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 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
44+ 0.73% |
$2.27K - $2.68K
|
6.04K
$432K
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-85.4K- 92.82% |
$4.4M - $5.21M
|
6.61K
$473K
|
|
|
Oct 04, 2024
Q3 2024
|
Handelsbanken Fonder Ab
|
SELL
|
- |
-10.5K- 0.87% |
$543K - $642K
|
1.2M
$85.9M
|
|
|
Oct 04, 2024
Q3 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-12.4K- 48.28% |
$641K - $757K
|
13.3K
$952K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-2- 3.13% |
$103 - $122
|
62
$4.44K
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-63- 0.47% |
$3.25K - $3.84K
|
13.3K
$953K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.61K- 4.39% |
$289K - $342K
|
122K
$8.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.24K+ 10.9% |
$63.7K - $75.3K
|
12.6K
$899K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
178+ 1.17% |
$9.18K - $10.9K
|
15.5K
$1.11M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-123- 1.32% |
$6.34K - $7.5K
|
9.18K
$657K
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-3.77K- 7.68% |
$194K - $230K
|
45.3K
$3.24M
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
187+ 2.81% |
$9.65K - $11.4K
|
6.84K
$489K
|
|
|
Oct 04, 2024
Q3 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
5.81K+ 3.99% |
$299K - $354K
|
151K
$10.8M
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-25- 0.33% |
$1.29K - $1.52K
|
7.47K
$535K
|
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
1.69K+ 0.83% |
$87.4K - $103K
|
206K
$14.7M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
251+ 3.89% |
$12.9K - $15.3K
|
6.71K
$480K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
410+ 2.41% |
$21.1K - $25K
|
17.4K
$1.25M
|
|
|
Oct 04, 2024
Q3 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-302- 1.65% |
$15.6K - $18.4K
|
18.1K
$1.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
29K+ 4.36% |
$1.49M - $1.77M
|
693K
$49.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
11.7K+ 31.94% |
$604K - $715K
|
48.4K
$3.46M
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
5.98KNew |
$308K - $365K
|
5.98K
$428K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-504K- 64.44% |
$26M - $30.8M
|
278K
$19.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
12+ 0.3% |
$619 - $732
|
3.98K
$285K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.81K+ 11.33% |
$145K - $171K
|
27.6K
$1.97M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.12K- 6.28% |
$367K - $434K
|
106K
$7.61M
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.55K- 26.15% |
$131K - $155K
|
7.2K
$515K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5K- 41.45% |
$258K - $305K
|
7.07K
$506K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.04K+ 26.35% |
$53.8K - $63.7K
|
5.01K
$358K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
55+ 0.71% |
$2.84K - $3.35K
|
7.83K
$560K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-211- 0.88% |
$10.9K - $12.9K
|
23.8K
$1.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
640+ 14.44% |
$33K - $39K
|
5.07K
$363K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-28- 1.58% |
$1.44K - $1.71K
|
1.75K
$125K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-776- 3.06% |
$40K - $47.3K
|
24.6K
$1.76M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-200- 1.31% |
$10.3K - $12.2K
|
15.1K
$1.08M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$103 - $122
|
6.04K
$432K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
66+ 51.97% |
$3.4K - $4.02K
|
193
$13.8K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
100+ 1.21% |
$5.16K - $6.1K
|
8.39K
$600K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-450- 4.71% |
$23.2K - $27.4K
|
9.11K
$652K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-200- 1.95% |
$10.3K - $12.2K
|
10K
$719K
|
|
| Q2 2024 | |||||||
|
Dec 17, 2024
Q2 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
BUY
|
- |
34.4K+ 83.7% |
$1.94M - $2.14M
|
75.5K
$5.4M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.03K- 2.27% |
$284K - $313K
|
216K
$15.5M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
126+ 2.58% |
$7.11K - $7.85K
|
5K
$358K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
165+ 2.82% |
$9.31K - $10.3K
|
6.01K
$430K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$56.4 - $62.3
|
13.8K
$989K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-123K- 27.14% |
$6.95M - $7.68M
|
331K
$23.7M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
419New |
$23.6K - $26.1K
|
419
$30K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
57+ 10.4% |
$3.22K - $3.55K
|
605
$43.3K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
175+ 4.68% |
$9.87K - $10.9K
|
3.91K
$280K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.75KNew |
$211K - $233K
|
3.75K
$268K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9.54KNew |
$538K - $595K
|
9.54K
$683K
|
|