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 14, 2025
Q4 2024
|
St. Louis Financial Planners Asset Management, LLC
Chesterfield, MO |
BUY
|
- |
26.4KNew |
$1.45M - $2.04M
|
26.4K
$2.05M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
209+ 7.23% |
$11.5K - $16.2K
|
3.1K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
18+ 0.14% |
$990 - $1.39K
|
12.9K
$998K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
45+ 90.0% |
$2.47K - $3.48K
|
95
$7.37K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
3.25KNew |
$179K - $251K
|
3.25K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
915+ 50.03% |
$50.3K - $70.8K
|
2.74K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1K- 23.53% |
$55K - $77.4K
|
3.25K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
R.H. Investment Group, LLC
Scottsdale, AZ |
BUY
|
- |
72KNew |
$3.96M - $5.57M
|
72K
$5.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-84- 4.02% |
$4.62K - $6.5K
|
2K
$155K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
3.26KNew |
$179K - $252K
|
3.26K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-533- 5.81% |
$29.3K - $41.2K
|
8.63K
$669K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-254- 14.56% |
$14K - $19.6K
|
1.49K
$116K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
6.01K+ 30.11% |
$330K - $465K
|
26K
$2.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-12.8K- 1.59% |
$704K - $990K
|
794K
$61.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-2K- 26.98% |
$110K - $155K
|
5.41K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
7.95K+ 13.68% |
$437K - $615K
|
66.1K
$5.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5+ 0.08% |
$275 - $387
|
6.37K
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.91K+ 34.62% |
$215K - $302K
|
15.2K
$1.18M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
3.53KNew |
$194K - $273K
|
3.53K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
18.4KNew |
$1.01M - $1.42M
|
18.4K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
BUY
|
- |
29.8KNew |
$1.64M - $2.3M
|
29.8K
$2.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
189+ 1.2% |
$10.4K - $14.6K
|
16K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
916+ 2.11% |
$50.4K - $70.9K
|
44.4K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.43KNew |
$188K - $265K
|
3.43K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
885+ 20.94% |
$48.7K - $68.5K
|
5.11K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-4.3K- 3.63% |
$236K - $333K
|
114K
$8.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.14K- 26.78% |
$62.8K - $88.3K
|
3.12K
$242K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-4.6K- 3.56% |
$253K - $356K
|
125K
$9.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
450New |
$24.7K - $34.8K
|
450
$34.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
28.3K+ 4.08% |
$1.56M - $2.19M
|
722K
$56M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-982- 20.35% |
$54K - $76K
|
3.84K
$298K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
21.7KNew |
$1.19M - $1.68M
|
21.7K
$1.68M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.73K+ 10.82% |
$94.9K - $134K
|
17.7K
$1.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-1.06K- 4.45% |
$58.2K - $81.8K
|
22.7K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.2K- 4.46% |
$121K - $170K
|
47.1K
$3.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-842- 5.27% |
$46.3K - $65.1K
|
15.1K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-100- 0.82% |
$5.5K - $7.73K
|
12.2K
$943K
|
|
|
Jan 13, 2025
Q4 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-527- 32.35% |
$29K - $40.8K
|
1.1K
$85.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-2.47K- 5.11% |
$136K - $191K
|
45.9K
$3.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
1.02K+ 22.12% |
$55.9K - $78.7K
|
5.62K
$435K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
2.61K+ 1.63% |
$143K - $202K
|
163K
$12.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Qv Investors Inc.
|
SELL
|
- |
-720- 1.92% |
$39.6K - $55.7K
|
36.9K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.39K- 8.33% |
$76.2K - $107K
|
15.3K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-132- 0.94% |
$7.26K - $10.2K
|
13.9K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-295- 0.93% |
$16.2K - $22.8K
|
31.4K
$2.43M
|
|
|
Jan 13, 2025
Q4 2024
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-944- 0.53% |
$51.9K - $73K
|
176K
$13.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1.43K+ 10.23% |
$78.7K - $111K
|
15.4K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3.21KNew |
$176K - $248K
|
3.21K
$249K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.84K- 11.41% |
$101K - $142K
|
14.3K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-5.5K- 2.86% |
$302K - $425K
|
187K
$14.5M
|