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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-2.58K- 5.74% |
$133K - $157K
|
42.4K
$3M
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.26K+ 3.53% |
$65.1K - $76.9K
|
37K
$2.62M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.23K- 4.44% |
$63.5K - $75.1K
|
26.5K
$1.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
59+ 0.3% |
$3.04K - $3.6K
|
19.6K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-442- 0.84% |
$22.8K - $26.9K
|
52.1K
$3.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-32.3K- 98.86% |
$1.67M - $1.97M
|
373
$26.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
SELL
|
- |
-8- 0.47% |
$413 - $488
|
1.68K
$119K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.29KNew |
$221K - $261K
|
4.29K
$304K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
SELL
|
- |
-129K- 77.5% |
$6.64M - $7.85M
|
37.4K
$2.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-746- 2.27% |
$38.5K - $45.5K
|
32.1K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Mill Capital Management, LLC
|
SELL
|
- |
-1.5K- 1.73% |
$77.4K - $91.5K
|
85.5K
$6.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
53+ 1.11% |
$2.73K - $3.23K
|
4.83K
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
14.5K+ 8.75% |
$748K - $884K
|
180K
$12.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3- 0.08% |
$155 - $183
|
3.69K
$261K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
331+ 2.09% |
$17.1K - $20.2K
|
16.2K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
SELL
|
- |
-315- 3.61% |
$16.2K - $19.2K
|
8.42K
$596K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
SELL
|
- |
-319- 1.04% |
$16.5K - $19.4K
|
30.4K
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.2K- 8.2% |
$113K - $134K
|
24.6K
$1.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-269- 5.0% |
$13.9K - $16.4K
|
5.11K
$362K
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
16K+ 141.57% |
$826K - $977K
|
27.3K
$1.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-4.6K- 24.26% |
$237K - $280K
|
14.3K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-59.6K- 11.7% |
$3.07M - $3.63M
|
450K
$31.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-302- 60.28% |
$15.6K - $18.4K
|
199
$14.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Management Group Inc
|
BUY
|
- |
10+ 0.08% |
$516 - $610
|
12.5K
$883K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-34- 0.2% |
$1.75K - $2.07K
|
16.6K
$1.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.38K- 2.76% |
$71.4K - $84.4K
|
48.8K
$3.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
119New |
$6.14K - $7.26K
|
119
$8.43K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7+ 1.56% |
$361 - $427
|
457
$32.4K
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-170- 1.19% |
$8.77K - $10.4K
|
14.1K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-144- 0.96% |
$7.43K - $8.78K
|
14.9K
$1.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
BUY
|
- |
1.39K+ 4.79% |
$71.7K - $84.8K
|
30.4K
$2.15M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
290KNew |
$15M - $17.7M
|
290K
$20.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
815+ 4.85% |
$42K - $49.7K
|
17.6K
$1.25M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.4% |
$309 - $366
|
1.49K
$105K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-86- 1.96% |
$4.44K - $5.24K
|
4.3K
$305K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-4.97K- 4.2% |
$256K - $303K
|
113K
$8.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
184New |
$9.49K - $11.2K
|
184
$13K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-304- 4.11% |
$15.7K - $18.5K
|
7.1K
$503K
|
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
4.55K+ 1137.0% |
$235K - $277K
|
4.95K
$350K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
6+ 0.55% |
$309 - $366
|
1.1K
$77.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
556+ 5.92% |
$28.7K - $33.9K
|
9.94K
$704K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
3.21K+ 29.33% |
$166K - $196K
|
14.2K
$1M
|
|
|
Oct 29, 2024
Q3 2024
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
897K+ 15.23% |
$46.3M - $54.7M
|
6.79M
$481M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-98- 8.23% |
$5.05K - $5.98K
|
1.09K
$77.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-610- 50.08% |
$31.5K - $37.2K
|
608
$43K
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
6.84K+ 0.98% |
$353K - $417K
|
703K
$49.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
157+ 3.87% |
$8.1K - $9.57K
|
4.22K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.45K+ 8.46% |
$178K - $210K
|
44.3K
$3.13M
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
21+ 0.03% |
$1.08K - $1.28K
|
64.6K
$4.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.11K+ 1.85% |
$418K - $494K
|
446K
$31.6M
|