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 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-199- 0.61% |
$10.3K - $12.1K
|
32.6K
$2.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-547- 5.13% |
$28.2K - $33.4K
|
10.1K
$724K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-809- 13.72% |
$41.7K - $49.3K
|
5.09K
$364K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.07% |
$309 - $366
|
9.2K
$658K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-114- 2.32% |
$5.88K - $6.95K
|
4.79K
$343K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
424+ 0.18% |
$21.9K - $25.9K
|
237K
$17M
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
11K+ 1.96% |
$569K - $673K
|
575K
$41.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.8K+ 11.65% |
$868K - $1.03M
|
161K
$11.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
27+ 0.64% |
$1.39K - $1.65K
|
4.26K
$305K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-539- 4.21% |
$27.8K - $32.9K
|
12.3K
$878K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-801- 6.57% |
$41.3K - $48.8K
|
11.4K
$816K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.15K- 5.44% |
$59.2K - $70K
|
20K
$1.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-75- 0.65% |
$3.87K - $4.57K
|
11.5K
$821K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.5K- 0.9% |
$284K - $335K
|
606K
$43.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.6K- 10.29% |
$186K - $219K
|
31.4K
$2.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
167+ 2.53% |
$8.61K - $10.2K
|
6.76K
$484K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-295K- 44.38% |
$15.2M - $18M
|
369K
$26.4M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
866+ 4.16% |
$44.7K - $52.8K
|
21.7K
$1.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
1.58K+ 13.77% |
$81.7K - $96.6K
|
13.1K
$937K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.25K- 9.5% |
$64.2K - $75.9K
|
11.9K
$849K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
11.7K+ 3.58% |
$603K - $712K
|
338K
$24.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
79+ 1.32% |
$4.07K - $4.82K
|
6.06K
$434K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.56K- 14.8% |
$183K - $217K
|
20.5K
$1.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-495- 32.67% |
$25.5K - $30.2K
|
1.02K
$73K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.49K+ 3.51% |
$77K - $91K
|
44.1K
$3.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.25K- 6.09% |
$64.3K - $76K
|
19.2K
$1.38M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
161+ 20.02% |
$8.3K - $9.82K
|
965
$69.1K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.51K- 22.12% |
$129K - $153K
|
8.82K
$631K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
50New |
$2.58K - $3.05K
|
50
$3.58K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.27K+ 6.58% |
$65.7K - $77.6K
|
20.6K
$1.48M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-418- 4.83% |
$21.6K - $25.5K
|
8.23K
$589K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.04% |
$103 - $122
|
4.92K
$352K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
35+ 0.83% |
$1.81K - $2.13K
|
4.26K
$305K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
60KNew |
$3.1M - $3.66M
|
60K
$4.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-53.9K- 57.25% |
$2.78M - $3.29M
|
40.2K
$2.88M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.01K+ 2.43% |
$52.1K - $61.6K
|
42.6K
$3.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-169- 1.35% |
$8.72K - $10.3K
|
12.4K
$887K
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-939K- 77.72% |
$48.4M - $57.2M
|
269K
$19.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-112- 12.58% |
$5.78K - $6.83K
|
778
$55.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
24KNew |
$1.24M - $1.46M
|
24K
$1.72M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.52K- 8.87% |
$130K - $153K
|
25.9K
$1.85M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
295+ 8.02% |
$15.2K - $18K
|
3.98K
$285K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 0.22% |
$619 - $732
|
5.39K
$386K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.48K- 0.91% |
$76.2K - $90.1K
|
160K
$11.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-314- 1.88% |
$16.2K - $19.1K
|
16.4K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
807+ 5.97% |
$41.6K - $49.2K
|
14.3K
$1.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
58New |
$2.99K - $3.54K
|
58
$4.15K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-112- 0.7% |
$5.78K - $6.83K
|
16K
$1.14M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
55New |
$2.84K - $3.35K
|
55
$3.94K
|