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 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
33+ 0.45% |
$1.7K - $2.01K
|
7.4K
$529K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-380- 1.18% |
$19.6K - $23.2K
|
31.8K
$2.28M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-60- 0.32% |
$3.09K - $3.66K
|
18.6K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.54K+ 3.6% |
$182K - $216K
|
102K
$7.29M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-264- 10.63% |
$13.6K - $16.1K
|
2.22K
$159K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
93+ 1.58% |
$4.8K - $5.67K
|
5.98K
$428K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-111- 1.19% |
$5.73K - $6.77K
|
9.24K
$661K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
106+ 1.97% |
$5.47K - $6.46K
|
5.48K
$393K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.48K- 3.27% |
$76.5K - $90.5K
|
43.9K
$3.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-108- 0.3% |
$5.57K - $6.58K
|
36K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-168- 2.22% |
$8.67K - $10.2K
|
7.41K
$531K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
123K+ 117.15% |
$6.36M - $7.52M
|
229K
$16.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.62K+ 24.76% |
$83.4K - $98.5K
|
8.14K
$583K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-43- 0.4% |
$2.22K - $2.62K
|
10.8K
$776K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
24.9K+ 106.81% |
$1.28M - $1.52M
|
48.2K
$3.45M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-156- 67.83% |
$8.05K - $9.51K
|
74
$5.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-66.2K- 86.59% |
$3.41M - $4.03M
|
10.3K
$734K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-100- 2.48% |
$5.16K - $6.1K
|
3.93K
$281K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-7.02K- 30.53% |
$362K - $428K
|
16K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
19.8KNew |
$1.02M - $1.21M
|
19.8K
$1.42M
|
|
|
Oct 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 31.71% |
$77K - $91K
|
6.2K
$444K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-200- 3.12% |
$10.3K - $12.2K
|
6.22K
$445K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
564+ 10.52% |
$29.1K - $34.4K
|
5.93K
$424K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.84K+ 8.77% |
$146K - $173K
|
35.1K
$2.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.2K- 3.16% |
$62.1K - $73.3K
|
36.9K
$2.64M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
124K+ 15.18% |
$6.4M - $7.56M
|
941K
$67.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2K+ 133.78% |
$103K - $122K
|
3.5K
$250K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-592- 2.99% |
$30.5K - $36.1K
|
19.2K
$1.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3+ 0.04% |
$155 - $183
|
7.98K
$571K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-52.5K- 7.17% |
$2.71M - $3.2M
|
680K
$48.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
242+ 1.29% |
$12.5K - $14.8K
|
19K
$1.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
304+ 10.09% |
$15.7K - $18.5K
|
3.32K
$238K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
11+ 0.3% |
$567 - $671
|
3.66K
$262K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.43K- 53.12% |
$73.7K - $87.1K
|
1.26K
$90.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-41- 0.66% |
$2.11K - $2.5K
|
6.19K
$443K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.48K+ 2.28% |
$386K - $456K
|
336K
$24M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.43KNew |
$73.8K - $87.2K
|
1.43K
$102K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.17KNew |
$215K - $254K
|
4.17K
$299K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-121- 1.87% |
$6.24K - $7.38K
|
6.36K
$455K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
34+ 0.69% |
$1.75K - $2.07K
|
4.97K
$356K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5.69K- 0.7% |
$294K - $347K
|
807K
$57.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.85K+ 9.1% |
$250K - $296K
|
58.1K
$4.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-184- 1.59% |
$9.49K - $11.2K
|
11.4K
$815K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 4.27% |
$112K - $133K
|
48.7K
$3.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-52- 0.8% |
$2.68K - $3.17K
|
6.42K
$460K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-246- 5.3% |
$12.7K - $15K
|
4.4K
$315K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-73- 1.2% |
$3.77K - $4.45K
|
6.02K
$431K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.5K- 0.59% |
$77.4K - $91.5K
|
254K
$18.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
3.87K+ 6.43% |
$199K - $236K
|
64K
$4.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-199- 0.61% |
$10.3K - $12.1K
|
32.6K
$2.33M
|