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 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.42K+ 7.95% |
$383K - $453K
|
101K
$7.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-612- 1.67% |
$31.6K - $37.3K
|
36.1K
$2.58M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
401New |
$20.7K - $24.4K
|
401
$28.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
553+ 3.99% |
$28.5K - $33.7K
|
14.4K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
757+ 1.28% |
$39K - $46.2K
|
59.8K
$4.28M
|
|
|
Oct 28, 2024
Q3 2024
|
Private Wealth Group, LLC
|
SELL
|
- |
-16K- 79.55% |
$825K - $976K
|
4.11K
$294K
|
|
|
Oct 28, 2024
Q3 2024
|
Oregon Public Employees Retirement Fund
|
SELL
|
- |
-8.28K- 2.76% |
$427K - $505K
|
291K
$20.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
4.1K+ 14.81% |
$211K - $250K
|
31.8K
$2.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-731- 9.13% |
$37.7K - $44.6K
|
7.28K
$521K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
2.78K+ 1.94% |
$143K - $169K
|
146K
$10.4M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
2KNew |
$103K - $122K
|
2K
$143K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.42% |
$258 - $305
|
1.2K
$85.9K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.82K+ 2.37% |
$93.9K - $111K
|
78.7K
$5.63M
|
|
|
Oct 25, 2024
Q3 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
7.04K+ 128.45% |
$363K - $429K
|
12.5K
$897K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-542- 5.36% |
$28K - $33K
|
9.57K
$685K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.84K+ 0.82% |
$456K - $539K
|
1.08M
$77.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.46K+ 6.49% |
$127K - $150K
|
40.4K
$2.89M
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
2K+ 7.46% |
$103K - $122K
|
28.8K
$2.06M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
280+ 5.99% |
$14.4K - $17.1K
|
4.96K
$355K
|
|
|
Oct 25, 2024
Q3 2024
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.5K- 3.44% |
$77.4K - $91.5K
|
42.1K
$3.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
114+ 2.35% |
$5.88K - $6.95K
|
4.97K
$356K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
870+ 0.45% |
$44.9K - $53K
|
193K
$13.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-99- 2.0% |
$5.11K - $6.04K
|
4.85K
$347K
|
|
|
Oct 25, 2024
Q3 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-29- 0.62% |
$1.5K - $1.77K
|
4.65K
$333K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
4.6KNew |
$237K - $280K
|
4.6K
$329K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-95- 1.5% |
$4.9K - $5.79K
|
6.25K
$447K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.32K- 6.52% |
$68.2K - $80.7K
|
19K
$1.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
227+ 16.89% |
$11.7K - $13.8K
|
1.57K
$112K
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
35+ 0.14% |
$1.81K - $2.13K
|
26K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
596+ 1.32% |
$30.7K - $36.3K
|
45.8K
$3.28M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-528- 1.87% |
$27.2K - $32.2K
|
27.8K
$1.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
100+ 0.85% |
$5.16K - $6.1K
|
11.9K
$849K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-721- 4.27% |
$37.2K - $44K
|
16.2K
$1.16M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-695- 8.12% |
$35.8K - $42.4K
|
7.87K
$563K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-38- 0.72% |
$1.96K - $2.32K
|
5.27K
$377K
|
|
|
Oct 25, 2024
Q3 2024
|
Sicart Associates LLC
|
SELL
|
- |
-2.5K- 2.07% |
$129K - $152K
|
118K
$8.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
311+ 1.29% |
$16K - $19K
|
24.5K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-3.17K- 3.77% |
$164K - $194K
|
81.1K
$5.8M
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
40+ 68.97% |
$2.06K - $2.44K
|
98
$7.01K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-636- 5.03% |
$32.8K - $38.8K
|
12K
$860K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-430- 7.31% |
$22.2K - $26.2K
|
5.45K
$390K
|
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3+ 0.7% |
$155 - $183
|
430
$30.8K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-39- 0.17% |
$2.01K - $2.38K
|
22.8K
$1.63M
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
BUY
|
- |
7+ 36.84% |
$361 - $427
|
26
$1.86K
|
|
|
Oct 25, 2024
Q3 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-185K- 5.3% |
$9.54M - $11.3M
|
3.31M
$237M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
8.36K+ 15.93% |
$431K - $510K
|
60.8K
$4.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
11.1K+ 12.74% |
$570K - $674K
|
97.8K
$7M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.31K- 22.7% |
$171K - $202K
|
11.3K
$806K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.11K+ 3.65% |
$366K - $433K
|
202K
$14.5M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
311+ 4.44% |
$16K - $19K
|
7.32K
$524K
|