Latest Institutional Purchases of Wells Fargo & Company (WFC)
This list provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
BUY
|
- |
38.8K+ 1.62% |
$1.56M - $1.86M
|
2.44M
$181M
|
|
|
Feb 07, 2023
Q4 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
32.1K+ 6200.0% |
$1.29M - $1.54M
|
32.6K
$2.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Cowen And Company, LLC
|
BUY
|
PUT |
30KNew |
$1.21M - $1.44M
|
30K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Perpetual Investment Management LTD
Sydney, C3 |
BUY
|
- |
28.2K+ 16.76% |
$1.13M - $1.35M
|
196K
$14.6M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
21.3KNew |
$858K - $1.02M
|
21.3K
$1.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
PUT |
20KNew |
$805K - $959K
|
20K
$1.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Epacria Capital Partners, LLC
Boulder, CO |
BUY
|
- |
19.9KNew |
$802K - $955K
|
19.9K
$1.48M
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
15.7KNew |
$633K - $754K
|
15.7K
$1.17M
|
|
|
Mar 24, 2023
Q4 2022
|
Neo Ivy Capital Management
New York, NY |
BUY
|
- |
10.5K+ 177.76% |
$424K - $506K
|
16.5K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
10KNew |
$402K - $480K
|
10K
$743K
|
|
|
Feb 13, 2023
Q4 2022
|
Evolution Capital Management LLC
Crystal Bay, NV |
BUY
|
- |
10KNew |
$402K - $480K
|
10K
$743K
|
|
|
Jan 19, 2023
Q4 2022
|
Pendal Group LTD
|
BUY
|
- |
8.34K+ 1.19% |
$335K - $400K
|
707K
$52.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
7.76KNew |
$312K - $372K
|
7.76K
$576K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
7.73KNew |
$311K - $371K
|
7.73K
$574K
|
|
|
Feb 14, 2023
Q4 2022
|
Sender CO & Partners, Inc.
New York, NY |
BUY
|
- |
7.65KNew |
$308K - $367K
|
7.65K
$569K
|
|
|
Feb 13, 2023
Q4 2022
|
Seeyond
Paris, I0 |
BUY
|
- |
7.31K+ 74.15% |
$294K - $351K
|
17.2K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
7KNew |
$282K - $336K
|
7K
$520K
|
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
6.99KNew |
$281K - $335K
|
6.99K
$519K
|
|
|
Jan 17, 2023
Q4 2022
|
Fenimore Asset Management Inc
|
BUY
|
- |
6KNew |
$241K - $288K
|
6K
$446K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.53KNew |
$223K - $265K
|
5.53K
$411K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
5.08KNew |
$205K - $244K
|
5.08K
$378K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
5.07KNew |
$204K - $243K
|
5.07K
$377K
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
BUY
|
- |
4.88KNew |
$196K - $234K
|
4.88K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
4.86KNew |
$196K - $233K
|
4.86K
$361K
|
|
|
Feb 03, 2023
Q4 2022
|
Tom Gayner
Markel Corp
|
BUY
|
- |
4K+ 2.0% |
$161K - $192K
|
204K
$15.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.23K+ 2.09% |
$89.6K - $107K
|
109K
$8.08M
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
1.81KNew |
$72.6K - $86.5K
|
1.81K
$134K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.32KNew |
$53K - $63.2K
|
1.32K
$97.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
1.3K+ 1.54% |
$52.3K - $62.3K
|
85.8K
$6.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
965New |
$38.8K - $46.3K
|
965
$71.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
906New |
$36.4K - $43.4K
|
906
$67.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
904New |
$36.4K - $43.3K
|
904
$67.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
900New |
$36.2K - $43.2K
|
900
$66.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
657+ 1.63% |
$26.4K - $31.5K
|
40.8K
$3.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
635+ 5.83% |
$25.5K - $30.4K
|
11.5K
$856K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
425New |
$17.1K - $20.4K
|
425
$31.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
322New |
$13K - $15.4K
|
322
$23.9K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
300+ 3750.0% |
$12.1K - $14.4K
|
308
$22.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
284New |
$11.4K - $13.6K
|
284
$21.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
250New |
$10.1K - $12K
|
250
$18.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
245+ 4.55% |
$9.86K - $11.7K
|
5.63K
$418K
|
|
|
Jan 26, 2023
Q4 2022
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
232+ 3.76% |
$9.33K - $11.1K
|
6.4K
$475K
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
217New |
$8.73K - $10.4K
|
217
$16.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
210+ 0.23% |
$8.45K - $10.1K
|
90.9K
$6.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
BUY
|
- |
205+ 4.1% |
$8.25K - $9.83K
|
5.21K
$387K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
200New |
$8.05K - $9.59K
|
200
$14.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
190New |
$7.64K - $9.11K
|
190
$14.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
165+ 6.76% |
$6.64K - $7.91K
|
2.61K
$193K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
163New |
$6.56K - $7.82K
|
163
$12.1K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
145New |
$5.83K - $6.95K
|
145
$10.8K
|