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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
42+ 46.67% |
$1.95K - $2.43K
|
132
$9.3K
|
|
|
Apr 17, 2024
Q1 2024
|
Deltec Asset Management LLC
|
BUY
|
- |
3.5KNew |
$163K - $203K
|
3.5K
$247K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3.48KNew |
$162K - $202K
|
3.48K
$245K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-199- 4.59% |
$9.24K - $11.5K
|
4.13K
$291K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
3K+ 150.0% |
$139K - $174K
|
5K
$352K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-25- 10.0% |
$1.16K - $1.45K
|
225
$15.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
55+ 55.0% |
$2.55K - $3.19K
|
155
$10.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-32- 6.19% |
$1.49K - $1.85K
|
485
$34.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
BUY
|
- |
3.48KNew |
$161K - $201K
|
3.48K
$245K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-296- 6.2% |
$13.7K - $17.2K
|
4.48K
$315K
|
|
|
Apr 15, 2024
Q1 2024
|
Manning & Napier Group, LLC
|
SELL
|
- |
-54.4K- 9.32% |
$2.53M - $3.16M
|
530K
$37.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3.76KNew |
$175K - $218K
|
3.76K
$265K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
167+ 2.41% |
$7.76K - $9.68K
|
7.1K
$500K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
3.68KNew |
$171K - $213K
|
3.68K
$259K
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
15New |
$697 - $869
|
15
$1.06K
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4.02KNew |
$187K - $233K
|
4.02K
$283K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
3.64KNew |
$169K - $211K
|
3.64K
$257K
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
241+ 3.68% |
$11.2K - $14K
|
6.8K
$479K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
1.69K+ 36.8% |
$78.5K - $98K
|
6.29K
$443K
|
|
|
Apr 12, 2024
Q1 2024
|
Arga Investment Management, LP
|
SELL
|
- |
-311- 0.22% |
$14.4K - $18K
|
142K
$9.99M
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
6.4KNew |
$297K - $371K
|
6.4K
$451K
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.48K+ 9.71% |
$115K - $144K
|
28K
$1.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12+ 13.04% |
$557 - $696
|
104
$7.33K
|
|
|
Apr 11, 2024
Q1 2024
|
Washington Capital Management Inc
|
BUY
|
- |
3.76KNew |
$175K - $218K
|
3.76K
$265K
|
|
|
Apr 10, 2024
Q1 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-1K- 15.38% |
$46.4K - $58K
|
5.5K
$387K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-1.87K- 27.46% |
$86.9K - $108K
|
4.94K
$348K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.52K- 37.29% |
$164K - $204K
|
5.93K
$417K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.32K+ 79.61% |
$61.3K - $76.5K
|
2.98K
$210K
|
|
|
Apr 10, 2024
Q1 2024
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
3.77KNew |
$175K - $218K
|
3.77K
$265K
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-813- 15.49% |
$37.8K - $47.1K
|
4.44K
$312K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
169+ 10.94% |
$7.85K - $9.8K
|
1.71K
$121K
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
SELL
|
- |
-25- 0.34% |
$1.16K - $1.45K
|
7.25K
$511K
|
|
|
Apr 04, 2024
Q1 2024
|
Charlie Munger
Daily Journal Corp
|
SELL
|
- |
-179K- 11.23% |
$8.3M - $10.4M
|
1.41M
$99.5M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-650- 13.53% |
$30.2K - $37.7K
|
4.16K
$293K
|
|
|
Apr 02, 2024
Q1 2024
|
Cravens & CO Advisors, LLC
Cookeville, TN |
BUY
|
- |
4.13KNew |
$192K - $239K
|
4.13K
$291K
|
|
| Q4 2023 | |||||||
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
300+ 22.97% |
$11.6K - $15.2K
|
1.61K
$113K
|
|
|
Dec 09, 2024
Q4 2023
|
Swedbank Ab
Stockholm, V7 |
SELL
|
- |
-27.7K- 3.5% |
$1.07M - $1.4M
|
764K
$53.8M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
469+ 78.3% |
$18.1K - $23.7K
|
1.07K
$75.2K
|
|
|
May 30, 2024
Q4 2023
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
5.01KNew |
$194K - $253K
|
5.01K
$353K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
5.3KNew |
$205K - $268K
|
5.3K
$373K
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
8.46KNew |
$327K - $427K
|
8.46K
$596K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-561- 82.26% |
$21.7K - $28.3K
|
121
$8.52K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
24New |
$928 - $1.21K
|
24
$1.69K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
10New |
$387 - $505
|
10
$704
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.46KNew |
$172K - $225K
|
4.46K
$314K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
995New |
$38.5K - $50.3K
|
995
$70.1K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
56New |
$2.17K - $2.83K
|
56
$3.94K
|
|
|
Feb 29, 2024
Q4 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-2.75K- 54.11% |
$106K - $139K
|
2.33K
$164K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
431New |
$16.7K - $21.8K
|
431
$30.4K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-1.69KClosed |
$65.2K - $85.2K
|
0
$0
|
|