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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
94+ 0.71% |
$4.37K - $5.45K
|
13.3K
$939K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
4KNew |
$186K - $232K
|
4K
$282K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
12New |
$557 - $696
|
12
$845
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 300.0% |
$139 - $174
|
4
$282
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-10.9K- 1.18% |
$507K - $633K
|
912K
$64.2M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.25K- 6.07% |
$151K - $188K
|
50.3K
$3.54M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-31.6K- 99.89% |
$1.47M - $1.83M
|
35
$2.47K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-33- 0.38% |
$1.53K - $1.91K
|
8.7K
$613K
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-109- 9.08% |
$5.06K - $6.32K
|
1.09K
$76.9K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.51K+ 30.48% |
$70.1K - $87.5K
|
6.46K
$455K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-5.62K- 10.0% |
$261K - $326K
|
50.6K
$3.56M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
3.88KNew |
$180K - $225K
|
3.88K
$274K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
CALL |
2.93M+ 109.17% |
$136M - $170M
|
5.61M
$395M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-460- 64.34% |
$21.4K - $26.7K
|
255
$18K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
13.8KNew |
$643K - $803K
|
13.8K
$975K
|
|
|
May 10, 2024
Q1 2024
|
Foresight Global Investors, Inc.
Purchase, NY |
BUY
|
- |
2.8K+ 14.72% |
$130K - $162K
|
21.8K
$1.54M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.33M- 24.78% |
$61.8M - $77.1M
|
4.04M
$284M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-412- 3.27% |
$19.1K - $23.9K
|
12.2K
$859K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
SELL
|
- |
-250- 1.54% |
$11.6K - $14.5K
|
16K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
300+ 1.79% |
$13.9K - $17.4K
|
17K
$1.2M
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
29+ 58.0% |
$1.35K - $1.68K
|
79
$5.56K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8KNew |
$371K - $463K
|
8K
$563K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-132K- 34.57% |
$6.11M - $7.63M
|
249K
$17.5M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
3.95KNew |
$183K - $229K
|
3.95K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-532- 78.01% |
$24.7K - $30.8K
|
150
$10.6K
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-169- 9.21% |
$7.85K - $9.8K
|
1.67K
$117K
|
|
|
May 08, 2024
Q1 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
74.2KNew |
$3.45M - $4.3M
|
74.2K
$5.23M
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-1.43K- 28.47% |
$66.5K - $82.9K
|
3.6K
$253K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.88K- 13.77% |
$87.2K - $109K
|
11.8K
$828K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
26+ 0.61% |
$1.21K - $1.51K
|
4.27K
$300K
|
|
|
May 07, 2024
Q1 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
3.46KNew |
$161K - $201K
|
3.46K
$244K
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
3.53KNew |
$164K - $205K
|
3.53K
$249K
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
57New |
$2.65K - $3.3K
|
57
$4.02K
|
|
|
May 06, 2024
Q1 2024
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
160New |
$7.43K - $9.27K
|
160
$11.3K
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
5.35KNew |
$248K - $310K
|
5.35K
$377K
|
|
|
May 06, 2024
Q1 2024
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-83.4K- 78.43% |
$3.87M - $4.83M
|
22.9K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-500- 9.27% |
$23.2K - $29K
|
4.89K
$345K
|
|
|
May 03, 2024
Q1 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
3.91KNew |
$181K - $226K
|
3.91K
$275K
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
3.81K+ 33.95% |
$177K - $221K
|
15K
$1.06M
|
|
|
May 03, 2024
Q1 2024
|
Hayek Kallen Investment Management
Fairhope, AL |
SELL
|
- |
-100- 2.06% |
$4.64K - $5.8K
|
4.76K
$335K
|
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
3.93K+ 76.84% |
$183K - $228K
|
9.05K
$637K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-3.86K- 21.75% |
$179K - $223K
|
13.9K
$977K
|
|
|
May 03, 2024
Q1 2024
|
Pacifica Capital Investments, LLC
|
SELL
|
- |
-1K- 12.0% |
$46.4K - $58K
|
7.34K
$517K
|
|
|
May 03, 2024
Q1 2024
|
Candriam S.C.A.
|
SELL
|
- |
-144- 2.33% |
$6.69K - $8.35K
|
6.03K
$425K
|
|
|
May 02, 2024
Q1 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-6.94K- 45.56% |
$322K - $402K
|
8.29K
$584K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4.75KNew |
$220K - $275K
|
4.75K
$334K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-369- 5.61% |
$17.1K - $21.4K
|
6.21K
$437K
|
|
|
May 02, 2024
Q1 2024
|
Boit C F David
Boston, MA |
SELL
|
- |
-3.84K- 19.85% |
$179K - $223K
|
15.5K
$1.09M
|
|
|
May 02, 2024
Q1 2024
|
Poplar Forest Capital LLC
|
SELL
|
- |
-94.2K- 17.71% |
$4.37M - $5.46M
|
438K
$30.8M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
72.4KNew |
$3.36M - $4.2M
|
72.4K
$5.1M
|