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 11, 2024
Q3 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.49K+ 31.71% |
$77K - $91K
|
6.2K
$439K
|
|
|
Oct 11, 2024
Q3 2024
|
Fruth Investment Management
|
SELL
|
- |
-200- 3.12% |
$10.3K - $12.2K
|
6.22K
$440K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
564+ 10.52% |
$29.1K - $34.4K
|
5.93K
$420K
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.84K+ 8.77% |
$146K - $173K
|
35.1K
$2.49M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.2K- 3.16% |
$62.1K - $73.3K
|
36.9K
$2.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
124K+ 15.18% |
$6.4M - $7.56M
|
941K
$66.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-39- 0.66% |
$2.01K - $2.38K
|
5.9K
$418K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
2K+ 133.78% |
$103K - $122K
|
3.5K
$247K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-592- 2.99% |
$30.5K - $36.1K
|
19.2K
$1.36M
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
3+ 0.04% |
$155 - $183
|
7.98K
$565K
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
SELL
|
- |
-52.5K- 7.17% |
$2.71M - $3.2M
|
680K
$48.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
242+ 1.29% |
$12.5K - $14.8K
|
19K
$1.35M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
304+ 10.09% |
$15.7K - $18.5K
|
3.32K
$235K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
BUY
|
- |
11+ 0.3% |
$567 - $671
|
3.66K
$259K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.43K- 53.12% |
$73.7K - $87.1K
|
1.26K
$89.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-41- 0.66% |
$2.11K - $2.5K
|
6.19K
$438K
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
7.48K+ 2.28% |
$386K - $456K
|
336K
$23.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.43KNew |
$73.8K - $87.2K
|
1.43K
$101K
|
|
|
Oct 11, 2024
Q3 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
4.17KNew |
$215K - $254K
|
4.17K
$295K
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-121- 1.87% |
$6.24K - $7.38K
|
6.36K
$450K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
34+ 0.69% |
$1.75K - $2.07K
|
4.97K
$352K
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
30+ 0.59% |
$1.55K - $1.83K
|
5.14K
$364K
|
|
|
Oct 10, 2024
Q3 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-5.69K- 0.7% |
$294K - $347K
|
807K
$57.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.85K+ 9.1% |
$250K - $296K
|
58.1K
$4.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-184- 1.59% |
$9.49K - $11.2K
|
11.4K
$806K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.18K- 4.27% |
$112K - $133K
|
48.7K
$3.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-52- 0.8% |
$2.68K - $3.17K
|
6.42K
$455K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-246- 5.3% |
$12.7K - $15K
|
4.4K
$311K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-73- 1.2% |
$3.77K - $4.45K
|
6.02K
$426K
|
|
|
Oct 10, 2024
Q3 2024
|
Meyer Handelman CO
|
SELL
|
- |
-1.5K- 0.59% |
$77.4K - $91.5K
|
254K
$18M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
3.87K+ 6.43% |
$199K - $236K
|
64K
$4.53M
|
|
|
Oct 10, 2024
Q3 2024
|
Bennett Selby Investments LP
|
SELL
|
- |
-199- 0.61% |
$10.3K - $12.1K
|
32.6K
$2.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-547- 5.13% |
$28.2K - $33.4K
|
10.1K
$716K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-809- 13.72% |
$41.7K - $49.3K
|
5.09K
$360K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6+ 0.07% |
$309 - $366
|
9.2K
$651K
|
|
|
Oct 10, 2024
Q3 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-114- 2.32% |
$5.88K - $6.95K
|
4.79K
$339K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
424+ 0.18% |
$21.9K - $25.9K
|
237K
$16.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Cardinal Capital Management, Inc.
|
BUY
|
- |
11K+ 1.96% |
$569K - $673K
|
575K
$40.7M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
16.8K+ 11.65% |
$868K - $1.03M
|
161K
$11.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
27+ 0.64% |
$1.39K - $1.65K
|
4.26K
$301K
|
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-539- 4.21% |
$27.8K - $32.9K
|
12.3K
$868K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-801- 6.57% |
$41.3K - $48.8K
|
11.4K
$807K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-1.15K- 5.44% |
$59.2K - $70K
|
20K
$1.41M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-75- 0.65% |
$3.87K - $4.57K
|
11.5K
$812K
|
|
|
Oct 10, 2024
Q3 2024
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-5.5K- 0.9% |
$284K - $335K
|
606K
$42.9M
|
|
|
Oct 10, 2024
Q3 2024
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-3.6K- 10.29% |
$186K - $219K
|
31.4K
$2.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
167+ 2.53% |
$8.61K - $10.2K
|
6.76K
$479K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-295K- 44.38% |
$15.2M - $18M
|
369K
$26.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
866+ 4.16% |
$44.7K - $52.8K
|
21.7K
$1.54M
|