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 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
342+ 5.7% |
$18.8K - $26.5K
|
6.34K
$502K
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
1.22K+ 734.34% |
$67K - $94.3K
|
1.39K
$110K
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
2.73K+ 68.13% |
$150K - $211K
|
6.73K
$533K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
158K+ 41.19% |
$8.67M - $12.2M
|
540K
$42.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
154+ 2.59% |
$8.47K - $11.9K
|
6.1K
$483K
|
|
|
Feb 06, 2025
Q4 2024
|
Seizert Capital Partners, LLC
|
BUY
|
- |
71K+ 9.02% |
$3.9M - $5.49M
|
857K
$68M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-15.2K- 6.43% |
$836K - $1.18M
|
221K
$17.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-300- 5.12% |
$16.5K - $23.2K
|
5.55K
$440K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
SELL
|
- |
-11.7K- 1.17% |
$645K - $907K
|
988K
$78.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.67K+ 35.77% |
$202K - $284K
|
13.9K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
4.46K+ 9.23% |
$245K - $345K
|
52.8K
$4.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-682K- 98.58% |
$37.5M - $52.8M
|
9.86K
$781K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-139- 3.23% |
$7.64K - $10.8K
|
4.16K
$330K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
169+ 2.48% |
$9.29K - $13.1K
|
6.99K
$554K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-385- 0.62% |
$21.2K - $29.8K
|
61.7K
$4.89M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
9.26K+ 2.58% |
$509K - $716K
|
368K
$29.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
6.52K+ 103.05% |
$358K - $504K
|
12.8K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
766New |
$42.1K - $59.3K
|
766
$60.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.99MNew |
$219M - $309M
|
3.99M
$316M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-741- 12.79% |
$40.7K - $57.3K
|
5.05K
$401K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
9.21KNew |
$506K - $712K
|
9.21K
$730K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.21K- 5.74% |
$66.3K - $93.3K
|
19.8K
$1.57M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-288- 1.9% |
$15.8K - $22.3K
|
14.9K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-16K- 7.78% |
$878K - $1.24M
|
189K
$15M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-1.39K- 0.5% |
$76.4K - $107K
|
276K
$21.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.37KNew |
$130K - $183K
|
2.37K
$188K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-16.7K- 48.55% |
$920K - $1.29M
|
17.7K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
199+ 0.43% |
$10.9K - $15.4K
|
46.4K
$3.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
4.12K+ 85.56% |
$226K - $319K
|
8.93K
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.07KNew |
$169K - $238K
|
3.07K
$243K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-107- 2.54% |
$5.88K - $8.28K
|
4.11K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-835- 5.97% |
$45.9K - $64.6K
|
13.2K
$1.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
547+ 3.77% |
$30.1K - $42.3K
|
15.1K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
2.08K+ 9.92% |
$114K - $161K
|
23.1K
$1.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-1.43K- 17.26% |
$78.5K - $110K
|
6.84K
$542K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-5.2K- 48.53% |
$286K - $402K
|
5.52K
$437K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
163+ 0.94% |
$8.96K - $12.6K
|
17.6K
$1.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-30.2K- 11.0% |
$1.66M - $2.33M
|
244K
$19.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
17.4KNew |
$954K - $1.34M
|
17.4K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-147- 1.38% |
$8.08K - $11.4K
|
10.5K
$833K
|
|
|
Feb 06, 2025
Q4 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
13.5K+ 56.47% |
$740K - $1.04M
|
37.3K
$2.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.72KNew |
$259K - $365K
|
4.72K
$374K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
91.7K+ 1388.18% |
$5.04M - $7.1M
|
98.3K
$7.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
34.5K+ 32.68% |
$1.9M - $2.67M
|
140K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bradyco, Inc.
Cambridge, MA |
BUY
|
- |
5.69KNew |
$313K - $440K
|
5.69K
$451K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
210+ 5.61% |
$11.5K - $16.2K
|
3.96K
$313K
|
|
|
Feb 05, 2025
Q4 2024
|
Mn Services Vermogensbeheer B.V.
|
BUY
|
- |
29.7K+ 2.11% |
$1.63M - $2.3M
|
1.43M
$114M
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-5.82K- 2.1% |
$320K - $450K
|
272K
$21.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
709+ 5.22% |
$39K - $54.8K
|
14.3K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
14.7K+ 9.43% |
$810K - $1.14M
|
171K
$13.6M
|