Steward Partners Investment Advisory, LLC Wells Fargo & Company Transaction History

Steward Partners Investment Advisory, LLC

$10.6 Billion
Q3 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wells Fargo & Company stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 125,663 shares of WFC stock, worth $9.55 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

125,663

Previous 118,977 5.62%

Holding current value

$9.55 Million

Previous $7.07 Million 0.4%

% of portfolio

0.07%

Previous 0.08%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$51.58 - $60.97 $344,863 - $407,645	6,686 Added 5.62%	125,663 $7.09 Million
Q2 2024 Aug 08, 2024	SELL	$56.41 - $62.34 $134,030 - $148,119	-2,376 Reduced 1.96%	118,977 $7.07 Million
Q1 2024 May 15, 2024	BUY	$46.44 - $57.96 $3.16 Million - $3.94 Million	67,990 Added 127.41%	121,353 $7.03 Million
Q4 2023 Feb 12, 2024	BUY	$38.67 - $50.51 $11,330 - $14,799	293 Added 0.55%	53,363 $2.63 Million
Q3 2023 Nov 13, 2023	BUY	$40.43 - $47.13 $143,324 - $167,075	3,545 Added 7.16%	53,070 $2.17 Million
Q2 2023 Aug 14, 2023	BUY	$36.72 - $42.68 $156,574 - $181,987	4,264 Added 9.42%	49,525 $2.11 Million
Q1 2023 May 15, 2023	SELL	$36.23 - $48.5 $193,613 - $259,184	-5,344 Reduced 10.56%	45,261 $1.69 Million
Q4 2022 Feb 15, 2023	SELL	$40.23 - $47.95 $10,982 - $13,090	-273 Reduced 0.54%	50,605 $2.09 Million
Q3 2022 Nov 10, 2022	BUY	$1.55 - $45.53 $1,973 - $57,959	1,273 Added 2.57%	50,878 $2.05 Million
Q2 2022 Aug 04, 2022	SELL	$37.43 - $49.33 $51,690 - $68,124	-1,381 Reduced 2.71%	49,605 $1.94 Million
Q1 2022 May 02, 2022	BUY	$45.81 - $59.06 $38,755 - $49,964	846 Added 1.69%	50,986 $2.47 Million
Q4 2021 Feb 08, 2022	BUY	$45.31 - $52.0 $223,740 - $256,776	4,938 Added 10.92%	50,140 $2.41 Million
Q3 2021 Nov 12, 2021	SELL	$42.32 - $51.15 $57,047 - $68,950	-1,348 Reduced 2.9%	45,202 $2.1 Million
Q2 2021 Aug 13, 2021	SELL	$39.48 - $47.9 $440,557 - $534,516	-11,159 Reduced 19.34%	46,550 $2.11 Million
Q1 2021 May 14, 2021	BUY	$29.7 - $40.81 $383,545 - $527,020	12,914 Added 28.83%	57,709 $2.25 Million
Q4 2020 Feb 11, 2021	SELL	$21.14 - $30.35 $43,569 - $62,551	-2,061 Reduced 4.4%	44,795 $1.35 Million
Q3 2020 Oct 30, 2020	BUY	$22.83 - $26.35 $110,017 - $126,980	4,819 Added 11.46%	46,856 $1.1 Million
Q2 2020 Aug 06, 2020	SELL	$22.53 - $33.32 $330,424 - $488,671	-14,666 Reduced 25.86%	42,037 $1.08 Million
Q1 2020 Apr 29, 2020	SELL	$25.25 - $53.75 $268,710 - $572,007	-10,642 Reduced 15.8%	56,703 $1.63 Million
Q4 2019 Jan 17, 2020	SELL	$47.82 - $54.46 $298,014 - $339,394	-6,232 Reduced 8.47%	67,345 $3.62 Million
Q3 2019 Oct 30, 2019	BUY	$43.38 - $50.71 $41,427 - $48,428	955 Added 1.32%	73,577 $3.71 Million
Q2 2019 Jul 25, 2019	SELL	$44.37 - $49.17 $258,543 - $286,513	-5,827 Reduced 7.43%	72,622 $3.44 Million
Q1 2019 Apr 30, 2019	SELL	$46.57 - $51.73 $144,413 - $160,414	-3,101 Reduced 3.8%	78,449 $3.79 Million
Q4 2018 Jan 15, 2019	SELL	$43.6 - $54.46 $75,646 - $94,488	-1,735 Reduced 2.08%	81,550 $3.76 Million
Q3 2018 Oct 23, 2018	SELL	$52.56 - $59.19 $261,380 - $294,351	-4,973 Reduced 5.63%	83,285 $4.38 Million
Q2 2018 Jul 20, 2018	BUY	$50.39 - $56.18 $9,473 - $10,561	188 Added 0.21%	88,258 $4.89 Million
Q1 2018 Apr 20, 2018	SELL	$50.98 - $65.93 $333,307 - $431,050	-6,538 Reduced 6.91%	88,070 $4.62 Million
Q4 2017 Jan 19, 2018	BUY	$53.19 - $61.61 $52,019 - $60,254	978 Added 1.04%	94,608 $5.74 Million
Q3 2017 Nov 22, 2017	SELL	$49.58 - $55.15 $1.73 Million - $1.93 Million	-34,979 Reduced 27.2%	93,630 $5.16 Million
Q2 2017 Nov 22, 2017	SELL	N/A	-54,349 Reduced 29.71%	128,609 $7.13 Million
Q1 2017 Nov 22, 2017	BUY	N/A	153,005 Added 510.82%	182,958 $10.2 Million
Q4 2016 Nov 22, 2017	BUY	N/A	29,953	29,953 $1.65 Million

Others Institutions Holding WFC

# of Institutions

2,502

Shares Held

2.27B

Call Options Held

43.3M

Put Options Held

54.5M

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About WELLS FARGO & COMPANY

Ticker WFC
Exchange OTC
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 3,795,440,128
Market Cap $288B
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...

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Steward Partners Investment Advisory, LLC Wells Fargo & Company Transaction History