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 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
54+ 3.56% |
$2.97K - $4.18K
|
1.57K
$124K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.7KNew |
$204K - $287K
|
3.7K
$294K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
300+ 0.65% |
$16.5K - $23.2K
|
46.1K
$3.66M
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-757- 15.18% |
$41.6K - $58.6K
|
4.23K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5+ 0.08% |
$275 - $387
|
6.03K
$477K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-230- 3.08% |
$12.6K - $17.8K
|
7.23K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-20.3K- 20.95% |
$1.11M - $1.57M
|
76.5K
$6.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-23K- 4.45% |
$1.26M - $1.78M
|
493K
$39.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-13.7K- 0.69% |
$752K - $1.06M
|
1.98M
$157M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
762+ 8.56% |
$41.9K - $58.9K
|
9.67K
$766K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
52.9K+ 17.81% |
$2.91M - $4.09M
|
350K
$27.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
78+ 0.36% |
$4.29K - $6.03K
|
21.9K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
29.9K+ 10.76% |
$1.64M - $2.31M
|
308K
$24.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
51+ 0.72% |
$2.8K - $3.94K
|
7.15K
$567K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.15K+ 95.18% |
$118K - $166K
|
4.41K
$350K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
1.23K+ 3.92% |
$67.4K - $94.8K
|
32.5K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.76K- 14.62% |
$96.5K - $136K
|
10.3K
$813K
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-749- 2.46% |
$41.2K - $57.9K
|
29.7K
$2.35M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-161K- 37.52% |
$8.87M - $12.5M
|
269K
$21.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-2.85K- 2.05% |
$157K - $221K
|
136K
$10.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-1.24K- 9.97% |
$68.3K - $96.1K
|
11.2K
$890K
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
125+ 3.5% |
$6.87K - $9.67K
|
3.69K
$293K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.52% |
$2.2K - $3.09K
|
7.73K
$613K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.02K- 5.51% |
$166K - $234K
|
51.8K
$4.11M
|
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-66.5K- 9.66% |
$3.66M - $5.15M
|
623K
$49.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
5.97K+ 16.14% |
$328K - $462K
|
43K
$3.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Fruth Investment Management
|
SELL
|
- |
-300- 4.82% |
$16.5K - $23.2K
|
5.92K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-134- 3.66% |
$7.37K - $10.4K
|
3.53K
$279K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-66- 0.27% |
$3.63K - $5.11K
|
23.9K
$1.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.48K+ 6.55% |
$246K - $347K
|
72.9K
$5.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-684- 2.17% |
$37.6K - $52.9K
|
30.8K
$2.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.59KNew |
$197K - $277K
|
3.59K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5.61K+ 21.3% |
$309K - $434K
|
32K
$2.53M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
46+ 0.74% |
$2.53K - $3.56K
|
6.3K
$499K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
112KNew |
$6.13M - $8.62M
|
112K
$8.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-2.19K- 13.93% |
$120K - $169K
|
13.5K
$1.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
25.1K+ 129.86% |
$1.38M - $1.94M
|
44.5K
$3.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
60+ 0.61% |
$3.3K - $4.64K
|
9.82K
$778K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
32.2KNew |
$1.77M - $2.49M
|
32.2K
$2.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-90- 1.86% |
$4.95K - $6.96K
|
4.74K
$376K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
304+ 29.8% |
$16.7K - $23.5K
|
1.32K
$105K
|
|
|
Jan 24, 2025
Q4 2024
|
Founders Capital Management, LLC
|
SELL
|
- |
-2.09K- 0.71% |
$115K - $162K
|
295K
$23.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.81K+ 2.93% |
$154K - $217K
|
98.7K
$7.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-5.44K- 3.78% |
$299K - $421K
|
139K
$11M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
3.11KNew |
$171K - $240K
|
3.11K
$246K
|
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-496- 1.32% |
$27.3K - $38.4K
|
37.1K
$2.94M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-249K- 18.11% |
$13.7M - $19.3M
|
1.13M
$89.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-1.64K- 26.29% |
$90.2K - $127K
|
4.6K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-21- 2.11% |
$1.15K - $1.62K
|
974
$77.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-867- 19.15% |
$47.7K - $67.1K
|
3.66K
$290K
|