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 13, 2025
Q1 2025
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3.53KNew |
$236K - $287K
|
3.53K
$291K
|
|
|
May 13, 2025
Q1 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-196- 5.21% |
$13.1K - $16K
|
3.57K
$294K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-17.8K- 5.55% |
$1.19M - $1.45M
|
302K
$24.9M
|
|
|
May 13, 2025
Q1 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
71MNew |
$4.74B - $5.78B
|
71M
$5.85B
|
|
|
May 13, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
SELL
|
- |
-2K- 18.26% |
$134K - $163K
|
8.97K
$739K
|
|
|
May 13, 2025
Q1 2025
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-535- 14.14% |
$35.7K - $43.6K
|
3.25K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
438K+ 10.97% |
$29.2M - $35.6M
|
4.43M
$365M
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
6.07K+ 61.4% |
$405K - $494K
|
16K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
1.1K+ 42.29% |
$73.5K - $89.6K
|
3.7K
$305K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
987+ 16.66% |
$65.9K - $80.4K
|
6.91K
$569K
|
|
|
May 13, 2025
Q1 2025
|
Affinity Investment Advisors, LLC
|
SELL
|
- |
-405- 2.09% |
$27K - $33K
|
19K
$1.57M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.88K+ 10.04% |
$192K - $235K
|
31.6K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.16M+ 18.26% |
$145M - $176M
|
14M
$1.15B
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
PUT |
839K+ 66.54% |
$56M - $68.3M
|
2.1M
$173M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-12.4K- 6.53% |
$826K - $1.01M
|
177K
$14.6M
|
|
|
May 13, 2025
Q1 2025
|
Round Hill Asset Management
Pasadena, CA |
SELL
|
- |
-6.2K- 17.6% |
$414K - $504K
|
29K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
272+ 6.66% |
$18.2K - $22.1K
|
4.36K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-531K- 1.54% |
$35.4M - $43.2M
|
33.8M
$2.79B
|
|
|
May 13, 2025
Q1 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
12.8K+ 22.47% |
$854K - $1.04M
|
69.7K
$5.74M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-1.21K- 19.58% |
$81.1K - $98.8K
|
4.99K
$411K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
62+ 2.0% |
$4.14K - $5.05K
|
3.16K
$260K
|
|
|
May 13, 2025
Q1 2025
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
383+ 5.77% |
$25.6K - $31.2K
|
7.02K
$578K
|
|
|
May 13, 2025
Q1 2025
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
102+ 3.16% |
$6.81K - $8.3K
|
3.33K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
3.19K+ 13.69% |
$213K - $259K
|
26.5K
$2.18M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
400+ 6.96% |
$26.7K - $32.6K
|
6.15K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Bnp Paribas Asset Management Holding S.A.
|
BUY
|
- |
73.2K+ 57.8% |
$4.89M - $5.96M
|
200K
$16.5M
|
|
|
May 13, 2025
Q1 2025
|
Hc Advisors, LLC
|
SELL
|
- |
-849- 17.51% |
$56.7K - $69.1K
|
4K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
15.8K+ 5.11% |
$1.06M - $1.29M
|
325K
$26.8M
|
|
|
May 13, 2025
Q1 2025
|
Edgar Lomax CO
Kingstowne, VA |
SELL
|
- |
-284K- 60.55% |
$19M - $23.1M
|
185K
$15.2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
75+ 1.97% |
$5.01K - $6.11K
|
3.88K
$320K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-249- 5.62% |
$16.6K - $20.3K
|
4.18K
$344K
|
|
|
May 13, 2025
Q1 2025
|
Optimas Capital LTD
Central, K3 |
BUY
|
- |
14.5K+ 30.59% |
$968K - $1.18M
|
61.9K
$5.1M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.33K+ 5.91% |
$88.7K - $108K
|
23.8K
$1.96M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-59.9K- 2.2% |
$4M - $4.87M
|
2.66M
$219M
|
|
|
May 13, 2025
Q1 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
5.91KNew |
$395K - $481K
|
5.91K
$487K
|
|
|
May 13, 2025
Q1 2025
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
500KNew |
$33.4M - $40.7M
|
500K
$41.2M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-467- 7.21% |
$31.2K - $38K
|
6.01K
$495K
|
|
|
May 13, 2025
Q1 2025
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-35.7K- 21.29% |
$2.38M - $2.91M
|
132K
$10.9M
|
|
|
May 13, 2025
Q1 2025
|
Power Wealth Management LLC
Roswell, GA |
SELL
|
- |
-792- 18.72% |
$52.9K - $64.5K
|
3.44K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
SELL
|
- |
-53.9K- 64.91% |
$3.6M - $4.39M
|
29.2K
$2.4M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
17.9KNew |
$1.19M - $1.46M
|
17.9K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
583New |
$38.9K - $47.5K
|
583
$48K
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
170+ 4.58% |
$11.4K - $13.8K
|
3.88K
$319K
|
|
|
May 12, 2025
Q1 2025
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
69+ 0.55% |
$4.61K - $5.62K
|
12.6K
$1.04M
|
|
|
May 12, 2025
Q1 2025
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
544K+ 9.96% |
$36.4M - $44.3M
|
6.01M
$495M
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
449+ 10.17% |
$30K - $36.6K
|
4.86K
$401K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
SELL
|
- |
-248- 27.4% |
$16.6K - $20.2K
|
657
$54.1K
|
|
|
May 12, 2025
Q1 2025
|
Xy Capital LTD
Central, K3 |
SELL
|
PUT |
-2.2K- 26.51% |
$147K - $179K
|
6.1K
$503K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.02M+ 33.74% |
$68.2M - $83.1M
|
4.05M
$333M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
PUT |
-443K- 32.33% |
$29.6M - $36.1M
|
928K
$76.4M
|