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 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
4.54KNew |
$234K - $277K
|
4.54K
$325K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
6.37K+ 10.26% |
$328K - $388K
|
68.4K
$4.9M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
5+ 0.03% |
$258 - $305
|
14.4K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
637+ 5.71% |
$32.9K - $38.8K
|
11.8K
$844K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-782- 1.47% |
$40.3K - $47.7K
|
52.4K
$3.75M
|
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
5.7K+ 46.34% |
$294K - $348K
|
18K
$1.29M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
295+ 6.91% |
$15.2K - $18K
|
4.56K
$327K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.43K+ 2.45% |
$74K - $87.4K
|
59.8K
$4.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-382- 0.91% |
$19.7K - $23.3K
|
41.7K
$2.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.6KNew |
$237K - $281K
|
4.6K
$329K
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
30+ 0.6% |
$1.55K - $1.83K
|
5.07K
$363K
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
1+ 0.0% |
$51.6 - $61
|
32.9K
$2.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-768- 4.65% |
$39.6K - $46.8K
|
15.7K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
193KNew |
$9.97M - $11.8M
|
193K
$13.8M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
329+ 1.32% |
$17K - $20.1K
|
25.2K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1+ 0.01% |
$51.6 - $61
|
18.4K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
154+ 0.61% |
$7.94K - $9.39K
|
25.4K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-939- 19.81% |
$48.4K - $57.3K
|
3.8K
$272K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
36.9K+ 288.24% |
$1.9M - $2.25M
|
49.7K
$3.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
83+ 3.06% |
$4.28K - $5.06K
|
2.8K
$200K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
829+ 23.74% |
$42.8K - $50.5K
|
4.32K
$309K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-497- 10.63% |
$25.6K - $30.3K
|
4.18K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
416+ 39.62% |
$21.5K - $25.4K
|
1.47K
$105K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
89+ 1.78% |
$4.59K - $5.43K
|
5.08K
$364K
|
|
|
Oct 15, 2024
Q3 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
43+ 0.74% |
$2.22K - $2.62K
|
5.85K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7+ 0.13% |
$361 - $427
|
5.43K
$389K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-848- 4.58% |
$43.7K - $51.7K
|
17.7K
$1.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.76K+ 20.67% |
$90.7K - $107K
|
10.3K
$735K
|
|
|
Oct 15, 2024
Q3 2024
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
117+ 0.84% |
$6.03K - $7.13K
|
14K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-10.1K- 14.47% |
$519K - $614K
|
59.5K
$4.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-638- 1.21% |
$32.9K - $38.9K
|
52K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-400- 21.47% |
$20.6K - $24.4K
|
1.46K
$105K
|
|
|
Oct 15, 2024
Q3 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.88K- 0.96% |
$148K - $175K
|
297K
$21.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.86KNew |
$199K - $236K
|
3.86K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.15K+ 2.68% |
$59.1K - $69.9K
|
44K
$3.15M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-1.34K- 21.6% |
$69K - $81.5K
|
4.85K
$347K
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-150- 1.11% |
$7.74K - $9.15K
|
13.4K
$960K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.07% |
$928 - $1.1K
|
24K
$1.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
390+ 1.62% |
$20.1K - $23.8K
|
24.4K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
14.4K+ 2.43% |
$744K - $879K
|
607K
$43.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.59K- 16.53% |
$82.2K - $97.2K
|
8.05K
$576K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-571- 3.32% |
$29.5K - $34.8K
|
16.6K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.89K+ 7.18% |
$252K - $298K
|
73K
$5.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-214- 1.27% |
$11K - $13K
|
16.7K
$1.19M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
24.7KNew |
$1.27M - $1.51M
|
24.7K
$1.77M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.43K+ 5.23% |
$177K - $209K
|
69K
$4.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.09K- 19.42% |
$56.3K - $66.5K
|
4.53K
$324K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.22K- 4.07% |
$63K - $74.5K
|
28.8K
$2.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-19.7K- 29.45% |
$1.02M - $1.2M
|
47.2K
$3.38M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-369- 2.52% |
$19K - $22.5K
|
14.3K
$1.02M
|