Latest Institutional Transactions on Wells Fargo & CO New (WFCPRY)
This table provides information on the latest institutional transactions involving Wells Fargo & CO New (WFCPRY) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.16% |
N/A
|
1.9K
$0
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
26New |
N/A
|
26
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-350- 32.41% |
N/A
|
730
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
200New |
N/A
|
200
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.58KNew |
N/A
|
6.58K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
100New |
N/A
|
100
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
660KNew |
N/A
|
660K
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.24KClosed |
N/A
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-25.4KClosed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Weaver Consulting Group
|
SELL
|
- |
-4.78KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
Apr 30, 2018
Q1 2018
|
Parnassus Investments, LLC
|
SELL
|
- |
-126KClosed |
N/A
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-809Closed |
N/A
|
0
$0
|
|