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 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
200+ 5.22% |
$11.3K - $12.5K
|
4.03K
$285K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-250- 10.7% |
$14.1K - $15.6K
|
2.09K
$148K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
437+ 34.49% |
$24.7K - $27.2K
|
1.7K
$121K
|
|
|
Jul 12, 2024
Q2 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
SELL
|
- |
-7.33K- 18.53% |
$413K - $457K
|
32.2K
$2.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-265- 2.61% |
$14.9K - $16.5K
|
9.89K
$700K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.32K- 15.39% |
$74.5K - $82.3K
|
7.26K
$514K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.44KNew |
$194K - $214K
|
3.44K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
SELL
|
- |
-596- 11.59% |
$33.6K - $37.2K
|
4.55K
$322K
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
18.8KNew |
$1.06M - $1.17M
|
18.8K
$1.33M
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.5KNew |
$197K - $218K
|
3.5K
$248K
|
|
|
Jul 12, 2024
Q2 2024
|
Mirador Capital Partners LP
|
SELL
|
- |
-157- 3.58% |
$8.86K - $9.79K
|
4.23K
$299K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
385+ 10.81% |
$21.7K - $24K
|
3.95K
$279K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-190- 3.84% |
$10.7K - $11.8K
|
4.76K
$337K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.88% |
$113 - $125
|
228
$16.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-165- 16.79% |
$9.31K - $10.3K
|
818
$57.9K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
171+ 2.48% |
$9.65K - $10.7K
|
7.08K
$501K
|
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
SELL
|
- |
-500- 11.15% |
$28.2K - $31.2K
|
3.99K
$282K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-149- 23.84% |
$8.41K - $9.29K
|
476
$33.7K
|
|
|
Jul 11, 2024
Q2 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.43KNew |
$193K - $214K
|
3.43K
$243K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.1K- 11.11% |
$118K - $131K
|
16.8K
$1.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
97+ 35.27% |
$5.47K - $6.05K
|
372
$26.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-398- 24.81% |
$22.5K - $24.8K
|
1.21K
$85.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
765+ 15.25% |
$43.2K - $47.7K
|
5.78K
$409K
|
|
|
Jul 10, 2024
Q2 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-4.49K- 2.47% |
$253K - $280K
|
177K
$12.5M
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 1.14% |
$56.4 - $62.3
|
89
$6.3K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
167New |
$9.42K - $10.4K
|
167
$11.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 35.46% |
$69.7K - $77K
|
4.72K
$334K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-29.8K- 93.98% |
$1.68M - $1.86M
|
1.91K
$135K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-888- 5.75% |
$50.1K - $55.4K
|
14.6K
$1.03M
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-250- 6.89% |
$14.1K - $15.6K
|
3.38K
$239K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
3+ 0.14% |
$169 - $187
|
2.15K
$152K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
2New |
$113 - $125
|
2
$142
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.04KNew |
$115K - $127K
|
2.04K
$144K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-4.24K- 3.38% |
$239K - $264K
|
121K
$8.59M
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
3.65KNew |
$206K - $228K
|
3.65K
$259K
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
148+ 31.03% |
$8.35K - $9.23K
|
625
$44.3K
|
|
| Q1 2024 | |||||||
|
Dec 06, 2024
Q1 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.45M+ 486.85% |
$300M - $374M
|
7.77M
$550M
|
|
|
Dec 04, 2024
Q1 2024
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-15.6K- 37.96% |
$724K - $904K
|
25.5K
$1.81M
|
|
|
Aug 09, 2024
Q1 2024
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
25.6K+ 285.1% |
$1.19M - $1.48M
|
34.5K
$2.44M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
9+ 2.74% |
$418 - $522
|
337
$23.9K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
288New |
$13.4K - $16.7K
|
288
$20.4K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-12.2K- 19.83% |
$564K - $704K
|
49.1K
$3.48M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-385- 2.57% |
$17.9K - $22.3K
|
14.6K
$1.04M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.47KNew |
$161K - $201K
|
3.47K
$245K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
730+ 4.88% |
$33.9K - $42.3K
|
15.7K
$1.11M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.68KNew |
$171K - $213K
|
3.68K
$260K
|
|
|
May 16, 2024
Q1 2024
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-777- 15.3% |
$36.1K - $45K
|
4.3K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
175New |
$8.13K - $10.1K
|
175
$12.4K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.1K+ 30.09% |
$514K - $642K
|
47.9K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
PUT |
4KNew |
$186K - $232K
|
4K
$283K
|
|