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
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-99- 27.89% |
$5.44K - $7.66K
|
256
$20.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
3.82KNew |
$210K - $295K
|
3.82K
$302K
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-888- 2.05% |
$48.8K - $68.7K
|
42.4K
$3.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-15.1K- 1.73% |
$830K - $1.17M
|
856K
$67.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
88K+ 2510.29% |
$4.84M - $6.81M
|
91.5K
$7.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-164- 0.47% |
$9.02K - $12.7K
|
35K
$2.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
368+ 4.67% |
$20.2K - $28.5K
|
8.25K
$654K
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
792+ 10.9% |
$43.5K - $61.3K
|
8.06K
$638K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
618+ 12.75% |
$34K - $47.8K
|
5.47K
$433K
|
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-534- 18.14% |
$29.4K - $41.3K
|
2.41K
$191K
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.99K- 38.95% |
$109K - $154K
|
3.12K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Swedbank Ab
Stockholm, V7 |
BUY
|
- |
755KNew |
$41.5M - $58.4M
|
755K
$59.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-125K- 16.86% |
$6.86M - $9.65M
|
615K
$48.7M
|
|
|
Jan 23, 2025
Q4 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
9.61KNew |
$528K - $743K
|
9.61K
$761K
|
|
|
Jan 23, 2025
Q4 2024
|
Washington Capital Management Inc
|
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$262K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
4+ 0.02% |
$220 - $309
|
17.6K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
547+ 12.75% |
$30.1K - $42.3K
|
4.84K
$383K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
2.89KNew |
$159K - $224K
|
2.89K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Lawson Kroeker Investment Management Inc
|
SELL
|
- |
-25.2K- 42.3% |
$1.38M - $1.95M
|
34.3K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-1.7K- 9.4% |
$93.3K - $131K
|
16.3K
$1.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-1K- 5.07% |
$55K - $77.4K
|
18.7K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-108- 0.58% |
$5.94K - $8.35K
|
18.5K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.93KNew |
$216K - $304K
|
3.93K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.82K- 9.41% |
$100K - $141K
|
17.6K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
417+ 3.82% |
$22.9K - $32.3K
|
11.3K
$898K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.79K- 10.64% |
$98.5K - $139K
|
15.1K
$1.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-37.4K- 8.24% |
$2.06M - $2.9M
|
417K
$33M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-500- 7.15% |
$27.5K - $38.7K
|
6.49K
$514K
|
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
51New |
$2.8K - $3.94K
|
51
$4.04K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-50- 0.1% |
$2.75K - $3.87K
|
50.5K
$4M
|
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
10K+ 65.25% |
$551K - $775K
|
25.4K
$2.01M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.44KNew |
$134K - $189K
|
2.44K
$193K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
44+ 0.4% |
$2.42K - $3.4K
|
11.1K
$880K
|
|
|
Jan 23, 2025
Q4 2024
|
Mediolanum International Funds LTD
Dublin 1, L2 |
BUY
|
- |
443K+ 120.02% |
$24.4M - $34.3M
|
812K
$64.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.51K- 28.95% |
$83K - $117K
|
3.71K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
3.22KNew |
$177K - $249K
|
3.22K
$256K
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.4K+ 35.42% |
$76.8K - $108K
|
5.34K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
683K+ 108.74% |
$37.5M - $52.8M
|
1.31M
$104M
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-137- 3.55% |
$7.53K - $10.6K
|
3.73K
$295K
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-216- 0.67% |
$11.9K - $16.7K
|
32.2K
$2.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-278- 2.37% |
$15.3K - $21.5K
|
11.4K
$906K
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
3.44KNew |
$189K - $266K
|
3.44K
$273K
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-39.6K- 18.97% |
$2.18M - $3.06M
|
169K
$13.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-525- 6.27% |
$28.9K - $40.6K
|
7.85K
$622K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-35- 0.13% |
$1.92K - $2.71K
|
26.4K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
773+ 19.33% |
$42.5K - $59.8K
|
4.77K
$378K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-393- 8.12% |
$21.6K - $30.4K
|
4.45K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-338- 4.79% |
$18.6K - $26.1K
|
6.72K
$532K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
10.6K+ 12.61% |
$580K - $816K
|
94.2K
$7.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
6.27KNew |
$345K - $485K
|
6.27K
$497K
|