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 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-119K- 87.16% |
$6.16M - $7.28M
|
17.6K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-382- 2.07% |
$19.7K - $23.3K
|
18K
$1.28M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
1.5K+ 10.35% |
$77.5K - $91.6K
|
16K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
81+ 1.16% |
$4.18K - $4.94K
|
7.06K
$500K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
313+ 0.7% |
$16.1K - $19.1K
|
45.2K
$3.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-34- 0.3% |
$1.75K - $2.07K
|
11.4K
$804K
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
BUY
|
- |
17.6K+ 40.27% |
$907K - $1.07M
|
61.2K
$4.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-10.2K- 31.75% |
$524K - $620K
|
21.8K
$1.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
4.93K+ 10.71% |
$254K - $300K
|
50.9K
$3.61M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
SELL
|
- |
-250- 0.79% |
$12.9K - $15.2K
|
31.3K
$2.21M
|
|
|
Oct 23, 2024
Q3 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-22- 0.53% |
$1.13K - $1.34K
|
4.1K
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
73.1K+ 24.69% |
$3.77M - $4.46M
|
369K
$26.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
7.06KNew |
$364K - $430K
|
7.06K
$500K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
SELL
|
- |
-3.52KClosed |
$181K - $214K
|
0
$0
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
3.29K+ 1.92% |
$170K - $201K
|
174K
$12.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-93.6K- 4.73% |
$4.83M - $5.71M
|
1.89M
$133M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.65K+ 26.29% |
$188K - $223K
|
17.6K
$1.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
25.9K+ 2.82% |
$1.33M - $1.58M
|
944K
$66.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-135- 8.26% |
$6.96K - $8.23K
|
1.5K
$106K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-256- 1.22% |
$13.2K - $15.6K
|
20.7K
$1.47M
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
1.63K+ 35.27% |
$84K - $99.3K
|
6.25K
$442K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-81- 0.04% |
$4.18K - $4.94K
|
210K
$14.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-718- 3.44% |
$37K - $43.8K
|
20.2K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-1.81K- 12.32% |
$93.2K - $110K
|
12.9K
$910K
|
|
|
Oct 22, 2024
Q3 2024
|
Narwhal Capital Management
|
SELL
|
- |
-200- 3.5% |
$10.3K - $12.2K
|
5.51K
$390K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-403- 5.2% |
$20.8K - $24.6K
|
7.35K
$520K
|
|
|
Oct 22, 2024
Q3 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-83.3K- 93.5% |
$4.3M - $5.08M
|
5.79K
$410K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
949+ 3.09% |
$48.9K - $57.9K
|
31.7K
$2.24M
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.39% |
$51.6 - $61
|
260
$18.4K
|
|
|
Oct 22, 2024
Q3 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
17.4KNew |
$899K - $1.06M
|
17.4K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-9.12K- 4.08% |
$470K - $556K
|
214K
$15.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
3.57KNew |
$184K - $217K
|
3.57K
$253K
|
|
|
Oct 22, 2024
Q3 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
67.5K+ 404.33% |
$3.48M - $4.11M
|
84.2K
$5.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.61K- 2.17% |
$82.8K - $97.9K
|
72.4K
$5.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Grassi Investment Management
|
SELL
|
- |
-896- 0.46% |
$46.2K - $54.6K
|
192K
$13.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-24- 1.1% |
$1.24K - $1.46K
|
2.16K
$153K
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
809+ 23.23% |
$41.7K - $49.3K
|
4.29K
$304K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-1.06K- 4.26% |
$54.7K - $64.7K
|
23.8K
$1.69M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
11.3KNew |
$582K - $688K
|
11.3K
$798K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.44K- 15.63% |
$384K - $453K
|
40.1K
$2.84M
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
602+ 8.51% |
$31.1K - $36.7K
|
7.68K
$544K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
15+ 0.35% |
$774 - $915
|
4.25K
$301K
|
|
|
Oct 22, 2024
Q3 2024
|
X Square Capital, LLC
|
BUY
|
- |
12+ 0.31% |
$619 - $732
|
3.91K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
50+ 1.18% |
$2.58K - $3.05K
|
4.3K
$305K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
455+ 7.62% |
$23.5K - $27.7K
|
6.43K
$455K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.1K- 10.47% |
$160K - $189K
|
26.5K
$1.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-196- 1.19% |
$10.1K - $12K
|
16.2K
$1.15M
|
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-284- 0.81% |
$14.6K - $17.3K
|
34.7K
$2.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-260- 0.51% |
$13.4K - $15.9K
|
50.6K
$3.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-2.1K- 4.18% |
$108K - $128K
|
48.2K
$3.41M
|