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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
American National Bank & Trust CO /Va/
Danville, VA |
BUY
|
- |
13.6KNew |
$632K - $789K
|
13.6K
$974K
|
|
|
Apr 19, 2024
Q1 2024
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
3.78KNew |
$176K - $219K
|
3.78K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-5.14K- 83.57% |
$239K - $298K
|
1.01K
$72.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-179- 6.5% |
$8.31K - $10.4K
|
2.57K
$184K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
522+ 26.09% |
$24.2K - $30.3K
|
2.52K
$181K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-397- 9.13% |
$18.4K - $23K
|
3.95K
$283K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
3.52KNew |
$164K - $204K
|
3.52K
$252K
|
|
|
Apr 18, 2024
Q1 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
200New |
$9.29K - $11.6K
|
200
$14.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-350- 1.89% |
$16.3K - $20.3K
|
18.2K
$1.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
115+ 1.6% |
$5.34K - $6.67K
|
7.28K
$521K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
42+ 46.67% |
$1.95K - $2.43K
|
132
$9.45K
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
3.5KNew |
$163K - $203K
|
3.5K
$250K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3.48KNew |
$162K - $202K
|
3.48K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-199- 4.59% |
$9.24K - $11.5K
|
4.13K
$296K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3K+ 150.0% |
$139K - $174K
|
5K
$358K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-25- 10.0% |
$1.16K - $1.45K
|
225
$16.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
55+ 55.0% |
$2.55K - $3.19K
|
155
$11.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-32- 6.19% |
$1.49K - $1.85K
|
485
$34.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
3.48KNew |
$161K - $201K
|
3.48K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-296- 6.2% |
$13.7K - $17.2K
|
4.48K
$320K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-54.4K- 9.32% |
$2.53M - $3.16M
|
530K
$37.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.76KNew |
$175K - $218K
|
3.76K
$269K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
167+ 2.41% |
$7.76K - $9.68K
|
7.1K
$508K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
3.68KNew |
$171K - $213K
|
3.68K
$264K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
15New |
$697 - $869
|
15
$1.07K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4.02KNew |
$187K - $233K
|
4.02K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.64KNew |
$169K - $211K
|
3.64K
$261K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
241+ 3.68% |
$11.2K - $14K
|
6.8K
$486K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
1.69K+ 36.8% |
$78.5K - $98K
|
6.29K
$450K
|
|
|
Apr 12, 2024
Q1 2024
|
Arga Investment Management, LP
|
SELL
|
- |
-311- 0.22% |
$14.4K - $18K
|
142K
$10.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
6.4KNew |
$297K - $371K
|
6.4K
$458K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.48K+ 9.71% |
$115K - $144K
|
28K
$2.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12+ 13.04% |
$557 - $696
|
104
$7.44K
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
BUY
|
- |
3.76KNew |
$175K - $218K
|
3.76K
$269K
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1K- 15.38% |
$46.4K - $58K
|
5.5K
$394K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-1.87K- 27.46% |
$86.9K - $108K
|
4.94K
$354K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.52K- 37.29% |
$164K - $204K
|
5.93K
$424K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.32K+ 79.61% |
$61.3K - $76.5K
|
2.98K
$213K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$175K - $218K
|
3.77K
$270K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-813- 15.49% |
$37.8K - $47.1K
|
4.44K
$317K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
169+ 10.94% |
$7.85K - $9.8K
|
1.71K
$123K
|
|
|
Apr 04, 2024
Q1 2024
|
Charlie Munger
Daily Journal Corp
|
SELL
|
- |
-179K- 11.23% |
$8.3M - $10.4M
|
1.41M
$101M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-650- 13.53% |
$30.2K - $37.7K
|
4.16K
$297K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.13KNew |
$192K - $239K
|
4.13K
$295K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
300+ 22.97% |
$11.6K - $15.2K
|
1.61K
$115K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-27.7K- 3.5% |
$1.07M - $1.4M
|
764K
$54.7M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
469+ 78.3% |
$18.1K - $23.7K
|
1.07K
$76.4K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.01KNew |
$194K - $253K
|
5.01K
$358K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
5.3KNew |
$205K - $268K
|
5.3K
$379K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.46KNew |
$327K - $427K
|
8.46K
$606K
|
|