WFC Insider Trading

Insider Trading Chart
Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.08%

Insider Buying (Last 12 Months): $144,270.00

Insider Selling (Last 12 Months): $0.00

Wells Fargo & Company Insider Trading History Chart

Wells Fargo & Company Share Price & Price History

^$55.01

▼ -1.28 (-2.27%)

As of 09/23/2024 01:44 PM ET

Days: 30 | 90 | 365

My grim warning about AI stocks

From Porter & Company | Ad

Today, I’m warning of another looming catastrophe. Only this time, it’s not in pot stocks, cryptos, or U.S. housing… it's in artificial intelligence. And unless you know what’s really going on in this sector, you could be wiped out. You see, while there is no doubt that the recent advancements in artificial intelligence are game-changing and will drive colossal innovation in every sector of the economy... There's also no escaping that The Big AI Die-Up is coming.

So go here now to read my new report The Big AI Die-Up… while you still can.

Wells Fargo & Company Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
11/9/2023	Richard K. Davis	Director	Buy	3,500	$41.22	$144,270.00	4,244
3/16/2023	Felicia F. Norwood	Director	Buy	77	$18.85	$1,451.45	228
2/23/2023	Kleber Santos	EVP	Sell	34,698	$46.27	$1,605,476.46	19,590
5/3/2022	Kleber Santos	EVP	Sell	22,700	$44.44	$1,008,788.00	21,478

Protect Your Bank Account with THESE 4 Simple Steps

From Weiss Ratings | Ad

Starting as soon as a few months from now, the United States government will make a sweeping change to bank accounts nationwide. It will give them unprecedented powers to control your bank account.

Learn these 4 simple steps and protect your savings before it’s too late.

SEC Filings (Institutional Ownership Changes) for Wells Fargo & Company (NYSE:WFC)

