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 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
902+ 10.88% |
$49.6K - $69.8K
|
9.19K
$767K
|
|
|
Feb 10, 2025
Q4 2024
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
13.2KNew |
$725K - $1.02M
|
13.2K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
370+ 3.48% |
$20.3K - $28.6K
|
11K
$919K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
229+ 289.87% |
$12.6K - $17.7K
|
308
$25.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
3.05KNew |
$168K - $236K
|
3.05K
$254K
|
|
|
Feb 07, 2025
Q4 2024
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-26.9K- 68.67% |
$1.48M - $2.08M
|
12.3K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Mount Lucas Management LP
Newtown, PA |
SELL
|
- |
-957- 5.38% |
$52.6K - $74K
|
16.8K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Taika Capital, LP
Sunny Isles Beach, FL |
BUY
|
- |
5.18KNew |
$285K - $401K
|
5.18K
$432K
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.08KNew |
$170K - $238K
|
3.08K
$257K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
100New |
$5.5K - $7.73K
|
100
$8.34K
|
|
|
Feb 06, 2025
Q4 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
688New |
$37.8K - $53.2K
|
688
$57.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
144New |
$7.92K - $11.1K
|
144
$12K
|
|
|
Feb 06, 2025
Q4 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-16- 0.31% |
$880 - $1.24K
|
5.1K
$426K
|
|
|
Feb 06, 2025
Q4 2024
|
Torray LLC
|
BUY
|
- |
3KNew |
$165K - $232K
|
3K
$250K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
17New |
$935 - $1.31K
|
17
$1.42K
|
|
|
Feb 06, 2025
Q4 2024
|
Aigen Investment Management, LP
|
BUY
|
- |
3.67K+ 35.77% |
$202K - $284K
|
13.9K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Aimz Investment Advisors, LLC
|
SELL
|
- |
-83- 0.72% |
$4.56K - $6.42K
|
11.5K
$957K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
162+ 15.25% |
$8.91K - $12.5K
|
1.22K
$102K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
42New |
$2.31K - $3.25K
|
42
$3.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.73KNew |
$95.1K - $134K
|
1.73K
$144K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.56KNew |
$86K - $121K
|
1.56K
$130K
|
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
14.2KNew |
$781K - $1.1M
|
14.2K
$1.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
730+ 5.29% |
$40.1K - $56.5K
|
14.5K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
879+ 7.15% |
$48.3K - $68K
|
13.2K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1+ 0.02% |
$55 - $77.4
|
5.19K
$433K
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.41K+ 5.8% |
$77.5K - $109K
|
25.7K
$2.14M
|
|
|
Feb 04, 2025
Q4 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
2.87KNew |
$158K - $222K
|
2.87K
$239K
|
|
|
Feb 04, 2025
Q4 2024
|
Carlson Capital L P
Dallas, TX |
BUY
|
- |
21KNew |
$1.15M - $1.62M
|
21K
$1.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-159- 3.95% |
$8.74K - $12.3K
|
3.87K
$323K
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
BUY
|
- |
5+ 0.06% |
$275 - $387
|
8.71K
$727K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
733New |
$40.3K - $56.7K
|
733
$61.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
221+ 22.1% |
$12.2K - $17.1K
|
1.22K
$102K
|
|
|
Feb 03, 2025
Q4 2024
|
Grove Street Fiduciary, LLC
Peterborough, NH |
BUY
|
- |
3.77KNew |
$207K - $291K
|
3.77K
$314K
|
|
|
Feb 03, 2025
Q4 2024
|
Dorchester Wealth Management CO
|
SELL
|
- |
-625- 10.79% |
$34.4K - $48.3K
|
5.17K
$431K
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
303New |
$16.7K - $23.4K
|
303
$25.3K
|
|
|
Jan 31, 2025
Q4 2024
|
New Jersey Better Educational Savings Trust
|
BUY
|
- |
3.4KNew |
$187K - $263K
|
3.4K
$283K
|
|
|
Jan 31, 2025
Q4 2024
|
Alpha Centric Advisors LLC
San Juan, PR |
SELL
|
- |
-87- 4.77% |
$4.78K - $6.73K
|
1.74K
$145K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.92K+ 2.05% |
$435K - $613K
|
394K
$32.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
21New |
$1.15K - $1.62K
|
21
$1.75K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-135- 2.55% |
$7.42K - $10.4K
|
5.17K
$431K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-19- 1.55% |
$1.04K - $1.47K
|
1.21K
$101K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
107+ 0.39% |
$5.88K - $8.28K
|
27.2K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-4K- 39.02% |
$220K - $309K
|
6.25K
$521K
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-1.58K- 41.13% |
$87.1K - $123K
|
2.27K
$189K
|
|
|
Jan 30, 2025
Q4 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
SELL
|
- |
-616- 18.99% |
$33.9K - $47.6K
|
2.63K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130+ 1.79% |
$7.15K - $10.1K
|
7.41K
$618K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
4.16KNew |
$229K - $322K
|
4.16K
$347K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
3.45KNew |
$190K - $267K
|
3.45K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.96% |
$55 - $77.4
|
105
$8.76K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-178- 29.72% |
$9.79K - $13.8K
|
421
$35.1K
|
|