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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-6.6K- 7.46% |
$341K - $403K
|
81.9K
$5.86M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
BUY
|
- |
88+ 1.07% |
$4.54K - $5.37K
|
8.34K
$597K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
75+ 0.46% |
$3.87K - $4.57K
|
16.3K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
123+ 0.43% |
$6.34K - $7.5K
|
28.6K
$2.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-220K- 10.08% |
$11.4M - $13.4M
|
1.96M
$141M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
481+ 2.71% |
$24.8K - $29.3K
|
18.3K
$1.31M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
4.45KNew |
$230K - $272K
|
4.45K
$319K
|
|
|
Oct 31, 2024
Q3 2024
|
Forte Capital LLC
|
SELL
|
- |
-278- 5.73% |
$14.3K - $16.9K
|
4.58K
$327K
|
|
|
Oct 31, 2024
Q3 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.81KNew |
$197K - $232K
|
3.81K
$273K
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-144- 2.51% |
$7.43K - $8.78K
|
5.59K
$400K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.1K- 7.77% |
$572K - $676K
|
132K
$9.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
39+ 0.65% |
$2.01K - $2.38K
|
6.03K
$431K
|
|
|
Oct 31, 2024
Q3 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-3.18K- 4.44% |
$164K - $194K
|
68.5K
$4.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-1.5K- 4.71% |
$77.4K - $91.5K
|
30.4K
$2.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-83- 1.45% |
$4.28K - $5.06K
|
5.63K
$403K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
4.23KNew |
$218K - $258K
|
4.23K
$303K
|
|
|
Oct 31, 2024
Q3 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-1K- 5.96% |
$51.6K - $61K
|
15.8K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-200- 0.61% |
$10.3K - $12.2K
|
32.4K
$2.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
SELL
|
- |
-109- 0.92% |
$5.62K - $6.65K
|
11.7K
$838K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
8.57K
$613K
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
507+ 12.86% |
$26.2K - $30.9K
|
4.45K
$318K
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-3.02K- 5.03% |
$156K - $184K
|
57.1K
$4.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
190+ 4.63% |
$9.8K - $11.6K
|
4.29K
$307K
|
|
|
Oct 31, 2024
Q3 2024
|
Robert Olstein
Olstein Capital Management, L.P.
|
BUY
|
- |
3K+ 2.48% |
$155K - $183K
|
124K
$8.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Mcdonald Capital Investors Inc
|
SELL
|
- |
-61K- 6.35% |
$3.15M - $3.72M
|
900K
$64.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Washington Trust Bank
|
BUY
|
- |
130+ 0.83% |
$6.71K - $7.93K
|
15.7K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-200- 1.87% |
$10.3K - $12.2K
|
10.5K
$752K
|
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-610- 5.53% |
$31.5K - $37.2K
|
10.4K
$746K
|
|
|
Oct 31, 2024
Q3 2024
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.48K+ 66.45% |
$128K - $151K
|
6.21K
$445K
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-484K- 11.08% |
$25M - $29.5M
|
3.89M
$278M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.05K+ 21.2% |
$54.1K - $64K
|
6K
$429K
|
|
|
Oct 31, 2024
Q3 2024
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-164- 2.5% |
$8.46K - $10K
|
6.39K
$458K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
75+ 1.26% |
$3.87K - $4.57K
|
6.01K
$430K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
1.02K+ 5.96% |
$52.5K - $62K
|
18.1K
$1.29M
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
3+ 0.04% |
$155 - $183
|
7.01K
$502K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
440+ 30.2% |
$22.7K - $26.8K
|
1.9K
$136K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-567- 6.86% |
$29.2K - $34.6K
|
7.7K
$551K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-4.3K- 5.05% |
$222K - $262K
|
80.9K
$5.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.98K+ 10.11% |
$102K - $120K
|
21.5K
$1.54M
|
|
|
Oct 31, 2024
Q3 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-277- 3.24% |
$14.3K - $16.9K
|
8.27K
$592K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-31- 23.66% |
$1.6K - $1.89K
|
100
$7.16K
|
|
|
Oct 30, 2024
Q3 2024
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-20K- 1.46% |
$1.03M - $1.22M
|
1.35M
$96.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-12.9K- 4.44% |
$666K - $787K
|
278K
$19.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-58- 3.08% |
$2.99K - $3.54K
|
1.83K
$131K
|
|
|
Oct 30, 2024
Q3 2024
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
2.82KNew |
$146K - $172K
|
2.82K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-518- 14.05% |
$26.7K - $31.6K
|
3.17K
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
Mn Services Vermogensbeheer B.V.
|
SELL
|
- |
-30.7K- 2.14% |
$1.58M - $1.87M
|
1.4M
$101M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-505- 7.41% |
$26K - $30.8K
|
6.31K
$451K
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-42- 0.08% |
$2.17K - $2.56K
|
50.9K
$3.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-437- 5.39% |
$22.5K - $26.6K
|
7.67K
$549K
|