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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-460- 11.51% |
$23.7K - $28K
|
3.54K
$253K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-210- 1.23% |
$10.8K - $12.8K
|
16.8K
$1.21M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-20.9K- 3.9% |
$1.08M - $1.28M
|
516K
$37M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
SELL
|
- |
-300- 0.51% |
$15.5K - $18.3K
|
58.9K
$4.22M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.59K- 9.31% |
$82.1K - $97K
|
15.5K
$1.11M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
204+ 24.55% |
$10.5K - $12.4K
|
1.04K
$74.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.33K+ 21.27% |
$172K - $203K
|
19K
$1.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Donald Yacktman
Yacktman Asset Management LP
|
SELL
|
- |
-665K- 26.56% |
$34.3M - $40.6M
|
1.84M
$132M
|
|
|
Oct 30, 2024
Q3 2024
|
Stoneridge Investment Partners LLC
|
BUY
|
- |
177K+ 941.66% |
$9.12M - $10.8M
|
196K
$14M
|
|
|
Oct 30, 2024
Q3 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-2.03K- 21.34% |
$105K - $124K
|
7.47K
$535K
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-31.3K- 4.44% |
$1.61M - $1.91M
|
674K
$48.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
16+ 0.38% |
$825 - $976
|
4.26K
$305K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
3.66KNew |
$189K - $223K
|
3.66K
$262K
|
|
|
Oct 30, 2024
Q3 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
646+ 0.42% |
$33.3K - $39.4K
|
156K
$11.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-363- 2.93% |
$18.7K - $22.1K
|
12K
$860K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.28% |
$413 - $488
|
2.85K
$204K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
643+ 1.58% |
$33.2K - $39.2K
|
41.4K
$2.96M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 27.97% |
$97K - $115K
|
4.84K
$347K
|
|
|
Oct 30, 2024
Q3 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
7.3K+ 7.54% |
$377K - $445K
|
104K
$7.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.25K+ 57.83% |
$116K - $137K
|
6.14K
$439K
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
11KNew |
$565K - $668K
|
11K
$784K
|
|
|
Oct 30, 2024
Q3 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
52+ 0.68% |
$2.68K - $3.17K
|
7.69K
$550K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5.11KNew |
$264K - $312K
|
5.11K
$366K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
2.64K+ 13.72% |
$136K - $161K
|
21.9K
$1.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-261- 6.36% |
$13.5K - $15.9K
|
3.84K
$275K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
720+ 9.68% |
$37.1K - $43.9K
|
8.16K
$584K
|
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-264- 0.84% |
$13.6K - $16.1K
|
31.1K
$2.23M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
168+ 1.73% |
$8.67K - $10.2K
|
9.89K
$708K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-100- 0.67% |
$5.16K - $6.1K
|
14.9K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
SELL
|
- |
-22- 0.24% |
$1.13K - $1.34K
|
9.14K
$654K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
1.42KNew |
$73K - $86.3K
|
1.42K
$101K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
CALL |
20KNew |
$1.03M - $1.22M
|
20K
$1.43M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.64K+ 10.32% |
$188K - $222K
|
38.9K
$2.78M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.58K- 5.74% |
$133K - $157K
|
42.4K
$3.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.26K+ 3.53% |
$65.1K - $76.9K
|
37K
$2.65M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.23K- 4.44% |
$63.5K - $75.1K
|
26.5K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
59+ 0.3% |
$3.04K - $3.6K
|
19.6K
$1.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-442- 0.84% |
$22.8K - $26.9K
|
52.1K
$3.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-32.3K- 98.86% |
$1.67M - $1.97M
|
373
$26.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-8- 0.47% |
$413 - $488
|
1.68K
$120K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.29KNew |
$221K - $261K
|
4.29K
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-129K- 77.5% |
$6.64M - $7.85M
|
37.4K
$2.68M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-746- 2.27% |
$38.5K - $45.5K
|
32.1K
$2.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.5K- 1.73% |
$77.4K - $91.5K
|
85.5K
$6.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
53+ 1.11% |
$2.73K - $3.23K
|
4.83K
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
14.5K+ 8.75% |
$748K - $884K
|
180K
$12.9M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3- 0.08% |
$155 - $183
|
3.69K
$264K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
331+ 2.09% |
$17.1K - $20.2K
|
16.2K
$1.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-315- 3.61% |
$16.2K - $19.2K
|
8.42K
$603K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-319- 1.04% |
$16.5K - $19.4K
|
30.4K
$2.18M
|