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
|
Evoke Wealth, LLC
|
BUY
|
- |
6.19KNew |
$319K - $377K
|
6.19K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-6K- 11.66% |
$309K - $366K
|
45.5K
$3.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-18.4K- 15.99% |
$949K - $1.12M
|
96.7K
$6.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-293K- 28.83% |
$15.1M - $17.9M
|
723K
$51.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
SELL
|
- |
-22.8K- 10.23% |
$1.18M - $1.39M
|
200K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-6.75M- 12.13% |
$348M - $412M
|
48.9M
$3.5B
|
|
|
Nov 13, 2024
Q3 2024
|
Capital World Investors
Los Angeles, CA |
BUY
|
- |
18.9K+ 0.14% |
$972K - $1.15M
|
13.9M
$992M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International Sarl
Los Angeles, CA |
SELL
|
- |
-9.61K- 18.63% |
$496K - $586K
|
42K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Research Global Investors
Los Angeles, CA |
SELL
|
- |
-37.8K- 2.42% |
$1.95M - $2.3M
|
1.52M
$109M
|
|
|
Nov 13, 2024
Q3 2024
|
Greenland Capital Management LP
New York, NY |
SELL
|
- |
-1.4K- 11.65% |
$72.4K - $85.6K
|
10.7K
$763K
|
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-472- 5.01% |
$24.3K - $28.8K
|
8.95K
$641K
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.73K+ 14.1% |
$89.1K - $105K
|
14K
$1M
|
|
|
Nov 13, 2024
Q3 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-700- 3.94% |
$36.1K - $42.7K
|
17K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
635+ 18.87% |
$32.8K - $38.7K
|
4K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-578- 2.67% |
$29.8K - $35.2K
|
21.1K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-135K- 8.49% |
$6.97M - $8.24M
|
1.46M
$104M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-5.12K- 5.37% |
$264K - $312K
|
90.1K
$6.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-247K- 27.11% |
$12.7M - $15.1M
|
664K
$47.6M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-111K- 6.97% |
$5.71M - $6.76M
|
1.48M
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-514- 2.66% |
$26.5K - $31.3K
|
18.8K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
35.7K+ 26.3% |
$1.84M - $2.18M
|
172K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-6- 0.09% |
$309 - $366
|
6.51K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-53- 1.27% |
$2.73K - $3.23K
|
4.13K
$296K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 3.15% |
$51.6K - $61K
|
32.8K
$2.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
330+ 4.09% |
$17K - $20.1K
|
8.4K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-5.33M- 5.77% |
$275M - $325M
|
86.9M
$6.22B
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.28K- 5.41% |
$272K - $322K
|
92.3K
$6.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Schwerin Boyle Capital Management Inc
Springfield, MA |
SELL
|
- |
-45K- 5.13% |
$2.32M - $2.74M
|
832K
$59.6M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
60.9K+ 764.18% |
$3.14M - $3.72M
|
68.9K
$4.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
BUY
|
- |
5.15K+ 3.1% |
$266K - $314K
|
171K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 2.07% |
$561K - $663K
|
537K
$38.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
53+ 0.27% |
$2.73K - $3.23K
|
19.6K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
96.9K+ 65.32% |
$5M - $5.91M
|
245K
$17.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
714K+ 77.8% |
$36.8M - $43.6M
|
1.63M
$117M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
31+ 0.55% |
$1.6K - $1.89K
|
5.72K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.24K+ 0.26% |
$167K - $198K
|
1.24M
$88.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
27.1KNew |
$1.4M - $1.65M
|
27.1K
$1.94M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
40.1K+ 7.07% |
$2.07M - $2.45M
|
608K
$43.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
2K+ 10.25% |
$103K - $122K
|
21.5K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
20.5KNew |
$1.06M - $1.25M
|
20.5K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5.95K+ 15.78% |
$307K - $363K
|
43.7K
$3.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-18.9K- 0.89% |
$977K - $1.15M
|
2.1M
$150M
|
|
|
Nov 13, 2024
Q3 2024
|
Uss Investment Management LTD
|
SELL
|
- |
-22.7K- 3.91% |
$1.17M - $1.39M
|
559K
$40M
|
|
|
Nov 13, 2024
Q3 2024
|
Campion Asset Management
|
SELL
|
- |
-270- 3.44% |
$13.9K - $16.5K
|
7.59K
$543K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-17.8K- 18.42% |
$919K - $1.09M
|
78.9K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-500- 5.7% |
$25.8K - $30.5K
|
8.27K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
320+ 2.85% |
$16.5K - $19.5K
|
11.6K
$827K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.11K- 6.84% |
$57.4K - $67.9K
|
15.2K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-52- 5.91% |
$2.68K - $3.17K
|
828
$59.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-4.57K- 47.99% |
$236K - $279K
|
4.95K
$355K
|