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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-200- 4.65% |
$13.4K - $16.3K
|
4.1K
$342K
|
|
|
May 09, 2025
Q1 2025
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
SELL
|
- |
-200- 50.0% |
$13.4K - $16.3K
|
200
$16.7K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
2.82KNew |
$188K - $230K
|
2.82K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Gagnon Securities LLC
|
SELL
|
- |
-1.13K- 37.01% |
$75.5K - $92.1K
|
1.93K
$161K
|
|
|
May 09, 2025
Q1 2025
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-889- 14.32% |
$59.4K - $72.4K
|
5.32K
$444K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
500New |
$33.4K - $40.7K
|
500
$41.7K
|
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
114KNew |
$7.62M - $9.29M
|
114K
$9.52M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-5K- 22.61% |
$334K - $407K
|
17.1K
$1.43M
|
|
|
May 08, 2025
Q1 2025
|
Algebris (Uk) LTD
London, X0 |
BUY
|
- |
21.5K+ 16.79% |
$1.44M - $1.75M
|
150K
$12.5M
|
|
|
May 08, 2025
Q1 2025
|
Denkapparat Operations Gmb H
Berlin, 2M |
SELL
|
- |
-9.49K- 71.35% |
$634K - $773K
|
3.81K
$318K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.91KNew |
$662K - $807K
|
9.91K
$826K
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-227- 31.01% |
$15.2K - $18.5K
|
505
$42.1K
|
|
|
May 08, 2025
Q1 2025
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-135- 3.94% |
$9.02K - $11K
|
3.29K
$275K
|
|
|
May 08, 2025
Q1 2025
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
5.17KNew |
$345K - $421K
|
5.17K
$431K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-11.2K- 32.94% |
$748K - $912K
|
22.8K
$1.9M
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
199New |
$13.3K - $16.2K
|
199
$16.6K
|
|
|
May 07, 2025
Q1 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
47+ 11.22% |
$3.14K - $3.83K
|
466
$38.9K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-78- 0.87% |
$5.21K - $6.35K
|
8.87K
$740K
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
3.48KNew |
$232K - $283K
|
3.48K
$290K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
PUT |
-151K- 77.84% |
$10.1M - $12.3M
|
42.9K
$3.58M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-660- 15.28% |
$44.1K - $53.7K
|
3.66K
$305K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
6+ 0.16% |
$401 - $489
|
3.86K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Ghe, LLC
|
BUY
|
- |
510+ 20.25% |
$34.1K - $41.5K
|
3.03K
$253K
|
|
|
May 05, 2025
Q1 2025
|
Lipe & Dalton
|
SELL
|
- |
-500- 3.04% |
$33.4K - $40.7K
|
16K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-92.7K- 52.32% |
$6.19M - $7.55M
|
84.5K
$7.05M
|
|
|
May 05, 2025
Q1 2025
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-266- 8.18% |
$17.8K - $21.7K
|
2.98K
$249K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
113+ 2.87% |
$7.55K - $9.2K
|
4.05K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-614- 3.1% |
$41K - $50K
|
19.2K
$1.6M
|
|
|
May 05, 2025
Q1 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-205- 19.64% |
$13.7K - $16.7K
|
839
$70K
|
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
139+ 4.31% |
$9.28K - $11.3K
|
3.36K
$280K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
15+ 0.25% |
$1K - $1.22K
|
6.1K
$509K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-24- 2.33% |
$1.6K - $1.95K
|
1.01K
$83.9K
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-179- 2.86% |
$12K - $14.6K
|
6.08K
$507K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.65K- 7.32% |
$110K - $135K
|
20.9K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
SELL
|
- |
-639- 17.76% |
$42.7K - $52K
|
2.96K
$247K
|
|
|
May 01, 2025
Q1 2025
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-13- 2.43% |
$868 - $1.06K
|
521
$43.5K
|
|
|
May 01, 2025
Q1 2025
|
United Wealth Management, LLC
Charlottesville, VA |
SELL
|
- |
-980- 20.43% |
$65.4K - $79.8K
|
3.82K
$318K
|
|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
5.69KNew |
$380K - $463K
|
5.69K
$474K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-64- 1.31% |
$4.27K - $5.21K
|
4.8K
$401K
|
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
119+ 3.05% |
$7.95K - $9.69K
|
4.02K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Cooper Capital Advisors LLC
Encinitas, CA |
SELL
|
- |
-145- 3.61% |
$9.68K - $11.8K
|
3.87K
$323K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
31+ 0.96% |
$2.07K - $2.52K
|
3.27K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-1K- 20.83% |
$66.8K - $81.4K
|
3.8K
$317K
|
|
|
Apr 30, 2025
Q1 2025
|
Correct Capital Wealth Management
Clayton, MO |
SELL
|
- |
-19- 0.16% |
$1.27K - $1.55K
|
11.6K
$964K
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
23.3K+ 159.43% |
$1.56M - $1.9M
|
37.9K
$3.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Caas Capital Management LP
New York, NY |
SELL
|
PUT |
-43.4K- 21.21% |
$2.9M - $3.53M
|
161K
$13.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
191New |
$12.8K - $15.6K
|
191
$15.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
BUY
|
- |
41KNew |
$2.74M - $3.34M
|
41K
$3.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-2.83K- 15.27% |
$189K - $230K
|
15.7K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
342+ 6.38% |
$22.8K - $27.8K
|
5.7K
$475K
|
|