.3K
|
25.6K
$2.14M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
2.15K+ 0.66% |
$86.8K - $101K
|
330K
$27.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
BUY
|
- |
734+ 444.85% |
$29.7K - $34.6K
|
899
$75K
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-69.8K- 49.07% |
$2.56M - $2.98M
|
72.5K
$6.05M
|
|
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
79.2KNew |
$2.91M - $3.38M
|
79.2K
$6.6M
|
|
|
Sep 25, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
480K+ 934.22% |
$17.6M - $20.5M
|
531K
$44.3M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
8.85KNew |
$325K - $378K
|
8.85K
$738K
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-16.3K- 92.43% |
$599K - $696K
|
1.34K
$111K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.95KNew |
$71.6K - $83.2K
|
1.95K
$163K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.26KNew |
$46.3K - $53.8K
|
1.26K
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.45K- 14.1% |
$53.3K - $61.9K
|
8.84K
$737K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
345New |
$12.7K - $14.7K
|
345
$28.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
BUY
|
- |
5.25KNew |
$193K - $224K
|
5.25K
$438K
|
|
|
Aug 14, 2023
Q2 2023
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
PUT |
1.5KNew |
$55.1K - $64K
|
1.5K
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
4.74KNew |
$174K - $202K
|
4.74K
$395K
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
35KNew |
$1.29M - $1.49M
|
35K
$2.92M
|
|
|
Aug 14, 2023
Q2 2023
|
Shay Capital LLC
New York, NY |
BUY
|
CALL |
3KNew |
$110K - $128K
|
3K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-57.5K- 90.11% |
$2.11M - $2.45M
|
6.31K
$526K
|
|
|
Aug 14, 2023
Q2 2023
|
Css LLC
Chicago, IL |
SELL
|
CALL |
-27.5K- 73.33% |
$1.01M - $1.17M
|
10K
$834K
|
|
|
Aug 14, 2023
Q2 2023
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-467K- 39.53% |
$17.2M - $19.9M
|
715K
$59.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
PUT |
28.1KNew |
$1.03M - $1.2M
|
28.1K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Pdt Partners, LLC
New York, NY |
BUY
|
- |
7.06KNew |
$259K - $301K
|
7.06K
$589K
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-7.18K- 1.64% |
$264K - $306K
|
430K
$35.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
- |
604K+ 463.23% |
$22.2M - $25.8M
|
735K
$61.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
5.36KNew |
$197K - $229K
|
5.36K
$447K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-101K- 94.77% |
$3.69M - $4.29M
|
5.55K
$463K
|
|