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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.93K+ 76.84% |
$183K - $228K
|
9.05K
$647K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-3.86K- 21.75% |
$179K - $223K
|
13.9K
$993K
|
|
|
May 03, 2024
Q1 2024
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-1K- 12.0% |
$46.4K - $58K
|
7.34K
$525K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-144- 2.33% |
$6.69K - $8.35K
|
6.03K
$432K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-6.94K- 45.56% |
$322K - $402K
|
8.29K
$594K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.75KNew |
$220K - $275K
|
4.75K
$340K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-369- 5.61% |
$17.1K - $21.4K
|
6.21K
$444K
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-3.84K- 19.85% |
$179K - $223K
|
15.5K
$1.11M
|
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-94.2K- 17.71% |
$4.37M - $5.46M
|
438K
$31.3M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
72.4KNew |
$3.36M - $4.2M
|
72.4K
$5.18M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-80- 2.26% |
$3.72K - $4.64K
|
3.46K
$248K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
2.62K+ 5.93% |
$122K - $152K
|
46.8K
$3.35M
|
|
|
May 01, 2024
Q1 2024
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
2.2KNew |
$102K - $128K
|
2.2K
$157K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
72New |
$3.34K - $4.17K
|
72
$5.15K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
22KNew |
$1.02M - $1.28M
|
22K
$1.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-825- 9.21% |
$38.3K - $47.8K
|
8.14K
$582K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-1.79K- 30.27% |
$83.3K - $104K
|
4.13K
$296K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.36K- 13.23% |
$63K - $78.6K
|
8.89K
$636K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
15.7KNew |
$728K - $909K
|
15.7K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
SELL
|
- |
-3.44M- 46.65% |
$160M - $200M
|
3.94M
$282M
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-100- 1.05% |
$4.64K - $5.8K
|
9.45K
$676K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-1.75K- 3.08% |
$81.3K - $101K
|
55.1K
$3.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.77KNew |
$175K - $218K
|
3.77K
$270K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-110- 7.84% |
$5.11K - $6.38K
|
1.29K
$92.5K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 3.74% |
$23.2K - $29K
|
12.9K
$920K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
292+ 2.03% |
$13.6K - $16.9K
|
14.7K
$1.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
3.59KNew |
$166K - $208K
|
3.59K
$257K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
3.06K+ 16.37% |
$142K - $177K
|
21.7K
$1.55M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.99KNew |
$232K - $289K
|
4.99K
$357K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
97New |
$4.5K - $5.62K
|
97
$6.94K
|
|
|
Apr 25, 2024
Q1 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.47KNew |
$161K - $201K
|
3.47K
$249K
|
|
|
Apr 25, 2024
Q1 2024
|
Financial Architects, LLC
Woodstock, GA |
BUY
|
- |
5KNew |
$232K - $290K
|
5K
$358K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-6.85K- 43.26% |
$318K - $397K
|
8.99K
$643K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-370- 8.71% |
$17.2K - $21.4K
|
3.88K
$278K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
3.55KNew |
$165K - $206K
|
3.55K
$254K
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
287+ 5.9% |
$13.3K - $16.6K
|
5.15K
$369K
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
3.88KNew |
$180K - $225K
|
3.88K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-1.71K- 25.77% |
$79.4K - $99.1K
|
4.93K
$353K
|
|
|
Apr 23, 2024
Q1 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-660- 16.47% |
$30.7K - $38.3K
|
3.35K
$240K
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-1K- 6.89% |
$46.4K - $58K
|
13.5K
$967K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
53+ 0.93% |
$2.46K - $3.07K
|
5.75K
$412K
|
|
|
Apr 22, 2024
Q1 2024
|
Retireful, LLC
|
BUY
|
- |
21.6KNew |
$1M - $1.25M
|
21.6K
$1.55M
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-1.66K- 12.09% |
$77.2K - $96.3K
|
12.1K
$865K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
9.29KNew |
$432K - $539K
|
9.29K
$665K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-5.94K- 49.3% |
$276K - $345K
|
6.11K
$438K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-147K- 99.13% |
$6.85M - $8.54M
|
1.3K
$93K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1K- 19.6% |
$46.4K - $58K
|
4.1K
$294K
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
320New |
$14.9K - $18.5K
|
320
$22.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
5.18KNew |
$241K - $300K
|
5.18K
$371K
|
|
|
Apr 19, 2024
Q1 2024
|
Denali Advisors LLC
|
SELL
|
- |
-6.1K- 61.62% |
$283K - $354K
|
3.8K
$272K
|