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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
1.16K+ 12.25% |
$60K - $70.9K
|
10.7K
$755K
|
|
|
Nov 08, 2024
Q3 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
5+ 0.19% |
$258 - $305
|
2.62K
$185K
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-15K- 17.15% |
$772K - $912K
|
72.3K
$5.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-17.4K- 25.12% |
$896K - $1.06M
|
51.8K
$3.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
142New |
$7.32K - $8.66K
|
142
$10.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-723- 5.0% |
$37.3K - $44.1K
|
13.7K
$973K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
746+ 4.33% |
$38.5K - $45.5K
|
18K
$1.27M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.46KNew |
$230K - $272K
|
4.46K
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
139K+ 1136.15% |
$7.15M - $8.45M
|
151K
$10.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.7K- 4.63% |
$242K - $286K
|
96.9K
$6.86M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-210- 0.49% |
$10.8K - $12.8K
|
42.2K
$2.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-329- 3.6% |
$17K - $20.1K
|
8.81K
$623K
|
|
|
Nov 08, 2024
Q3 2024
|
Tufton Capital Management
|
SELL
|
- |
-2.45K- 1.87% |
$126K - $149K
|
129K
$9.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Chris Davis
Davis Selected Advisers | Tucson, Az
|
SELL
|
- |
-1.09M- 7.08% |
$56.1M - $66.3M
|
14.3M
$1.01B
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.25K+ 3.43% |
$64.6K - $76.4K
|
37.8K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-136- 0.12% |
$7.01K - $8.29K
|
116K
$8.25M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
8.37KNew |
$432K - $510K
|
8.37K
$593K
|
|
|
Nov 08, 2024
Q3 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-51.5K- 19.79% |
$2.65M - $3.14M
|
209K
$14.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-681- 7.12% |
$35.1K - $41.5K
|
8.89K
$629K
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
12.2KNew |
$631K - $746K
|
12.2K
$866K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-611- 3.31% |
$31.5K - $37.3K
|
17.9K
$1.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.4K+ 3.25% |
$3.38M - $3.99M
|
2.08M
$147M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-303- 3.34% |
$15.6K - $18.5K
|
8.77K
$621K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
587+ 13.89% |
$30.3K - $35.8K
|
4.81K
$341K
|
|
|
Nov 08, 2024
Q3 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6- 0.09% |
$309 - $366
|
6.87K
$487K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.74KNew |
$193K - $228K
|
3.74K
$265K
|
|
|
Nov 08, 2024
Q3 2024
|
One River Asset Management, LLC
Stamford, CT |
SELL
|
PUT |
-14.9K- 50.68% |
$769K - $908K
|
14.5K
$1.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
7.18K+ 12.2% |
$370K - $438K
|
66.1K
$4.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
6.63K+ 4.13% |
$342K - $404K
|
167K
$11.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Richard Pzena
Pzena Investment Management LLC
|
SELL
|
- |
-84.3K- 0.54% |
$4.35M - $5.14M
|
15.6M
$1.11B
|
|
|
Nov 08, 2024
Q3 2024
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
34.1K+ 33.57% |
$1.76M - $2.08M
|
136K
$9.6M
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.2K+ 1.42% |
$61.9K - $73.2K
|
85.7K
$6.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Primecap Management CO
Pasadena, CA |
SELL
|
- |
-5.19M- 13.94% |
$268M - $316M
|
32M
$2.27B
|
|
|
Nov 08, 2024
Q3 2024
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-327K- 98.76% |
$16.9M - $19.9M
|
4.1K
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-481- 2.27% |
$24.8K - $29.3K
|
20.7K
$1.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
108New |
$5.57K - $6.58K
|
108
$7.65K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
651+ 1.27% |
$33.6K - $39.7K
|
51.7K
$3.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-52- 0.35% |
$2.68K - $3.17K
|
14.8K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
16.4K+ 41.19% |
$847K - $1M
|
56.3K
$3.99M
|
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
98K+ 21.85% |
$5.06M - $5.98M
|
547K
$38.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
5.12K+ 3.01% |
$264K - $312K
|
175K
$12.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.08K- 2.2% |
$55.7K - $65.8K
|
48K
$3.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-130K- 39.08% |
$6.71M - $7.94M
|
203K
$14.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-75- 1.49% |
$3.87K - $4.57K
|
4.95K
$351K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-191- 0.78% |
$9.85K - $11.6K
|
24.2K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Schnieders Capital Management LLC
|
SELL
|
- |
-3.4K- 8.96% |
$175K - $207K
|
34.6K
$2.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
10.6KNew |
$545K - $644K
|
10.6K
$748K
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.96K- 1.75% |
$256K - $302K
|
278K
$19.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4.81KNew |
$248K - $293K
|
4.81K
$340K
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-7.64K- 1.07% |
$394K - $466K
|
709K
$50.2M
|