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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
145+ 0.57% |
$8.18K - $9.04K
|
25.4K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Pearl River Capital, LLC
Niles, MI |
BUY
|
- |
42.4K+ 123.27% |
$2.39M - $2.64M
|
76.7K
$5.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-191- 5.07% |
$10.8K - $11.9K
|
3.58K
$253K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-48- 12.8% |
$2.71K - $2.99K
|
327
$23.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
SELL
|
- |
-500- 1.92% |
$28.2K - $31.2K
|
25.5K
$1.81M
|
|
|
Aug 13, 2024
Q2 2024
|
Hutner Capital Management Inc
Manchester, VT |
SELL
|
- |
-11- 0.07% |
$621 - $686
|
15.1K
$1.07M
|
|
|
Aug 13, 2024
Q2 2024
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
4.8KNew |
$271K - $299K
|
4.8K
$340K
|
|
|
Aug 13, 2024
Q2 2024
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-34- 0.29% |
$1.92K - $2.12K
|
11.6K
$822K
|
|
|
Aug 13, 2024
Q2 2024
|
Symmetry Investments LP
|
BUY
|
- |
97.7KNew |
$5.51M - $6.09M
|
97.7K
$6.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
3.83KNew |
$216K - $239K
|
3.83K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-1.45K- 4.3% |
$81.8K - $90.4K
|
32.3K
$2.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-30- 0.84% |
$1.69K - $1.87K
|
3.55K
$251K
|
|
|
Aug 13, 2024
Q2 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.45KNew |
$195K - $215K
|
3.45K
$244K
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
1+ 0.02% |
$56.4 - $62.3
|
4.43K
$314K
|
|
|
Aug 13, 2024
Q2 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-4.87K- 20.97% |
$275K - $303K
|
18.4K
$1.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
780New |
$44K - $48.6K
|
780
$55.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.4K- 17.82% |
$192K - $212K
|
15.7K
$1.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-5.44M- 2.1% |
$307M - $339M
|
254M
$18B
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-1.72K- 18.07% |
$97K - $107K
|
7.8K
$552K
|
|
|
Aug 13, 2024
Q2 2024
|
Theleme Partners LLP
London, X0 |
SELL
|
- |
-1.26M- 21.25% |
$70.8M - $78.2M
|
4.65M
$329M
|
|
|
Aug 13, 2024
Q2 2024
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
SELL
|
- |
-52.2K- 31.08% |
$2.94M - $3.25M
|
116K
$8.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
14.6KNew |
$823K - $909K
|
14.6K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-51- 1.05% |
$2.88K - $3.18K
|
4.81K
$341K
|
|
|
Aug 12, 2024
Q2 2024
|
Tredje Ap Fonden
|
BUY
|
- |
72K+ 4.92% |
$4.06M - $4.49M
|
1.54M
$109M
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-26.9K- 84.64% |
$1.52M - $1.67M
|
4.87K
$345K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-521- 0.98% |
$29.4K - $32.5K
|
52.5K
$3.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
100+ 1.38% |
$5.64K - $6.23K
|
7.32K
$518K
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-68- 5.36% |
$3.84K - $4.24K
|
1.2K
$85K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
PUT |
6.9KNew |
$389K - $430K
|
6.9K
$489K
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-351- 1.53% |
$19.8K - $21.9K
|
22.6K
$1.6M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
4.28KNew |
$241K - $267K
|
4.28K
$303K
|
|
|
Aug 12, 2024
Q2 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-8.2K- 16.06% |
$463K - $511K
|
42.9K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-284- 6.98% |
$16K - $17.7K
|
3.78K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.08% |
$56.4 - $62.3
|
1.28K
$90.6K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.57KNew |
$201K - $222K
|
3.57K
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Leuthold Group, LLC
|
BUY
|
- |
95.5KNew |
$5.39M - $5.95M
|
95.5K
$6.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.55K+ 9.07% |
$144K - $159K
|
30.7K
$2.17M
|
|
|
Aug 12, 2024
Q2 2024
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-4.64K- 5.3% |
$262K - $289K
|
82.9K
$5.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
SELL
|
- |
-100- 1.0% |
$5.64K - $6.23K
|
9.9K
$701K
|
|
|
Aug 09, 2024
Q2 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
17.5KNew |
$987K - $1.09M
|
17.5K
$1.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-275- 4.67% |
$15.5K - $17.1K
|
5.61K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.09KNew |
$61.5K - $68K
|
1.09K
$77.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-413- 6.62% |
$23.3K - $25.7K
|
5.83K
$412K
|
|
|
Aug 09, 2024
Q2 2024
|
Sanders Capital, LLC
West Palm Beach, FL |
SELL
|
- |
-24.9M- 99.4% |
$1.4B - $1.55B
|
151K
$10.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-96- 1.08% |
$5.42K - $5.98K
|
8.82K
$625K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
21+ 0.6% |
$1.18K - $1.31K
|
3.52K
$249K
|
|
|
Aug 09, 2024
Q2 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
4.64KNew |
$262K - $289K
|
4.64K
$329K
|
|
|
Aug 09, 2024
Q2 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
15KNew |
$846K - $935K
|
15K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
27New |
$1.52K - $1.68K
|
27
$1.91K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-186- 11.5% |
$10.5K - $11.6K
|
1.43K
$101K
|