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 |
|---|---|---|---|---|---|---|---|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9.54KNew |
$538K - $595K
|
9.54K
$786K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.04% |
$56.4 - $62.3
|
2.6K
$214K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-220- 5.3% |
$12.4K - $13.7K
|
3.93K
$324K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
9.59KNew |
$541K - $598K
|
9.59K
$790K
|
|
|
Aug 14, 2024
Q2 2024
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
BUY
|
- |
40K+ 204.69% |
$2.26M - $2.49M
|
59.5K
$4.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.52K- 34.02% |
$142K - $157K
|
4.88K
$402K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-497- 25.4% |
$28K - $31K
|
1.46K
$120K
|
|
|
Aug 14, 2024
Q2 2024
|
Apg Asset Management N.V.
Amsterdam, P7 |
SELL
|
- |
-1.31M- 15.68% |
$74M - $81.8M
|
7.05M
$581M
|
|
|
Aug 14, 2024
Q2 2024
|
Deep Currents Investment Group LLC
New York, NY |
SELL
|
- |
-2.96K- 41.19% |
$167K - $184K
|
4.22K
$348K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.7KNew |
$96.1K - $106K
|
1.7K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Employees Retirement System Of Texas
|
SELL
|
- |
-19.4K- 1.57% |
$1.09M - $1.21M
|
1.22M
$100M
|
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
500+ 6.0% |
$28.2K - $31.2K
|
8.83K
$727K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-79- 3.99% |
$4.46K - $4.92K
|
1.9K
$157K
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
2.35K+ 10.66% |
$133K - $146K
|
24.4K
$2.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
147K+ 320.73% |
$8.27M - $9.14M
|
192K
$15.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
150New |
$8.46K - $9.35K
|
150
$12.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Unisphere Establishment
Vaduz, N2 |
SELL
|
- |
-40K- 19.51% |
$2.26M - $2.49M
|
165K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
11.2KNew |
$630K - $696K
|
11.2K
$920K
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
77+ 2.02% |
$4.34K - $4.8K
|
3.88K
$320K
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
80.7KNew |
$4.55M - $5.03M
|
80.7K
$6.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
39.5KNew |
$2.23M - $2.46M
|
39.5K
$3.26M
|
|
|
Aug 13, 2024
Q2 2024
|
M3 F, Inc.
Salt Lake City, UT |
SELL
|
- |
-60K- 23.08% |
$3.38M - $3.74M
|
200K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
42.4K+ 123.27% |
$2.39M - $2.64M
|
76.7K
$6.32M
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-48- 12.8% |
$2.71K - $2.99K
|
327
$26.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.8KNew |
$271K - $299K
|
4.8K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
3.83KNew |
$216K - $239K
|
3.83K
$315K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
780New |
$44K - $48.6K
|
780
$64.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.44M- 2.1% |
$307M - $339M
|
254M
$20.9B
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.72K- 18.07% |
$97K - $107K
|
7.8K
$643K
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
14.6KNew |
$823K - $909K
|
14.6K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-51- 1.05% |
$2.88K - $3.18K
|
4.81K
$396K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-26.9K- 84.64% |
$1.52M - $1.67M
|
4.87K
$402K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-521- 0.98% |
$29.4K - $32.5K
|
52.5K
$4.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
6.9KNew |
$389K - $430K
|
6.9K
$568K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.55K+ 9.07% |
$144K - $159K
|
30.7K
$2.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 1.0% |
$5.64K - $6.23K
|
9.9K
$816K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.09KNew |
$61.5K - $68K
|
1.09K
$89.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15KNew |
$846K - $935K
|
15K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
60.1KNew |
$3.39M - $3.75M
|
60.1K
$4.95M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.22K- 7.42% |
$125K - $138K
|
27.6K
$2.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
19K+ 106.88% |
$1.07M - $1.18M
|
36.8K
$3.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-225- 1.44% |
$12.7K - $14K
|
15.4K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.6KNew |
$372K - $411K
|
6.6K
$544K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
360+ 1384.62% |
$20.3K - $22.4K
|
386
$31.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-7.79K- 20.03% |
$439K - $485K
|
31.1K
$2.56M
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.28KNew |
$411K - $454K
|
7.28K
$600K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.21K- 85.1% |
$181K - $200K
|
561
$46.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
174KNew |
$9.84M - $10.9M
|
174K
$14.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
37New |
$2.09K - $2.31K
|
37
$3.05K
|
|
|
Aug 07, 2024
Q2 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-42K- 90.52% |
$2.37M - $2.62M
|
4.4K
$362K
|