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 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-7.9K- 3.8% |
$446K - $492K
|
200K
$14.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-147- 3.46% |
$8.29K - $9.16K
|
4.11K
$291K
|
|
|
Aug 09, 2024
Q2 2024
|
Salzhauer Michael
|
SELL
|
- |
-5.8K- 4.5% |
$327K - $362K
|
123K
$8.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Old West Investment Management, LLC
Los Angeles, CA |
BUY
|
- |
8.04KNew |
$453K - $501K
|
8.04K
$569K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.58KNew |
$258K - $285K
|
4.58K
$324K
|
|
|
Aug 09, 2024
Q2 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
PUT |
60.1KNew |
$3.39M - $3.75M
|
60.1K
$4.26M
|
|
|
Aug 08, 2024
Q2 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-2.22K- 7.42% |
$125K - $138K
|
27.6K
$1.96M
|
|
|
Aug 08, 2024
Q2 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
19K+ 106.88% |
$1.07M - $1.18M
|
36.8K
$2.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-225- 1.44% |
$12.7K - $14K
|
15.4K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Trade Link Capital LLC
Chicago, IL |
BUY
|
- |
6.6KNew |
$372K - $411K
|
6.6K
$467K
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
360+ 1384.62% |
$20.3K - $22.4K
|
386
$27.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Heartland Advisors Inc
Milwaukee, WI |
SELL
|
- |
-7.79K- 20.03% |
$439K - $485K
|
31.1K
$2.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Pcj Investment Counsel Ltd.
|
BUY
|
- |
24.6K+ 100.78% |
$1.38M - $1.53M
|
48.9K
$3.46M
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-1- 0.03% |
$56.4 - $62.3
|
3.52K
$249K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
7.28KNew |
$411K - $454K
|
7.28K
$515K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-3.21K- 85.1% |
$181K - $200K
|
561
$39.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Capital Management LLC
New York, NY |
BUY
|
- |
174KNew |
$9.84M - $10.9M
|
174K
$12.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
1K+ 1219.51% |
$56.4K - $62.3K
|
1.08K
$76.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-166K- 22.32% |
$9.37M - $10.4M
|
578K
$40.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-20.1K- 84.25% |
$1.13M - $1.25M
|
3.76K
$266K
|
|
|
Aug 07, 2024
Q2 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-190- 4.33% |
$10.7K - $11.8K
|
4.19K
$297K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
37New |
$2.09K - $2.31K
|
37
$2.62K
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-418- 5.06% |
$23.6K - $26.1K
|
7.84K
$555K
|
|
|
Aug 07, 2024
Q2 2024
|
Factorial Partners, LLC
|
SELL
|
- |
-42K- 90.52% |
$2.37M - $2.62M
|
4.4K
$312K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
27.3KNew |
$1.54M - $1.7M
|
27.3K
$1.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-332- 3.29% |
$18.7K - $20.7K
|
9.76K
$691K
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-78- 42.86% |
$4.4K - $4.86K
|
104
$7.36K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
400+ 22.22% |
$22.6K - $24.9K
|
2.2K
$156K
|
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
5.37KNew |
$303K - $335K
|
5.37K
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Buckhead Capital Management LLC
|
BUY
|
- |
225+ 5.04% |
$12.7K - $14K
|
4.69K
$332K
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-14.7K- 32.92% |
$829K - $916K
|
29.9K
$2.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-545- 14.84% |
$30.7K - $34K
|
3.13K
$221K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-116- 2.84% |
$6.54K - $7.23K
|
3.96K
$281K
|
|
|
Aug 06, 2024
Q2 2024
|
New Jersey Better Educational Savings Trust
|
SELL
|
- |
-4K- 54.09% |
$226K - $250K
|
3.4K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Alpine Woods Capital Investors, LLC
|
SELL
|
- |
-42K- 10.9% |
$2.37M - $2.62M
|
343K
$24.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-7.25K- 12.1% |
$409K - $452K
|
52.7K
$3.73M
|
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
5.41KNew |
$305K - $337K
|
5.41K
$383K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.9KNew |
$1.63M - $1.8M
|
28.9K
$2.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
34New |
$1.92K - $2.12K
|
34
$2.41K
|
|
|
Aug 06, 2024
Q2 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-713- 14.75% |
$40.2K - $44.4K
|
4.12K
$292K
|
|
|
Aug 06, 2024
Q2 2024
|
Freemont Management S.A.
|
SELL
|
- |
-154K- 83.13% |
$8.67M - $9.58M
|
31.2K
$2.21M
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.49KNew |
$253K - $280K
|
4.49K
$318K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
350+ 5.15% |
$19.7K - $21.8K
|
7.15K
$506K
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
SELL
|
- |
-8.09K- 41.08% |
$456K - $504K
|
11.6K
$821K
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
PUT |
8K+ 80.0% |
$451K - $499K
|
18K
$1.27M
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-10.3K- 97.65% |
$580K - $641K
|
248
$17.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Xr Securities LLC
|
SELL
|
CALL |
-5.7K- 57.58% |
$322K - $355K
|
4.2K
$297K
|
|
|
Aug 05, 2024
Q2 2024
|
Weil Company, Inc.
|
SELL
|
- |
-14- 0.18% |
$790 - $873
|
7.81K
$553K
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.4KNew |
$192K - $212K
|
3.4K
$241K
|
|
|
Aug 05, 2024
Q2 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-8- 2.44% |
$451 - $499
|
320
$22.7K
|