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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Hikari Power LTD
|
SELL
|
- |
-49.9K- 27.66% |
$1.93M - $2.52M
|
130K
$9.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1.94K- 3.49% |
$75.1K - $98K
|
53.7K
$3.78M
|
|
|
Jan 29, 2024
Q4 2023
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
5.65KNew |
$218K - $285K
|
5.65K
$398K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-2K- 27.61% |
$77.3K - $101K
|
5.24K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Cumberland Advisors Inc
|
SELL
|
- |
-1K- 8.13% |
$38.7K - $50.5K
|
11.3K
$796K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
599New |
$23.2K - $30.3K
|
599
$42.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
7.02KNew |
$272K - $355K
|
7.02K
$495K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.55K+ 2.31% |
$60.1K - $78.4K
|
68.8K
$4.84M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28+ 3.49% |
$1.08K - $1.41K
|
831
$58.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1KNew |
$38.7K - $50.5K
|
1K
$70.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
4.26KNew |
$165K - $215K
|
4.26K
$300K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-12.3K- 79.07% |
$477K - $623K
|
3.27K
$230K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$3.87K - $5.05K
|
100
$7.04K
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1K- 86.81% |
$38.7K - $50.5K
|
152
$10.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
150+ 11.76% |
$5.8K - $7.58K
|
1.43K
$100K
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
5+ 0.1% |
$193 - $253
|
5.07K
$357K
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-124- 0.5% |
$4.8K - $6.26K
|
24.6K
$1.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-8.09K- 15.43% |
$313K - $408K
|
44.3K
$3.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-383- 3.23% |
$14.8K - $19.3K
|
11.5K
$807K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-2.55K- 33.22% |
$98.4K - $129K
|
5.12K
$360K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-454- 4.14% |
$17.6K - $22.9K
|
10.5K
$740K
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-236- 44.11% |
$9.13K - $11.9K
|
299
$21.1K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-132- 2.32% |
$5.1K - $6.67K
|
5.55K
$391K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
4+ 0.74% |
$155 - $202
|
546
$38.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
2.82KNew |
$109K - $142K
|
2.82K
$199K
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
BUY
|
- |
4.19KNew |
$162K - $212K
|
4.19K
$295K
|
|
|
Jan 19, 2024
Q4 2023
|
Myriad Asset Management Us LP
|
BUY
|
- |
282KNew |
$10.9M - $14.2M
|
282K
$19.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
40New |
$1.55K - $2.02K
|
40
$2.82K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-995- 13.57% |
$38.5K - $50.3K
|
6.34K
$446K
|
|
|
Jan 18, 2024
Q4 2023
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-625- 7.56% |
$24.2K - $31.6K
|
7.64K
$538K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-675- 9.78% |
$26.1K - $34.1K
|
6.23K
$439K
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-175- 1.8% |
$6.77K - $8.84K
|
9.56K
$673K
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
2New |
$77.3 - $101
|
2
$141
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.11KNew |
$159K - $208K
|
4.11K
$289K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-550- 7.18% |
$21.3K - $27.8K
|
7.11K
$500K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-127- 1.96% |
$4.91K - $6.41K
|
6.34K
$447K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.51K- 1.0% |
$58.4K - $76.2K
|
150K
$10.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Resource Consulting Group Inc
|
BUY
|
- |
11.9KNew |
$460K - $601K
|
11.9K
$838K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
4.56KNew |
$176K - $230K
|
4.56K
$321K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-100- 0.44% |
$3.87K - $5.05K
|
22.6K
$1.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Benson Investment Management Company, Inc.
|
BUY
|
- |
546+ 0.61% |
$21.1K - $27.6K
|
90.1K
$6.35M
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
471+ 3.56% |
$18.2K - $23.8K
|
13.7K
$964K
|
|
|
Jan 09, 2024
Q4 2023
|
Triad Investment Management
|
SELL
|
- |
-14K- 73.73% |
$543K - $709K
|
5K
$352K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.32K- 5.81% |
$89.8K - $117K
|
37.7K
$2.65M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
3.31K+ 15.58% |
$128K - $167K
|
24.6K
$1.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
4.15KNew |
$160K - $210K
|
4.15K
$292K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$116 - $152
|
23.5K
$1.66M
|
|
|
Jan 05, 2024
Q4 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-9.55K- 64.61% |
$369K - $483K
|
5.23K
$369K
|
|
|
Jan 04, 2024
Q4 2023
|
Hoese & CO LLP
|
SELL
|
- |
-1.65K- 69.5% |
$63.8K - $83.3K
|
724
$51K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
51.6MNew |
$2.09B - $2.43B
|
51.6M
$3.64B
|
|