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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
40+ 0.45% |
$2.2K - $3.09K
|
8.86K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.63K+ 33.52% |
$199K - $280K
|
14.4K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
3.11KNew |
$171K - $241K
|
3.11K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
348+ 0.73% |
$19.1K - $26.9K
|
47.7K
$3.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
898+ 8.56% |
$49.4K - $69.5K
|
11.4K
$911K
|
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
SELL
|
- |
-30- 0.67% |
$1.65K - $2.32K
|
4.42K
$354K
|
|
|
Feb 13, 2025
Q4 2024
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
SELL
|
- |
-11.8K- 6.91% |
$651K - $916K
|
159K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
67.3KNew |
$3.7M - $5.2M
|
67.3K
$5.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
PUT |
163KNew |
$8.97M - $12.6M
|
163K
$13.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-5.87K- 7.93% |
$323K - $454K
|
68.2K
$5.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
1.53KNew |
$84.2K - $119K
|
1.53K
$123K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
20KNew |
$1.1M - $1.55M
|
20K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Entruity Wealth, LLC
Bakersfield, CA |
BUY
|
- |
13.3KNew |
$730K - $1.03M
|
13.3K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
6.56KNew |
$361K - $507K
|
6.56K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-28- 0.24% |
$1.54K - $2.17K
|
11.7K
$933K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
400New |
$22K - $30.9K
|
400
$32K
|
|
|
Feb 13, 2025
Q4 2024
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-46.5K- 5.77% |
$2.56M - $3.6M
|
760K
$60.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-100- 1.47% |
$5.5K - $7.73K
|
6.69K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
BUY
|
- |
476+ 7.71% |
$26.2K - $36.8K
|
6.65K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Front Street Capital Management, Inc.
|
SELL
|
- |
-16- 0.19% |
$880 - $1.24K
|
8.26K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.8K- 15.5% |
$98.7K - $139K
|
9.79K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-224- 0.7% |
$12.3K - $17.3K
|
31.8K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
SELL
|
- |
-109- 2.38% |
$5.99K - $8.43K
|
4.47K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-5.53K- 0.62% |
$304K - $428K
|
881K
$70.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-12.2K- 0.78% |
$671K - $944K
|
1.55M
$124M
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 7.88% |
$92.9K - $131K
|
19.8K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.98K+ 0.96% |
$494K - $695K
|
945K
$75.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.08KNew |
$224K - $316K
|
4.08K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
215K+ 581.08% |
$11.8M - $16.6M
|
252K
$20.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-1.18M- 49.09% |
$64.8M - $91.2M
|
1.22M
$97.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
18.6KNew |
$1.02M - $1.44M
|
18.6K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
PUT |
-505K- 47.73% |
$27.8M - $39.1M
|
553K
$44.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
40.2K+ 114.98% |
$2.21M - $3.11M
|
75.1K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Financial Inc.
Detroit, MI |
BUY
|
- |
6K+ 20.0% |
$330K - $464K
|
36K
$2.88M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
3.38KNew |
$186K - $262K
|
3.38K
$270K
|
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
SELL
|
- |
-34.2K- 3.55% |
$1.88M - $2.64M
|
927K
$74.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-16.5M- 18.97% |
$907M - $1.28B
|
70.5M
$5.63B
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
319+ 7.25% |
$17.5K - $24.7K
|
4.72K
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
146K+ 14.64% |
$8.01M - $11.3M
|
1.14M
$91.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-39- 0.55% |
$2.14K - $3.02K
|
7.01K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
22.2K+ 58.82% |
$1.22M - $1.72M
|
59.9K
$4.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-23.7K- 45.32% |
$1.3M - $1.83M
|
28.6K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.16K+ 1.07% |
$119K - $167K
|
205K
$16.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
525K+ 37.27% |
$28.9M - $40.6M
|
1.93M
$155M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5.81K- 2.74% |
$320K - $450K
|
206K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
3.57KNew |
$196K - $276K
|
3.57K
$286K
|
|
|
Feb 13, 2025
Q4 2024
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
SELL
|
- |
-297K- 7.01% |
$16.3M - $23M
|
3.94M
$315M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
454K+ 74.64% |
$24.9M - $35.1M
|
1.06M
$84.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.9K+ 11.13% |
$2.47M - $3.47M
|
448K
$35.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
184K+ 209.58% |
$10.1M - $14.2M
|
271K
$21.7M
|