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 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
BUY
|
- |
106+ 2.46% |
$4.92K - $6.14K
|
4.42K
$265K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-385- 2.57% |
$17.9K - $22.3K
|
14.6K
$876K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.6KNew |
$121K - $150K
|
2.6K
$156K
|
|
|
May 28, 2024
Q1 2024
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
SELL
|
- |
-55.7K- 10.03% |
$2.59M - $3.23M
|
500K
$29.9M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
530K+ 385.14% |
$24.6M - $30.7M
|
668K
$40M
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
162+ 0.69% |
$7.52K - $9.39K
|
23.5K
$1.41M
|
|
|
May 22, 2024
Q1 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
BUY
|
- |
3.56KNew |
$166K - $207K
|
3.56K
$214K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-4.28K- 9.59% |
$199K - $248K
|
40.4K
$2.42M
|
|
|
May 21, 2024
Q1 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
758KNew |
$35.2M - $43.9M
|
758K
$45.4M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
336+ 2.94% |
$15.6K - $19.5K
|
11.8K
$706K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-2.65K- 36.13% |
$123K - $154K
|
4.69K
$281K
|
|
|
May 21, 2024
Q1 2024
|
Arrow Financial Corp
|
SELL
|
- |
-61- 0.96% |
$2.83K - $3.54K
|
6.27K
$376K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.5K+ 9.98% |
$1.09M - $1.36M
|
259K
$15.5M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.47KNew |
$161K - $201K
|
3.47K
$208K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-6.73K- 30.82% |
$312K - $390K
|
15.1K
$904K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
730+ 4.88% |
$33.9K - $42.3K
|
15.7K
$941K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.68KNew |
$171K - $213K
|
3.68K
$220K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
2+ 0.92% |
$92.9 - $116
|
219
$13.1K
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-62- 0.38% |
$2.88K - $3.59K
|
16.3K
$975K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-650- 3.19% |
$30.2K - $37.7K
|
19.7K
$1.18M
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-72- 1.63% |
$3.34K - $4.17K
|
4.35K
$261K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-14.1K- 15.27% |
$655K - $817K
|
78.2K
$4.69M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
203+ 18.24% |
$9.43K - $11.8K
|
1.32K
$78.9K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
137+ 0.63% |
$6.36K - $7.94K
|
22K
$1.32M
|
|
|
May 16, 2024
Q1 2024
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-103K- 68.01% |
$4.8M - $5.99M
|
48.6K
$2.91M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-13.6K- 3.11% |
$630K - $786K
|
423K
$25.3M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.14K- 11.27% |
$53K - $66.2K
|
9K
$539K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-777- 15.3% |
$36.1K - $45K
|
4.3K
$258K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.5K+ 22.73% |
$579K - $723K
|
67.3K
$4.04M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
SELL
|
- |
-6.13K- 18.03% |
$285K - $355K
|
27.9K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
175New |
$8.13K - $10.1K
|
175
$10.5K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.1K+ 30.09% |
$514K - $642K
|
47.9K
$2.87M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-6.61K- 0.7% |
$307K - $383K
|
936K
$56.1M
|
|
|
May 15, 2024
Q1 2024
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-1.03M- 68.02% |
$47.7M - $59.6M
|
483K
$29M
|
|
|
May 15, 2024
Q1 2024
|
Quilter PLC
|
SELL
|
- |
-222- 1.19% |
$10.3K - $12.9K
|
18.4K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.97M- 51.51% |
$91.7M - $114M
|
1.86M
$111M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.17K- 10.07% |
$54.4K - $67.9K
|
10.5K
$627K
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
3.33K+ 22.24% |
$155K - $193K
|
18.3K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Mufg Securities Emea PLC
London, X0 |
SELL
|
- |
-1.93K- 73.5% |
$89.8K - $112K
|
697
$41.8K
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-39.3K- 87.23% |
$1.83M - $2.28M
|
5.76K
$345K
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
60.2MNew |
$2.79B - $3.49B
|
60.2M
$3.61B
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
2.5K+ 51.0% |
$116K - $145K
|
7.4K
$444K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12K+ 7.78% |
$559K - $697K
|
167K
$9.99M
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2+ 0.01% |
$92.9 - $116
|
28.5K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.13M+ 15.94% |
$52.4M - $65.4M
|
8.21M
$492M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
CALL |
-164K- 80.07% |
$7.61M - $9.5M
|
40.8K
$2.44M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-4.88K- 4.97% |
$227K - $283K
|
93.4K
$5.59M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-1.66K- 2.81% |
$77.2K - $96.3K
|
57.4K
$3.44M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.24K- 0.73% |
$104K - $130K
|
304K
$18.2M
|
|
|
May 15, 2024
Q1 2024
|
Rokos Capital Management LLP
London, X0 |
BUY
|
- |
1.54M+ 141.62% |
$71.3M - $89M
|
2.62M
$157M
|
|