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 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-926- 1.9% |
$47.8K - $56.5K
|
47.8K
$3.39M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-15- 0.02% |
$774 - $915
|
74.8K
$5.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-805- 43.12% |
$41.5K - $49.1K
|
1.06K
$75.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-565- 5.34% |
$29.1K - $34.4K
|
10K
$709K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
14.6K+ 1.31% |
$751K - $887K
|
1.13M
$79.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.16K+ 4.99% |
$215K - $254K
|
87.6K
$6.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
28K+ 86.12% |
$1.44M - $1.71M
|
60.5K
$4.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
30.6K+ 4.32% |
$1.58M - $1.87M
|
740K
$52.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.7K- 5.19% |
$139K - $164K
|
49.3K
$3.49M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
564+ 1.51% |
$29.1K - $34.4K
|
38K
$2.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-17- 0.29% |
$877 - $1.04K
|
5.8K
$410K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
140+ 0.62% |
$7.22K - $8.54K
|
22.9K
$1.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
15K+ 48.13% |
$773K - $913K
|
46.1K
$3.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
164+ 3.86% |
$8.46K - $10K
|
4.42K
$313K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
SELL
|
- |
-3.22K- 44.55% |
$166K - $196K
|
4.01K
$284K
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
15.3KNew |
$790K - $934K
|
15.3K
$1.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
98+ 1.33% |
$5.05K - $5.98K
|
7.46K
$528K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6.32K+ 6.99% |
$326K - $385K
|
96.7K
$6.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-487- 5.19% |
$25.1K - $29.7K
|
8.9K
$630K
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-103- 1.51% |
$5.31K - $6.28K
|
6.73K
$477K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
977+ 4.17% |
$50.4K - $59.6K
|
24.4K
$1.73M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
5.29KNew |
$273K - $323K
|
5.29K
$375K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-384- 0.75% |
$19.8K - $23.4K
|
51K
$3.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
SELL
|
- |
-394- 4.95% |
$20.3K - $24K
|
7.56K
$536K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
3.47K+ 24.24% |
$179K - $211K
|
17.8K
$1.26M
|
|
|
Oct 17, 2024
Q3 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-156- 2.34% |
$8.05K - $9.51K
|
6.5K
$460K
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.95K+ 6.95% |
$152K - $180K
|
45.4K
$3.22M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.17K+ 15.59% |
$112K - $132K
|
16.1K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
305+ 8.27% |
$15.7K - $18.6K
|
3.99K
$283K
|
|
|
Oct 17, 2024
Q3 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
28+ 0.46% |
$1.44K - $1.71K
|
6.16K
$436K
|
|
|
Oct 17, 2024
Q3 2024
|
West Oak Capital, LLC
|
BUY
|
- |
6.7K+ 96.75% |
$346K - $408K
|
13.6K
$965K
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
64+ 3.74% |
$3.3K - $3.9K
|
1.77K
$126K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
68+ 1.62% |
$3.51K - $4.15K
|
4.28K
$303K
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.34K+ 45.41% |
$172K - $204K
|
10.7K
$758K
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.03K+ 2.44% |
$53.1K - $62.8K
|
43.3K
$3.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-240- 1.9% |
$12.4K - $14.6K
|
12.4K
$876K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-46- 0.25% |
$2.37K - $2.8K
|
18.3K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
111+ 1.15% |
$5.73K - $6.77K
|
9.76K
$691K
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
3.61KNew |
$186K - $220K
|
3.61K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-30- 1.96% |
$1.55K - $1.83K
|
1.5K
$106K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.04% |
$155 - $183
|
7.16K
$507K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
24+ 0.19% |
$1.24K - $1.46K
|
12.9K
$910K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
60+ 37.5% |
$3.09K - $3.66K
|
220
$15.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
116+ 2.24% |
$5.98K - $7.07K
|
5.29K
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
540+ 9.73% |
$27.9K - $32.9K
|
6.09K
$431K
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-3.17K- 3.53% |
$163K - $193K
|
86.7K
$6.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-300- 1.4% |
$15.5K - $18.3K
|
21.1K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
18+ 0.42% |
$928 - $1.1K
|
4.28K
$303K
|
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
SELL
|
- |
-29.1K- 21.02% |
$1.5M - $1.78M
|
109K
$7.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-679- 5.35% |
$35K - $41.4K
|
12K
$851K
|