A detailed history of Atria Investments LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Atria Investments LLC holds 236,546 shares of WFC stock, worth $16.9 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
236,546
Previous 238,624 0.87%
Holding current value
$16.9 Million
Previous $14.2 Million 5.76%
% of portfolio
0.18%
Previous 0.19%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$51.58 - $60.97 $107,183 - $126,695
-2,078 Reduced 0.87%
236,546 $13.4 Million
Q2 2024

Aug 13, 2024

SELL
$56.41 - $62.34 $1.14 Million - $1.26 Million
-20,210 Reduced 7.81%
238,624 $14.2 Million
Q1 2024

May 21, 2024

BUY
$46.44 - $57.96 $1.09 Million - $1.36 Million
23,494 Added 9.98%
258,834 $15 Million
Q4 2023

Feb 14, 2024

BUY
$38.67 - $50.51 $1.71 Million - $2.23 Million
44,234 Added 23.15%
235,340 $11.6 Million
Q3 2023

Nov 07, 2023

BUY
$40.43 - $47.13 $901,346 - $1.05 Million
22,294 Added 13.21%
191,106 $7.81 Million
Q2 2023

Aug 04, 2023

SELL
$36.72 - $42.68 $605,659 - $703,963
-16,494 Reduced 8.9%
168,812 $7.2 Million
Q1 2023

May 10, 2023

BUY
$36.23 - $48.5 $1.03 Million - $1.38 Million
28,551 Added 18.21%
185,306 $6.93 Million
Q4 2022

Jan 31, 2023

SELL
$40.23 - $47.95 $412,357 - $491,487
-10,250 Reduced 6.14%
156,755 $6.47 Million
Q3 2022

Nov 01, 2022

BUY
$1.55 - $45.53 $48,513 - $1.43 Million
31,299 Added 23.06%
167,005 $6.72 Million
Q2 2022

Aug 11, 2022

SELL
$37.43 - $49.33 $44,167 - $58,209
-1,180 Reduced 0.86%
135,706 $5.32 Million
Q1 2022

May 02, 2022

BUY
$45.81 - $59.06 $757,972 - $977,206
16,546 Added 13.75%
136,886 $6.63 Million
Q4 2021

Feb 04, 2022

BUY
$45.31 - $52.0 $262,843 - $301,652
5,801 Added 5.06%
120,340 $5.77 Million
Q3 2021

Nov 16, 2021

BUY
$42.32 - $51.15 $1.49 Million - $1.8 Million
35,209 Added 44.38%
114,539 $5.32 Million
Q2 2021

Aug 10, 2021

SELL
$39.48 - $47.9 $498,316 - $604,593
-12,622 Reduced 13.73%
79,330 $3.59 Million
Q1 2021

May 11, 2021

BUY
$29.7 - $40.81 $424,116 - $582,766
14,280 Added 18.39%
91,952 $3.59 Million
Q4 2020

Feb 12, 2021

SELL
$21.14 - $30.35 $1.08 Million - $1.55 Million
-50,968 Reduced 39.62%
77,672 $2.34 Million
Q3 2020

Nov 05, 2020

BUY
$22.83 - $26.35 $197,365 - $227,795
8,645 Added 7.2%
128,640 $3.02 Million
Q2 2020

Sep 22, 2020

BUY
$22.53 - $33.32 $2.7 Million - $4 Million
119,995 New
119,995 $3.07 Million
Q1 2020

May 15, 2020

SELL
$25.25 - $53.75 $3.17 Million - $6.75 Million
-125,640 Closed
0 $0
Q4 2019

Feb 11, 2020

BUY
$47.82 - $54.46 $3.73 Million - $4.25 Million
78,083 Added 164.19%
125,640 $6.76 Million
Q3 2019

Nov 14, 2019

SELL
$43.38 - $50.71 $58,302 - $68,154
-1,344 Reduced 2.75%
47,557 $2.4 Million
Q2 2019

Aug 26, 2019

BUY
$44.37 - $49.17 $2.17 Million - $2.4 Million
48,901 New
48,901 $2.2 Million
Q2 2019

Aug 09, 2019

SELL
$44.37 - $49.17 $2.29 Million - $2.54 Million
-51,596 Closed
0 $0
Q1 2019

May 15, 2019

SELL
$46.57 - $51.73 $415,683 - $461,741
-8,926 Reduced 14.75%
51,596 $2.49 Million
Q4 2018

Feb 12, 2019

SELL
$43.6 - $54.46 $1.66 Million - $2.08 Million
-38,114 Reduced 38.64%
60,522 $2.79 Million
Q3 2018

Oct 09, 2018

SELL
$52.56 - $59.19 $87,407 - $98,432
-1,663 Reduced 1.66%
98,636 $5.18 Million
Q2 2018

Jul 13, 2018

SELL
$50.39 - $56.18 $134,894 - $150,393
-2,677 Reduced 2.6%
100,299 $5.56 Million
Q1 2018

Apr 30, 2018

BUY
$50.98 - $65.93 $104,152 - $134,694
2,043 Added 2.02%
102,976 $5.4 Million
Q4 2017

Jan 16, 2018

BUY
$53.19 - $61.61 $2.75 Million - $3.19 Million
51,705 Added 105.03%
100,933 $6.12 Million
Q3 2017

Oct 12, 2017

BUY
$49.58 - $55.15 $2.44 Million - $2.71 Million
49,228
49,228 $2.72 Million

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $272B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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