75.90% of Wells Fargo & Company stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Wells Fargo & Company Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2024	Centaurus Financial Inc.	41,811	$2.48M	0.2%	-0.8%	0.001%
9/20/2024	Healthcare of Ontario Pension Plan Trust Fund	2,339,800	$138.96M	0.4%	+39.4%	0.067%
9/9/2024	Heritage Wealth Management Inc.	3,745	$0.22M	0.1%	N/A	0.000%
8/30/2024	Creekside Partners	9,537	$0.57M	0.3%	N/A	0.000%
8/30/2024	Centennial Bank AR	3,694	$0.22M	0.1%	-7.4%	0.000%
8/30/2024	Strategic Investment Solutions Inc. IL	433	$26K	0.0%	N/A	0.000%
8/28/2024	RiverFront Investment Group LLC	116,630	$6.93M	0.2%	N/A	0.003%
8/27/2024	Clearbridge Investments LLC	148,623	$8.82M	0.0%	-93.2%	0.004%
8/27/2024	Dana Investment Advisors Inc.	364,295	$21.64M	0.7%	-7.4%	0.010%
8/27/2024	New Wave Wealth Advisors LLC	6,975	$0.41M	0.2%	N/A	0.000%
8/26/2024	Teachers Retirement System of The State of Kentucky	491,577	$29.20M	0.3%	-1.7%	0.014%
8/26/2024	Founders Financial Alliance LLC	7,350	$0.44M	0.1%	+5.4%	0.000%
8/22/2024	3Chopt Investment Partners LLC	45,991	$2.73M	0.8%	+2.4%	0.001%
8/21/2024	Advisory Alpha LLC	5,490	$0.33M	0.0%	+5.2%	0.000%
8/19/2024	EP Wealth Advisors LLC	179,282	$10.65M	0.1%	+40.0%	0.005%
8/19/2024	Brandes Investment Partners LP	3,903,281	$231.31M	2.8%	-12.3%	0.112%
8/19/2024	B. Riley Wealth Advisors Inc.	53,159	$3.16M	0.1%	-21.1%	0.002%
8/16/2024	CMG Global Holdings LLC	5,222	$0.31M	0.2%	-18.0%	0.000%
8/16/2024	Core Alternative Capital	11,401	$0.68M	0.1%	+82.5%	0.000%
8/16/2024	Quarry LP	1,768	$0.11M	0.0%	N/A	0.000%
8/16/2024	Wallace Advisory Group LLC	18,354	$1.09M	0.8%	-10.8%	0.001%
8/16/2024	William B. Walkup & Associates Inc.	18,009	$1.07M	0.7%	N/A	0.001%
8/16/2024	Front Row Advisors LLC	6,725	$0.40M	0.1%	+3.0%	0.000%
8/16/2024	Coastal Bridge Advisors LLC	10,552	$0.63M	0.2%	-142.8%	0.000%
8/16/2024	Silver Lake Advisory LLC	8,196	$0.49M	0.1%	N/A	0.000%
8/16/2024	Magnolia Capital Advisors LLC	5,774	$0.34M	0.0%	N/A	0.000%
8/16/2024	Aviso Wealth Management	11,227	$0.67M	0.4%	+4.3%	0.000%
8/16/2024	Annandale Capital LLC	19,142	$1.14M	0.2%	+1.2%	0.001%
8/16/2024	Ascent Group LLC	38,934	$2.31M	0.2%	+9.4%	0.001%
8/16/2024	Kathmere Capital Management LLC	8,508	$0.51M	0.1%	+7.5%	0.000%
8/16/2024	Texas Capital Bancshares Inc TX	8,959	$0.53M	0.2%	-3.8%	0.000%
8/16/2024	Sepio Capital LP	12,225	$0.73M	0.1%	-40.4%	0.000%
8/15/2024	Beaird Harris Wealth Management LLC	865	$51K	0.0%	+54.5%	0.000%
8/15/2024	Smith Thornton Advisors LLC	9,591	$0.57M	0.4%	N/A	0.000%
8/15/2024	First County Bank CT	3,931	$0.23M	0.1%	-5.3%	0.000%
8/15/2024	Legal & General Group Plc	24,202,322	$1.44B	0.3%	-3.5%	0.694%
8/15/2024	Lighthouse Investment Partners LLC	72,708	$4.32M	0.2%	+34.1%	0.002%
8/15/2024	Mackenzie Financial Corp	1,591,119	$94.50M	0.1%	-1.9%	0.046%
8/15/2024	Mark Asset Management LP	180,359	$10.71M	1.1%	+81.0%	0.005%
8/15/2024	MBB Public Markets I LLC	251,868	$14.96M	0.3%	+1,710.7%	0.007%
8/15/2024	Daymark Wealth Partners LLC	75,647	$4.49M	0.2%	+4.7%	0.002%
8/15/2024	Deprince Race & Zollo Inc.	1,022,575	$60.73M	1.4%	-1.3%	0.029%
8/15/2024	DoubleLine ETF Adviser LP	59,953	$3.56M	0.9%	-4.3%	0.002%
8/15/2024	Drucker Wealth 3.0 LLC	87,791	$5.21M	1.4%	N/A	0.003%
8/15/2024	Elgethun Capital Management	90,015	$5.35M	1.3%	-1.8%	0.003%
8/15/2024	Employees Retirement System of Texas	1,216,900	$72.27M	0.7%	-1.6%	0.035%
8/15/2024	APG Asset Management N.V.	7,053,152	$390.84M	0.7%	-15.7%	0.202%
8/15/2024	AQR Capital Management LLC	1,023,779	$59.90M	0.1%	+55.5%	0.029%
8/15/2024	AXA S.A.	142,999	$8.49M	0.0%	-39.0%	0.004%
