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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-116- 2.84% |
$6.54K - $7.23K
|
3.96K
$288K
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.41KNew |
$305K - $337K
|
5.41K
$394K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34New |
$1.92K - $2.12K
|
34
$2.47K
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-154K- 83.13% |
$8.67M - $9.58M
|
31.2K
$2.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
350+ 5.15% |
$19.7K - $21.8K
|
7.15K
$520K
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-8.09K- 41.08% |
$456K - $504K
|
11.6K
$844K
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
8K+ 80.0% |
$451K - $499K
|
18K
$1.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-10.3K- 97.65% |
$580K - $641K
|
248
$18K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-5.7K- 57.58% |
$322K - $355K
|
4.2K
$306K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-14- 0.18% |
$790 - $873
|
7.81K
$568K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-8- 2.44% |
$451 - $499
|
320
$23.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
560KNew |
$31.6M - $34.9M
|
560K
$40.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Lipe & Dalton
|
BUY
|
- |
168+ 1.03% |
$9.48K - $10.5K
|
16.5K
$1.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-200- 3.76% |
$11.3K - $12.5K
|
5.12K
$373K
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-832- 8.2% |
$46.9K - $51.9K
|
9.31K
$677K
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.97K- 26.27% |
$111K - $123K
|
5.53K
$402K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
241+ 6.62% |
$13.6K - $15K
|
3.88K
$283K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.19KNew |
$349K - $386K
|
6.19K
$450K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-612- 3.54% |
$34.5K - $38.2K
|
16.7K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
189New |
$10.7K - $11.8K
|
189
$13.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-457- 4.96% |
$25.8K - $28.5K
|
8.75K
$637K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-569- 12.15% |
$32.1K - $35.5K
|
4.11K
$299K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
42.8KNew |
$2.41M - $2.67M
|
42.8K
$3.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-3.87K- 5.81% |
$218K - $241K
|
62.6K
$4.56M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
400New |
$22.6K - $24.9K
|
400
$29.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
19+ 0.15% |
$1.07K - $1.18K
|
12.8K
$934K
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.04K+ 27.19% |
$228K - $252K
|
18.9K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
165+ 28.95% |
$9.31K - $10.3K
|
735
$53.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.27K- 87.32% |
$241K - $266K
|
620
$45.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-352- 11.11% |
$19.9K - $21.9K
|
2.82K
$205K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
306+ 5.87% |
$17.3K - $19.1K
|
5.52K
$401K
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-17.2K- 31.42% |
$969K - $1.07M
|
37.5K
$2.73M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
241New |
$13.6K - $15K
|
241
$17.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-900- 12.68% |
$50.8K - $56.1K
|
6.2K
$451K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 257.73% |
$64K - $70.7K
|
1.57K
$115K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
101+ 1.84% |
$5.7K - $6.3K
|
5.59K
$406K
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
SELL
|
- |
-150- 2.96% |
$8.46K - $9.35K
|
4.91K
$357K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-850- 2.37% |
$47.9K - $53K
|
35K
$2.54M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.02K+ 170.41% |
$171K - $188K
|
4.8K
$349K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.81KNew |
$102K - $113K
|
1.81K
$132K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.36K+ 19.59% |
$76.5K - $84.5K
|
8.28K
$602K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-60- 1.01% |
$3.38K - $3.74K
|
5.85K
$426K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-215- 45.74% |
$12.1K - $13.4K
|
255
$18.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
50+ 11.36% |
$2.82K - $3.12K
|
490
$35.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-666- 6.33% |
$37.6K - $41.5K
|
9.85K
$717K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-59- 1.46% |
$3.33K - $3.68K
|
3.97K
$289K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
700+ 12.07% |
$39.5K - $43.6K
|
6.5K
$473K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
120New |
$6.77K - $7.48K
|
120
$8.73K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 4.93% |
$11.3K - $12.5K
|
4.25K
$310K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
462+ 1.62% |
$26.1K - $28.8K
|
28.9K
$2.11M
|