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 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-22- 5.88% |
$1.13K - $1.34K
|
352
$28K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-441- 27.44% |
$22.7K - $26.9K
|
1.17K
$92.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.87KNew |
$251K - $297K
|
4.87K
$388K
|
|
|
Nov 06, 2024
Q3 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-2.67K- 11.16% |
$138K - $163K
|
21.3K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
935+ 18.02% |
$48.2K - $57K
|
6.12K
$488K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-70.8K- 1.83% |
$3.65M - $4.31M
|
3.8M
$303M
|
|
|
Nov 05, 2024
Q3 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.22% |
$464 - $549
|
4.07K
$324K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
111K+ 51.86% |
$5.74M - $6.78M
|
326K
$25.9M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
49New |
$2.53K - $2.99K
|
49
$3.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-302- 44.35% |
$15.6K - $18.4K
|
379
$30.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.07K- 4.85% |
$107K - $126K
|
40.6K
$3.24M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.5KNew |
$541K - $639K
|
10.5K
$835K
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-7.62K- 16.32% |
$393K - $465K
|
39.1K
$3.11M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-387- 74.0% |
$20K - $23.6K
|
136
$10.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
641+ 1.23% |
$33.1K - $39.1K
|
52.7K
$4.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Ghe, LLC
|
SELL
|
- |
-5.19K- 67.31% |
$267K - $316K
|
2.52K
$201K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.22K+ 23.68% |
$114K - $135K
|
11.6K
$922K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
SELL
|
- |
-2.15K- 21.56% |
$111K - $131K
|
7.84K
$624K
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-4.54K- 17.14% |
$234K - $277K
|
21.9K
$1.75M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.05K+ 16.99% |
$209K - $247K
|
27.9K
$2.22M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.48KNew |
$283K - $334K
|
5.48K
$436K
|
|
|
Nov 05, 2024
Q3 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-944- 3.06% |
$48.7K - $57.6K
|
29.9K
$2.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
51.8K+ 6.09% |
$2.67M - $3.16M
|
902K
$71.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.03K+ 106.69% |
$104K - $123K
|
3.92K
$312K
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1K+ 26.32% |
$51.6K - $61K
|
4.8K
$382K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-50- 16.67% |
$2.58K - $3.05K
|
250
$19.9K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
1.35K+ 8.14% |
$69.4K - $82K
|
17.9K
$1.42M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-5.94K- 8.81% |
$306K - $362K
|
61.5K
$4.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-42- 8.81% |
$2.17K - $2.56K
|
435
$34.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
99+ 0.44% |
$5.11K - $6.04K
|
22.4K
$1.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
18.7K+ 16.4% |
$965K - $1.14M
|
133K
$10.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-81K- 4.69% |
$4.18M - $4.94M
|
1.65M
$131M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
45.4K+ 40.24% |
$2.34M - $2.77M
|
158K
$12.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-4.71K- 10.81% |
$243K - $287K
|
38.9K
$3.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Eos Management, L.P.
|
SELL
|
- |
-5K- 25.0% |
$258K - $305K
|
15K
$1.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-123- 15.81% |
$6.34K - $7.5K
|
655
$52.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-116- 56.86% |
$5.98K - $7.07K
|
88
$7.01K
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-58- 0.42% |
$2.99K - $3.54K
|
13.7K
$1.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
196+ 17.35% |
$10.1K - $12K
|
1.33K
$106K
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-377- 5.29% |
$19.4K - $23K
|
6.75K
$537K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
21+ 0.53% |
$1.08K - $1.28K
|
3.95K
$315K
|
|
|
Nov 01, 2024
Q3 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-500- 6.85% |
$25.8K - $30.5K
|
6.8K
$542K
|
|
|
Nov 01, 2024
Q3 2024
|
Beta Wealth Group, Inc.
|
BUY
|
- |
306+ 3.77% |
$15.8K - $18.7K
|
8.42K
$671K
|
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-10- 0.17% |
$516 - $610
|
5.98K
$476K
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.19K+ 4.43% |
$61.6K - $72.8K
|
28.2K
$2.24M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
424New |
$21.9K - $25.9K
|
424
$33.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.38KNew |
$278K - $328K
|
5.38K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.45KNew |
$230K - $272K
|
4.45K
$355K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-278- 5.73% |
$14.3K - $16.9K
|
4.58K
$364K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.81KNew |
$197K - $232K
|
3.81K
$304K
|