8/15/2024	AlTi Global Inc.	19,675	$1.17M	0.0%	+4.2%	0.001%
8/15/2024	Alpha DNA Investment Management LLC	85,157	$5.06M	2.0%	+101.6%	0.002%
8/15/2024	NBW Capital LLC	106,461	$6.32M	1.2%	-2.0%	0.003%
8/15/2024	Unisphere Establishment	165,000	$9.80M	0.1%	-19.5%	0.005%
8/15/2024	Point72 Asia Singapore Pte. Ltd.	171,534	$10.19M	2.1%	N/A	0.005%
8/15/2024	Point72 Europe London LLP	189,300	$11.24M	0.9%	N/A	0.005%
8/15/2024	Point72 Hong Kong Ltd	120,819	$7.18M	0.4%	N/A	0.003%
8/15/2024	Toronto Dominion Bank	2,596,271	$154.19M	0.2%	-9.4%	0.074%
8/14/2024	Zurich Insurance Group Ltd FI	734,102	$43.60M	0.4%	-67.3%	0.021%
8/14/2024	Insigneo Advisory Services LLC	29,485	$1.75M	0.2%	-32.7%	0.001%
8/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	678,114	$40.27M	0.2%	+55.9%	0.019%
8/14/2024	Semmax Financial Advisors Inc.	82,660	$4.91M	1.5%	+5.6%	0.002%
8/14/2024	Mill Creek Capital Advisors LLC	3,816	$0.23M	0.0%	N/A	0.000%
8/14/2024	Marshall Wace LLP	2,331,925	$138.49M	0.2%	-3,295.6%	0.067%
8/14/2024	Front Street Capital Management Inc.	8,771	$0.52M	0.1%	-3.7%	0.000%
8/14/2024	Providence Capital Advisors LLC	10,939	$0.65M	0.1%	-90.4%	0.000%
8/14/2024	Resources Management Corp CT ADV	26,680	$1.59M	0.2%	-1.1%	0.001%
8/14/2024	Xponance Inc.	553,758	$32.89M	0.3%	-4.1%	0.016%
8/14/2024	RWWM Inc.	2,194,541	$130.31M	14.2%	-1.5%	0.063%
8/14/2024	Evergreen Capital Management LLC	29,378	$1.75M	0.1%	+7.8%	0.001%
8/14/2024	Public Sector Pension Investment Board	1,091,177	$64.81M	0.4%	+2.3%	0.031%
8/14/2024	Steel Grove Capital Advisors LLC	4,884	$0.29M	0.0%	-34.0%	0.000%
8/14/2024	DRW Securities LLC	72,875	$4.33M	0.2%	N/A	0.002%
8/14/2024	Delap Wealth Advisory LLC	18,350	$1.09M	0.5%	-21.0%	0.001%
8/14/2024	Edge Capital Group LLC	12,851	$0.76M	0.0%	-18.0%	0.000%
8/14/2024	Estabrook Capital Management	130,760	$7.77M	1.2%	-2.6%	0.004%
8/14/2024	Fairscale Capital LLC	780	$47K	0.0%	N/A	0.000%
8/14/2024	Gabelli Funds LLC	985,925	$58.55M	0.4%	-3.8%	0.028%
8/14/2024	Fidelis Capital Partners LLC	24,174	$1.44M	0.2%	+31.5%	0.001%
8/14/2024	Epoch Investment Partners Inc.	2,023,765	$120.19M	0.5%	-2.5%	0.058%
8/14/2024	1832 Asset Management L.P.	1,589,826	$94.42M	0.1%	-72.8%	0.046%
8/14/2024	Mount Yale Investment Advisors LLC	38,671	$2.30M	0.2%	-4.3%	0.001%
8/14/2024	Frank Rimerman Advisors LLC	20,684	$1.23M	0.1%	+51,610.0%	0.001%
8/14/2024	ProShare Advisors LLC	723,733	$42.98M	0.1%	+1.1%	0.021%
8/14/2024	Profund Advisors LLC	52,755	$3.13M	0.1%	-6.1%	0.002%
8/13/2024	Schwerin Boyle Capital Management Inc.	876,884	$52.08M	5.5%	-0.2%	0.025%
8/13/2024	Barrow Hanley Mewhinney & Strauss LLC	9,732,044	$577.99M	2.0%	-5.7%	0.279%
8/13/2024	Hancock Whitney Corp	91,264	$5.42M	0.2%	+776.7%	0.003%
8/13/2024	Symmetry Investments LP	97,660	$5.80M	0.7%	N/A	0.003%
8/13/2024	Kayne Anderson Rudnick Investment Management LLC	3,386	$0.20M	0.0%	-28.3%	0.000%
8/13/2024	Clayton Partners LLC	89,893	$5.34M	4.3%	-1.0%	0.003%
8/13/2024	Auxier Asset Management	32,302	$1.92M	0.3%	-4.3%	0.001%
8/13/2024	Legacy Financial Advisors Inc.	15,227	$0.90M	0.2%	+7.4%	0.000%
8/13/2024	Ensign Peak Advisors Inc	4,047,622	$240.39M	0.4%	-9.9%	0.116%
8/13/2024	Westwood Holdings Group Inc.	1,416,413	$84.12M	0.4%	-11.3%	0.041%
8/13/2024	Arista Wealth Management LLC	4,243	$0.25M	0.1%	N/A	0.000%
8/13/2024	Sompo Asset Management Co. Ltd.	19,950	$1.19M	0.2%	-5.0%	0.001%
8/13/2024	Summit Trail Advisors LLC	74,786	$4.44M	0.1%	+36.0%	0.002%
8/13/2024	Ameritas Investment Partners Inc.	95,240	$5.66M	0.3%	-1.5%	0.003%
8/13/2024	Sound Shore Management Inc. CT	1,573,565	$93.45M	3.1%	-26.5%	0.045%
8/13/2024	Pacer Advisors Inc.	248,325	$14.75M	0.0%	+0.9%	0.007%

