A detailed history of Kovack Advisors, Inc. transactions in Wells Fargo & Company stock. As of the latest transaction made, Kovack Advisors, Inc. holds 10,975 shares of WFC stock, worth $787,566. This represents 0.07% of its overall portfolio holdings.

Number of Shares
10,975
Previous 10,744 2.15%
Holding current value
$787,566
Previous $638,000 2.98%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Nov 05, 2024

BUY
$51.58 - $60.97 $11,914 - $14,084
231 Added 2.15%
10,975 $619,000
Q2 2024

Aug 02, 2024

SELL
$56.41 - $62.34 $22,676 - $25,060
-402 Reduced 3.61%
10,744 $638,000
Q1 2024

Apr 19, 2024

BUY
$46.44 - $57.96 $12,817 - $15,996
276 Added 2.54%
11,146 $646,000
Q4 2023

Feb 02, 2024

BUY
$38.67 - $50.51 $22,815 - $29,800
590 Added 5.74%
10,870 $535,000
Q3 2023

Oct 19, 2023

SELL
$40.43 - $47.13 $73,703 - $85,917
-1,823 Reduced 15.06%
10,280 $420,000
Q2 2023

Jul 21, 2023

SELL
$36.72 - $42.68 $2,717 - $3,158
-74 Reduced 0.61%
12,103 $516,000
Q1 2023

Apr 20, 2023

BUY
$36.23 - $48.5 $8,224 - $11,009
227 Added 1.9%
12,177 $455,000
Q4 2022

Feb 22, 2023

SELL
$40.23 - $47.95 $93,735 - $111,723
-2,330 Reduced 16.32%
11,950 $493,000
Q3 2022

Nov 14, 2022

SELL
$1.55 - $45.53 $1,322 - $38,837
-853 Reduced 5.64%
14,280 $574,000
Q2 2022

Aug 10, 2022

BUY
$37.43 - $49.33 $34,435 - $45,383
920 Added 6.47%
15,133 $593,000
Q1 2022

May 16, 2022

SELL
$45.81 - $59.06 $84,244 - $108,611
-1,839 Reduced 11.46%
14,213 $688,000
Q4 2021

Jan 18, 2022

SELL
$45.31 - $52.0 $154,325 - $177,112
-3,406 Reduced 17.5%
16,052 $770,000
Q3 2021

Nov 03, 2021

BUY
$42.32 - $51.15 $89,422 - $108,079
2,113 Added 12.18%
19,458 $903,000
Q2 2021

Jul 29, 2021

BUY
$39.48 - $47.9 $20,253 - $24,572
513 Added 3.05%
17,345 $786,000
Q1 2021

May 04, 2021

BUY
$29.7 - $40.81 $90,911 - $124,919
3,061 Added 22.23%
16,832 $658,000
Q4 2020

Jan 14, 2021

BUY
$21.14 - $30.35 $27,947 - $40,122
1,322 Added 10.62%
13,771 $416,000
Q3 2020

Nov 02, 2020

BUY
$22.83 - $26.35 $23,240 - $26,824
1,018 Added 8.91%
12,449 $293,000
Q2 2020

Jul 31, 2020

BUY
$22.53 - $33.32 $257,540 - $380,880
11,431 New
11,431 $293,000
Q1 2020

Apr 30, 2020

SELL
$25.25 - $53.75 $175,310 - $373,186
-6,943 Closed
0 $0
Q4 2019

Jan 29, 2020

SELL
$47.82 - $54.46 $39,212 - $44,657
-820 Reduced 10.56%
6,943 $374,000
Q3 2019

Oct 31, 2019

BUY
$43.38 - $50.71 $10,975 - $12,829
253 Added 3.37%
7,763 $392,000
Q2 2019

Aug 14, 2019

SELL
$44.37 - $49.17 $48,762 - $54,037
-1,099 Reduced 12.77%
7,510 $355,000
Q1 2019

May 03, 2019

SELL
$46.57 - $51.73 $15,973 - $17,743
-343 Reduced 3.83%
8,609 $416,000
Q4 2018

Feb 06, 2019

BUY
$43.6 - $54.46 $2,703 - $3,376
62 Added 0.7%
8,952 $413,000
Q3 2018

Oct 09, 2018

SELL
$52.56 - $59.19 $17,555 - $19,769
-334 Reduced 3.62%
8,890 $467,000
Q2 2018

Aug 01, 2018

SELL
$50.39 - $56.18 $138,622 - $154,551
-2,751 Reduced 22.97%
9,224 $511,000
Q1 2018

May 15, 2018

BUY
$50.98 - $65.93 $60,411 - $78,127
1,185 Added 10.98%
11,975 $628,000
Q4 2017

May 15, 2018

SELL
$53.19 - $61.61 $74,838 - $86,685
-1,407 Reduced 11.54%
10,790 $655,000
Q4 2017

Feb 01, 2018

BUY
$53.19 - $61.61 $262,971 - $304,599
4,944 Added 68.16%
12,197 $740,000
Q3 2017

Aug 02, 2018

SELL
$49.58 - $55.15 $112,050 - $124,639
-2,260 Reduced 23.76%
7,253 $400,000
Q2 2017

Aug 30, 2018

BUY
N/A
1,800 Added 23.34%
9,513 $527,000
Q1 2017

Sep 05, 2018

BUY
N/A
158 Added 2.09%
7,713 $429,000
Q4 2016

Sep 10, 2018

SELL
N/A
-10,935 Reduced 59.14%
7,555 $416,000
Q3 2016

Sep 25, 2018

BUY
N/A
7,905 Added 74.68%
18,490 $819,000
Q2 2016

Oct 01, 2018

BUY
N/A
1,238 Added 13.24%
10,585 $501,000
Q1 2016

Oct 12, 2018

SELL
N/A
-299 Reduced 3.1%
9,347 $452,000
Q4 2015

Oct 18, 2018

BUY
N/A
697 Added 7.79%
9,646 $524,000
Q3 2015

Oct 29, 2018

BUY
N/A
1,845 Added 25.97%
8,949 $460,000
Q2 2015

Nov 06, 2018

BUY
N/A
1,371 Added 23.91%
7,104 $400,000
Q1 2015

Nov 13, 2018

BUY
N/A
629 Added 12.32%
5,733 $312,000
Q4 2014

Nov 19, 2018

BUY
N/A
5,104
5,104 $280,000

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
Track This Portfolio

Track Kovack Advisors, Inc. Portfolio

Follow Kovack Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kovack Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kovack Advisors, Inc. with notifications on news.