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 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
2.81K+ 11.33% |
$145K - $171K
|
27.6K
$1.95M
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
257+ 1.07% |
$13.3K - $15.7K
|
24.3K
$1.72M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.12K- 6.28% |
$367K - $434K
|
106K
$7.53M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
300+ 2.57% |
$15.5K - $18.3K
|
12K
$847K
|
|
|
Oct 03, 2024
Q3 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
SELL
|
- |
-2.55K- 26.15% |
$131K - $155K
|
7.2K
$509K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-108- 1.2% |
$5.57K - $6.58K
|
8.89K
$630K
|
|
|
Oct 03, 2024
Q3 2024
|
Life Plan Financial, LLC
Mankato, MN |
SELL
|
- |
-5K- 41.45% |
$258K - $305K
|
7.07K
$500K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1.04K+ 26.35% |
$53.8K - $63.7K
|
5.01K
$354K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
55+ 0.71% |
$2.84K - $3.35K
|
7.83K
$554K
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-211- 0.88% |
$10.9K - $12.9K
|
23.8K
$1.68M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
640+ 14.44% |
$33K - $39K
|
5.07K
$359K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-28- 1.58% |
$1.44K - $1.71K
|
1.75K
$124K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-21.2K- 28.96% |
$1.09M - $1.29M
|
52.1K
$3.69M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
100+ 0.6% |
$5.16K - $6.1K
|
16.8K
$1.19M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-776- 3.06% |
$40K - $47.3K
|
24.6K
$1.74M
|
|
|
Oct 02, 2024
Q3 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-200- 1.31% |
$10.3K - $12.2K
|
15.1K
$1.07M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
2+ 0.03% |
$103 - $122
|
6.04K
$428K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-3.05K- 12.77% |
$158K - $186K
|
20.9K
$1.48M
|
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-1.95K- 7.63% |
$101K - $119K
|
23.6K
$1.67M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
66+ 51.97% |
$3.4K - $4.02K
|
193
$13.7K
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
100+ 1.21% |
$5.16K - $6.1K
|
8.39K
$594K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-450- 4.71% |
$23.2K - $27.4K
|
9.11K
$645K
|
|
|
Oct 01, 2024
Q3 2024
|
Jacobs & CO
|
SELL
|
- |
-200- 1.95% |
$10.3K - $12.2K
|
10K
$711K
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
SELL
|
- |
-55- 0.4% |
$2.84K - $3.35K
|
13.7K
$972K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-5.03K- 2.27% |
$284K - $313K
|
216K
$15.3M
|
|
|
Nov 07, 2024
Q2 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
126+ 2.58% |
$7.11K - $7.85K
|
5K
$354K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
165+ 2.82% |
$9.31K - $10.3K
|
6.01K
$426K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1+ 0.01% |
$56.4 - $62.3
|
13.8K
$979K
|
|
|
Oct 08, 2024
Q2 2024
|
Payden & Rygel Investment Group
Los Angeles, CA |
SELL
|
- |
-123K- 27.14% |
$6.95M - $7.68M
|
331K
$23.4M
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
419New |
$23.6K - $26.1K
|
419
$29.7K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
57+ 10.4% |
$3.22K - $3.55K
|
605
$42.8K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
BUY
|
- |
175+ 4.68% |
$9.87K - $10.9K
|
3.91K
$277K
|
|
|
Sep 09, 2024
Q2 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
3.75KNew |
$211K - $233K
|
3.75K
$265K
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
9.54KNew |
$538K - $595K
|
9.54K
$675K
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-61- 1.69% |
$3.44K - $3.8K
|
3.55K
$251K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.04% |
$56.4 - $62.3
|
2.6K
$184K
|
|
|
Aug 19, 2024
Q2 2024
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
125New |
$7.05K - $7.79K
|
125
$8.85K
|
|
|
Aug 16, 2024
Q2 2024
|
Core Alternative Capital
|
BUY
|
- |
5.15K+ 82.5% |
$291K - $321K
|
11.4K
$807K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-358- 3.84% |
$20.2K - $22.3K
|
8.96K
$634K
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
5.77KNew |
$326K - $360K
|
5.77K
$409K
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-220- 5.3% |
$12.4K - $13.7K
|
3.93K
$278K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
9.59KNew |
$541K - $598K
|
9.59K
$679K
|
|
|
Aug 14, 2024
Q2 2024
|
Francis Chou
Chou Associates Management Inc. | Toronto, A6
|
BUY
|
- |
40K+ 204.69% |
$2.26M - $2.49M
|
59.5K
$4.22M
|
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.52K- 34.02% |
$142K - $157K
|
4.88K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-22.3K- 69.52% |
$1.26M - $1.39M
|
9.76K
$691K
|
|
|
Aug 14, 2024
Q2 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
SELL
|
- |
-4.25K- 24.2% |
$240K - $265K
|
13.3K
$943K
|
|
|
Aug 14, 2024
Q2 2024
|
Cinctive Capital Management LP
New York, NY |
BUY
|
- |
395K+ 1443.03% |
$22.3M - $24.6M
|
422K
$29.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
PUT |
700New |
$39.5K - $43.6K
|
700
$49.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
68.4K+ 185.59% |
$3.86M - $4.26M
|
105K
$7.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-497- 25.4% |
$28K - $31K
|
1.46K
$103K
|
|