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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.19KNew |
$349K - $386K
|
6.19K
$493K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-612- 3.54% |
$34.5K - $38.2K
|
16.7K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
189New |
$10.7K - $11.8K
|
189
$15.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-569- 12.15% |
$32.1K - $35.5K
|
4.11K
$328K
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
42.8KNew |
$2.41M - $2.67M
|
42.8K
$3.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Karpas Strategies, LLC
|
SELL
|
- |
-3.87K- 5.81% |
$218K - $241K
|
62.6K
$4.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
400New |
$22.6K - $24.9K
|
400
$31.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
19+ 0.15% |
$1.07K - $1.18K
|
12.8K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Vci Wealth Management LLC
St Louis, MO |
BUY
|
- |
4.04K+ 27.19% |
$228K - $252K
|
18.9K
$1.51M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
165+ 28.95% |
$9.31K - $10.3K
|
735
$58.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-4.27K- 87.32% |
$241K - $266K
|
620
$49.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-352- 11.11% |
$19.9K - $21.9K
|
2.82K
$225K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
306+ 5.87% |
$17.3K - $19.1K
|
5.52K
$440K
|
|
|
Jul 26, 2024
Q2 2024
|
Legato Capital Management LLC
|
SELL
|
- |
-17.2K- 31.42% |
$969K - $1.07M
|
37.5K
$2.99M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
241New |
$13.6K - $15K
|
241
$19.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-900- 12.68% |
$50.8K - $56.1K
|
6.2K
$494K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.13K+ 257.73% |
$64K - $70.7K
|
1.57K
$125K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
101+ 1.84% |
$5.7K - $6.3K
|
5.59K
$445K
|
|
|
Jul 25, 2024
Q2 2024
|
Check Capital Management Inc
|
SELL
|
- |
-150- 2.96% |
$8.46K - $9.35K
|
4.91K
$392K
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-850- 2.37% |
$47.9K - $53K
|
35K
$2.79M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
3.02K+ 170.41% |
$171K - $188K
|
4.8K
$382K
|
|
|
Jul 25, 2024
Q2 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.81KNew |
$102K - $113K
|
1.81K
$144K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.36K+ 19.59% |
$76.5K - $84.5K
|
8.28K
$660K
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-215- 45.74% |
$12.1K - $13.4K
|
255
$20.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-666- 6.33% |
$37.6K - $41.5K
|
9.85K
$785K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-59- 1.46% |
$3.33K - $3.68K
|
3.97K
$317K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
120New |
$6.77K - $7.48K
|
120
$9.57K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
200+ 4.93% |
$11.3K - $12.5K
|
4.25K
$339K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
462+ 1.62% |
$26.1K - $28.8K
|
28.9K
$2.31M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
14.2KNew |
$800K - $884K
|
14.2K
$1.13M
|
|
|
Jul 18, 2024
Q2 2024
|
Prairiewood Capital, LLC
|
BUY
|
- |
4.4KNew |
$248K - $274K
|
4.4K
$351K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1KNew |
$56.6K - $62.5K
|
1K
$79.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
8.2KNew |
$462K - $511K
|
8.2K
$653K
|
|
|
Jul 18, 2024
Q2 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-15- 0.22% |
$846 - $935
|
6.72K
$535K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
3.53KNew |
$199K - $220K
|
3.53K
$281K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
26New |
$1.47K - $1.62K
|
26
$2.07K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-19- 0.27% |
$1.07K - $1.18K
|
7.08K
$564K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
PUT |
6.9KNew |
$389K - $430K
|
6.9K
$550K
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
1.22K+ 3.75% |
$68.9K - $76.1K
|
33.8K
$2.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.78K- 19.65% |
$100K - $111K
|
7.26K
$578K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-120- 4.12% |
$6.77K - $7.48K
|
2.79K
$223K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.87K- 7.62% |
$105K - $117K
|
22.6K
$1.81M
|
|
|
Jul 15, 2024
Q2 2024
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-14.5KClosed |
$820K - $907K
|
0
$0
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
437+ 34.49% |
$24.7K - $27.2K
|
1.7K
$136K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.44KNew |
$194K - $214K
|
3.44K
$274K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
385+ 10.81% |
$21.7K - $24K
|
3.95K
$315K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.88% |
$113 - $125
|
228
$18.2K
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
171+ 2.48% |
$9.65K - $10.7K
|
7.08K
$564K
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-2.1K- 11.11% |
$118K - $131K
|
16.8K
$1.34M
|
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
97+ 35.27% |
$5.47K - $6.05K
|
372
$29.7K
|