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 09, 2024
Q3 2024
|
Tobam
|
BUY
|
- |
1.58K+ 13.77% |
$81.7K - $96.6K
|
13.1K
$926K
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.25K- 9.5% |
$64.2K - $75.9K
|
11.9K
$839K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
11.7K+ 3.58% |
$603K - $712K
|
338K
$23.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
79+ 1.32% |
$4.07K - $4.82K
|
6.06K
$429K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-3.56K- 14.8% |
$183K - $217K
|
20.5K
$1.45M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-495- 32.67% |
$25.5K - $30.2K
|
1.02K
$72.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
1.49K+ 3.51% |
$77K - $91K
|
44.1K
$3.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-1.25K- 6.09% |
$64.3K - $76K
|
19.2K
$1.36M
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
161+ 20.02% |
$8.3K - $9.82K
|
965
$68.3K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.51K- 22.12% |
$129K - $153K
|
8.82K
$624K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
50New |
$2.58K - $3.05K
|
50
$3.54K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.27K+ 6.58% |
$65.7K - $77.6K
|
20.6K
$1.46M
|
|
|
Oct 09, 2024
Q3 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-418- 4.83% |
$21.6K - $25.5K
|
8.23K
$583K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.04% |
$103 - $122
|
4.92K
$348K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
35+ 0.83% |
$1.81K - $2.13K
|
4.26K
$302K
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
60KNew |
$3.1M - $3.66M
|
60K
$4.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-53.9K- 57.25% |
$2.78M - $3.29M
|
40.2K
$2.85M
|
|
|
Oct 09, 2024
Q3 2024
|
Wynn Capital, LLC
Augusta, GA |
BUY
|
- |
1.01K+ 2.43% |
$52.1K - $61.6K
|
42.6K
$3.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-169- 1.35% |
$8.72K - $10.3K
|
12.4K
$877K
|
|
|
Oct 08, 2024
Q3 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-939K- 77.72% |
$48.4M - $57.2M
|
269K
$19.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-112- 12.58% |
$5.78K - $6.83K
|
778
$55.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
24KNew |
$1.24M - $1.46M
|
24K
$1.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.52K- 8.87% |
$130K - $153K
|
25.9K
$1.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
295+ 8.02% |
$15.2K - $18K
|
3.98K
$281K
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-12- 0.22% |
$619 - $732
|
5.39K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.48K- 0.91% |
$76.2K - $90.1K
|
160K
$11.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-314- 1.88% |
$16.2K - $19.1K
|
16.4K
$1.16M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
807+ 5.97% |
$41.6K - $49.2K
|
14.3K
$1.01M
|
|
|
Oct 08, 2024
Q3 2024
|
Marquette Asset Management, LLC
|
BUY
|
- |
58New |
$2.99K - $3.54K
|
58
$4.11K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-112- 0.7% |
$5.78K - $6.83K
|
16K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
55New |
$2.84K - $3.35K
|
55
$3.89K
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
68.6K+ 96.15% |
$3.54M - $4.18M
|
140K
$9.91M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-14.7K- 5.66% |
$759K - $897K
|
245K
$17.4M
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-350- 10.8% |
$18.1K - $21.3K
|
2.89K
$205K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.75K+ 11.09% |
$90.2K - $107K
|
17.5K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.63K- 2.16% |
$84.2K - $99.5K
|
74K
$5.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-174- 3.79% |
$8.97K - $10.6K
|
4.42K
$313K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-129- 3.5% |
$6.65K - $7.87K
|
3.56K
$252K
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-208- 1.45% |
$10.7K - $12.7K
|
14.1K
$999K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
9.96K+ 108.17% |
$514K - $607K
|
19.2K
$1.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-263- 0.52% |
$13.6K - $16K
|
50.5K
$3.58M
|
|
|
Oct 08, 2024
Q3 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
3.14KNew |
$162K - $192K
|
3.14K
$223K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-7.8K- 7.67% |
$402K - $475K
|
93.9K
$6.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-1.53K- 7.79% |
$79K - $93.3K
|
18.1K
$1.28M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
13+ 0.08% |
$671 - $793
|
15.8K
$1.12M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
824+ 4.05% |
$42.5K - $50.2K
|
21.2K
$1.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-2.93K- 10.48% |
$151K - $179K
|
25.1K
$1.77M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-208- 4.04% |
$10.7K - $12.7K
|
4.94K
$350K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
2.29K+ 10.41% |
$118K - $140K
|
24.3K
$1.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-207- 2.54% |
$10.7K - $12.6K
|
7.94K
$562K
|