Data available starting January 2016

Wells Fargo & Company, a financial services company, provides diversified banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. The company operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The Consumer Banking and Lending segment offers diversified financial products and services for consumers and small businesses. Its financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. The Commercial Banking segment provides financial solutions to private, family owned, and certain public companies. Its products and services include banking and credit products across various industry sectors and municipalities, secured lending and lease products, and treasury management services. The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services, such as corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services to corporate, commercial real estate, government, and institutional clients. The Wealth and Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. It also operates through financial advisors in brokerage and wealth offices, consumer bank branches, independent offices, and digitally through WellsTrade and Intuitive Investor. The company was founded in 1852 and is headquartered in San Francisco, California.

Today's Range

Now: $55.01

$54.97

$56.52

50 Day Range

MA: $56.19

$51.58

$60.91

52 Week Range

Now: $55.01

$38.38

$62.55

Volume

4,601,838 shs

Average Volume

18,105,004 shs

Market Capitalization

$191.78 billion

P/E Ratio

11.30

Dividend Yield

2.94%

Beta

1.16

Who are the company insiders with the largest holdings of Wells Fargo & Company?: Wells Fargo & Company's top insider shareholders include:
Kleber Santos (EVP)
Richard K Davis (Director)
Felicia F Norwood (Director)
Learn More about top insider investors at Wells Fargo & Company.
Who are the major institutional investors of Wells Fargo & Company?: Wells Fargo & Company's top institutional shareholders include:
Primecap Management Co. CA — 1.07%
Legal & General Group Plc — 0.69%
Bank of New York Mellon Corp — 0.64%
Dimensional Fund Advisors LP — 0.57%
Pzena Investment Management LLC — 0.45%
Davis Selected Advisers — 0.44%
Learn More about top institutional investors of Wells Fargo & Company stock.
Which major investors are selling Wells Fargo & Company stock?: In the previous quarter, WFC stock was sold by these institutional investors:
Davis Selected Advisers
Primecap Management Co. CA
1832 Asset Management L.P.
Clearbridge Investments LLC
Canada Pension Plan Investment Board
Zurich Insurance Group Ltd FI
Pzena Investment Management LLC
APG Asset Management N.V.
Which major investors are buying Wells Fargo & Company stock?: Within the previous quarter, WFC stock was acquired by institutional investors including:
Marshall Wace LLP
Dimensional Fund Advisors LP
Bridges Investment Management Inc.
Manning & Napier Advisors LLC
Healthcare of Ontario Pension Plan Trust Fund
Bank of Montreal Can
AQR Capital Management LLC
Sapient Capital LLC
In the last year, these company insiders have bought Wells Fargo & Company stock:
Kleber Santos (EVP)
Richard K Davis (Director)
Learn More investors buying Wells Fargo & Company stock.