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 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 4.46% |
$121K - $170K
|
47.1K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-842- 5.27% |
$46.3K - $65.1K
|
15.1K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-100- 0.82% |
$5.5K - $7.73K
|
12.2K
$969K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-527- 32.35% |
$29K - $40.8K
|
1.1K
$87.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.47K- 5.11% |
$136K - $191K
|
45.9K
$3.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.02K+ 22.12% |
$55.9K - $78.7K
|
5.62K
$447K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.61K+ 1.63% |
$143K - $202K
|
163K
$13M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-720- 1.92% |
$39.6K - $55.7K
|
36.9K
$2.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.39K- 8.33% |
$76.2K - $107K
|
15.3K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-132- 0.94% |
$7.26K - $10.2K
|
13.9K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-944- 0.53% |
$51.9K - $73K
|
176K
$14M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.43K+ 10.23% |
$78.7K - $111K
|
15.4K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.21KNew |
$176K - $248K
|
3.21K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.84K- 11.41% |
$101K - $142K
|
14.3K
$1.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-5.5K- 2.86% |
$302K - $425K
|
187K
$14.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-51- 0.64% |
$2.8K - $3.94K
|
7.93K
$631K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 0.73% |
$715 - $1.01K
|
1.76K
$140K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
3.16KNew |
$174K - $245K
|
3.16K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
BUY
|
- |
675+ 16.18% |
$37.1K - $52.2K
|
4.85K
$386K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
BUY
|
- |
108New |
$5.94K - $8.35K
|
108
$8.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwmg, LLC
|
BUY
|
- |
2.89KNew |
$159K - $223K
|
2.89K
$230K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14K+ 65.99% |
$769K - $1.08M
|
35.2K
$2.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-549- 2.69% |
$30.2K - $42.5K
|
19.8K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-782- 1.94% |
$43K - $60.5K
|
39.6K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
230+ 0.41% |
$12.6K - $17.8K
|
56.9K
$4.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
547+ 8.09% |
$30.1K - $42.3K
|
7.31K
$582K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
3.04KNew |
$167K - $235K
|
3.04K
$242K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-120- 1.08% |
$6.6K - $9.28K
|
11K
$879K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
920+ 23.14% |
$50.6K - $71.2K
|
4.9K
$390K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5.8K- 31.26% |
$319K - $448K
|
12.7K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
SELL
|
- |
-477- 7.59% |
$26.2K - $36.9K
|
5.81K
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$55 - $77.4
|
2.16K
$172K
|
|
|
Jan 13, 2025
Q4 2024
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.17K- 9.07% |
$120K - $168K
|
21.8K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Wright Investors Service Inc
|
BUY
|
- |
91+ 0.68% |
$5K - $7.04K
|
13.4K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-99- 0.74% |
$5.44K - $7.66K
|
13.2K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
SELL
|
- |
-493- 11.16% |
$27.1K - $38.1K
|
3.93K
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Wela Strategies, Inc.
|
BUY
|
- |
101KNew |
$5.55M - $7.81M
|
101K
$8.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.01K- 6.17% |
$55.7K - $78.4K
|
15.4K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.45KNew |
$245K - $344K
|
4.45K
$354K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-175- 2.91% |
$9.62K - $13.5K
|
5.84K
$465K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-273- 6.16% |
$15K - $21.1K
|
4.16K
$331K
|
|
|
Jan 13, 2025
Q4 2024
|
Hummer Financial Advisory Services Inc
|
BUY
|
- |
3.13KNew |
$172K - $242K
|
3.13K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-102K- 93.83% |
$5.6M - $7.88M
|
6.7K
$534K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
3.58KNew |
$197K - $277K
|
3.58K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
121+ 4.7% |
$6.65K - $9.36K
|
2.69K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-490- 1.62% |
$26.9K - $37.9K
|
29.7K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21+ 0.49% |
$1.15K - $1.62K
|
4.28K
$341K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.12KNew |
$172K - $241K
|
3.12K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
158+ 0.3% |
$8.69K - $12.2K
|
52.6K
$4.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
33+ 0.39% |
$1.81K - $2.55K
|
8.39K
$668K
|