Latest Institutional Transactions on Wells Fargo&Co New Dep Shs Rep (WFCPRQ)
This table provides information on the latest institutional transactions involving Wells Fargo&Co New Dep Shs Rep (WFCPRQ) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-3.7KClosed |
N/A
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 22, 2023
Q2 2023
|
Comerica Bank
|
BUY
|
- |
1.46KNew |
N/A
|
1.46K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
114+ 4.8% |
N/A
|
2.49K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Iat Reinsurance CO Ltd.
New York, NY |
BUY
|
- |
100KNew |
N/A
|
100K
$0
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-238- 47.5% |
N/A
|
263
$0
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-200- 5.13% |
N/A
|
3.7K
$0
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
3KNew |
N/A
|
3K
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Delta Capital Management LLC
|
BUY
|
- |
2.2K+ 22.37% |
N/A
|
12K
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
104KNew |
N/A
|
104K
$0
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
SELL
|
- |
-19KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
4.17KNew |
N/A
|
4.17K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-12.8KClosed |
N/A
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-27.4KClosed |
N/A
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
SELL
|
- |
-47.3KClosed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-1.26KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.3KClosed |
N/A
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
Jan 19, 2021
Q1 2020
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
400New |
N/A
|
400
$0
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-4KClosed |
N/A
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Everett Harris & CO
|
SELL
|
- |
-87.2KClosed |
N/A
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Private Capital Group, LLC
|
SELL
|
- |
-179Closed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-22.7KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-40.9KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-434KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Oct 26, 2018
Q3 2018
|
Securian Asset Management, Inc
|
SELL
|
- |
-200KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 20, 2018
Q4 2017
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2018
Q4 2017
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.37KClosed |
N/A
|
0
$0
|
|