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 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
3.5KNew |
$192K - $271K
|
3.5K
$277K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
953New |
$52.4K - $73.7K
|
953
$75.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
SELL
|
- |
-178- 0.66% |
$9.79K - $13.8K
|
26.6K
$2.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-17.3K- 63.25% |
$951K - $1.34M
|
10K
$796K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
4.8KNew |
$264K - $372K
|
4.8K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
4.3K+ 71.15% |
$236K - $333K
|
10.3K
$820K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-174- 0.61% |
$9.57K - $13.5K
|
28.4K
$2.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
254+ 1.82% |
$14K - $19.6K
|
14.2K
$1.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
309+ 0.97% |
$17K - $23.9K
|
32.1K
$2.54M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-786- 9.35% |
$43.2K - $60.8K
|
7.62K
$604K
|
|
|
Jan 23, 2025
Q4 2024
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
101K+ 16.6% |
$5.53M - $7.77M
|
706K
$56M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
4.32K+ 34.51% |
$238K - $334K
|
16.9K
$1.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-36- 0.41% |
$1.98K - $2.78K
|
8.67K
$687K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
13+ 0.5% |
$715 - $1.01K
|
2.63K
$208K
|
|
|
Jan 23, 2025
Q4 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.03K+ 1.09% |
$56.7K - $79.8K
|
96.1K
$7.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-93- 0.82% |
$5.11K - $7.19K
|
11.2K
$891K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.54K+ 29.77% |
$84.8K - $119K
|
6.72K
$533K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-32.8K- 64.07% |
$1.81M - $2.54M
|
18.4K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.33K- 9.58% |
$72.8K - $102K
|
12.5K
$991K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
474+ 2.7% |
$26.1K - $36.7K
|
18K
$1.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-416- 28.38% |
$22.9K - $32.2K
|
1.05K
$83.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
334+ 6.13% |
$18.4K - $25.8K
|
5.79K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Kbc Group Nv
|
BUY
|
- |
759K+ 63.06% |
$41.7M - $58.7M
|
1.96M
$156M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-36.7K- 73.95% |
$2.02M - $2.84M
|
12.9K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-345- 0.86% |
$19K - $26.7K
|
39.6K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.84K- 5.94% |
$156K - $220K
|
45K
$3.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-196- 3.61% |
$10.8K - $15.2K
|
5.24K
$415K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
431+ 4.36% |
$23.7K - $33.3K
|
10.3K
$818K
|
|
|
Jan 22, 2025
Q4 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
3.39KNew |
$186K - $262K
|
3.39K
$269K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
183K+ 72.48% |
$10.1M - $14.1M
|
435K
$34.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-53- 0.77% |
$2.91K - $4.1K
|
6.86K
$544K
|
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-505- 3.12% |
$27.8K - $39.1K
|
15.7K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-175- 4.17% |
$9.62K - $13.5K
|
4.02K
$319K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
3.3KNew |
$181K - $255K
|
3.3K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
177+ 3.08% |
$9.73K - $13.7K
|
5.93K
$470K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.4K- 99.9% |
$1.34M - $1.89M
|
24
$1.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-50- 0.33% |
$2.75K - $3.87K
|
15K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.42K- 13.39% |
$243K - $342K
|
28.6K
$2.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
SELL
|
- |
-1.1K- 22.0% |
$60.5K - $85.1K
|
3.9K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Epiq Partners, LLC
|
SELL
|
- |
-853- 17.58% |
$46.9K - $66K
|
4K
$317K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.87KNew |
$158K - $222K
|
2.87K
$228K
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
12KNew |
$660K - $928K
|
12K
$951K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
224+ 45.71% |
$12.3K - $17.3K
|
714
$56.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.4K+ 15.82% |
$187K - $263K
|
24.9K
$1.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-5- 0.06% |
$275 - $387
|
8.14K
$645K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
12+ 0.28% |
$660 - $928
|
4.26K
$338K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
433+ 2.95% |
$23.8K - $33.5K
|
15.1K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-265- 3.45% |
$14.6K - $20.5K
|
7.41K
$587K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
21.5KNew |
$1.18M - $1.66M
|
21.5K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-113K- 96.61% |
$6.2M - $8.72M
|
3.96K
$314K
|