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 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-57.9K- 51.96% |
$3.87M - $4.72M
|
53.6K
$4.47M
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$234K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-78- 4.36% |
$5.21K - $6.35K
|
1.71K
$143K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
SELL
|
- |
-25.5K- 76.91% |
$1.7M - $2.07M
|
7.65K
$638K
|
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-10.6K- 28.04% |
$708K - $863K
|
27.2K
$2.27M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-150- 1.92% |
$10K - $12.2K
|
7.68K
$640K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-8.61K- 90.73% |
$575K - $701K
|
879
$73.3K
|
|
|
Apr 08, 2025
Q1 2025
|
Boit C F David
Boston, MA |
SELL
|
- |
-5K- 32.22% |
$334K - $407K
|
10.5K
$877K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9+ 60.0% |
$601 - $733
|
24
$2K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
90+ 4.44% |
$6.01K - $7.33K
|
2.12K
$177K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-12.2K- 8.01% |
$816K - $995K
|
140K
$11.7M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-968- 6.29% |
$64.6K - $78.8K
|
14.4K
$1.2M
|
|
| Q4 2024 | |||||||
|
Aug 08, 2025
Q4 2024
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
232New |
$12.8K - $17.9K
|
232
$19.4K
|
|
|
Aug 06, 2025
Q4 2024
|
Longview Financial Advisors LLC
San Rafael, CA |
BUY
|
- |
1.65KNew |
$90.9K - $128K
|
1.65K
$138K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
145New |
$7.97K - $11.2K
|
145
$12.1K
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
207New |
$11.4K - $16K
|
207
$17.3K
|
|
|
May 09, 2025
Q4 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
30New |
$1.65K - $2.32K
|
30
$2.5K
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
2.94KNew |
$162K - $227K
|
2.94K
$245K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-75- 30.0% |
$4.12K - $5.8K
|
175
$14.6K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
153New |
$8.41K - $11.8K
|
153
$12.8K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
6New |
$330 - $464
|
6
$501
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
3.07KNew |
$169K - $238K
|
3.07K
$256K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
3.47KNew |
$191K - $268K
|
3.47K
$289K
|
|
|
Feb 18, 2025
Q4 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
64+ 0.72% |
$3.52K - $4.95K
|
8.91K
$743K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
302New |
$16.6K - $23.4K
|
302
$25.2K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
5.23KNew |
$288K - $405K
|
5.23K
$436K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
181New |
$9.95K - $14K
|
181
$15.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
BUY
|
- |
7.45KNew |
$410K - $576K
|
7.45K
$622K
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.02M- 16.86% |
$276M - $388M
|
24.8M
$2.07B
|
|
|
Feb 14, 2025
Q4 2024
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
3.8KNew |
$209K - $294K
|
3.8K
$317K
|
|
|
Feb 14, 2025
Q4 2024
|
Governors Lane LP
New York, NY |
BUY
|
CALL |
293KNew |
$16.1M - $22.6M
|
293K
$24.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Continental Advisors LLC
Chicago, IL |
SELL
|
- |
-8.8K- 9.58% |
$484K - $681K
|
83.1K
$6.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Azora Capital LP
Miami, FL |
BUY
|
- |
649KNew |
$35.7M - $50.2M
|
649K
$54.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ategra Capital Management, LLC
Vienna, VA |
SELL
|
- |
-42.9K- 21.81% |
$2.36M - $3.32M
|
154K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
PUT |
14.5KNew |
$797K - $1.12M
|
14.5K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.15KNew |
$173K - $243K
|
3.15K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
5.82KNew |
$320K - $450K
|
5.82K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-95- 1.12% |
$5.22K - $7.35K
|
8.42K
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
3.34KNew |
$184K - $259K
|
3.34K
$279K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.6KNew |
$585K - $823K
|
10.6K
$888K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Focus Capital Management, LLC
San Juan, PR |
SELL
|
- |
-90K- 87.38% |
$4.95M - $6.96M
|
13K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-65.1K- 73.39% |
$3.58M - $5.04M
|
23.6K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
120KNew |
$6.6M - $9.28M
|
120K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
928New |
$51K - $71.8K
|
928
$77.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Cigogne Management Sa
Luxembourg, N4 |
BUY
|
PUT |
33KNew |
$1.81M - $2.55M
|
33K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Adapt Investment Managers Sa
Geneva, V8 |
BUY
|
PUT |
800KNew |
$44M - $61.9M
|
800K
$66.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Blue Capital, Inc.
Omaha, NE |
BUY
|
- |
28KNew |
$1.54M - $2.17M
|
28K
$2.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
728New |
$40K - $56.3K
|
728
$60.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Castlekeep Investment Advisors LLC
Westport, CT |
BUY
|
- |
39.9KNew |
$2.19M - $3.09M
|
39.9K
$3.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-24.5K- 62.7% |
$1.35M - $1.9M
|
14.6K
$1.22M
|
|