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 22, 2025
Q4 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-680- 4.5% |
$37.4K - $52.6K
|
14.4K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
310KNew |
$17.1M - $24M
|
310K
$24.6M
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-10.7K- 4.5% |
$587K - $826K
|
227K
$18M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1- 0.02% |
$55 - $77.4
|
4.39K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-1.67K- 4.8% |
$91.5K - $129K
|
33K
$2.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-1.22K- 0.49% |
$66.9K - $94.1K
|
247K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-553- 19.76% |
$30.4K - $42.8K
|
2.25K
$178K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
170+ 3.2% |
$9.35K - $13.1K
|
5.49K
$435K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-234- 0.42% |
$12.9K - $18.1K
|
55.9K
$4.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-625- 2.39% |
$34.4K - $48.3K
|
25.5K
$2.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
234+ 4.4% |
$12.9K - $18.1K
|
5.55K
$440K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
3.27KNew |
$180K - $253K
|
3.27K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-325- 1.59% |
$17.9K - $25.1K
|
20.1K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-1.07K- 16.57% |
$58.6K - $82.4K
|
5.36K
$425K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
603+ 1.33% |
$33.2K - $46.6K
|
46K
$3.65M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.88K+ 2.01% |
$213K - $300K
|
197K
$15.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.76KNew |
$207K - $291K
|
3.76K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
129+ 2.92% |
$7.09K - $9.98K
|
4.54K
$360K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-3.74K- 8.67% |
$206K - $289K
|
39.4K
$3.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-70.9K- 15.77% |
$3.9M - $5.49M
|
379K
$30M
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
3.32KNew |
$182K - $257K
|
3.32K
$263K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.13K- 15.4% |
$62K - $87.3K
|
6.2K
$491K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
3.43KNew |
$189K - $266K
|
3.43K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
230+ 4.06% |
$12.6K - $17.8K
|
5.9K
$468K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
450+ 2.44% |
$24.7K - $34.8K
|
18.9K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.5K+ 45.49% |
$635K - $893K
|
36.9K
$2.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.08K+ 16.73% |
$59.1K - $83.2K
|
7.5K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-29K- 17.98% |
$1.59M - $2.24M
|
132K
$10.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
1.22K+ 6.36% |
$67.2K - $94.5K
|
20.4K
$1.62M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
300New |
$16.5K - $23.2K
|
300
$23.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-2.89K- 16.56% |
$159K - $223K
|
14.5K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
6+ 0.14% |
$330 - $464
|
4.33K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.61K+ 20.83% |
$88.2K - $124K
|
9.31K
$738K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-17- 0.35% |
$935 - $1.31K
|
4.82K
$382K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-97- 0.68% |
$5.33K - $7.5K
|
14.2K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
168New |
$9.24K - $13K
|
168
$13.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
349+ 2.26% |
$19.2K - $27K
|
15.8K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$110 - $155
|
3.82K
$303K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.22K- 2.7% |
$67.2K - $94.6K
|
44.1K
$3.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-20- 0.09% |
$1.1K - $1.55K
|
21.7K
$1.72M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
3+ 0.01% |
$165 - $232
|
32.6K
$2.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-791- 1.64% |
$43.5K - $61.2K
|
47.5K
$3.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-106- 0.78% |
$5.83K - $8.2K
|
13.5K
$1.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-187- 1.19% |
$10.3K - $14.5K
|
15.5K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
13.8K+ 1.23% |
$760K - $1.07M
|
1.14M
$90.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
700+ 2.21% |
$38.5K - $54.1K
|
32.4K
$2.57M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-75- 5.0% |
$4.12K - $5.8K
|
1.42K
$113K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-146- 30.67% |
$8.03K - $11.3K
|
330
$26.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-450- 4.17% |
$24.7K - $34.8K
|
10.4K
$820K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-3.52K- 2.78% |
$194K - $273K
|
123K
$9.78M
|