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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.79K+ 8.39% |
$98.4K - $138K
|
23.1K
$1.83M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
603+ 7.39% |
$33.2K - $46.6K
|
8.76K
$694K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-4.28K- 28.7% |
$235K - $331K
|
10.6K
$843K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.28K+ 18.27% |
$345K - $486K
|
40.7K
$3.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
11.5KNew |
$631K - $888K
|
11.5K
$909K
|
|
|
Jan 29, 2025
Q4 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-713- 10.19% |
$39.2K - $55.2K
|
6.28K
$498K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
3.17KNew |
$174K - $245K
|
3.17K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-5.04K- 4.73% |
$277K - $390K
|
101K
$8.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
5.71K+ 1.86% |
$314K - $442K
|
313K
$24.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.05KNew |
$168K - $236K
|
3.05K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-465- 3.61% |
$25.6K - $36K
|
12.4K
$985K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
56.5K+ 14.53% |
$3.1M - $4.37M
|
445K
$35.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-721- 2.31% |
$39.6K - $55.8K
|
30.4K
$2.41M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-5.73K- 40.88% |
$315K - $443K
|
8.29K
$657K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.94K- 28.68% |
$106K - $150K
|
4.81K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
61.8KNew |
$3.4M - $4.78M
|
61.8K
$4.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.55KNew |
$305K - $430K
|
5.55K
$440K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
278+ 13.33% |
$15.3K - $21.5K
|
2.36K
$187K
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-994- 80.23% |
$54.7K - $76.9K
|
245
$19.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
432New |
$23.8K - $33.4K
|
432
$34.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-320- 2.49% |
$17.6K - $24.8K
|
12.5K
$991K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
5+ 0.03% |
$275 - $387
|
14.8K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-336- 7.55% |
$18.5K - $26K
|
4.11K
$326K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
1.08K+ 12.92% |
$59.5K - $83.7K
|
9.45K
$749K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
1.8K+ 4.74% |
$99.1K - $139K
|
39.9K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
8+ 0.09% |
$440 - $619
|
8.77K
$695K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
BUY
|
- |
54+ 0.53% |
$2.97K - $4.18K
|
10.3K
$815K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
219+ 24.39% |
$12K - $16.9K
|
1.12K
$88.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
106+ 1.3% |
$5.83K - $8.2K
|
8.29K
$657K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
BUY
|
- |
4.91K+ 54.14% |
$270K - $380K
|
14K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.18K- 4.52% |
$120K - $169K
|
46.1K
$3.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
3.25KNew |
$179K - $252K
|
3.25K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.96% |
$55 - $77.4
|
105
$8.32K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.51KNew |
$193K - $271K
|
3.51K
$278K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$269K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
620+ 6.03% |
$34.1K - $48K
|
10.9K
$864K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.25KNew |
$179K - $252K
|
3.25K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-178- 29.72% |
$9.79K - $13.8K
|
421
$33.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-2.38K- 5.43% |
$131K - $184K
|
41.5K
$3.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
15.7K+ 3.82% |
$863K - $1.21M
|
426K
$33.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-352K- 4.48% |
$19.4M - $27.2M
|
7.51M
$595M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
3.11K+ 25.05% |
$171K - $241K
|
15.5K
$1.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
35.7KNew |
$1.96M - $2.76M
|
35.7K
$2.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-593- 2.49% |
$32.6K - $45.9K
|
23.2K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Tobam
|
SELL
|
- |
-2.88K- 21.99% |
$158K - $223K
|
10.2K
$809K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-1.82K- 11.27% |
$100K - $141K
|
14.4K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-112- 2.36% |
$6.16K - $8.66K
|
4.64K
$367K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
5.17KNew |
$284K - $400K
|
5.17K
$410K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-231- 2.54% |
$12.7K - $17.9K
|
8.88K
$703K
|
|
|
Jan 28, 2025
Q4 2024
|
Exane Asset Management
|
BUY
|
- |
1.33KNew |
$73.2K - $103K
|
1.33K
$106K
|