Latest Institutional Transactions on Wells Fargo & Company (WFC)
This table provides information on the latest institutional transactions involving Wells Fargo & Company (WFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-167- 3.85% |
$8.61K - $10.2K
|
4.17K
$299K
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
39.7K+ 9.6% |
$2.05M - $2.42M
|
453K
$32.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-813- 16.78% |
$41.9K - $49.6K
|
4.03K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-216- 4.06% |
$11.1K - $13.2K
|
5.1K
$365K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-578- 2.9% |
$29.8K - $35.2K
|
19.3K
$1.38M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-3.19K- 2.24% |
$165K - $195K
|
139K
$9.96M
|
|
|
Nov 04, 2024
Q3 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-42- 8.81% |
$2.17K - $2.56K
|
435
$31.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
42.7K+ 8.35% |
$2.2M - $2.6M
|
554K
$39.6M
|
|
|
Nov 04, 2024
Q3 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-960- 2.4% |
$49.5K - $58.5K
|
39.1K
$2.8M
|
|
|
Nov 04, 2024
Q3 2024
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-6.12K- 0.12% |
$316K - $373K
|
5.27M
$377M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.75K- 3.9% |
$142K - $168K
|
67.8K
$4.85M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-991- 1.09% |
$51.1K - $60.4K
|
89.7K
$6.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-1.76K- 3.68% |
$90.9K - $107K
|
46.2K
$3.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.08K+ 27.02% |
$55.6K - $65.7K
|
5.07K
$363K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-3.15K- 5.92% |
$162K - $192K
|
50K
$3.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
513+ 0.02% |
$26.5K - $31.3K
|
2.31M
$166M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-105- 1.65% |
$5.42K - $6.4K
|
6.28K
$449K
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-172- 0.32% |
$8.87K - $10.5K
|
53.2K
$3.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
109+ 2.4% |
$5.62K - $6.65K
|
4.66K
$333K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
14.8KNew |
$762K - $900K
|
14.8K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
South Dakota Investment Council
Sioux Falls, SD |
BUY
|
- |
14K+ 3.13% |
$722K - $854K
|
462K
$33M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.17K+ 48.04% |
$163K - $193K
|
9.76K
$699K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.5K+ 50.25% |
$490K - $579K
|
28.4K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-663- 3.95% |
$34.2K - $40.4K
|
16.1K
$1.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
25+ 0.17% |
$1.29K - $1.52K
|
15K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Los Angeles Capital Management LLC
|
BUY
|
- |
95.6K+ 64.26% |
$4.93M - $5.83M
|
244K
$17.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Diamond Hill Capital Management Inc
Columbus, OH |
BUY
|
- |
162K+ 2.5% |
$8.36M - $9.88M
|
6.64M
$475M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
3.12KNew |
$161K - $190K
|
3.12K
$223K
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-1.24K- 0.1% |
$63.8K - $75.4K
|
1.29M
$92.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.39K+ 9.11% |
$71.8K - $84.9K
|
16.7K
$1.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Winslow Asset Management Inc
|
BUY
|
- |
569+ 0.6% |
$29.3K - $34.7K
|
94.7K
$6.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
2+ 0.02% |
$103 - $122
|
11.4K
$816K
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 2.3% |
$7.58K - $8.96K
|
6.53K
$467K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22- 0.08% |
$1.13K - $1.34K
|
27.8K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-156- 1.07% |
$8.05K - $9.51K
|
14.4K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-209- 5.33% |
$10.8K - $12.7K
|
3.71K
$266K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
SELL
|
- |
-1.95K- 1.65% |
$101K - $119K
|
117K
$8.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
BUY
|
- |
809+ 0.32% |
$41.7K - $49.3K
|
253K
$18.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
259+ 6.72% |
$13.4K - $15.8K
|
4.12K
$295K
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
1.37K+ 24.3% |
$70.6K - $83.4K
|
7K
$501K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$155 - $183
|
3.82K
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-192- 10.87% |
$9.9K - $11.7K
|
1.58K
$113K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
495+ 21.73% |
$25.5K - $30.2K
|
2.77K
$198K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
99+ 0.44% |
$5.11K - $6.04K
|
22.4K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
4.25KNew |
$219K - $259K
|
4.25K
$304K
|
|
|
Nov 04, 2024
Q3 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
18.7K+ 16.4% |
$965K - $1.14M
|
133K
$9.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
44.1KNew |
$2.27M - $2.69M
|
44.1K
$3.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
27.6K+ 23.63% |
$1.42M - $1.68M
|
144K
$10.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-502- 1.88% |
$25.9K - $30.6K
|
26.1K
$1.87M
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
1.36K+ 7.57% |
$70.1K - $82.9K
|
19.3K
$1.38M
|