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 28, 2025
Q4 2024
|
Platform Technology Partners
|
SELL
|
- |
-1.51K- 13.26% |
$83.1K - $117K
|
9.89K
$783K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
321+ 0.71% |
$17.6K - $24.8K
|
45.5K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.21K- 5.98% |
$66.4K - $93.4K
|
19K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-2.5K- 8.22% |
$137K - $193K
|
27.9K
$2.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Nat West Group PLC
|
BUY
|
- |
63.1K+ 57.69% |
$3.47M - $4.88M
|
172K
$13.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-225- 0.28% |
$12.4K - $17.4K
|
80.7K
$6.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3.47KNew |
$191K - $269K
|
3.47K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-5.35K- 10.7% |
$294K - $414K
|
44.6K
$3.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-929- 1.19% |
$51.1K - $71.9K
|
77K
$6.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-531- 12.95% |
$29.2K - $41.1K
|
3.57K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
3.47KNew |
$191K - $269K
|
3.47K
$275K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
1.25K+ 27.29% |
$68.5K - $96.3K
|
5.81K
$460K
|
|
|
Jan 28, 2025
Q4 2024
|
Unison Asset Management LLC
|
BUY
|
- |
2.68K+ 2.6% |
$148K - $208K
|
106K
$8.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.87K+ 6.62% |
$267K - $376K
|
78.4K
$6.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
916+ 6.19% |
$50.4K - $70.9K
|
15.7K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
4.42KNew |
$243K - $342K
|
4.42K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-578- 0.3% |
$31.8K - $44.7K
|
193K
$15.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
10.1K+ 16.66% |
$553K - $778K
|
70.4K
$5.58M
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2+ 0.07% |
$110 - $155
|
2.86K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
3.23KNew |
$177K - $250K
|
3.23K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Empirical Finance, LLC
|
SELL
|
- |
-1.96K- 1.53% |
$108K - $151K
|
126K
$9.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
30.5K+ 19.09% |
$1.68M - $2.36M
|
190K
$15.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-1.04K- 12.87% |
$57K - $80.1K
|
7.01K
$556K
|
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$269K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
53+ 1.04% |
$2.91K - $4.1K
|
5.13K
$407K
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
BUY
|
- |
7+ 26.92% |
$385 - $541
|
33
$2.62K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.22KNew |
$177K - $249K
|
3.22K
$255K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-101- 2.42% |
$5.55K - $7.81K
|
4.07K
$323K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-206- 0.24% |
$11.3K - $15.9K
|
87.3K
$6.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.53% |
$3.08K - $4.33K
|
10.4K
$828K
|
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-36K- 35.56% |
$1.98M - $2.79M
|
65.3K
$5.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
214+ 1.81% |
$11.8K - $16.6K
|
12.1K
$956K
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
2.01K+ 51.17% |
$110K - $155K
|
5.92K
$469K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
19.8K+ 25.03% |
$1.09M - $1.53M
|
98.7K
$7.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Wilsey Asset Management Inc
|
SELL
|
- |
-7.31K- 1.2% |
$402K - $565K
|
600K
$47.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-500- 10.15% |
$27.5K - $38.7K
|
4.43K
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Stiles Financial Services Inc
|
SELL
|
- |
-121- 2.01% |
$6.65K - $9.36K
|
5.9K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.18K- 5.27% |
$65.1K - $91.6K
|
21.3K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
1.66KNew |
$91.5K - $129K
|
1.66K
$132K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-1.18K- 98.33% |
$64.9K - $91.3K
|
20
$1.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
225New |
$12.4K - $17.4K
|
225
$17.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
29.6K+ 199.15% |
$1.63M - $2.29M
|
44.5K
$3.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
59+ 5.36% |
$3.24K - $4.56K
|
1.16K
$91.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
349K+ 1090.69% |
$19.2M - $27M
|
381K
$30.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.08K+ 6.77% |
$334K - $470K
|
95.8K
$7.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Salzhauer Michael
|
BUY
|
- |
10.7K+ 8.7% |
$588K - $828K
|
134K
$10.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
905New |
$49.8K - $70K
|
905
$71.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Xy Capital LTD
Central, K3 |
BUY
|
PUT |
8.3KNew |
$456K - $642K
|
8.3K
$658K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
99New |
$5.44K - $7.66K
|
99
$7.85K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.43K- 9.13% |
$78.5K - $110K
|
14.2K
$1.13M
|