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 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
3.37KNew |
$185K - $260K
|
3.37K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.25KNew |
$179K - $251K
|
3.25K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-2.16K- 2.0% |
$119K - $167K
|
106K
$8.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.12K+ 1.07% |
$117K - $164K
|
200K
$16M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
276+ 1.69% |
$15.2K - $21.3K
|
16.6K
$1.33M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.75K- 2.17% |
$316K - $445K
|
259K
$20.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-811- 7.72% |
$44.6K - $62.7K
|
9.69K
$775K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
92.9K+ 4.46% |
$5.11M - $7.18M
|
2.17M
$174M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.09K+ 17.15% |
$60K - $84.4K
|
7.45K
$596K
|
|
|
Feb 11, 2025
Q4 2024
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-399- 2.53% |
$21.9K - $30.9K
|
15.4K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-5.15M- 1.68% |
$283M - $399M
|
302M
$24.1B
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
109+ 2.48% |
$5.99K - $8.43K
|
4.5K
$360K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-33.2K- 78.7% |
$1.83M - $2.57M
|
9K
$720K
|
|
|
Feb 11, 2025
Q4 2024
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-1.52K- 1.9% |
$83.5K - $117K
|
78.5K
$6.27M
|
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-4.45K- 4.59% |
$245K - $344K
|
92.6K
$7.41M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
2.98KNew |
$164K - $230K
|
2.98K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Twin City Private Wealth, LLC
Winston Salem, NC |
SELL
|
- |
-4.85K- 9.34% |
$267K - $375K
|
47.1K
$3.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Promethium Advisors,Llc
Bethesda, MD |
SELL
|
- |
-285- 3.28% |
$15.7K - $22K
|
8.4K
$672K
|
|
|
Feb 11, 2025
Q4 2024
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
485KNew |
$26.7M - $37.5M
|
485K
$38.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
881New |
$48.4K - $68.1K
|
881
$70.5K
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
145KNew |
$7.98M - $11.2M
|
145K
$11.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-1.7K- 20.63% |
$93.2K - $131K
|
6.52K
$521K
|
|
|
Feb 11, 2025
Q4 2024
|
Harry Burn
Sound Shore Management Inc
|
SELL
|
- |
-219K- 12.38% |
$12.1M - $17M
|
1.55M
$124M
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.55K- 22.22% |
$85.2K - $120K
|
5.43K
$434K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-938- 1.8% |
$51.6K - $72.6K
|
51K
$4.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2.95KNew |
$162K - $228K
|
2.95K
$236K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
754+ 1.41% |
$41.5K - $58.3K
|
54.3K
$4.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.23M- 49.15% |
$122M - $172M
|
2.3M
$184M
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
3.01KNew |
$165K - $233K
|
3.01K
$241K
|
|
|
Feb 11, 2025
Q4 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
562+ 18.04% |
$30.9K - $43.5K
|
3.68K
$294K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
BUY
|
- |
232K+ 16.6% |
$12.8M - $18M
|
1.63M
$130M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
225K+ 254.61% |
$12.3M - $17.4M
|
313K
$25M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.08K+ 87.43% |
$334K - $470K
|
13K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-3.55K- 3.13% |
$195K - $275K
|
110K
$8.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
SELL
|
- |
-372- 1.88% |
$20.5K - $28.8K
|
19.4K
$1.55M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-491- 2.58% |
$27K - $38K
|
18.5K
$1.48M
|
|
|
Feb 11, 2025
Q4 2024
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
60.5K+ 91.65% |
$3.33M - $4.68M
|
127K
$10.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
1+ 0.02% |
$55 - $77.4
|
6.09K
$487K
|
|
|
Feb 11, 2025
Q4 2024
|
United Super Pty LTD In Its Capacity As Trustee For The Construction & Building Unions Superannuation Fund
|
BUY
|
- |
8.8KNew |
$484K - $681K
|
8.8K
$704K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.79K+ 41.51% |
$153K - $215K
|
9.49K
$759K
|
|
|
Feb 11, 2025
Q4 2024
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-38.9K- 2.17% |
$2.14M - $3.01M
|
1.76M
$140M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-12.9K- 1.39% |
$708K - $996K
|
914K
$73.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
161+ 4.1% |
$8.85K - $12.5K
|
4.08K
$327K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.81K+ 47.16% |
$265K - $372K
|
15K
$1.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
28.1KNew |
$1.55M - $2.17M
|
28.1K
$2.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-710- 0.62% |
$39K - $54.9K
|
114K
$9.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.24KNew |
$233K - $328K
|
4.24K
$339K
|
|
|
Feb 11, 2025
Q4 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
160K+ 10.59% |
$8.8M - $12.4M
|
1.67M
$134M
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
11.7K+ 70.4% |
$642K - $904K
|
28.3K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-99- 0.59% |
$5.44K - $7.66K
|
16.5K
$1.32M
|