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 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
SELL
|
- |
-9K- 15.66% |
$601K - $733K
|
48.5K
$4.07M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-12.7K- 11.06% |
$845K - $1.03M
|
102K
$8.54M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
CALL |
7New |
$467 - $570
|
7
$587
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
13+ 0.17% |
$868 - $1.06K
|
7.53K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-10- 0.29% |
$668 - $814
|
3.45K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
BUY
|
- |
1.48M+ 76.63% |
$99M - $121M
|
3.42M
$287M
|
|
|
May 14, 2025
Q1 2025
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3- 0.04% |
$200 - $244
|
6.86K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-129- 0.73% |
$8.61K - $10.5K
|
17.4K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
432K+ 66.24% |
$28.8M - $35.2M
|
1.08M
$90.9M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
310K+ 10.57% |
$20.7M - $25.2M
|
3.24M
$272M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-71- 3.54% |
$4.74K - $5.78K
|
1.94K
$162K
|
|
|
May 14, 2025
Q1 2025
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
400+ 2.23% |
$26.7K - $32.6K
|
18.3K
$1.54M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
37.1K+ 652.09% |
$2.48M - $3.02M
|
42.8K
$3.59M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-136K- 7.32% |
$9.08M - $11.1M
|
1.72M
$144M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.53K+ 11.38% |
$235K - $287K
|
34.5K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3.94KNew |
$263K - $321K
|
3.94K
$331K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.18K- 24.6% |
$78.5K - $95.7K
|
3.6K
$302K
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.83K- 4.11% |
$122K - $149K
|
42.7K
$3.58M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.41% |
$66.8 - $81.4
|
72
$6.04K
|
|
|
May 14, 2025
Q1 2025
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-688- 7.77% |
$45.9K - $56K
|
8.16K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-201K- 30.32% |
$13.4M - $16.3M
|
461K
$38.7M
|
|
|
May 14, 2025
Q1 2025
|
Rodgers Brothers Inc.
Harmony, PA |
BUY
|
- |
2.83KNew |
$189K - $230K
|
2.83K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Avestar Capital, LLC
|
BUY
|
- |
1.95K+ 4.89% |
$130K - $159K
|
41.8K
$3.51M
|
|
|
May 14, 2025
Q1 2025
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-60- 1.08% |
$4.01K - $4.89K
|
5.5K
$462K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.04K- 0.52% |
$69.4K - $84.6K
|
199K
$16.7M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-745- 1.02% |
$49.8K - $60.7K
|
72.3K
$6.06M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.31K- 11.49% |
$155K - $188K
|
17.8K
$1.5M
|
|
|
May 14, 2025
Q1 2025
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-836- 1.86% |
$55.8K - $68.1K
|
44.2K
$3.71M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-7.16K- 6.54% |
$478K - $583K
|
102K
$8.58M
|
|
|
May 14, 2025
Q1 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-784- 1.52% |
$52.4K - $63.8K
|
50.7K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.01M- 36.97% |
$67.3M - $82M
|
1.72M
$144M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
PUT |
-927K- 11.3% |
$61.9M - $75.5M
|
7.28M
$611M
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
2.85K+ 187.75% |
$190K - $232K
|
4.37K
$366K
|
|
|
May 14, 2025
Q1 2025
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
PUT |
10.3K+ 332.26% |
$688K - $839K
|
13.4K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.14K- 19.86% |
$210K - $256K
|
12.7K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
40.5KNew |
$2.71M - $3.3M
|
40.5K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
4.23K+ 17.69% |
$283K - $345K
|
28.2K
$2.36M
|
|
|
May 14, 2025
Q1 2025
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
61+ 0.14% |
$4.07K - $4.97K
|
45K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
4+ 0.31% |
$267 - $326
|
1.27K
$107K
|
|
|
May 14, 2025
Q1 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-57.1K- 7.51% |
$3.81M - $4.65M
|
703K
$58.9M
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
90+ 11.57% |
$6.01K - $7.33K
|
868
$72.8K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-244- 3.33% |
$16.3K - $19.9K
|
7.08K
$593K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
29.3K+ 13.74% |
$1.96M - $2.39M
|
243K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
SELL
|
- |
-31.8K- 49.9% |
$2.12M - $2.59M
|
31.9K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Beck Bode, LLC
|
BUY
|
- |
22.7KNew |
$1.52M - $1.85M
|
22.7K
$1.9M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
23.8K+ 3.06% |
$1.59M - $1.93M
|
801K
$67.2M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-8.27K- 3.31% |
$552K - $673K
|
241K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 47.06% |
$26.7K - $32.6K
|
450
$37.7K
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-27K- 3.07% |
$1.8M - $2.2M
|
854K
$71.6M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-482- 34.83% |
$32.2K - $39.2K
|
902
$75.7K
|