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 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-150- 1.11% |
$7.74K - $9.15K
|
13.4K
$950K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-18- 0.07% |
$928 - $1.1K
|
24K
$1.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
390+ 1.62% |
$20.1K - $23.8K
|
24.4K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Wilsey Asset Management Inc
|
BUY
|
- |
14.4K+ 2.43% |
$744K - $879K
|
607K
$43M
|
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.59K- 16.53% |
$82.2K - $97.2K
|
8.05K
$570K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-571- 3.32% |
$29.5K - $34.8K
|
16.6K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.89K+ 7.18% |
$252K - $298K
|
73K
$5.17M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-214- 1.27% |
$11K - $13K
|
16.7K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
24.7KNew |
$1.27M - $1.51M
|
24.7K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
3.43K+ 5.23% |
$177K - $209K
|
69K
$4.88M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
SELL
|
- |
-1.09K- 19.42% |
$56.3K - $66.5K
|
4.53K
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.22K- 4.07% |
$63K - $74.5K
|
28.8K
$2.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Sws Partners
|
SELL
|
- |
-19.7K- 29.45% |
$1.02M - $1.2M
|
47.2K
$3.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-369- 2.52% |
$19K - $22.5K
|
14.3K
$1.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
29+ 0.79% |
$1.5K - $1.77K
|
3.7K
$262K
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-73- 0.64% |
$3.77K - $4.45K
|
11.3K
$803K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
184+ 1.0% |
$9.49K - $11.2K
|
18.5K
$1.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-18- 0.18% |
$928 - $1.1K
|
9.88K
$700K
|
|
|
Oct 15, 2024
Q3 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-228- 3.58% |
$11.8K - $13.9K
|
6.14K
$435K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
90+ 0.58% |
$4.64K - $5.49K
|
15.7K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.69K+ 17.04% |
$87.3K - $103K
|
11.6K
$823K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.05KNew |
$364K - $430K
|
7.05K
$499K
|
|
|
Oct 15, 2024
Q3 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-300- 4.16% |
$15.5K - $18.3K
|
6.92K
$490K
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-298- 0.79% |
$15.4K - $18.2K
|
37.6K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-338- 2.34% |
$17.4K - $20.6K
|
14.1K
$997K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.36K- 0.54% |
$70K - $82.8K
|
249K
$17.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
36+ 0.82% |
$1.86K - $2.19K
|
4.41K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Qv Investors Inc.
|
SELL
|
- |
-115K- 75.4% |
$5.94M - $7.02M
|
37.6K
$2.66M
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
117+ 2.68% |
$6.03K - $7.13K
|
4.49K
$318K
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
33+ 0.45% |
$1.7K - $2.01K
|
7.4K
$524K
|
|
|
Oct 15, 2024
Q3 2024
|
Applied Capital Llc/Fl
Hollywood, FL |
SELL
|
- |
-380- 1.18% |
$19.6K - $23.2K
|
31.8K
$2.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-60- 0.32% |
$3.09K - $3.66K
|
18.6K
$1.32M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
3.54K+ 3.6% |
$182K - $216K
|
102K
$7.2M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-264- 10.63% |
$13.6K - $16.1K
|
2.22K
$157K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
93+ 1.58% |
$4.8K - $5.67K
|
5.98K
$423K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-111- 1.19% |
$5.73K - $6.77K
|
9.24K
$654K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
106+ 1.97% |
$5.47K - $6.46K
|
5.48K
$388K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.48K- 3.27% |
$76.5K - $90.5K
|
43.9K
$3.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-108- 0.3% |
$5.57K - $6.58K
|
36K
$2.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-168- 2.22% |
$8.67K - $10.2K
|
7.41K
$525K
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
BUY
|
- |
123K+ 117.15% |
$6.36M - $7.52M
|
229K
$16.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
1.62K+ 24.76% |
$83.4K - $98.5K
|
8.14K
$576K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-43- 0.4% |
$2.22K - $2.62K
|
10.8K
$767K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
24.9K+ 106.81% |
$1.28M - $1.52M
|
48.2K
$3.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-156- 67.83% |
$8.05K - $9.51K
|
74
$5.24K
|
|
|
Oct 11, 2024
Q3 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-66.2K- 86.59% |
$3.41M - $4.03M
|
10.3K
$726K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-100- 2.48% |
$5.16K - $6.1K
|
3.93K
$278K
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-7.02K- 30.53% |
$362K - $428K
|
16K
$1.13M
|
|
|
Oct 11, 2024
Q3 2024
|
Polianta LTD
|
BUY
|
- |
19.8KNew |
$1.02M - $1.21M
|
19.8K
$1.4M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-442- 11.8% |
$22.8K - $26.9K
|
3.3K
$234K
|