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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.81KNew |
$102K - $113K
|
1.81K
$144K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.36K+ 19.59% |
$76.5K - $84.5K
|
8.28K
$659K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-60- 1.01% |
$3.38K - $3.74K
|
5.85K
$466K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-215- 45.74% |
$12.1K - $13.4K
|
255
$20.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
50+ 11.36% |
$2.82K - $3.12K
|
490
$39K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-666- 6.33% |
$37.6K - $41.5K
|
9.85K
$784K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.43K- 8.75% |
$80.8K - $89.3K
|
14.9K
$1.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-59- 1.46% |
$3.33K - $3.68K
|
3.97K
$316K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
700+ 12.07% |
$39.5K - $43.6K
|
6.5K
$518K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
120New |
$6.77K - $7.48K
|
120
$9.56K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 4.93% |
$11.3K - $12.5K
|
4.25K
$339K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
462+ 1.62% |
$26.1K - $28.8K
|
28.9K
$2.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-472K- 99.79% |
$26.6M - $29.4M
|
1K
$79.6K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
14.2KNew |
$800K - $884K
|
14.2K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.4KNew |
$248K - $274K
|
4.4K
$350K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1KNew |
$56.6K - $62.5K
|
1K
$79.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.2KNew |
$462K - $511K
|
8.2K
$653K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-15- 0.22% |
$846 - $935
|
6.72K
$535K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.53KNew |
$199K - $220K
|
3.53K
$281K
|
|
|
Jul 18, 2024
Q2 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-5.05K- 18.57% |
$285K - $315K
|
22.2K
$1.76M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
56+ 0.16% |
$3.16K - $3.49K
|
35.2K
$2.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26New |
$1.47K - $1.62K
|
26
$2.07K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-19- 0.27% |
$1.07K - $1.18K
|
7.08K
$563K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
6.9KNew |
$389K - $430K
|
6.9K
$550K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.22K+ 3.75% |
$68.9K - $76.1K
|
33.8K
$2.69M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.78K- 19.65% |
$100K - $111K
|
7.26K
$578K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-120- 4.12% |
$6.77K - $7.48K
|
2.79K
$222K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.87K- 7.62% |
$105K - $117K
|
22.6K
$1.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-14.5KClosed |
$820K - $907K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
200+ 5.22% |
$11.3K - $12.5K
|
4.03K
$321K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
437+ 34.49% |
$24.7K - $27.2K
|
1.7K
$136K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.32K- 15.39% |
$74.5K - $82.3K
|
7.26K
$578K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.44KNew |
$194K - $214K
|
3.44K
$274K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
385+ 10.81% |
$21.7K - $24K
|
3.95K
$314K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-190- 3.84% |
$10.7K - $11.8K
|
4.76K
$379K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.88% |
$113 - $125
|
228
$18.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-165- 16.79% |
$9.31K - $10.3K
|
818
$65.1K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
171+ 2.48% |
$9.65K - $10.7K
|
7.08K
$563K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.1K- 11.11% |
$118K - $131K
|
16.8K
$1.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
97+ 35.27% |
$5.47K - $6.05K
|
372
$29.6K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
765+ 15.25% |
$43.2K - $47.7K
|
5.78K
$460K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
167New |
$9.42K - $10.4K
|
167
$13.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 35.46% |
$69.7K - $77K
|
4.72K
$376K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-29.8K- 93.98% |
$1.68M - $1.86M
|
1.91K
$152K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 6.89% |
$14.1K - $15.6K
|
3.38K
$269K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2New |
$113 - $125
|
2
$159
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.04KNew |
$115K - $127K
|
2.04K
$162K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.24K- 3.38% |
$239K - $264K
|
121K
$9.66M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
148+ 31.03% |
$8.35K - $9.23K
|
625
$49.8K
|
|
| Q1 2024 | |||||||
|
Jan 29, 2025
Q1 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
SELL
|
- |
-78- 0.27% |
$3.62K - $4.52K
|
29.2K
$2.33M
|
|