A detailed history of Gladstone Institutional Advisory LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 7,836 shares of WFC stock, worth $475,331. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,836
Previous 8,788 10.83%
Holding current value
$475,331
Previous $432,000 5.09%
% of portfolio
0.03%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$46.44 - $57.96 $44,210 - $55,177
-952 Reduced 10.83%
7,836 $454,000
Q4 2023

Feb 09, 2024

SELL
$38.67 - $50.51 $11,214 - $14,647
-290 Reduced 3.19%
8,788 $432,000
Q3 2023

Nov 13, 2023

SELL
$40.43 - $47.13 $14,716 - $17,155
-364 Reduced 3.86%
9,078 $370,000
Q2 2023

Aug 10, 2023

SELL
$36.72 - $42.68 $28,568 - $33,205
-778 Reduced 7.61%
9,442 $402,000
Q1 2023

May 12, 2023

BUY
$36.23 - $48.5 $26,158 - $35,017
722 Added 7.6%
10,220 $382,000
Q4 2022

Feb 01, 2023

SELL
$40.23 - $47.95 $52,017 - $61,999
-1,293 Reduced 11.98%
9,498 $392,000
Q3 2022

Jan 27, 2023

SELL
$1.55 - $45.53 $9,747 - $286,338
-6,289 Reduced 36.82%
10,791 $434,000
Q3 2022

Oct 20, 2022

SELL
$1.55 - $45.53 $9,747 - $286,338
-6,289 Reduced 36.82%
10,791 $434,000
Q2 2022

Jan 27, 2023

SELL
$37.43 - $49.33 $1.25 Million - $1.64 Million
-33,307 Reduced 66.1%
17,080 $669,000
Q2 2022

Aug 15, 2022

SELL
$37.43 - $49.33 $1.25 Million - $1.64 Million
-33,307 Reduced 66.1%
17,080 $669,000
Q1 2022

Jan 27, 2023

BUY
$45.81 - $59.06 $1.46 Million - $1.88 Million
31,905 Added 172.63%
50,387 $2.44 Million
Q1 2022

May 04, 2022

BUY
$45.81 - $59.06 $1.46 Million - $1.88 Million
31,905 Added 172.63%
50,387 $2.44 Million
Q4 2021

Jan 27, 2023

SELL
$45.31 - $52.0 $242,136 - $277,888
-5,344 Reduced 22.43%
18,482 $887,000
Q4 2021

Feb 11, 2022

SELL
$45.31 - $52.0 $242,136 - $277,888
-5,344 Reduced 22.43%
18,482 $887,000
Q3 2021

Jan 27, 2023

SELL
$42.32 - $51.15 $605,980 - $732,416
-14,319 Reduced 37.54%
23,826 $1.11 Million
Q3 2021

Nov 15, 2021

SELL
$42.32 - $51.15 $605,980 - $732,416
-14,319 Reduced 37.54%
23,826 $1.11 Million
Q2 2021

Jan 27, 2023

BUY
$39.48 - $47.9 $556,944 - $675,725
14,107 Added 58.69%
38,145 $1.73 Million
Q2 2021

Aug 13, 2021

BUY
$39.48 - $47.9 $556,944 - $675,725
14,107 Added 58.69%
38,145 $1.73 Million
Q1 2021

Jan 27, 2023

BUY
$29.7 - $40.81 $393,435 - $540,610
13,247 Added 122.76%
24,038 $939,000
Q1 2021

May 17, 2021

BUY
$29.7 - $40.81 $713,928 - $980,990
24,038 New
24,038 $939,000

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 $230B
  • 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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