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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.26K+ 64.11% |
$179K - $252K
|
8.35K
$647K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1+ 0.02% |
$55 - $77.4
|
4.66K
$361K
|
|
|
Jan 16, 2025
Q4 2024
|
Sky Investment Group LLC
|
SELL
|
- |
-90- 1.16% |
$4.95K - $6.96K
|
7.7K
$597K
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
3.91K+ 1.16% |
$215K - $303K
|
342K
$26.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.89K- 10.71% |
$104K - $146K
|
15.8K
$1.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballast, Inc.
|
SELL
|
- |
-5- 0.09% |
$275 - $387
|
5.69K
$441K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
SELL
|
- |
-227- 6.84% |
$12.5K - $17.6K
|
3.09K
$240K
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
4.72KNew |
$260K - $365K
|
4.72K
$366K
|
|
|
Jan 16, 2025
Q4 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
36+ 0.51% |
$1.98K - $2.78K
|
7.15K
$555K
|
|
|
Jan 16, 2025
Q4 2024
|
Polianta LTD
|
SELL
|
- |
-2.2K- 11.11% |
$121K - $170K
|
17.6K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
Artemis Investment Management LLP
|
BUY
|
- |
1.11M+ 410.83% |
$60.8M - $85.5M
|
1.37M
$107M
|
|
|
Jan 16, 2025
Q4 2024
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
46+ 1.2% |
$2.53K - $3.56K
|
3.88K
$301K
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-745- 22.26% |
$41K - $57.6K
|
2.6K
$202K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
300+ 25.86% |
$16.5K - $23.2K
|
1.46K
$113K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-49- 1.0% |
$2.69K - $3.79K
|
4.87K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
455+ 10.01% |
$25K - $35.2K
|
5K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
27+ 0.54% |
$1.48K - $2.09K
|
5K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
22.3KNew |
$1.23M - $1.73M
|
22.3K
$1.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-21- 0.28% |
$1.15K - $1.62K
|
7.45K
$578K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-710- 6.19% |
$39K - $54.9K
|
10.8K
$834K
|
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
2.88KNew |
$158K - $223K
|
2.88K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-5.19K- 4.11% |
$285K - $401K
|
121K
$9.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-309- 4.4% |
$17K - $23.9K
|
6.71K
$521K
|
|
|
Jan 16, 2025
Q4 2024
|
Lincoln Capital LLC
|
BUY
|
- |
2+ 0.03% |
$110 - $155
|
7.01K
$544K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-1.29K- 15.66% |
$70.9K - $99.7K
|
6.94K
$538K
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
2.97KNew |
$163K - $229K
|
2.97K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-4.97K- 7.7% |
$273K - $385K
|
59.6K
$4.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
3.14KNew |
$173K - $243K
|
3.14K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
4+ 0.33% |
$220 - $309
|
1.2K
$93.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Eldred Rock Partners, LLC
San Antonio, TX |
BUY
|
- |
478+ 0.32% |
$26.3K - $37K
|
152K
$11.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-10.2K- 37.1% |
$558K - $786K
|
17.2K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
7.95K+ 33.95% |
$437K - $615K
|
31.4K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
19.4KNew |
$1.07M - $1.5M
|
19.4K
$1.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-202- 0.22% |
$11.1K - $15.6K
|
93.7K
$7.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-187- 1.87% |
$10.3K - $14.5K
|
9.83K
$762K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
7.22K+ 29.35% |
$397K - $558K
|
31.8K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.74K+ 47.07% |
$95.8K - $135K
|
5.45K
$422K
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
747+ 3.86% |
$41.1K - $57.8K
|
20.1K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-434- 2.39% |
$23.9K - $33.6K
|
17.7K
$1.37M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.74KNew |
$205K - $289K
|
3.74K
$290K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.8K+ 30.49% |
$154K - $217K
|
12K
$929K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
255+ 1.45% |
$14K - $19.7K
|
17.9K
$1.39M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
761+ 9.19% |
$41.8K - $58.9K
|
9.04K
$701K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
112+ 1.22% |
$6.16K - $8.66K
|
9.31K
$722K
|
|
|
Jan 16, 2025
Q4 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-116- 1.89% |
$6.38K - $8.97K
|
6.03K
$467K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-1.5K- 25.32% |
$82.5K - $116K
|
4.43K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
5.22K+ 7.89% |
$287K - $404K
|
71.4K
$5.54M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
591+ 1.79% |
$32.5K - $45.7K
|
33.5K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
74+ 1.73% |
$4.07K - $5.72K
|
4.34K
$337K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
44.5K+ 232.06% |
$2.45M - $3.44M
|
63.6K
$4.93M
|