A detailed history of Beacon Pointe Advisors, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 410,575 shares of WFC stock, worth $29.6 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
410,575
Previous 414,298 0.9%
Holding current value
$29.6 Million
Previous $24.6 Million 5.79%
% of portfolio
0.27%
Previous 0.29%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$51.58 - $60.97 $192,032 - $226,991
-3,723 Reduced 0.9%
410,575 $23.2 Million
Q2 2024

Aug 12, 2024

SELL
$56.41 - $62.34 $493,023 - $544,851
-8,740 Reduced 2.07%
414,298 $24.6 Million
Q1 2024

May 14, 2024

BUY
$46.44 - $57.96 $294,150 - $367,118
6,334 Added 1.52%
423,038 $24.5 Million
Q4 2023

Feb 08, 2024

SELL
$38.67 - $50.51 $861,026 - $1.12 Million
-22,266 Reduced 5.07%
416,704 $20.5 Million
Q3 2023

Nov 14, 2023

BUY
$40.43 - $47.13 $11.8 Million - $13.7 Million
290,734 Added 196.13%
438,970 $17.9 Million
Q2 2023

Aug 11, 2023

SELL
$36.72 - $42.68 $523,663 - $608,659
-14,261 Reduced 8.78%
148,236 $6.33 Million
Q1 2023

May 12, 2023

BUY
$36.23 - $48.5 $305,636 - $409,146
8,436 Added 5.48%
162,497 $6.07 Million
Q4 2022

Feb 14, 2023

BUY
$40.23 - $47.95 $1.13 Million - $1.35 Million
28,064 Added 22.27%
154,061 $6.36 Million
Q3 2022

Nov 09, 2022

SELL
$1.55 - $45.53 $13,849 - $406,810
-8,935 Reduced 6.62%
125,997 $5.06 Million
Q2 2022

Aug 11, 2022

SELL
$37.43 - $49.33 $2.06 Million - $2.71 Million
-54,992 Reduced 28.95%
134,932 $5.29 Million
Q1 2022

May 17, 2022

BUY
$45.81 - $59.06 $4.88 Million - $6.29 Million
106,571 Added 127.86%
189,924 $9.2 Million
Q4 2021

Feb 14, 2022

SELL
$45.31 - $52.0 $488,713 - $560,872
-10,786 Reduced 11.46%
83,353 $4 Million
Q3 2021

Nov 15, 2021

BUY
$42.32 - $51.15 $1.09 Million - $1.31 Million
25,675 Added 37.5%
94,139 $4.37 Million
Q2 2021

Aug 17, 2021

BUY
$39.48 - $47.9 $1.94 Million - $2.35 Million
49,121 Added 253.95%
68,464 $3.1 Million
Q1 2021

May 18, 2021

SELL
$29.7 - $40.81 $351,885 - $483,516
-11,848 Reduced 37.99%
19,343 $755,000
Q4 2020

Feb 12, 2021

SELL
$21.14 - $30.35 $98,470 - $141,370
-4,658 Reduced 12.99%
31,191 $940,000
Q3 2020

Nov 16, 2020

BUY
$22.83 - $26.35 $14,862 - $17,153
651 Added 1.85%
35,849 $843,000
Q2 2020

Aug 14, 2020

BUY
$22.53 - $33.32 $342,027 - $505,830
15,181 Added 75.84%
35,198 $904,000
Q1 2020

May 15, 2020

BUY
$25.25 - $53.75 $191,066 - $406,726
7,567 Added 60.78%
20,017 $571,000
Q4 2019

Feb 14, 2020

BUY
$47.82 - $54.46 $242,590 - $276,275
5,073 Added 68.77%
12,450 $668,000
Q3 2019

Nov 14, 2019

SELL
$43.38 - $50.71 $214,991 - $251,318
-4,956 Reduced 40.18%
7,377 $372,000
Q2 2019

Aug 14, 2019

SELL
$44.37 - $49.17 $151,434 - $167,817
-3,413 Reduced 21.68%
12,333 $584,000
Q1 2019

May 14, 2019

BUY
$46.57 - $51.73 $651 - $724
14 Added 0.09%
15,746 $761,000
Q4 2018

Feb 01, 2019

BUY
$43.6 - $54.46 $685,915 - $856,764
15,732 New
15,732 $722,000

Others Institutions Holding WFC

About WELLS FARGO & COMPANY


  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $273B
  • Description
  • Wells Fargo & Company, a diversified financial services company, provides banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. It operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Inve...
More about WFC
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