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 28, 2025
Q4 2024
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
2.83MNew |
$156M - $219M
|
2.83M
$222M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
2.79KNew |
$154K - $216K
|
2.79K
$219K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
486+ 232.54% |
$26.7K - $37.6K
|
695
$54.4K
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
14.4KNew |
$793K - $1.12M
|
14.4K
$1.13M
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.07KNew |
$169K - $238K
|
3.07K
$241K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
6.66KNew |
$366K - $515K
|
6.66K
$521K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
116New |
$6.38K - $8.97K
|
116
$9.09K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
293+ 16.35% |
$16.1K - $22.7K
|
2.09K
$163K
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-6.18K- 20.84% |
$340K - $478K
|
23.5K
$1.84M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.23K- 17.15% |
$453K - $637K
|
39.8K
$3.11M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.85KNew |
$322K - $452K
|
5.85K
$458K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.98K- 21.45% |
$274K - $385K
|
18.2K
$1.43M
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.47KNew |
$191K - $268K
|
3.47K
$271K
|
|
|
Feb 24, 2025
Q4 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
3.01KNew |
$166K - $233K
|
3.01K
$236K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
8.05KNew |
$442K - $622K
|
8.05K
$630K
|
|
|
Feb 21, 2025
Q4 2024
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-4.69K- 31.35% |
$258K - $362K
|
10.3K
$804K
|
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
1.47KNew |
$80.9K - $114K
|
1.47K
$115K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.19K+ 8.06% |
$231K - $324K
|
56.2K
$4.4M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.76K- 1.97% |
$96.7K - $136K
|
87.6K
$6.86M
|
|
|
Feb 20, 2025
Q4 2024
|
Griffith & Werner, Inc.
Canton, GA |
BUY
|
- |
33.8KNew |
$1.86M - $2.62M
|
33.8K
$2.65M
|
|
|
Feb 20, 2025
Q4 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
66+ 0.86% |
$3.63K - $5.11K
|
7.74K
$606K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-299- 5.51% |
$16.4K - $23.1K
|
5.13K
$402K
|
|
|
Feb 19, 2025
Q4 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-360- 1.11% |
$19.8K - $27.8K
|
31.9K
$2.5M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-66.4K- 5.45% |
$3.65M - $5.14M
|
1.15M
$90.3M
|
|
|
Feb 19, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
PUT |
50KNew |
$2.75M - $3.87M
|
50K
$3.92M
|
|
|
Feb 18, 2025
Q4 2024
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
408K+ 6675.41% |
$22.4M - $31.5M
|
414K
$32.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
241+ 3.29% |
$13.3K - $18.6K
|
7.57K
$593K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-39- 0.26% |
$2.14K - $3.02K
|
15K
$1.18M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
113+ 1.51% |
$6.21K - $8.74K
|
7.6K
$595K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.14K+ 5.76% |
$62.8K - $88.3K
|
21K
$1.64M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2.91KNew |
$160K - $225K
|
2.91K
$228K
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
11.9KNew |
$656K - $922K
|
11.9K
$934K
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
9.2K+ 16.91% |
$506K - $712K
|
63.6K
$4.98M
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
64+ 0.72% |
$3.52K - $4.95K
|
8.91K
$698K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-415- 1.74% |
$22.8K - $32.1K
|
23.4K
$1.83M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
3.1KNew |
$171K - $240K
|
3.1K
$243K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-108K- 79.87% |
$5.94M - $8.36M
|
27.2K
$2.13M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
302New |
$16.6K - $23.4K
|
302
$23.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.23KNew |
$288K - $405K
|
5.23K
$410K
|
|
|
Feb 18, 2025
Q4 2024
|
Mc Mill Wealth Management
Norfolk, NE |
BUY
|
- |
3.45KNew |
$190K - $267K
|
3.45K
$270K
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
- |
14.9K+ 8.96% |
$817K - $1.15M
|
181K
$14.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Ctc LLC
|
BUY
|
PUT |
421K+ 5990.11% |
$23.2M - $32.6M
|
429K
$33.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-205K- 12.49% |
$11.3M - $15.9M
|
1.44M
$113M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.46K+ 3.17% |
$80.4K - $113K
|
47.6K
$3.73M
|
|
|
Feb 18, 2025
Q4 2024
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
6.06KNew |
$333K - $468K
|
6.06K
$474K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
181New |
$9.95K - $14K
|
181
$14.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
7.45KNew |
$410K - $576K
|
7.45K
$584K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-232K- 13.42% |
$12.7M - $17.9M
|
1.5M
$117M
|
|
|
Feb 14, 2025
Q4 2024
|
Public Sector Pension Investment Board
Montreal, A8 |
BUY
|
- |
400K+ 20.18% |
$22M - $30.9M
|
2.38M
$186M
|
|
|
Feb 14, 2025
Q4 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-90.7K- 98.49% |
$4.98M - $7.01M
|
1.39K
$109K
|