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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.09KNew |
$61.5K - $68K
|
1.09K
$90.9K
|
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
60.1KNew |
$3.39M - $3.75M
|
60.1K
$5.01M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.22K- 7.42% |
$125K - $138K
|
27.6K
$2.31M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
19K+ 106.88% |
$1.07M - $1.18M
|
36.8K
$3.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-225- 1.44% |
$12.7K - $14K
|
15.4K
$1.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.6KNew |
$372K - $411K
|
6.6K
$551K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.21K- 85.1% |
$181K - $200K
|
561
$46.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
174KNew |
$9.84M - $10.9M
|
174K
$14.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
37New |
$2.09K - $2.31K
|
37
$3.09K
|
|
|
Aug 07, 2024
Q2 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-42K- 90.52% |
$2.37M - $2.62M
|
4.4K
$367K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-78- 42.86% |
$4.4K - $4.86K
|
104
$8.68K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-14.7K- 32.92% |
$829K - $916K
|
29.9K
$2.5M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-116- 2.84% |
$6.54K - $7.23K
|
3.96K
$331K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34New |
$1.92K - $2.12K
|
34
$2.84K
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-8.09K- 41.08% |
$456K - $504K
|
11.6K
$968K
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
8K+ 80.0% |
$451K - $499K
|
18K
$1.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-5.7K- 57.58% |
$322K - $355K
|
4.2K
$350K
|
|
|
Aug 02, 2024
Q2 2024
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
BUY
|
- |
560KNew |
$31.6M - $34.9M
|
560K
$46.7M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.97K- 26.27% |
$111K - $123K
|
5.53K
$461K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-612- 3.54% |
$34.5K - $38.2K
|
16.7K
$1.39M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
189New |
$10.7K - $11.8K
|
189
$15.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-569- 12.15% |
$32.1K - $35.5K
|
4.11K
$343K
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-3.87K- 5.81% |
$218K - $241K
|
62.6K
$5.22M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
400New |
$22.6K - $24.9K
|
400
$33.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
19+ 0.15% |
$1.07K - $1.18K
|
12.8K
$1.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.04K+ 27.19% |
$228K - $252K
|
18.9K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
165+ 28.95% |
$9.31K - $10.3K
|
735
$61.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.27K- 87.32% |
$241K - $266K
|
620
$51.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-352- 11.11% |
$19.9K - $21.9K
|
2.82K
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-17.2K- 31.42% |
$969K - $1.07M
|
37.5K
$3.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 257.73% |
$64K - $70.7K
|
1.57K
$131K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
101+ 1.84% |
$5.7K - $6.3K
|
5.59K
$466K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-850- 2.37% |
$47.9K - $53K
|
35K
$2.92M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.02K+ 170.41% |
$171K - $188K
|
4.8K
$400K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.81KNew |
$102K - $113K
|
1.81K
$151K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.36K+ 19.59% |
$76.5K - $84.5K
|
8.28K
$691K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-215- 45.74% |
$12.1K - $13.4K
|
255
$21.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-59- 1.46% |
$3.33K - $3.68K
|
3.97K
$332K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 4.93% |
$11.3K - $12.5K
|
4.25K
$355K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
462+ 1.62% |
$26.1K - $28.8K
|
28.9K
$2.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
14.2KNew |
$800K - $884K
|
14.2K
$1.18M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.2KNew |
$462K - $511K
|
8.2K
$684K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-15- 0.22% |
$846 - $935
|
6.72K
$560K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.53KNew |
$199K - $220K
|
3.53K
$294K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26New |
$1.47K - $1.62K
|
26
$2.17K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
6.9KNew |
$389K - $430K
|
6.9K
$576K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.22K+ 3.75% |
$68.9K - $76.1K
|
33.8K
$2.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.78K- 19.65% |
$100K - $111K
|
7.26K
$605K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.87K- 7.62% |
$105K - $117K
|
22.6K
$1.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-14.5KClosed |
$820K - $907K
|
0
$0
|
|