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 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.18KNew |
$61K - $72.1K
|
1.18K
$84.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
396+ 46.98% |
$20.4K - $24.1K
|
1.24K
$88.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.02K- 33.6% |
$104K - $123K
|
4K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-119- 1.64% |
$6.14K - $7.26K
|
7.14K
$511K
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-71.6K- 15.55% |
$3.69M - $4.36M
|
389K
$27.8M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
868+ 8.39% |
$44.8K - $52.9K
|
11.2K
$802K
|
|
|
Oct 18, 2024
Q3 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
9.82K+ 197.23% |
$506K - $598K
|
14.8K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-51.8K- 10.24% |
$2.67M - $3.16M
|
454K
$32.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
10+ 0.26% |
$516 - $610
|
3.84K
$275K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-461- 2.69% |
$23.8K - $28.1K
|
16.6K
$1.19M
|
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
55+ 0.81% |
$2.84K - $3.35K
|
6.85K
$490K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
8.46K+ 2.37% |
$437K - $516K
|
366K
$26.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.22K- 5.92% |
$62.9K - $74.3K
|
19.4K
$1.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-630- 4.42% |
$32.5K - $38.4K
|
13.6K
$975K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
302+ 7.39% |
$15.6K - $18.4K
|
4.39K
$314K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
426+ 5.29% |
$22K - $26K
|
8.49K
$607K
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-214- 4.43% |
$11K - $13K
|
4.62K
$331K
|
|
|
Oct 18, 2024
Q3 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-31- 1.2% |
$1.6K - $1.89K
|
2.55K
$183K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
413+ 6.61% |
$21.3K - $25.2K
|
6.66K
$477K
|
|
|
Oct 18, 2024
Q3 2024
|
Chicago Capital, LLC
|
SELL
|
- |
-722- 3.62% |
$37.2K - $44K
|
19.2K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-470- 7.38% |
$24.2K - $28.7K
|
5.9K
$422K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-390- 4.58% |
$20.1K - $23.8K
|
8.12K
$581K
|
|
|
Oct 18, 2024
Q3 2024
|
Everett Harris & CO
|
SELL
|
- |
-430- 1.58% |
$22.2K - $26.2K
|
26.8K
$1.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.12K- 6.56% |
$58K - $68.5K
|
16K
$1.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-116- 0.29% |
$5.98K - $7.07K
|
39.4K
$2.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
7.67K+ 1.91% |
$396K - $468K
|
410K
$29.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Marathon Asset Management LTD
|
SELL
|
- |
-229K- 56.24% |
$11.8M - $14M
|
178K
$12.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-75- 16.3% |
$3.87K - $4.57K
|
385
$27.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
52+ 0.59% |
$2.68K - $3.17K
|
8.81K
$630K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-120- 0.09% |
$6.19K - $7.32K
|
126K
$9.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
191+ 3.15% |
$9.85K - $11.6K
|
6.26K
$448K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-926- 1.9% |
$47.8K - $56.5K
|
47.8K
$3.42M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 0.02% |
$774 - $915
|
74.8K
$5.35M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-805- 43.12% |
$41.5K - $49.1K
|
1.06K
$76K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-565- 5.34% |
$29.1K - $34.4K
|
10K
$717K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14.6K+ 1.31% |
$751K - $887K
|
1.13M
$80.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.16K+ 4.99% |
$215K - $254K
|
87.6K
$6.27M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
28K+ 86.12% |
$1.44M - $1.71M
|
60.5K
$4.33M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
30.6K+ 4.32% |
$1.58M - $1.87M
|
740K
$52.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 5.19% |
$139K - $164K
|
49.3K
$3.53M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
564+ 1.51% |
$29.1K - $34.4K
|
38K
$2.72M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-17- 0.29% |
$877 - $1.04K
|
5.8K
$415K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
140+ 0.62% |
$7.22K - $8.54K
|
22.9K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15K+ 48.13% |
$773K - $913K
|
46.1K
$3.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
164+ 3.86% |
$8.46K - $10K
|
4.42K
$316K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-3.22K- 44.55% |
$166K - $196K
|
4.01K
$287K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15.3KNew |
$790K - $934K
|
15.3K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
98+ 1.33% |
$5.05K - $5.98K
|
7.46K
$534K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.32K+ 6.99% |
$326K - $385K
|
96.7K
$6.92M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-487- 5.19% |
$25.1K - $29.7K
|
8.9K
$637K
|