Wells Fargo & Company Principal Fds Principal Invt G Transaction History

Wells Fargo & Company

$434 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 13, 2024	SELL	$20.27 - $21.55 $20 - $21	-1 Closed	0 $0
Q2 2024 Aug 13, 2024	BUY	$19.96 - $20.64 $19 - $20	1 New	1 $0
Q1 2024 May 10, 2024	SELL	$20.42 - $20.96 $20 - $20	-1 Closed	0 $0
Q4 2023 Feb 09, 2024	BUY	$19.05 - $21.08 $19 - $21	1 New	1 $0
Q3 2023 Nov 13, 2023	BUY	$19.66 - $20.63 $0 - $0	0 New	0 $0
Q2 2023 Aug 15, 2023	BUY	$20.29 - $21.13 $0 - $0	0 New	0 $0
Q1 2023 May 12, 2023	BUY	$20.45 - $21.55 $0 - $0	0 New	0 $0
Q3 2020 Nov 05, 2020	BUY	$26.76 - $27.69 $26 - $27	1 New	1 $0
Q2 2020 Aug 13, 2020	SELL	$24.28 - $26.77 $24 - $26	-1 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$21.95 - $27.07 $21 - $27	1 New	1 $0

Others Institutions Holding IG

# of Institutions

24

Shares Held

5.21M

Call Options Held

0

Put Options Held

0

Principal Securities, Inc. Des Moines, IA

2.03M
Shares

$42.1 Million
1.05% of portfolio
Envestnet Asset Management Inc

1.97M
Shares

$40.8 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

585K
Shares

$12.1 Million
0.02% of portfolio
Western Wealth Management, LLC

159K
Shares

$3.28 Million
0.2% of portfolio
Insight Wealth Partners, LLC

151K
Shares

$3.13 Million
0.65% of portfolio

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