Kelly Financial Services LLC Wells Fargo & Company Transaction History

Kelly Financial Services LLC

$258 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jul 17, 2024	BUY	$46.44 - $57.96 $417 - $521	9 Added 2.74%	337 $19,000
Q4 2023 Jul 17, 2024	SELL	$38.67 - $50.51 $63,148 - $82,482	-1,633 Reduced 83.27%	328 $16.1 Million
Q3 2023 Jul 17, 2024	BUY	$40.43 - $47.13 $55,267 - $64,426	1,367 Added 230.13%	1,961 $80.1 Million
Q2 2023 Jul 17, 2024	SELL	$36.72 - $42.68 $5,691 - $6,615	-155 Reduced 20.69%	594 $25.4 Million
Q1 2023 Jul 17, 2024	BUY	$36.23 - $48.5 $2,028 - $2,716	56 Added 8.08%	749 $28 Million
Q4 2022 Jul 17, 2024	BUY	$40.23 - $47.95 $80 - $95	2 Added 0.29%	693 $28.6 Million
Q3 2022 Jul 17, 2024	BUY	$1.55 - $45.53 $3 - $91	2 Added 0.29%	691 $27.8 Million
Q2 2022 Jul 17, 2024	BUY	$37.43 - $49.33 $37 - $49	1 Added 0.15%	689 $27 Million
Q1 2022 Jul 17, 2024	BUY	$45.81 - $59.06 $45 - $59	1 Added 0.15%	688 $33.3 Million
Q4 2021 Jul 17, 2024	SELL	$45.31 - $52.0 $22,519 - $25,844	-497 Reduced 41.98%	687 $32.9 Million
Q3 2021 Jul 17, 2024	SELL	$42.32 - $51.15 $2.21 Million - $2.67 Million	-52,282 Reduced 97.79%	1,184 $54.9 Million
Q2 2021 Jul 17, 2024	BUY	$39.48 - $47.9 $2.08 Million - $2.53 Million	52,786 Added 7762.65%	53,466 $1.18 Million
Q1 2021 Jul 17, 2024	BUY	$29.7 - $40.81 $7,425 - $10,202	250 Added 58.14%	680 $26.6 Million
Q4 2020 Jul 17, 2024	SELL	$21.14 - $30.35 $6,024 - $8,649	-285 Reduced 39.86%	430 $13 Million
Q3 2020 Jul 17, 2024	SELL	$22.83 - $26.35 $6,826 - $7,878	-299 Reduced 29.49%	715 $16.8 Million
Q2 2020 Jul 17, 2024	BUY	$22.53 - $33.32 $112 - $166	5 Added 0.5%	1,014 $26 Million
Q1 2020 Jul 17, 2024	BUY	$25.25 - $53.75 $101 - $215	4 Added 0.4%	1,009 $28.9 Million
Q4 2019 Jul 17, 2024	BUY	$47.82 - $54.46 $95 - $108	2 Added 0.2%	1,005 $54.1 Million
Q3 2019 Jul 17, 2024	BUY	$43.38 - $50.71 $130 - $152	3 Added 0.3%	1,003 $50.6 Million
Q2 2019 Jul 17, 2024	BUY	$44.37 - $49.17 $1,508 - $1,671	34 Added 3.52%	1,000 $47.3 Million
Q1 2019 Jul 17, 2024	BUY	$46.57 - $51.73 $44,986 - $49,971	966 New	966 $46.7 Million

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.26B

Call Options Held

43.3M

Put Options Held

54.5M

Vanguard Group Inc Valley Forge, PA

307M
Shares

$21.8 Billion
0.32% of portfolio
Black Rock Inc. New York, NY

254M
Shares

$18.1 Billion
0.35% of portfolio
State Street Corp Boston, MA

142M
Shares

$10.1 Billion
0.33% of portfolio
Jpmorgan Chase & CO New York, NY

128M
Shares

$9.12 Billion
0.59% of portfolio
Wellington Management Group LLP Boston, MA

91.2M
Shares

$6.49 Billion
0.93% of portfolio

View Full List

About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $270B
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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