Wells Fargo & Company WFC
We take great care to ensure that the data presented and summarized in this overview for WELLS FARGO & COMPANY is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding WFC
View all-
Vanguard Group Inc Valley Forge, PA307MShares$22.6 Billion0.32% of portfolio
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Black Rock Inc. New York, NY254MShares$18.7 Billion0.35% of portfolio
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State Street Corp Boston, MA142MShares$10.4 Billion0.33% of portfolio
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Jpmorgan Chase & CO New York, NY128MShares$9.43 Billion0.59% of portfolio
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Wellington Management Group LLP Boston, MA91.2MShares$6.71 Billion0.93% of portfolio
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Dodge & Cox San Francisco, CA86.9MShares$6.4 Billion2.97% of portfolio
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Geode Capital Management, LLC Boston, MA71.2MShares$5.24 Billion0.33% of portfolio
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Capital International Investors Los Angeles, CA48.9MShares$3.6 Billion0.55% of portfolio
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State Farm Mutual Automobile Insurance CO Bloomington, IL43.6MShares$3.21 Billion2.14% of portfolio
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Morgan Stanley New York, NY41.7MShares$3.07 Billion0.17% of portfolio
Latest Institutional Activity in WFC
Top Purchases
Top Sells
About WFC
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 Investment Management. The Consumer Banking and Lending segment offers diversified financial products and services for consumers and small businesses. Its financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. The Commercial Banking segment provides financial solutions to private, family owned, and certain public companies. Its products and services include banking and credit products across various industry sectors and municipalities, secured lending and lease products, and treasury management services. The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services to corporate, commercial real estate, government, and institutional clients. Its products and services comprise corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services. The Wealth and Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. It also operates through financial advisors. Wells Fargo & Company was founded in 1852 and is headquartered in San Francisco, California.
Insider Transactions at WFC
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Oct 21
2024
|
Charles W Scharf CEO & President |
SELL
Payment of exercise price or tax liability
|
Direct |
72,161
-7.75%
|
$4,618,304
$64.02 P/Share
|
Oct 21
2024
|
Charles W Scharf CEO & President |
BUY
Exercise of conversion of derivative security
|
Direct |
130,491
+12.3%
|
-
|
Oct 16
2024
|
Ather Williams Iii Sr. Executive Vice President |
SELL
Open market or private sale
|
Direct |
60,000
-26.83%
|
$3,780,000
$63.7 P/Share
|
Oct 14
2024
|
Saul Van Beurden Sr. Executive Vice President |
SELL
Open market or private sale
|
Direct |
35,000
-21.65%
|
$2,135,000
$61.99 P/Share
|
Jun 17
2024
|
Fernando Rivas Sr. Executive Vice President |
SELL
Other acquisition or disposition
|
Indirect |
28
-100.0%
|
$700
$25.0 P/Share
|
Apr 30
2024
|
Fabian T Garcia Director |
BUY
Grant, award, or other acquisition
|
Direct |
100
+50.0%
|
-
|
Mar 15
2024
|
Tracy M Kerrins SR. EXECUTIVE VICE PRESIDENT |
SELL
Payment of exercise price or tax liability
|
Direct |
2,649
-13.35%
|
$150,993
$57.51 P/Share
|
Mar 15
2024
|
Tracy M Kerrins SR. EXECUTIVE VICE PRESIDENT |
BUY
Exercise of conversion of derivative security
|
Direct |
5,955
+23.08%
|
-
|
Mar 15
2024
|
Felicia F Norwood Director |
SELL
Other acquisition or disposition
|
Direct |
118
-100.0%
|
$2,950
$25.0 P/Share
|
Mar 08
2024
|
Derek A. Flowers Sr. EVP and Chief Risk Officer |
BUY
Bona fide gift
|
Indirect |
51,418
+18.71%
|
-
|
Mar 08
2024
|
Derek A. Flowers Sr. EVP and Chief Risk Officer |
SELL
Bona fide gift
|
Direct |
51,418
-99.67%
|
-
|
Mar 05
2024
|
Derek A. Flowers Sr. EVP and Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
19,430
-27.42%
|
$1,088,080
$56.6 P/Share
|
Mar 05
2024
|
Derek A. Flowers Sr. EVP and Chief Risk Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
44,058
+38.34%
|
-
|
Mar 05
2024
|
Ather Williams Iii Sr. Executive Vice President |
SELL
Payment of exercise price or tax liability
|
Direct |
47,877
-17.65%
|
$2,681,112
$56.6 P/Share
|
Mar 05
2024
|
Ather Williams Iii Sr. Executive Vice President |
BUY
Exercise of conversion of derivative security
|
Direct |
93,989
+25.73%
|
-
|
Mar 05
2024
|
Ellen R Patterson Sr. EVP and General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
44,974
-24.64%
|
$2,518,544
$56.6 P/Share
|
Mar 05
2024
|
Ellen R Patterson Sr. EVP and General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
88,116
+32.56%
|
-
|
Mar 05
2024
|
Michael P. Santomassimo Sr. EVP & CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
89,949
-22.64%
|
$5,037,144
$56.6 P/Share
|
Mar 05
2024
|
Michael P. Santomassimo Sr. EVP & CFO |
BUY
Exercise of conversion of derivative security
|
Direct |
176,231
+30.72%
|
-
|
Mar 05
2024
|
Barry Sommers Sr. Executive Vice President |
SELL
Payment of exercise price or tax liability
|
Direct |
32,987
-28.55%
|
$1,847,272
$56.6 P/Share
|
Last 12 Months Summary
Exercise of conversion of derivative security | 2.27M shares |
---|---|
Bona fide gift | 55.4K shares |
Grant, award, or other acquisition | 100 shares |
Payment of exercise price or tax liability | 1.16M shares |
---|---|
Bona fide gift | 55.6K shares |
Other acquisition or disposition | 146 shares |
Open market or private sale | 95K shares |
Exercise of conversion of derivative security | 6.41K shares |