Latest Institutional Transactions on Wells Fargo& CO New (WFCPRZ)
This table provides information on the latest institutional transactions involving Wells Fargo& CO New (WFCPRZ) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
14KNew |
N/A
|
14K
$0
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-614- 8.99% |
N/A
|
6.21K
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
6.4KNew |
N/A
|
6.4K
$0
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
22.1KNew |
N/A
|
22.1K
$0
|
|
| Q1 2024 | |||||||
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
100+ 64.52% |
N/A
|
255
$0
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
54New |
N/A
|
54
$0
|
|
| Q4 2022 | |||||||
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2KNew |
N/A
|
2K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-100- 0.36% |
N/A
|
28.1K
$0
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
10KNew |
N/A
|
10K
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
7.33KNew |
N/A
|
7.33K
$0
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
21.1KNew |
N/A
|
21.1K
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-18KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-145KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.27KClosed |
N/A
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Founders Capital Management, LLC
|
SELL
|
- |
-70.7KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Iat Reinsurance CO Ltd.
New York, NY |
SELL
|
- |
-15KClosed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-5.5KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Securian Asset Management, Inc
|
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.15KClosed |
N/A
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Shapiro Capital Management LLC
Atlanta, GA |
SELL
|
- |
-20KClosed |
N/A
|
0
$0
|
|