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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
88+ 1.67% |
$4.84K - $6.81K
|
5.37K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-742- 16.37% |
$40.8K - $57.4K
|
3.79K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-30- 1.57% |
$1.65K - $2.32K
|
1.88K
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
3.08KNew |
$169K - $238K
|
3.08K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
2.6KNew |
$143K - $201K
|
2.6K
$189K
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
3KNew |
$165K - $232K
|
3K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Phar Vision Advisers, LLC
Boca Raton, FL |
BUY
|
- |
6.5KNew |
$357K - $502K
|
6.5K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
132New |
$7.26K - $10.2K
|
132
$9.57K
|
|
|
Feb 13, 2025
Q4 2024
|
Brandywine Trust CO
Hockessin, DE |
SELL
|
- |
-1.18K- 0.52% |
$64.8K - $91.2K
|
225K
$16.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Aviva PLC
|
SELL
|
- |
-39.3K- 2.34% |
$2.16M - $3.04M
|
1.64M
$119M
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
980New |
$53.9K - $75.8K
|
980
$71.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-283K- 7.73% |
$15.6M - $21.9M
|
3.38M
$245M
|
|
|
Feb 13, 2025
Q4 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-1.12M- 11.41% |
$61.8M - $86.9M
|
8.73M
$633M
|
|
|
Feb 13, 2025
Q4 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
215K+ 84.12% |
$11.8M - $16.6M
|
470K
$34M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
963+ 0.21% |
$52.9K - $74.5K
|
459K
$33.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
SELL
|
- |
-50.6K- 70.86% |
$2.78M - $3.91M
|
20.8K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-948K- 13.46% |
$52.1M - $73.4M
|
6.1M
$442M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
CALL |
211K+ 211.4% |
$11.6M - $16.4M
|
311K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.29K- 2.09% |
$70.9K - $99.7K
|
60.5K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.43K- 8.83% |
$298K - $420K
|
56K
$4.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-596- 8.09% |
$32.8K - $46.1K
|
6.77K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-392- 3.35% |
$21.6K - $30.3K
|
11.3K
$819K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
BUY
|
- |
34+ 0.82% |
$1.87K - $2.63K
|
4.17K
$302K
|
|
|
Feb 13, 2025
Q4 2024
|
Mount Capital LTD
|
SELL
|
- |
-72.9K- 10.34% |
$4.01M - $5.64M
|
632K
$45.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
130+ 0.95% |
$7.15K - $10.1K
|
13.8K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-4.6K- 11.56% |
$253K - $356K
|
35.2K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-16- 10.0% |
$880 - $1.24K
|
144
$10.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.28K+ 4.49% |
$400K - $563K
|
169K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
15.9K+ 1.9% |
$872K - $1.23M
|
850K
$61.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.02M+ 82.18% |
$55.9M - $78.6M
|
2.25M
$163M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
85.6K+ 588.58% |
$4.71M - $6.62M
|
100K
$7.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
3.6KNew |
$198K - $278K
|
3.6K
$261K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
104K+ 2.58% |
$5.73M - $8.05M
|
4.14M
$300M
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
340+ 28.86% |
$18.7K - $26.3K
|
1.52K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
PUT |
-400- 11.43% |
$22K - $30.9K
|
3.1K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.06K+ 2.95% |
$168K - $236K
|
107K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Capital Management Inc
|
BUY
|
- |
1.07K+ 1.35% |
$58.9K - $82.9K
|
80.7K
$5.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
41.5K+ 13.29% |
$2.28M - $3.21M
|
354K
$25.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
796K+ 48.78% |
$43.8M - $61.6M
|
2.43M
$176M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
PUT |
2.2K+ 38.47% |
$121K - $170K
|
7.92K
$574K
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-31.9K- 19.82% |
$1.75M - $2.46M
|
129K
$9.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-88.3K- 97.46% |
$4.85M - $6.83M
|
2.3K
$167K
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-142- 1.13% |
$7.81K - $11K
|
12.4K
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-545- 0.49% |
$30K - $42.2K
|
110K
$7.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.77M- 10.14% |
$207M - $292M
|
33.4M
$2.42B
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-517- 7.7% |
$28.4K - $40K
|
6.2K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
24+ 0.37% |
$1.32K - $1.86K
|
6.53K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
996New |
$54.8K - $77K
|
996
$72.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-4.48K- 20.44% |
$247K - $347K
|
17.5K
$1.27M
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-1.95K- 8.77% |
$107K - $151K
|
20.3K
$1.47M
|