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 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
329+ 1.32% |
$17K - $20.1K
|
25.2K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
18.4K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
154+ 0.61% |
$7.94K - $9.39K
|
25.4K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-939- 19.81% |
$48.4K - $57.3K
|
3.8K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
36.9K+ 288.24% |
$1.9M - $2.25M
|
49.7K
$3.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
83+ 3.06% |
$4.28K - $5.06K
|
2.8K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
829+ 23.74% |
$42.8K - $50.5K
|
4.32K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-497- 10.63% |
$25.6K - $30.3K
|
4.18K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
416+ 39.62% |
$21.5K - $25.4K
|
1.47K
$105K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
89+ 1.78% |
$4.59K - $5.43K
|
5.08K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 0.74% |
$2.22K - $2.62K
|
5.85K
$419K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.13% |
$361 - $427
|
5.43K
$389K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-848- 4.58% |
$43.7K - $51.7K
|
17.7K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.76K+ 20.67% |
$90.7K - $107K
|
10.3K
$735K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
117+ 0.84% |
$6.03K - $7.13K
|
14K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-10.1K- 14.47% |
$519K - $614K
|
59.5K
$4.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-638- 1.21% |
$32.9K - $38.9K
|
52K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-400- 21.47% |
$20.6K - $24.4K
|
1.46K
$105K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.88K- 0.96% |
$148K - $175K
|
297K
$21.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.86KNew |
$199K - $236K
|
3.86K
$277K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.15K+ 2.68% |
$59.1K - $69.9K
|
44K
$3.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-1.34K- 21.6% |
$69K - $81.5K
|
4.85K
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-150- 1.11% |
$7.74K - $9.15K
|
13.4K
$961K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.07% |
$928 - $1.1K
|
24K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
390+ 1.62% |
$20.1K - $23.8K
|
24.4K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
14.4K+ 2.43% |
$744K - $879K
|
607K
$43.5M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.59K- 16.53% |
$82.2K - $97.2K
|
8.05K
$576K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-571- 3.32% |
$29.5K - $34.8K
|
16.6K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.89K+ 7.18% |
$252K - $298K
|
73K
$5.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-214- 1.27% |
$11K - $13K
|
16.7K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
24.7KNew |
$1.27M - $1.51M
|
24.7K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.43K+ 5.23% |
$177K - $209K
|
69K
$4.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.09K- 19.42% |
$56.3K - $66.5K
|
4.53K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.22K- 4.07% |
$63K - $74.5K
|
28.8K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-19.7K- 29.45% |
$1.02M - $1.2M
|
47.2K
$3.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-369- 2.52% |
$19K - $22.5K
|
14.3K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
29+ 0.79% |
$1.5K - $1.77K
|
3.7K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-73- 0.64% |
$3.77K - $4.45K
|
11.3K
$812K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
184+ 1.0% |
$9.49K - $11.2K
|
18.5K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-18- 0.18% |
$928 - $1.1K
|
9.88K
$708K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-228- 3.58% |
$11.8K - $13.9K
|
6.14K
$440K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
90+ 0.58% |
$4.64K - $5.49K
|
15.7K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.69K+ 17.04% |
$87.3K - $103K
|
11.6K
$832K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.05KNew |
$364K - $430K
|
7.05K
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-300- 4.16% |
$15.5K - $18.3K
|
6.92K
$495K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-298- 0.79% |
$15.4K - $18.2K
|
37.6K
$2.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-338- 2.34% |
$17.4K - $20.6K
|
14.1K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.36K- 0.54% |
$70K - $82.8K
|
249K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
36+ 0.82% |
$1.86K - $2.19K
|
4.41K
$316K
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
SELL
|
- |
-115K- 75.4% |
$5.94M - $7.02M
|
37.6K
$2.69M
|