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 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-752- 4.51% |
$41.3K - $58.2K
|
15.9K
$1.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-100- 0.95% |
$5.5K - $7.73K
|
10.4K
$824K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
62+ 0.36% |
$3.41K - $4.8K
|
17.4K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
258New |
$14.2K - $20K
|
258
$20.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.27KNew |
$180K - $253K
|
3.27K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
32.5K+ 8723.32% |
$1.79M - $2.52M
|
32.9K
$2.61M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
30.4KNew |
$1.67M - $2.35M
|
30.4K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
BUY
|
- |
148+ 2.81% |
$8.14K - $11.4K
|
5.42K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
304+ 1.15% |
$16.7K - $23.5K
|
26.9K
$2.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.79K+ 2.48% |
$98.5K - $139K
|
74.2K
$5.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5.42K+ 892.11% |
$298K - $420K
|
6.03K
$478K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 0.14% |
$715 - $1.01K
|
9.16K
$726K
|
|
|
Jan 24, 2025
Q4 2024
|
Citadel Investment Advisory, Inc.
|
SELL
|
- |
-50- 0.24% |
$2.75K - $3.87K
|
21K
$1.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.81K+ 4.52% |
$99.7K - $140K
|
42K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
596+ 10.59% |
$32.8K - $46.1K
|
6.22K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.08K+ 215.54% |
$169K - $238K
|
4.51K
$357K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
2.86KNew |
$157K - $221K
|
2.86K
$226K
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
40+ 0.33% |
$2.2K - $3.09K
|
12.2K
$967K
|
|
|
Jan 24, 2025
Q4 2024
|
Sequent Asset Management, LLC
|
SELL
|
- |
-42- 0.61% |
$2.31K - $3.25K
|
6.8K
$539K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-752- 9.83% |
$41.3K - $58.2K
|
6.9K
$547K
|
|
|
Jan 24, 2025
Q4 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
143K+ 102.3% |
$7.87M - $11.1M
|
283K
$22.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
18+ 0.26% |
$990 - $1.39K
|
6.87K
$544K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.5% |
$55 - $77.4
|
200
$15.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
783+ 7.92% |
$43K - $60.6K
|
10.7K
$846K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
3.29KNew |
$181K - $254K
|
3.29K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.06K+ 12.47% |
$58.2K - $81.8K
|
9.54K
$756K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.54K- 7.43% |
$84.6K - $119K
|
19.2K
$1.52M
|
|
|
Jan 24, 2025
Q4 2024
|
Hodges Capital Management Inc.
|
BUY
|
- |
40.4K+ 68.33% |
$2.22M - $3.13M
|
99.6K
$7.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-1.46K- 10.41% |
$80K - $113K
|
12.5K
$992K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.52K+ 9.98% |
$138K - $195K
|
27.7K
$2.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.23KNew |
$67.8K - $95.4K
|
1.23K
$97.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-209- 1.87% |
$11.5K - $16.2K
|
11K
$870K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-91- 1.24% |
$5K - $7.04K
|
7.24K
$574K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
986+ 15.09% |
$54.2K - $76.3K
|
7.52K
$596K
|
|
|
Jan 24, 2025
Q4 2024
|
Cullinan Associates Inc
|
SELL
|
- |
-1.9K- 4.3% |
$104K - $147K
|
42.2K
$3.35M
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
8.83K+ 116.89% |
$485K - $683K
|
16.4K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
SELL
|
- |
-60.3K- 3.35% |
$3.32M - $4.67M
|
1.74M
$138M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
25.4K+ 15.03% |
$1.39M - $1.96M
|
194K
$15.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.19K+ 23.2% |
$65.2K - $91.7K
|
6.29K
$499K
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
22+ 0.43% |
$1.21K - $1.7K
|
5.09K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Gds Wealth Management
|
BUY
|
- |
2.98KNew |
$164K - $231K
|
2.98K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.29KNew |
$181K - $255K
|
3.29K
$261K
|
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-183K- 12.91% |
$10M - $14.1M
|
1.23M
$97.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
14.6KNew |
$804K - $1.13M
|
14.6K
$1.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
PUT |
57.2K+ 38.81% |
$3.14M - $4.42M
|
205K
$16.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-522- 4.4% |
$28.7K - $40.4K
|
11.3K
$899K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
1.77K+ 3.47% |
$97.1K - $137K
|
52.7K
$4.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
305New |
$16.8K - $23.6K
|
305
$24.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
BUY
|
- |
185+ 0.87% |
$10.2K - $14.3K
|
21.5K
$1.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
610+ 3.03% |
$33.5K - $47.2K
|
20.7K
$1.64M
|