Kovitz Investment Group Partners, LLC Wells Fargo & Company Transaction History

Kovitz Investment Group Partners, LLC

  • $21.5 Billion
  • Q2 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 300,243 shares of WFC stock, worth $24.2 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
300,243
Previous 259,657 15.63%
Holding current value
$24.2 Million
Previous $18.6 Million 29.05%
% of portfolio
0.11%
Previous 0.1%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$60.98 - $80.12 $2.47 Million - $3.25 Million
40,586 Added 15.63%
300,243 $24.1 Million
Q1 2025

May 13, 2025
BUY
$66.78 - $81.42 $2.25 Million - $2.74 Million
33,654 Added 14.89%
259,657 $18.6 Million
Q4 2024

Aug 25, 2025
SELL
$54.98 - $77.35 $2.17 Million - $3.05 Million
-39,387 Reduced 13.12%
260,856 $18.3 Million
Q4 2024

Feb 14, 2025
SELL
$54.98 - $77.35 $2.37 Million - $3.33 Million
-43,109 Reduced 16.02%
226,003 $15.9 Million
Q3 2024

Nov 14, 2024
BUY
$51.58 - $60.97 $9.27 Million - $11 Million
179,712 Added 201.02%
269,112 $15.2 Million
Q2 2024

Aug 14, 2024
SELL
$56.41 - $62.34 $2.26 Million - $2.5 Million
-40,074 Reduced 30.95%
89,400 $5.31 Million
Q1 2024

May 14, 2024
BUY
$46.44 - $57.96 $27,631 - $34,486
595 Added 0.46%
129,474 $7.5 Million
Q4 2023

Feb 07, 2024
BUY
$38.67 - $50.51 $266,281 - $347,811
6,886 Added 5.64%
128,879 $6.34 Million
Q3 2023

Nov 09, 2023
SELL
$40.43 - $47.13 $15,363 - $17,909
-380 Reduced 0.31%
121,993 $4.98 Million
Q2 2023

Aug 08, 2023
BUY
$36.72 - $42.68 $59,890 - $69,611
1,631 Added 1.35%
122,373 $5.22 Million
Q1 2023

May 11, 2023
SELL
$36.23 - $48.5 $701,738 - $939,396
-19,369 Reduced 13.82%
120,742 $4.51 Million
Q4 2022

Jan 19, 2023
BUY
$40.23 - $47.95 $5.36 Million - $6.39 Million
133,173 Added 1919.47%
140,111 $5.79 Million
Q3 2022

Nov 09, 2022
SELL
$1.55 - $45.53 $4,062 - $119,334
-2,621 Reduced 27.42%
6,938 $279,000
Q2 2022

Aug 02, 2022
SELL
$37.43 - $49.33 $27,847 - $36,701
-744 Reduced 7.22%
9,559 $374,000
Q1 2022

Apr 22, 2022
SELL
$45.81 - $59.06 $1.99 Million - $2.56 Million
-43,346 Reduced 80.8%
10,303 $499,000
Q4 2021

Feb 04, 2022
BUY
$45.31 - $52.0 $1.89 Million - $2.17 Million
41,776 Added 351.86%
53,649 $1.62 Million
Q3 2021

Oct 28, 2021
SELL
$42.32 - $51.15 $271,313 - $327,922
-6,411 Reduced 35.06%
11,873 $551,000
Q2 2021

Aug 04, 2021
SELL
$39.48 - $47.9 $76,393 - $92,686
-1,935 Reduced 9.57%
18,284 $828,000
Q1 2021

May 06, 2021
SELL
$29.7 - $40.81 $992,871 - $1.36 Million
-33,430 Reduced 62.31%
20,219 $790,000
Q4 2020

Feb 12, 2021
SELL
$21.14 - $30.35 $1.02 Million - $1.47 Million
-48,473 Reduced 47.47%
53,649 $1.62 Million
Q3 2020

Nov 10, 2020
BUY
$22.83 - $26.35 $114,264 - $131,881
5,005 Added 5.15%
102,122 $2.4 Million
Q2 2020

Aug 12, 2020
BUY
$22.53 - $33.32 $722,154 - $1.07 Million
32,053 Added 49.26%
97,117 $2.49 Million
Q1 2020

May 15, 2020
BUY
$25.25 - $53.75 $279,492 - $594,958
11,069 Added 20.5%
65,064 $1.87 Million
Q4 2019

Feb 13, 2020
BUY
$47.82 - $54.46 $50,115 - $57,074
1,048 Added 1.98%
53,995 $2.91 Million
Q3 2019

Nov 14, 2019
BUY
$43.38 - $50.71 $161,850 - $189,199
3,731 Added 7.58%
52,947 $2.67 Million
Q2 2019

Aug 14, 2019
SELL
$44.37 - $49.17 $222,648 - $246,735
-5,018 Reduced 9.25%
49,216 $2.33 Million
Q1 2019

May 15, 2019
SELL
$46.57 - $51.73 $3.43 Million - $3.82 Million
-73,755 Reduced 57.63%
54,234 $2.62 Million
Q4 2018

Feb 14, 2019
BUY
$43.6 - $54.46 $4.18 Million - $5.22 Million
95,841 Added 298.12%
127,989 $5.9 Million
Q3 2018

Nov 14, 2018
SELL
$52.56 - $59.19 $708,403 - $797,762
-13,478 Reduced 29.54%
32,148 $1.69 Million
Q2 2018

Aug 14, 2018
SELL
$50.39 - $56.18 $1.53 Million - $1.7 Million
-30,270 Reduced 39.88%
45,626 $2.53 Million
Q1 2018

May 15, 2018
SELL
$50.98 - $65.93 $7.89 Million - $10.2 Million
-154,782 Reduced 67.1%
75,896 $3.98 Million
Q4 2017

Feb 14, 2018
SELL
$53.19 - $61.61 $30.5 Million - $35.4 Million
-574,167 Reduced 71.34%
230,678 $14 Million
Q3 2017

Nov 14, 2017
BUY
$49.58 - $55.15 $39.9 Million - $44.4 Million
804,845
804,845 $44.4 Million

Others Institutions Holding WFC

# of Institutions
3,020
Shares Held
2.32B
Call Options Held
46.5M
Put Options Held
55M
View Full List

About WELLS FARGO & COMPANY

WFC Quotes by TradingView
  • Ticker WFC
  • Exchange OTC
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,795,440,128
  • Market Cap $306B
  • 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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