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 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
210+ 0.23% |
$8.45K - $10.1K
|
90.9K
$7.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Middleton & CO Inc
|
BUY
|
- |
205+ 4.1% |
$8.25K - $9.83K
|
5.21K
$435K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
200New |
$8.05K - $9.59K
|
200
$16.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
190New |
$7.64K - $9.11K
|
190
$15.8K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
145New |
$5.83K - $6.95K
|
145
$12.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
126New |
$5.07K - $6.04K
|
126
$10.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
120New |
$4.83K - $5.75K
|
120
$10K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
BUY
|
- |
116New |
$4.67K - $5.56K
|
116
$9.68K
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
100+ 0.34% |
$4.02K - $4.8K
|
29.3K
$2.44M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
BUY
|
- |
72+ 1.73% |
$2.9K - $3.45K
|
4.22K
$352K
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
68+ 0.74% |
$2.74K - $3.26K
|
9.27K
$774K
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
39New |
$1.57K - $1.87K
|
39
$3.25K
|
|
|
Feb 08, 2023
Q4 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
2+ 0.04% |
$80.5 - $95.9
|
5.12K
$427K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
PUT |
230KNew |
$357K - $10.5M
|
230K
$19.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
111K+ 106.64% |
$172K - $5.05M
|
215K
$17.9M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
60K+ 938.83% |
$93.1K - $2.73M
|
66.4K
$5.54M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
55.8K+ 509.72% |
$86.5K - $2.54M
|
66.8K
$5.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Crest Capital Management LLC
New York, NY |
BUY
|
- |
41.9K+ 80.58% |
$65K - $1.91M
|
94K
$7.84M
|
|
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
40.8KNew |
$63.2K - $1.86M
|
40.8K
$3.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
38.1KNew |
$59K - $1.73M
|
38.1K
$3.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28.8KNew |
$44.6K - $1.31M
|
28.8K
$2.4M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
25K+ 33.33% |
$38.8K - $1.14M
|
100K
$8.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
20.3KNew |
$31.5K - $925K
|
20.3K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
10K+ 25.0% |
$15.5K - $455K
|
50K
$4.17M
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
9.15KNew |
$14.2K - $417K
|
9.15K
$763K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
8.89KNew |
$13.8K - $405K
|
8.89K
$741K
|
|
|
Nov 14, 2022
Q3 2022
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
7.46KNew |
$11.6K - $340K
|
7.46K
$622K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
5.87KNew |
$9.1K - $267K
|
5.87K
$490K
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
5.66KNew |
$8.77K - $258K
|
5.66K
$472K
|
|
|
Nov 14, 2022
Q3 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
PUT |
5.3K+ 101.92% |
$8.22K - $241K
|
10.5K
$876K
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2.69KNew |
$4.17K - $123K
|
2.69K
$225K
|
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
2.48K+ 0.73% |
$3.85K - $113K
|
344K
$28.7M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
2.43K+ 21.91% |
$3.77K - $111K
|
13.5K
$1.13M
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
2.15KNew |
$3.32K - $97.7K
|
2.15K
$179K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.43K+ 192.05% |
$2.21K - $64.9K
|
2.17K
$181K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
1.43K+ 19.48% |
$2.21K - $64.9K
|
8.74K
$729K
|
|
|
Nov 09, 2022
Q3 2022
|
Opseu Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
1.33K+ 2.21% |
$2.06K - $60.6K
|
61.5K
$5.13M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
984+ 0.61% |
$1.53K - $44.8K
|
162K
$13.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
PUT |
900New |
$1.4K - $41K
|
900
$75.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
641+ 10.6% |
$994 - $29.2K
|
6.69K
$558K
|
|
|
Nov 07, 2022
Q3 2022
|
Tevis Investment Management
|
BUY
|
- |
430+ 19.45% |
$667 - $19.6K
|
2.64K
$220K
|
|
|
Nov 16, 2022
Q3 2022
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
372+ 2.13% |
$577 - $16.9K
|
17.8K
$1.49M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
BUY
|
- |
365New |
$566 - $16.6K
|
365
$30.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
71+ 4.35% |
$110 - $3.23K
|
1.7K
$142K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
44+ 2.09% |
$68.2 - $2K
|
2.15K
$179K
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
44+ 0.03% |
$68.2 - $2K
|
129K
$10.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
43+ 0.37% |
$66.7 - $1.96K
|
11.6K
$967K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
33+ 0.39% |
$51.2 - $1.5K
|
8.41K
$701K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12+ 0.41% |
$18.6 - $546
|
2.91K
$243K
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
7+ 0.03% |
$10.9 - $319
|
21.2K
$1.77M
|
|