Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
9.82K+ 41.6% |
$540K - $759K
|
33.4K
$2.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.12% |
$55 - $77.4
|
90
$7.17K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-12.5K- 14.18% |
$689K - $969K
|
75.8K
$6.04M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.9% |
$110 - $155
|
223
$17.8K
|
|
|
Jan 06, 2025
Q4 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-149- 2.2% |
$8.19K - $11.5K
|
6.61K
$526K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-565- 6.35% |
$31.1K - $43.7K
|
8.33K
$663K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
5.06KNew |
$278K - $391K
|
5.06K
$403K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
432New |
$23.8K - $33.4K
|
432
$34.4K
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
2.5K+ 67.51% |
$137K - $193K
|
6.2K
$494K
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
1.13K+ 6.82% |
$62.2K - $87.5K
|
17.7K
$1.41M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-10.5K- 20.17% |
$577K - $812K
|
41.6K
$3.31M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-119- 0.57% |
$6.54K - $9.2K
|
20.7K
$1.65M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
816+ 19.55% |
$44.9K - $63.1K
|
4.99K
$397K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5K+ 13.34% |
$275K - $387K
|
42.5K
$3.38M
|
|
| Q3 2024 | |||||||
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-1.2K- 19.59% |
$61.9K - $73.2K
|
4.93K
$392K
|
|
|
Feb 07, 2025
Q3 2024
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-403K- 23.31% |
$20.8M - $24.5M
|
1.32M
$106M
|
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-140- 2.89% |
$7.22K - $8.54K
|
4.7K
$374K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.16K- 9.7% |
$266K - $314K
|
48K
$3.82M
|
|
|
Dec 11, 2024
Q3 2024
|
Alternative Investment Advisors, Llc.
Maitland, FL |
SELL
|
- |
-394- 7.81% |
$20.3K - $24K
|
4.65K
$370K
|
|
|
Dec 06, 2024
Q3 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-41.2K- 16.49% |
$2.12M - $2.51M
|
209K
$16.6M
|
|
|
Nov 29, 2024
Q3 2024
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.68K+ 21.17% |
$86.7K - $102K
|
9.61K
$766K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.84K- 11.26% |
$404K - $478K
|
61.8K
$4.92M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-138K- 64.7% |
$7.13M - $8.43M
|
75.4K
$6.01M
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-159- 1.77% |
$8.2K - $9.69K
|
8.82K
$702K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
836+ 5.55% |
$43.1K - $51K
|
15.9K
$1.27M
|
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
8.61K
$686K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.03K+ 4.5% |
$53K - $62.6K
|
23.8K
$1.9M
|
|
|
Nov 18, 2024
Q3 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
519K+ 105.48% |
$26.7M - $31.6M
|
1.01M
$80.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1+ 0.76% |
$51.6 - $61
|
133
$10.6K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.9K- 3.57% |
$771K - $911K
|
403K
$32.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Groupama Asset Managment
Paris, I0 |
BUY
|
- |
57.8KNew |
$2.98M - $3.52M
|
57.8K
$4.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-12.5K- 0.76% |
$645K - $763K
|
1.64M
$131M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-78- 1.74% |
$4.02K - $4.76K
|
4.41K
$351K
|
|
|
Nov 15, 2024
Q3 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
3.59KNew |
$185K - $219K
|
3.59K
$286K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
1.57K+ 1.79% |
$81K - $95.7K
|
89.4K
$7.12M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-929- 11.44% |
$47.9K - $56.6K
|
7.19K
$573K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
589K+ 5.29% |
$30.4M - $35.9M
|
11.7M
$933M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
1.61MNew |
$83.2M - $98.4M
|
1.61M
$129M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
424+ 2.81% |
$21.9K - $25.9K
|
15.5K
$1.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-200- 0.75% |
$10.3K - $12.2K
|
26.5K
$2.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
5+ 1.68% |
$258 - $305
|
303
$24.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
86+ 2.0% |
$4.44K - $5.24K
|
4.39K
$349K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
140New |
$7.22K - $8.54K
|
140
$11.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
SELL
|
- |
-19.3K- 68.02% |
$995K - $1.18M
|
9.07K
$722K
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-47- 0.31% |
$2.42K - $2.87K
|
15.1K
$1.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.52K+ 15.59% |
$78.2K - $92.4K
|
11.2K
$895K
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-77- 0.59% |
$3.97K - $4.69K
|
12.9K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.84K+ 18.42% |
$353K - $417K
|
44K
$3.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
21+ 4.52% |
$1.08K - $1.28K
|
486
$38.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
17.5KNew |
$902K - $1.07M
|
17.5K
$1.39M
|
|