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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Byrne Financial Freedom, LLC
Franklin, MA |
SELL
|
- |
-2- 0.04% |
$134 - $163
|
5.16K
$430K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.36K+ 21.32% |
$91.1K - $111K
|
7.76K
$647K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
CALL |
300New |
$20K - $24.4K
|
300
$25K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
247New |
$16.5K - $20.1K
|
247
$20.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
35+ 0.65% |
$2.34K - $2.85K
|
5.44K
$453K
|
|
|
Apr 28, 2025
Q1 2025
|
Defender Capital, Llc.
|
BUY
|
- |
7.25KNew |
$484K - $590K
|
7.25K
$605K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.17K- 18.64% |
$78.4K - $95.6K
|
5.12K
$427K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
4.17KNew |
$279K - $340K
|
4.17K
$348K
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
BUY
|
- |
3.81K+ 16.7% |
$254K - $310K
|
26.6K
$2.22M
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
BUY
|
PUT |
90.5KNew |
$6.04M - $7.37M
|
90.5K
$7.55M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
463+ 24.41% |
$30.9K - $37.7K
|
2.36K
$197K
|
|
|
Apr 25, 2025
Q1 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-77- 2.27% |
$5.14K - $6.27K
|
3.32K
$277K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
100New |
$6.68K - $8.14K
|
100
$8.34K
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
6.2K+ 56.33% |
$414K - $505K
|
17.2K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
37+ 0.29% |
$2.47K - $3.01K
|
12.8K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Sabal Trust CO
|
BUY
|
- |
5.55K+ 27.01% |
$370K - $451K
|
26.1K
$2.18M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-421- 7.2% |
$28.1K - $34.3K
|
5.43K
$453K
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
187+ 4.42% |
$12.5K - $15.2K
|
4.42K
$369K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
3KNew |
$201K - $245K
|
3K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-161- 16.68% |
$10.8K - $13.1K
|
804
$67.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-55- 35.48% |
$3.67K - $4.48K
|
100
$8.34K
|
|
|
Apr 22, 2025
Q1 2025
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
525New |
$35.1K - $42.7K
|
525
$43.8K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
112New |
$7.48K - $9.12K
|
112
$9.34K
|
|
|
Apr 22, 2025
Q1 2025
|
Winebrenner Capital Management LLC
Louisville, KY |
SELL
|
- |
-11.3K- 50.0% |
$753K - $919K
|
11.3K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Gallagher Capital Advisors, LLC
Argyle, TX |
SELL
|
- |
-21- 0.36% |
$1.4K - $1.71K
|
5.73K
$478K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-148- 6.85% |
$9.88K - $12.1K
|
2.01K
$168K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-7.12K- 66.69% |
$475K - $579K
|
3.55K
$296K
|
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
SELL
|
- |
-136- 2.75% |
$9.08K - $11.1K
|
4.81K
$401K
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
120+ 3.47% |
$8.01K - $9.77K
|
3.58K
$299K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
1.68KNew |
$112K - $137K
|
1.68K
$140K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
2.84KNew |
$189K - $231K
|
2.84K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
4.54KNew |
$303K - $369K
|
4.54K
$378K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-53- 1.03% |
$3.54K - $4.32K
|
5.08K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
297+ 0.69% |
$19.8K - $24.2K
|
43.3K
$3.61M
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-40- 0.39% |
$2.67K - $3.26K
|
10.3K
$862K
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-81- 1.78% |
$5.41K - $6.6K
|
4.48K
$374K
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-2K- 16.67% |
$134K - $163K
|
10K
$834K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-645- 13.23% |
$43.1K - $52.5K
|
4.23K
$353K
|
|
|
Apr 16, 2025
Q1 2025
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
7.55KNew |
$504K - $615K
|
7.55K
$630K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
CALL |
40.6KNew |
$2.71M - $3.31M
|
40.6K
$3.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
4.85KNew |
$324K - $395K
|
4.85K
$405K
|
|
|
Apr 15, 2025
Q1 2025
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-706- 14.12% |
$47.1K - $57.5K
|
4.29K
$358K
|
|
|
Apr 15, 2025
Q1 2025
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
1.22KNew |
$81.5K - $99.3K
|
1.22K
$102K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-3.57K- 44.04% |
$239K - $291K
|
4.54K
$379K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-3.09K- 7.68% |
$206K - $251K
|
37.1K
$3.09M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2- 0.08% |
$134 - $163
|
2.41K
$201K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-25- 1.45% |
$1.67K - $2.04K
|
1.7K
$141K
|
|
|
Apr 15, 2025
Q1 2025
|
Bradyco, Inc.
Cambridge, MA |
SELL
|
- |
-62- 1.09% |
$4.14K - $5.05K
|
5.63K
$470K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-295- 19.47% |
$19.7K - $24K
|
1.22K
$102K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-75- 1.43% |
$5.01K - $6.11K
|
5.16K
$430K
|
|