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 11, 2025
Q1 2025
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
BUY
|
- |
4.64K+ 27.05% |
$310K - $378K
|
21.8K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
125+ 0.52% |
$8.35K - $10.2K
|
24.1K
$1.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Avity Investment Management Inc.
|
BUY
|
- |
1.25K+ 35.46% |
$83.5K - $102K
|
4.78K
$343K
|
|
|
Apr 11, 2025
Q1 2025
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
200+ 6.23% |
$13.4K - $16.3K
|
3.41K
$245K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
184+ 2.77% |
$12.3K - $15K
|
6.82K
$490K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
2.8KNew |
$187K - $228K
|
2.8K
$201K
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.84KNew |
$189K - $231K
|
2.84K
$204K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-129- 0.51% |
$8.61K - $10.5K
|
25.2K
$1.81M
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-25- 0.53% |
$1.67K - $2.04K
|
4.72K
$339K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
115+ 1.56% |
$7.68K - $9.36K
|
7.47K
$536K
|
|
|
Apr 11, 2025
Q1 2025
|
Fortress Financial Group, LLC
Rochester, MN |
BUY
|
- |
15+ 0.24% |
$1K - $1.22K
|
6.28K
$451K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
252+ 6.78% |
$16.8K - $20.5K
|
3.97K
$285K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
124+ 8.7% |
$8.28K - $10.1K
|
1.55K
$111K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
853+ 3.95% |
$57K - $69.5K
|
22.5K
$1.61M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-82- 2.74% |
$5.48K - $6.68K
|
2.91K
$209K
|
|
|
Apr 11, 2025
Q1 2025
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
18+ 0.25% |
$1.2K - $1.47K
|
7.14K
$512K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
SELL
|
- |
-338- 5.0% |
$22.6K - $27.5K
|
6.43K
$461K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 5.92% |
$13.4K - $16.3K
|
3.18K
$228K
|
|
|
Apr 11, 2025
Q1 2025
|
Tealwood Asset Management Inc
|
SELL
|
- |
-2.27K- 10.39% |
$151K - $184K
|
19.5K
$1.4M
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
226+ 2.16% |
$15.1K - $18.4K
|
10.7K
$766K
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-15.7K- 1.97% |
$1.05M - $1.28M
|
778K
$55.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
SELL
|
- |
-24- 0.49% |
$1.6K - $1.95K
|
4.84K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
27+ 0.36% |
$1.8K - $2.2K
|
7.59K
$545K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.5% |
$66.8 - $81.4
|
201
$14.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
1.91K+ 3.82% |
$128K - $156K
|
52K
$3.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Piscataqua Savings Bank
|
BUY
|
- |
4+ 0.06% |
$267 - $326
|
6.87K
$493K
|
|
|
Apr 11, 2025
Q1 2025
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.06K- 6.01% |
$71.1K - $86.6K
|
16.7K
$1.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
53+ 63.1% |
$3.54K - $4.32K
|
137
$9.84K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
35+ 9.31% |
$2.34K - $2.85K
|
411
$29.5K
|
|
|
Apr 10, 2025
Q1 2025
|
First Financial Corp
|
SELL
|
- |
-418- 7.2% |
$27.9K - $34K
|
5.39K
$387K
|
|
|
Apr 10, 2025
Q1 2025
|
Triangle Securities Wealth Management
|
SELL
|
- |
-454- 1.29% |
$30.3K - $37K
|
34.6K
$2.48M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-109- 0.72% |
$7.28K - $8.87K
|
15.1K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.14% |
$1.2K - $1.47K
|
12.9K
$926K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
3.47K+ 12.62% |
$232K - $283K
|
31K
$2.23M
|
|
|
Apr 10, 2025
Q1 2025
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
145+ 5.02% |
$9.68K - $11.8K
|
3.04K
$218K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-970- 2.77% |
$64.8K - $79K
|
34K
$2.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-58- 7.49% |
$3.87K - $4.72K
|
716
$51.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Northside Capital Management, LLC
|
BUY
|
- |
403+ 1.49% |
$26.9K - $32.8K
|
27.5K
$1.98M
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-4.51K- 21.97% |
$301K - $367K
|
16K
$1.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-79- 1.27% |
$5.28K - $6.43K
|
6.13K
$440K
|
|
|
Apr 10, 2025
Q1 2025
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
50.6KNew |
$3.38M - $4.12M
|
50.6K
$3.63M
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
441+ 0.79% |
$29.4K - $35.9K
|
56.6K
$4.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
1.1K+ 21.69% |
$73.4K - $89.5K
|
6.17K
$443K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
1+ 0.02% |
$66.8 - $81.4
|
4.45K
$319K
|
|
|
Apr 10, 2025
Q1 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.25K- 0.67% |
$83.3K - $102K
|
185K
$13.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
SELL
|
- |
-6.01K- 5.93% |
$401K - $489K
|
95.4K
$6.85M
|
|
|
Apr 10, 2025
Q1 2025
|
Papp L Roy & Associates
|
BUY
|
- |
3+ 0.03% |
$200 - $244
|
10.6K
$764K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.96K+ 10.44% |
$264K - $322K
|
41.9K
$3.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
BUY
|
- |
3.08K+ 41.33% |
$206K - $251K
|
10.5K
$756K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-3.91K- 1.15% |
$261K - $319K
|
338K
$24.3M
|