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 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-302- 44.35% |
$15.6K - $18.4K
|
379
$31.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-387- 74.0% |
$20K - $23.6K
|
136
$11.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Mqs Management LLC
|
SELL
|
- |
-2.15K- 21.56% |
$111K - $131K
|
7.84K
$654K
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-42- 8.81% |
$2.17K - $2.56K
|
435
$36.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
18.7K+ 16.4% |
$965K - $1.14M
|
133K
$11.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
45.4K+ 40.24% |
$2.34M - $2.77M
|
158K
$13.2M
|
|
|
Nov 01, 2024
Q3 2024
|
Eos Management, L.P.
|
SELL
|
- |
-5K- 25.0% |
$258K - $305K
|
15K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-123- 15.81% |
$6.34K - $7.5K
|
655
$54.6K
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
21+ 0.53% |
$1.08K - $1.28K
|
3.95K
$330K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
424New |
$21.9K - $25.9K
|
424
$35.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
5.38KNew |
$278K - $328K
|
5.38K
$449K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.81KNew |
$197K - $232K
|
3.81K
$318K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.48K+ 66.45% |
$128K - $151K
|
6.21K
$518K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
20KNew |
$1.03M - $1.22M
|
20K
$1.67M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$6.14K - $7.26K
|
119
$9.93K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.4% |
$309 - $366
|
1.49K
$124K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3.21K+ 29.33% |
$166K - $196K
|
14.2K
$1.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
401New |
$20.7K - $24.4K
|
401
$33.5K
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-731- 9.13% |
$37.7K - $44.6K
|
7.28K
$607K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2KNew |
$103K - $122K
|
2K
$167K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
227+ 16.89% |
$11.7K - $13.8K
|
1.57K
$131K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
11.1K+ 12.74% |
$570K - $674K
|
97.8K
$8.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Semanteon Capital Management, LP
Newton, MA |
BUY
|
- |
20.9KNew |
$1.08M - $1.28M
|
20.9K
$1.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
300+ 30.0% |
$15.5K - $18.3K
|
1.3K
$108K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2- 1.37% |
$103 - $122
|
144
$12K
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.5K+ 10.35% |
$77.5K - $91.6K
|
16K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.06KNew |
$364K - $430K
|
7.06K
$589K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-135- 8.26% |
$6.96K - $8.23K
|
1.5K
$125K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-403- 5.2% |
$20.8K - $24.6K
|
7.35K
$613K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
150New |
$7.74K - $9.15K
|
150
$12.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-10- 0.07% |
$516 - $610
|
14.3K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.83KNew |
$197K - $233K
|
3.83K
$319K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-190- 5.64% |
$9.8K - $11.6K
|
3.18K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.4K+ 1.02% |
$1.62M - $1.91M
|
3.12M
$260M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-55.5K- 7.69% |
$2.86M - $3.38M
|
667K
$55.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$25.8K - $30.5K
|
500
$41.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
108New |
$5.57K - $6.58K
|
108
$9.01K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-214- 4.43% |
$11K - $13K
|
4.62K
$385K
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
35+ 3.3% |
$1.81K - $2.13K
|
1.1K
$91.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
9+ 0.14% |
$464 - $549
|
6.46K
$539K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-209- 80.69% |
$10.8K - $12.7K
|
50
$4.17K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-200- 15.67% |
$10.3K - $12.2K
|
1.08K
$89.8K
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.7K+ 46.34% |
$294K - $348K
|
18K
$1.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-156- 67.83% |
$8.05K - $9.51K
|
74
$6.17K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
564+ 10.52% |
$29.1K - $34.4K
|
5.93K
$494K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
274+ 1.59% |
$14.1K - $16.7K
|
17.5K
$1.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 3.13% |
$103 - $122
|
62
$5.17K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.04K+ 26.35% |
$53.8K - $63.7K
|
5.01K
$418K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
100+ 1.21% |
$5.16K - $6.1K
|
8.39K
$699K
|
|