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 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.42K- 4.65% |
$133K - $187K
|
49.6K
$3.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
44+ 0.42% |
$2.42K - $3.4K
|
10.6K
$838K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-513- 4.58% |
$28.2K - $39.7K
|
10.7K
$847K
|
|
|
Feb 03, 2025
Q4 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
1.15K+ 31.87% |
$63.2K - $89K
|
4.76K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
Handelsbanken Fonder Ab
|
BUY
|
- |
1.78K+ 0.15% |
$98K - $138K
|
1.2M
$95.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
7.54KNew |
$415K - $583K
|
7.54K
$598K
|
|
|
Feb 03, 2025
Q4 2024
|
First Bank & Trust
|
SELL
|
- |
-166- 0.84% |
$9.13K - $12.8K
|
19.5K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-1.5K- 6.09% |
$82.5K - $116K
|
23.1K
$1.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
215+ 4.02% |
$11.8K - $16.6K
|
5.56K
$441K
|
|
|
Feb 03, 2025
Q4 2024
|
Ing Groep Nv
|
SELL
|
- |
-21.1K- 15.8% |
$1.16M - $1.63M
|
112K
$8.9M
|
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.11K- 15.23% |
$61K - $85.9K
|
6.18K
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-159- 3.95% |
$8.74K - $12.3K
|
3.87K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
333+ 5.7% |
$18.3K - $25.8K
|
6.18K
$490K
|
|
|
Feb 03, 2025
Q4 2024
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-38.2K- 75.35% |
$2.1M - $2.95M
|
12.5K
$989K
|
|
|
Feb 03, 2025
Q4 2024
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-1.24K- 0.49% |
$68.3K - $96.1K
|
252K
$20M
|
|
|
Feb 03, 2025
Q4 2024
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
SELL
|
- |
-10.5K- 25.0% |
$577K - $812K
|
31.5K
$2.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.64K+ 8.8% |
$200K - $282K
|
45K
$3.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
2.87KNew |
$158K - $222K
|
2.87K
$228K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-8.81K- 18.3% |
$485K - $682K
|
39.3K
$3.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-4.03K- 9.15% |
$222K - $312K
|
40.1K
$3.18M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
PUT |
101K+ 69.88% |
$5.55M - $7.8M
|
245K
$19.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-4- 0.04% |
$220 - $309
|
9.48K
$751K
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-93- 0.47% |
$5.11K - $7.19K
|
19.5K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-3.22K- 1.36% |
$177K - $249K
|
234K
$18.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.06% |
$275 - $387
|
8.71K
$691K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-115- 3.1% |
$6.32K - $8.9K
|
3.6K
$285K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
79+ 0.53% |
$4.34K - $6.11K
|
15K
$1.19M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
132K+ 5.23% |
$7.25M - $10.2M
|
2.66M
$211M
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
PUT |
5K+ 2.98% |
$275K - $387K
|
173K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
733New |
$40.3K - $56.7K
|
733
$58.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.75K- 2.86% |
$96.4K - $136K
|
59.5K
$4.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
21.5K+ 50.17% |
$1.18M - $1.66M
|
64.4K
$5.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-968- 1.43% |
$53.2K - $74.9K
|
66.8K
$5.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
221+ 22.1% |
$12.2K - $17.1K
|
1.22K
$96.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
96+ 1.46% |
$5.28K - $7.43K
|
6.65K
$527K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.77KNew |
$207K - $291K
|
3.77K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-111K- 31.57% |
$6.09M - $8.56M
|
240K
$19M
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-396- 2.75% |
$21.8K - $30.6K
|
14K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
BUY
|
- |
4.9KNew |
$270K - $379K
|
4.9K
$389K
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
422+ 4.69% |
$23.2K - $32.6K
|
9.43K
$747K
|
|
|
Feb 03, 2025
Q4 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-441- 4.23% |
$24.2K - $34.1K
|
9.98K
$791K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
SELL
|
- |
-4.11K- 7.52% |
$226K - $318K
|
50.5K
$4M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
12.2K+ 25.05% |
$673K - $947K
|
61.1K
$4.84M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-571- 2.36% |
$31.4K - $44.2K
|
23.6K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-7.8K- 13.63% |
$429K - $603K
|
49.4K
$3.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
373+ 6.19% |
$20.5K - $28.9K
|
6.4K
$507K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-191- 1.56% |
$10.5K - $14.8K
|
12.1K
$955K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
22.6KNew |
$1.24M - $1.75M
|
22.6K
$1.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
SELL
|
- |
-24.5K- 4.39% |
$1.34M - $1.89M
|
532K
$42.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
3.49K+ 82.44% |
$192K - $270K
|
7.73K
$613K
|