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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.36K+ 19.59% |
$76.5K - $84.5K
|
8.28K
$586K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-60- 1.01% |
$3.38K - $3.74K
|
5.85K
$414K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-215- 45.74% |
$12.1K - $13.4K
|
255
$18.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-565- 12.61% |
$31.9K - $35.2K
|
3.92K
$277K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
50+ 11.36% |
$2.82K - $3.12K
|
490
$34.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-666- 6.33% |
$37.6K - $41.5K
|
9.85K
$697K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-252- 1.92% |
$14.2K - $15.7K
|
12.9K
$913K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-266- 17.79% |
$15K - $16.6K
|
1.23K
$87K
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
SELL
|
- |
-217- 56.66% |
$12.2K - $13.5K
|
166
$11.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-1.43K- 8.75% |
$80.8K - $89.3K
|
14.9K
$1.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-5.2K- 3.87% |
$293K - $324K
|
129K
$9.15M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-59- 1.46% |
$3.33K - $3.68K
|
3.97K
$281K
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
700+ 12.07% |
$39.5K - $43.6K
|
6.5K
$460K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-1.72K- 12.08% |
$96.9K - $107K
|
12.5K
$885K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
120New |
$6.77K - $7.48K
|
120
$8.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 4.93% |
$11.3K - $12.5K
|
4.25K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
112+ 2.37% |
$6.32K - $6.98K
|
4.84K
$342K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
462+ 1.62% |
$26.1K - $28.8K
|
28.9K
$2.05M
|
|
|
Jul 19, 2024
Q2 2024
|
Manitou Investment Management Ltd.
Toronto, A6 |
SELL
|
- |
-472K- 99.79% |
$26.6M - $29.4M
|
1K
$70.8K
|
|
|
Jul 19, 2024
Q2 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
2+ 0.06% |
$113 - $125
|
3.48K
$246K
|
|
|
Jul 19, 2024
Q2 2024
|
Hedges Asset Management LLC
|
SELL
|
- |
-6K- 14.96% |
$338K - $374K
|
34.1K
$2.41M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
14.2KNew |
$800K - $884K
|
14.2K
$1M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-321- 2.97% |
$18.1K - $20K
|
10.5K
$744K
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.4KNew |
$248K - $274K
|
4.4K
$312K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1KNew |
$56.6K - $62.5K
|
1K
$71K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.2KNew |
$462K - $511K
|
8.2K
$580K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-15- 0.22% |
$846 - $935
|
6.72K
$475K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.53KNew |
$199K - $220K
|
3.53K
$250K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
BUY
|
- |
472+ 7.79% |
$26.6K - $29.4K
|
6.53K
$463K
|
|
|
Jul 18, 2024
Q2 2024
|
17 Capital Partners, LLC
|
SELL
|
- |
-48- 1.21% |
$2.71K - $2.99K
|
3.92K
$277K
|
|
|
Jul 18, 2024
Q2 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-811- 17.44% |
$45.7K - $50.6K
|
3.84K
$272K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-5.72K- 38.09% |
$323K - $356K
|
9.29K
$658K
|
|
|
Jul 18, 2024
Q2 2024
|
Cove Street Capital, LLC
El Segundo, CA |
SELL
|
- |
-5.05K- 18.57% |
$285K - $315K
|
22.2K
$1.57M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
BUY
|
- |
56+ 0.16% |
$3.16K - $3.49K
|
35.2K
$2.49M
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26New |
$1.47K - $1.62K
|
26
$1.84K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
2+ 0.67% |
$113 - $125
|
301
$21.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-19- 0.27% |
$1.07K - $1.18K
|
7.08K
$501K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
13+ 0.31% |
$733 - $810
|
4.24K
$300K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-33- 0.93% |
$1.86K - $2.06K
|
3.51K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
6.9KNew |
$389K - $430K
|
6.9K
$489K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.22K+ 3.75% |
$68.9K - $76.1K
|
33.8K
$2.39M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.42KNew |
$193K - $213K
|
3.42K
$242K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
360+ 33.68% |
$20.3K - $22.4K
|
1.43K
$101K
|
|
|
Jul 16, 2024
Q2 2024
|
Cedar Point Capital Partners, LLC
Cedar Rapids, IA |
SELL
|
- |
-54- 1.52% |
$3.05K - $3.37K
|
3.51K
$249K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.78K- 19.65% |
$100K - $111K
|
7.26K
$514K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-120- 4.12% |
$6.77K - $7.48K
|
2.79K
$198K
|
|
|
Jul 15, 2024
Q2 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-700- 4.42% |
$39.5K - $43.6K
|
15.1K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.87K- 7.62% |
$105K - $117K
|
22.6K
$1.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
19.1KNew |
$1.08M - $1.19M
|
19.1K
$1.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-14.5KClosed |
$820K - $907K
|
0
$0
|