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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.73M- 5.28% |
$89.2M - $105M
|
31M
$2.47B
|
|
Nov 13, 2024
Q3 2024
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-125- 0.17% |
$6.45K - $7.62K
|
74.7K
$5.95M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-13K- 1.68% |
$669K - $791K
|
759K
$60.4M
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-900- 7.96% |
$46.4K - $54.9K
|
10.4K
$828K
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-1.74M- 86.12% |
$89.9M - $106M
|
281K
$22.4M
|
|
Nov 13, 2024
Q3 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-219K- 32.42% |
$11.3M - $13.4M
|
458K
$36.4M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.43K+ 1.87% |
$332K - $392K
|
350K
$27.9M
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
7.47KNew |
$385K - $455K
|
7.47K
$595K
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
415+ 4.16% |
$21.4K - $25.3K
|
10.4K
$827K
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-1- -0.0% |
$51.6 - $61
|
37.5K
$2.99M
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
2.42K+ 44.9% |
$125K - $148K
|
7.82K
$622K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25.2K+ 3.32% |
$1.3M - $1.54M
|
784K
$62.4M
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
14.9KNew |
$768K - $908K
|
14.9K
$1.19M
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
15New |
$774 - $915
|
15
$1.19K
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.67K+ 55.45% |
$138K - $163K
|
7.49K
$596K
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
4+ 0.85% |
$206 - $244
|
474
$37.7K
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-9.58K- 3.83% |
$494K - $584K
|
241K
$19.2M
|
|
Nov 13, 2024
Q3 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-43.4K- 4.67% |
$2.24M - $2.65M
|
887K
$70.6M
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-16K- 3.48% |
$823K - $973K
|
443K
$35.3M
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
99+ 0.91% |
$5.11K - $6.04K
|
11K
$879K
|
|
Nov 13, 2024
Q3 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-1.35M- 57.56% |
$69.5M - $82.1M
|
993K
$79.1M
|
|
Nov 13, 2024
Q3 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-24.7K- 2.5% |
$1.27M - $1.5M
|
961K
$76.6M
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
609K+ 157.5% |
$31.4M - $37.1M
|
995K
$79.3M
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3- 0.04% |
$155 - $183
|
7.05K
$561K
|
|
Nov 13, 2024
Q3 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
605K+ 75.28% |
$31.2M - $36.9M
|
1.41M
$112M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 1.94% |
$626K - $740K
|
639K
$50.9M
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-164- 4.18% |
$8.46K - $10K
|
3.76K
$299K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
119+ 3.81% |
$6.14K - $7.26K
|
3.24K
$258K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.29K+ 51.72% |
$169K - $200K
|
9.64K
$767K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-54.3K- 9.6% |
$2.8M - $3.31M
|
512K
$40.8M
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-810- 1.72% |
$41.8K - $49.4K
|
46.2K
$3.68M
|
|
Nov 13, 2024
Q3 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
10.3K+ 23.26% |
$529K - $626K
|
54.4K
$4.33M
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-149K- 3.73% |
$7.69M - $9.1M
|
3.85M
$306M
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2.94K+ 44.52% |
$152K - $179K
|
9.54K
$760K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
54K+ 101.68% |
$2.79M - $3.29M
|
107K
$8.53M
|
|
Nov 13, 2024
Q3 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-278- 12.09% |
$14.3K - $16.9K
|
2.02K
$161K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-12.6K- 8.54% |
$651K - $770K
|
135K
$10.8M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
PUT |
-102K- 20.67% |
$5.25M - $6.2M
|
390K
$31.1M
|
|
Nov 13, 2024
Q3 2024
|
Profund Advisors LLC
|
BUY
|
- |
7.11K+ 13.47% |
$367K - $433K
|
59.9K
$4.77M
|
|
Nov 13, 2024
Q3 2024
|
Pro Share Advisors LLC
|
BUY
|
- |
615K+ 85.02% |
$31.7M - $37.5M
|
1.34M
$107M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-2.53K- 16.58% |
$130K - $154K
|
12.7K
$1.01M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
89.8K+ 2.63% |
$4.63M - $5.47M
|
3.51M
$279M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
20.4K+ 3.36% |
$1.05M - $1.24M
|
628K
$50M
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
PUT |
3.8K+ 7.31% |
$196K - $232K
|
55.8K
$4.44M
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-284- 1.0% |
$14.6K - $17.3K
|
28K
$2.23M
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
18.1K+ 5.87% |
$934K - $1.1M
|
326K
$26M
|
|
Nov 13, 2024
Q3 2024
|
Latash Investments, LLC
Anchorage, AK |
SELL
|
- |
-88.4K- 5.26% |
$4.56M - $5.39M
|
1.59M
$127M
|
|
Nov 13, 2024
Q3 2024
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
30.9K+ 156.9% |
$1.59M - $1.89M
|
50.6K
$4.03M
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
11.2KNew |
$580K - $686K
|
11.2K
$896K
|
|
Nov 12, 2024
Q3 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.53KNew |
$234K - $276K
|
4.53K
$361K
|